The full automation playbook for Australian accounting & bookkeeping practices

Never lose another lead

Automated reminders for missing documents before each deadline.

Automated client comms before each BAS/tax obligation.

Engagement letters go out for e-signature and automatically chase until every client has signed.

Overdue client invoices get a graduated reminder sequence instead of a manual chasing call.

Flags clients heading for a cash squeeze weeks out, with the numbers ready for the call.

Happy clients get an automatic prompt to leave a Google review or refer a friend after a good outcome.

A short survey fires after each lodgement season so issues surface before a client leaves quietly.

Clients get a staged reminder sequence for each BAS/IAS so records land before, not after, the deadline.

Referral leads from lawyers and brokers get an auto-generated quote within the hour, not days.

Sends a personal note on client anniversaries and business milestones without you tracking the date.

Website and phone enquiries get an instant reply and a next-step booking link, not a same-day callback.

Quote faster, get paid faster

Client accepts a fee proposal and it auto-creates the invoice, payment plan and job with no re-keying.

Flags out-of-scope work as it happens and auto-drafts the extra-fee quote before it’s forgotten.

Flags jobs sitting in WIP past your billing cycle so fees don’t quietly go stale.

Once a quote’s accepted, the client’s portal access, checklist and welcome pack set themselves up.

Turns a short client questionnaire into a fixed-fee quote instead of pricing each job from scratch.

A calendar that runs itself

ID checks, ethical letters and file setup fire automatically the moment a client signs on.

BAS, tax return and payroll jobs run on templated checklists so nothing’s missed or duplicated.

Tracks ASIC review dates and lodges annual statements and fee payments before they’re overdue.

Shows every job’s ATO lodgement status on one board so nothing’s chased twice or missed.

Shows which weeks are overloaded before lodgement season hits so work gets spread evenly.

Clients book a review call straight into your calendar with no back-and-forth emails.

Clients request a call-back through the portal and it drops straight into the right person’s queue.

Shows real-time job load per staff member so work gets reassigned before deadlines slip.

Kill the admin & data entry

Auto-extracts receipt/bill data straight into your ledger — no manual keying.

AI categorisation + rules clear recurring transactions automatically.

Bank feeds, contracts and pricing data flow straight into the fund file instead of manual entry.

Flags miscoded transactions, duplicate bills and GST errors before they reach the return.

Bills route for sign-off automatically before payment, with a full approval trail.

Splits and codes long supplier statements and invoices line by line without manual entry.

Batches approved bills into a single payment run instead of paying suppliers one by one.

Pay runs calculate, report to the ATO and pay staff without a manual STP submission each cycle.

Staff timesheets flow straight into payroll so hours never get re-keyed before a pay run.

Client email questions land in a shared queue and route to the right team member automatically.

Clients upload receipts and statements straight into their file, no more email attachment chasing.

Client calls get an AI summary and action list sent out within minutes of hanging up.

Pulls the trial balance, reconciliations and prior-year notes into the workpaper file automatically.

Sorts the inbox by urgency and drafts replies to routine client questions ready for a quick check.

Runs the 100-point ID and AML check automatically instead of manually verifying documents.

Director and shareholder changes lodge with ASIC automatically instead of manual form-filling.

Asset prices and unit valuations update in the fund file automatically, ready for reporting.

Tracks Div 7A loan balances and minimum repayments so none get missed at tax time.

Sends the outgoing-accountant ethical clearance letter automatically the moment a new client signs.

Turns a tax or compliance change into a plain-English client letter, drafted in minutes not an hour.

Stop answering the same questions

Answers clients’ most common refund and balance-owing questions instantly through the portal.

Know your numbers without the paperwork

Turns the numbers into a plain-English monthly client note.

Board-ready reports with commentary build automatically the day the month closes.

Flags clients tracking off budget each month so the advisory conversation starts before it’s a crisis.

Consolidates numbers across a client’s related entities into one report instead of manual spreadsheet work.

Flags figures that have moved sharply from last year before the return goes out the door.