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Accounting

Custom software for accounting practices.

Your ledger and practice tools cover the numbers. Everything around them, from onboarding a new client to chasing documents at tax time and keeping every lodgement on track, usually runs on inboxes, spreadsheets and reminders. We build that into one system around how your practice works.

Get a free prototypeSee how it works
2xfaster response to new enquiries
100%of enquiries captured and routed
15 hrsa week of intake admin removed
How a professional services firm made client intake 2x faster.Read the case study

Where practices lose time

The work around the compliance.

Most practices are happy with their ledger and practice management tools. The time goes on everything between them.

What we build for accounting practices

One system, from new client to lodged.

We map how your firm runs today, refine it with your team, then build the system around it. Rules handle the routine. AI agents handle the steps that need judgment. Your accountants make the calls.

1
New client signs up
Engagement letter and authority forms sent and signed online.
2
Onboarded
ID verified, entities set up, client added to the right compliance schedule.
3
Documents requested
Automatic requests at the right time each period, with reminders.
4
Agent checks what arrives
Reads statements and receipts, matches them to the job, flags what's missing.
5
Job ready for preparation
Assigned to the right accountant with everything in one place.
6
Review and lodgement
Reviewer signs off, lodgement status tracked.
7
Invoiced
Fixed fee or time billed, and the client is told it's done.
  1. 1
    New client signs upRules
    Engagement letter and authority forms sent and signed online.
  2. 2
    OnboardedRules
    ID verified, entities set up, client added to the right compliance schedule.
  3. 3
    Documents requestedRules
    Automatic requests at the right time each period, with reminders.
  4. 4
    Agent checks what arrivesAI agents
    Reads statements and receipts, matches them to the job, flags what's missing.
  5. 5
    Job ready for preparationRules
    Assigned to the right accountant with everything in one place.
  6. 6
    Review and lodgementYour accountants
    Reviewer signs off, lodgement status tracked.
  7. 7
    InvoicedRules
    Fixed fee or time billed, and the client is told it's done.
  • Rules
  • AI agents
  • Your accountants

Common starting points

Where practices usually start.

AI agents for accounting practicesThe agents that collect, check and chase in practice workflows

Works with what you have

Keeps your ledger and practice tools at the centre.

We don't replace the tools your practice relies on. We connect them so information moves on its own and nobody types the same thing twice.

Ledgers
Xero and MYOB
Practice management
Xero Practice Manager, FYI, Karbon or your current system
Proposals and engagement
Ignition, or e-signature through DocuSeal or DocuSign
Your practice
Custom system
Clients · jobs · documents
Source documents
Dext and Hubdoc
Email
Outlook or Gmail
Files
SharePoint or Google Drive
MCPEvery system is MCP-enabled, so your team can ask Claude, ChatGPT or Copilot about clients and jobs, with the same access they have in the system.

Built for practice work

Secure, supervised and yours.

Client data stays in Australia.
Each practice's system runs in its own environment.
Accountants stay in control.
Agents read, sort and draft. An accountant reviews and approves.
Every action logged.
A full audit trail of who did what, and when.
You own it.
Your system, your data, your code.

How we work

Map it. Prototype it. Build it. Run it.

See our approach
011 to 2 sessions
Map it
We walk the workflow end to end with the people who do the work.
02Free · 7 days
Prototype it
A prototype you click through, then a fixed price for the build.
034 to 8 weeks
Build it
Built in stages, tested with your team, data moved across.
04Ongoing
Run it
Hosted, monitored, supported and improved every month.

FAQ

Common questions from accounting practices

Do we have to replace Xero Practice Manager or FYI?

No. Most practices keep their practice tools. We build around them and connect the two, so jobs and clients stay in sync.

Is client data secure?

Each practice's system runs in its own dedicated environment, hosted in Australia. Access is by role, and every action is logged.

Does the AI prepare returns or give tax advice?

No. It collects, checks, sorts and drafts. Your accountants prepare, review and advise.

We're a bookkeeping practice. Is this for us?

Yes. The same approach works for bookkeepers, from recurring BAS and payroll jobs to client document collection.

How long does it take?

A prototype in seven business days. Most systems are live in 4 to 8 weeks, depending on scope.

What does it cost?

A fixed price for the build, quoted after the prototype, and a fixed monthly for hosting and support. No per-seat licences.

Get started

Show us the workflow that's slowing your practice down.

We'll map it end to end and show you how it could work in seven business days. Free, with no obligation.

What happens next

  1. We reply within one business day to confirm it's a good fit.

  2. One hour with your team to see the process, the systems behind it and what you want to improve.

  3. Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.

No access to your systems needed. We build on sample data.

Prefer to talk it through? Book a call.

Request your free prototype

Tell us the process. We'll confirm it's a fit on a short call.

Team size

We'll be in touch within one business day.