Document chasing01
Document chasing
Sends each client their own checklist at the right time and follows up until it's complete.
Written on the job
4 of 6 items received · Reminder 2 sent
Accounting · AI agents
AI agents for accounting practices.
Agents that chase, check, sort and draft inside your practice's system, so your accountants spend their time on the work that needs them. They never give advice and never lodge anything on their own.
Tax return 2026 · company
Coastline Plumbing Pty Ltd · Activity on the job
Bank statements received and matched9:12am
Two receipts missing, reminder sent9:13am
Payment plan question routed to Sarah11:40am
Job ready for preparation2:05pm
The rule
AI does the chasing. Accountants make the calls.
Every agent has one job, works from your practice's rules, and hands over to a person when a decision needs judgment. It writes what it did on the job, so anyone can see why.
RulesAlways the same
Create recurring jobsSet due datesSend on scheduleUpdate status
AgentsNeed reading
ChasingCheckingSortingDrafting
AccountantsNeed judgment
PreparationReviewAdvice
What agents handle in a practice
Six jobs agents do well.
Document checking02
Document checking
Reads what clients upload, matches it to the job and flags what's missing or wrong.
Written on the job
Statement covers Jul to May · June missing
Inbox triage03
Inbox triage
Reads client emails, works out what they need and routes them to the right person, with urgent ones flagged.
Written on the job
ATO notice · Priority high · Assigned to partner
Deadline watching04
Deadline watching
Tracks every client's lodgement and payment dates, and escalates before anything is at risk.
Written on the job
BAS due in 5 days · Documents incomplete
Drafting05
Drafting
Engagement letters, document requests, routine client updates and meeting summaries, in your practice's voice. Never sent without an accountant.
Written on the job
Draft ready · Not sent
Client summaries06
Client summaries
A one-page view of a client before a meeting: open jobs, recent questions, outstanding items.
Written on the job
Summary updated today
Your practice's rules, not ours
A practice profile you control.
Agents work from a profile your practice owns: your services and fees, which clients get which compliance schedule, your document checklists, escalation rules and the tone of your client emails. You can read it and change it at any time.
The agents read it. They don't invent it.
Services and feesEdit
Individual returns · fixedCompany returns · fixedBAS · monthly or quarterlyAdvisory · hourly
Document checklistsEdit
Sole traderCompanyTrustRental property
Escalation rulesEdit
ATO notice · partner same dayDue in 5 days, docs incomplete · urgentFee dispute · partner
Email toneEdit
FriendlyFirst namesNo jargon
Built for practice work
Safe enough for client work.
- No advice, no lodging.Agents collect, check, sort and draft. An accountant approves anything that reaches a client or the ATO.
- Every decision explained.Each action is logged with its reasoning.
- Only what the job needs.Each agent reaches only the data its job requires.
- Australian hosting.Your practice's system runs in its own environment, in Australia. Client data isn't used to train AI models.
- Your AI account, at cost.Usage runs on your practice's own account, with no markup.
- 9:12amAgentMatched bank statements to tax return jobReason: Two statements uploaded; account numbers match the client record.
- 9:13amAgentSent reminder 2 for missing receiptsReason: Checklist shows fuel and equipment hire receipts outstanding after 7 days.
- 11:40amAgentRouted client email to SarahReason: Question about a payment plan; Sarah owns this client.
- 1:50pmRuleMoved job to ready for preparationReason: All checklist items received and checked.
- 2:05pmAccountantJob picked up for preparationReason: Sarah L. claimed the job.
Part of the system, not a separate tool
Built into how your practice works.
Agents aren't a chatbot bolted onto your practice software. They sit inside your custom system, alongside onboarding, compliance tracking and client communication, and connect to Xero, MYOB and your practice tools. Your team can also use Claude, ChatGPT or Copilot with the system through MCP, with the same access they already have.
See custom software for accounting practicesClaudeChatGPTCopilot
MCP · same access as your team
Your practice's custom systemHosted in Australia
Onboarding
Agents
Compliance
Client comms
Integrations · the tools you keep
XeroMYOBPractice managementE-signatureEmail and files
FAQ
Common questions about agents in accounting
Will the AI prepare tax returns or give advice?
No. Agents collect, check, sort and draft. Preparation, review and advice stay with your accountants.
Does it lodge anything with the ATO?
No. Lodgement stays with your accountants and your practice software.
What if an agent gets something wrong?
Anything it's unsure of goes to a person, and every action is logged with its reasoning, so it's easy to check and correct.
Is client data used to train AI?
No. Your practice's data stays in its own Australian environment and runs on your own AI account.
Will it work with our practice software?
Yes. Agents work alongside Xero Practice Manager, FYI, Karbon and similar tools, and connect to Xero and MYOB.
Which AI models do you use?
Leading models from Anthropic, OpenAI and Google, chosen for each job.
Get started
See what agents could take off your team's plate at tax time.
Show us a workflow that's slowing your practice down. We'll map it and show you how it could work in seven business days. Free.
We reply within one business day to confirm it's a good fit.
One hour with your team to see the process, the systems behind it and what you want to improve.
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.