For accountants and bookkeepers
Works with the tools
you already pay for.
Each one is connected through your own account, with only the access a workflow needs. If a system has an API or sends email, it can usually be connected.
XeroXero and Xero Practice Manager
KarbonWork items, client tasks and triage
FYIDocuments and client correspondence
MYOBClient files on MYOB
DextReceipts and supplier invoices
HubdocDocument capture into Xero
Microsoft 365Outlook, Teams and SharePoint
Google WorkspaceGmail, Calendar and DriveTools Feltlab works with, not partners or endorsements.
What comes off your plate.
The workflows most accountants and bookkeepers start with. Agent Starter includes three; the audit finds the rest.
Saves time
Documents chased
Each client's missing items are requested before BAS and year end, chased on a schedule you set, and ticked off as they arrive. Your team starts the job with everything in hand.
Saves time
Inbox triage with drafts
Every client email is read, sent to the right accountant and answered with a draft for anything routine. Tax questions are drafted as a colleague would, for you to check and send.
Reduces risk
Deadlines tracked
Lodgement dates across the practice in one list, with what's outstanding per client and reminders that go out without anyone remembering to send them.
Brings in money
New clients onboarded
Engagement letter, ethical letter, ATO linking, Xero access and the first document request sent in the right order, so a new client is working within days.
Visibility
Weekly WIP brief
Monday morning: jobs in progress, who's waiting on what, and the clients to call today.
Reduces risk
Client messages in your tone
Reminders, requests and updates written the way your practice writes, from your own templates and past emails.
Saves time
BAS without the
three-week chase.
The quarter closes and every client with missing items gets a clear request listing exactly what's needed. Items are ticked off as they arrive, the stragglers are chased weekly, and your team sees who's ready to start. Nothing goes to a client without your yes until you're happy to let it run.
- Per-client missing lists
- Chased on your schedule
- Ticked off as they arrive
Q1 BAS · Documents outstanding
Two ways
to start.
Both begin with a free 15-minute call, and nothing is built without your yes. Prices exclude GST.
Most practices start with the audit. A half day in the practice usually finds document chasing and inbox triage as the first two builds, with client onboarding close behind.
Agent Starter
$1,000 + GST setup
then from $400 + GST a month
For businesses with a few staff and clear workflows. Pick three from this page, and your agent is set up and connected within weeks.
- Your agent in a private Slack channel
- Three workflows from this page
- Connected to the tools you already use
- AI usage included, within fair use
- Support, and one hour of changes a month
- A 30-minute setup call instead of the audit
Agent + Audit
Where most start$1,000 + GST audit, $1,000 + GST setup, $2,000 to $10,000 + GST build
then from $800 + GST a month
For businesses with staff and work that spans several systems. A half day in your business finds the automation with the most money in it, then one fixed-price quote.
- Your agent in a private Slack channel
- Half-day audit, with $500 + GST credited to a build within 60 days
- Workflows built to your process, one fixed price
- Connected to every system the audit finds
- AI usage included, within fair use
- Support, and up to three hours of changes a month
Your own private server
Your automations run on a server set up for your business alone, never shared with another client.
Only what a step needs
Your records stay on your server. When a step needs AI, only the information for that step is sent.
Never used to train AI
AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.
You approve what matters
Money, bookings and messages to customers wait for a yes from you or your team.
Every action logged
A plain-English record of everything it read, wrote and sent, so you can always check what happened.
Ring-fenced AI keys
Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.
Questions
Is client data safe?
Each business runs on its own private server. Client records stay there, and when a step needs AI, only the information for that step is sent, to providers that don't train on your data or keep it. Every action is logged, so you can always see what was read and sent.
Can it answer tax questions?
It drafts answers the way a colleague would, from your practice's positions and the client's file, and you check them before anything goes out. It never sends advice on its own.
Does it work with Karbon, FYI or XPM?
Yes. Work items, documents and client records stay in your practice software, read and updated through your own account.
Where do most practices start?
With the audit. A half day in the practice usually finds document chasing and inbox triage as the first two builds, with client onboarding close behind.
Let's find your busywork.
Start with a free 15-minute call. If there's a fit, the audit shows exactly what to automate and what it's worth.
Jason Corbett, founder
Your one contact from first call to launch.