AI Automation For Modern Accounting Firms

Give your accounting firm back the hours lost to manual work

LedgerWise AI builds tailored AI automations for accounting firms, helping teams reduce manual work, improve efficiency, and focus on higher-value activities like client advisory and relationship development

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Plugs into the tech stack your firm already runs
What we automate

The repetitive work that eats your team's billable hours

Every engagement is built around your firm's specific workflows and the software you already use.

01

Financial reporting and tax return preparation

AI automations that extract key information from source documents, automatically populate workpapers and financial reports (e.g., monthly / quarterly management accounts), and support review processes.

02

Correspondence and administrative tasks

Streamline correspondence with clients, the ATO, advisers and financial institutions. Automate correspondence and admin across full client lifecycle, from intake forms and engagement letters to client emails, billing, and invoicing.

03

Custom integrations

We connect the tools your firm already uses, creating seamless workflows between systems and automating the manual hand-offs in between.

04

Bookkeeping

AI-enabled bookkeeping workflows that reduce manual data entry, categorize transactions, support bank reconciliations, and help your team close the books faster.

How it works

Structured 3-step approach

We start small, prove the value on real data, and expand from there. Most accounting firms see their first automation live in four to eight weeks.

1

Automation audit

We map your workflows and pinpoint the highest-ROI tasks to automate first.

2

Build and integrate

We design and build automations around your tools and your team's process. We connect everything, test against real data, and train your staff on the new workflow.

3

Run, monitor, and optimize

We monitor results, refine what's running, and roll out new automations as your firm grows.

Why LedgerWise AI

We have deep accounting and AI expertise

Plenty of vendors will sell you a generic AI tool. We're different: we start with how your accounting firm actually works and then build the AI automation around it.

  • Founded by accountants and AI builders

    Founding team has over 15 years' of experience across boutique / mid-tier accounting firms, technology strategy, and AI model and application development.

  • Built around your existing tools

    We build on the software your firm already uses, so there is no need to replace existing systems or change the way your practice operates.

  • Human judgement stays at the centre

    Our automations are designed with humans in the loop, ensuring your team remains in control and exercises final judgement over client outputs.
FAQ

Common questions we get

No. We build around the tools you already use so your team keeps working in the systems they know.
Most firms have their first automation running within four to eight weeks of kickoff. We start with one high-impact workflow, prove it on real data, then expand from there.
We work with accounting firms of all sizes covering boutique, mid-sized and large firms. 
Book a free 30 minute consultation below where we can get to know your accounting firm and help you figure out whether our services are the right fit for you. 
Book a consultation

30 minute consultation

Based in Sydney, we partner with accounting firms to automate the manual, time-consuming work that holds your team back. Book a free 30-minute discovery consultation using the form, and you'll walk away with a clear view of where automation can save your firm time and where we can help.

  • Phone
    (+61) 0468 693 483
  • Response time
    Within two business days
Free & no obligation. We reply within two business days.

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