AI Automation for Accounting Firms

We automate bookkeeping, invoice processing, tax preparation, client reporting, and compliance workflows for accounting practices across Australia. Reduce manual data entry by 80–90%.

Accounting Workflows We Automate

Invoice Processing & Bookkeeping

Automatically extract data from invoices, receipts, and bank statements. Categorize transactions, match to accounts, and update your accounting software (Xero, MYOB, QuickBooks).

  • Invoice data extraction
  • Bank reconciliation
  • Transaction categorization
  • Accounting software sync
→ Save 20–25 hours/week

Tax Preparation Automation

Automate data collection, tax form preparation, and compliance checks. Generate client tax packages and BAS statements automatically.

  • Tax data collection
  • Form generation
  • BAS automation
  • Compliance checks
→ 70% faster tax prep

Client Reporting & Dashboards

Automated monthly financial reports, profit & loss statements, balance sheets, and custom dashboards for clients. Delivered automatically on schedule.

  • Monthly reports
  • P&L statements
  • Client dashboards
  • Automated delivery
→ Save 10–15 hours/week

Client Onboarding & Communication

Automate new client setup, engagement letter generation, document collection, and client communication workflows.

  • Client setup automation
  • Engagement letters
  • Document requests
  • Client portals
→ 80% faster onboarding

Typical ROI for Accounting Firms

35–45 hours

Saved per week

$20K–$30K

Monthly value recovered

3–5 months

Payback period

Based on a typical 15-person accounting firm automating invoice processing, bookkeeping, tax prep, and client reporting.

Ready to Automate Your Accounting Practice?

Book a free consultation to discuss your specific accounting workflows and identify automation opportunities.