ACCOUNTING AI Workflows
We automate the data-heavy processes that bottleneck your firm — from receipt processing and bank reconciliation to client document chasing and compliance lodgement.
Manual data work is strangling your practice.
Your accountants are trained advisors, but they spend most of their time on data entry, document chasing, and repetitive compliance tasks.
Manual data entry never ends
Receipts, invoices, bank statements, and payroll data all need to be manually entered or verified. It is slow, error-prone, and demoralising for your team.
Chasing client documents is a full-time job
Every tax season and BAS period, your team sends dozens of follow-up emails asking for source documents that clients forget or delay sending.
Deadline tracking across clients is fragile
With hundreds of clients and overlapping compliance dates, managing lodgement deadlines in spreadsheets creates real risk of missed filings and penalties.
Workflows we build.
Automations that eliminate manual processing so your team can focus on advisory and client relationships.
Receipt & Invoice Processing
Extracts data from receipts, invoices, and statements using OCR, then categorises and posts entries to your accounting platform.
Automated Document Collection
Sends personalised reminders to clients with secure upload links, tracks what has been received, and flags outstanding items.
Compliance Deadline Manager
Tracks BAS, tax, and reporting deadlines across your entire client base with automated reminders and escalation workflows.
Bank Reconciliation Automation
Matches bank transactions to invoices and receipts automatically, flagging exceptions for human review only when needed.
"Tax season used to mean 14-hour days for three months straight. The document collection automation alone saved us hundreds of hours of follow-up emails. Our team actually had capacity to take on new clients this year without burning out."
120hrs/month
saved on data entry and document chasing
35%
increase in client capacity
Explore related specialties.
Other professional services niches we serve. Find solutions tailored to your firm type.
Explore our services.
End-to-end AI workflow solutions designed for growing businesses.
AI Roadmap
Strategic audit. We map your SOPs and identify high-ROI automation opportunities.
AI Automator
Single workflow execution. We build, test, and deploy one specific complex process.
AI Accelerator
Ongoing partnership. We become your fractional AI engineering team.
READY TO AUTOMATE REAL WORK?
Roadmap-first. Outcome-owned. Built for live operations.