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.
AI Automation For Australian Accounting Firms
Give your accounting firm back the hours lost to manual work
LedgerWise AI builds tailored AI automations for Australian accounting firm workflows including bookkeeping, tax return preparation, workpapers and client correspondence. This helps teams reduce manual work, improve efficiency, and focus on higher-value activities like client advisory and relationship development.
Plugs into the Australian practice stack your firm already runs
Xero
MYOB
QuickBooks
Class
BGL
Reckon
FYI
SharePoint
iManage
Active
Wolters Kluwer
XPM
MYOB AE
APS
Karbon
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.
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.
Custom integrations
We connect the tools your firm already uses, creating seamless workflows between systems and automating the manual hand-offs in between.
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 Australian accounting practice actually works — the ATO deadlines, the BAS cycle, the workpapers your reviewers sign — and 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 — Xero, MYOB, XPM, FYI, Karbon, Class, BGL and the rest of your stack — 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 Australian accounting firms of all sizes, covering boutique, mid-sized and large practices.
No. TPB(GS) 55/2026 confirms that using an AI tool does not reduce, share or transfer your professional responsibility. You remain fully accountable for the accuracy and quality of every service you provide. Our automations are designed with a human reviewer in the loop so the file evidences that control.
Book a free 30-minute consultation. We get to know your accounting firm and help you work out whether our services are the right fit, whether or not you end up working with us.
Insights
Notes from the intersection of accounting and AI
Practical writing for Australian firm owners and managers — what automation actually changes in a practice, what the TPB Code requires, and how to roll it out safely.
Regulation
AI and the Code of Professional Conduct: what TPB(GS) 55/2026 means for your firm
The TPB finalised its AI guidance on 22 July 2026. Here is what TPB(GS) 55/2026 requires of Australian tax and BAS agents, and what to change in your firm.
Regulation
Can Australian tax agents use ChatGPT with client data?
Yes, but only with client permission and the right tier. What Code item 6, the Privacy Act and TPB(GS) 55/2026 require before client information goes into ChatGPT.
Regulation
AI use policy template for Australian accounting firms
A free, copy-and-adapt AI use policy for Australian accounting practices, mapped to Code item 6 and sections 30, 35 and 40 of the Determination 2024.
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.
-
Response timeWithin two business days
Thanks — we'll be in touch.
Your request is in. A member of our team will reach out within two business days to set up your free consultation.