For accountants and bookkeepers
You sell your clients efficiency, then lose hours to onboarding, chasing records and building the same reports by hand. We automate the practice so you can take on more clients without more late nights.
We'll map out what to automate first. No obligation.
You automate everyone else. Your own workflow is still held together by email.
Every new client is a string of emails for the same documents. It delays the work and the first invoice.
Month end is a chase for receipts and statements clients keep forgetting to send.
The same report pack, every client, every month, assembled manually from the same exports.
Logging into Xero, QuickBooks and the bank for each client, exporting, reconciling. Hours gone before the work starts.
Built for you. Managed by us. You approve it, then forget about it.
New clients get a guided request for everything you need, with automatic reminders, so the file is ready before your first call.
The system requests and reminds clients for the records you need each month, so you stop being the nag.
Pull from Xero or QuickBooks and the monthly pack assembles itself, ready for your review instead of your data entry.
Every client's key numbers in one live view, so you spot what needs attention without opening ten logins.
Most systems go live inside a week.
Nothing goes live until you are happy.
Fixed before most issues reach you.
Your data stays yours. Private AI on request.
Tell us where the time goes. We'll show you what to automate first, on a free call with no obligation.
Book a free call