In short
We build AI automation into the workflows an Australian accounting firm already runs. Not a product you have to adopt — automation designed around your existing software, your workpapers and your review process, with a human signing off at the end. Most firms have their first automation live in four to eight weeks.
Most AI offerings sold to accounting firms ask you to change how you work. A new portal, a new ledger, a new place your team has to remember to look. That is a hard sell to a practice mid-way through a BAS quarter, and it is usually why adoption stalls three months in.
We work the other way around. We start with the workflow as it actually runs in your firm — including the parts that only exist in a senior's head — and build automation into it. Your team keeps working in Xero, MYOB, XPM, FYI or Karbon. The automation removes the manual hand-offs in between.
What we automate
Four service lines, each with its own page. Most engagements start with one and expand once it has proven itself on real client data.
Financial reporting and tax return preparation
Document-to-workpaper automation. Source documents in, populated workpapers and draft financial reports out, with every extracted figure carrying a pointer back to the page it came from so review is faster rather than slower. Covers individual returns, monthly and quarterly management accounts, and the reconciliation work in between.
Bookkeeping
Transaction coding that learns your chart of accounts and your client's history, bank reconciliation support, and the exception handling that decides what a human actually needs to look at. The aim is a shorter close, not a fully unattended ledger.
Correspondence and practice administration
The work that never appears on a timesheet but eats the week: client intake, engagement letters, information requests, chasing outstanding documents, correspondence with the ATO and financial institutions, billing and invoicing.
Custom integrations
Connecting the systems you already run so data stops being re-keyed between them. Practice management to document management, ledger to workpapers, CRM to billing.
How an engagement runs
Three stages. We do not start building until we have mapped what is actually costing you time, because the workflow a partner nominates and the workflow the data points to are often not the same one.
| Stage | What happens | Typical duration |
|---|---|---|
| 1. Automation audit | We map your workflows end to end, count the volumes, and score candidates on volume, variation, input quality and how hard the output is to verify. You get a ranked list with an estimate against each. | 1–2 weeks |
| 2. Build and integrate | We design and build around your tools and your team's process, connect the systems, test against real historical data, and train your staff on the new workflow. | 2–4 weeks build, 2–4 weeks testing |
| 3. Run, monitor and optimise | We watch what it does in production, refine the cases it handles badly, and roll out the next workflow. | Ongoing |
The audit is fixed scope. You can take the output and build it yourself, or hand it to someone else — it is useful either way. Our six-step method for automating compliance workflows sets out the same process in more detail.
Where this does not make sense
Worth saying plainly, because it saves everyone a meeting. Below roughly 15 staff, or where a workflow runs a few dozen times a year, configured off-the-shelf tools will beat a custom build on economics every time. We would rather tell you that on the first call than three weeks in.
It also does not make sense where the output is genuinely hard to verify. If checking the machine's work takes as long as doing the work, you have not automated anything — you have added a step. Our guide to where AI actually saves time in an accounting firm covers how to tell the difference before committing.
How this sits with your Code obligations
Using an AI tool does not reduce, share or transfer your professional responsibility. The Tax Practitioners Board confirmed as much in TPB(GS) 55/2026: you remain fully accountable for the accuracy and quality of every service you provide, whether AI touched it or not.
That shapes how we build. Every automation is designed with a human reviewer in the loop, every AI-assisted step is recorded so the file evidences what happened, and outputs carry provenance back to source documents. We cover the detail in what TPB(GS) 55/2026 means for your firm and what an AI-assisted file needs to show.
The software we build around
Ledger and compliance: Xero, MYOB, QuickBooks, Reckon. Practice management: XPM, MYOB AE, APS, Karbon. Document management: FYI, SharePoint, iManage, Active. SMSF: Class, BGL. Reporting: Fathom, Spotlight, Float. Plus whatever else is in your stack — custom integrations is a service line precisely because no two firms run the same combination.