Move the records before the deadline does.
Onboarding, chasing and the BAS cycle, alongside what you already run: Xero, MYOB, Karbon, FYI, Dext.
Proposed, approved, logged.Every agent action, on the record.
Where an agent helps.
AI automation for accounting firms in Australia can carry client onboarding, document collection, routine reconciliation preparation and deadline administration. SynergAI agents work around the practice systems already in place, prepare actions under agreed rules, surface mismatches for professional review and keep a record of what moved through the workflow.
The quarter, as it actually runs.
Day one
The request goes out against what is actually missing on that file, not a template.
Week three
The 28th does not move because your client went quiet. The chase list is whoever still owes you something, and it updates itself.
Review
A mismatch arrives with its source attached instead of being smoothed over by a rule.
Lodgement
Yours. The record of what moved is already written.
Where the agent stops.
Collecting records, naming files, updating status and preparing reminders is operational work. Interpreting a BAS provision, or providing a service your client relies on to meet an obligation, is a BAS service and stays with your registered agent.
We build to that line, not up to it.
Operational work, ours to carry
- Collecting records
- Naming files
- Updating status
- Preparing reminders
A BAS service, your registered agent's
- Interpreting a BAS provision
- Providing a service a client relies on to meet an obligation
Two questions principals ask.
Professional review, lodgement and advice remain with the accounting team. Agents carry the surrounding administration and stop when evidence or judgement is incomplete.
- Does this replace professional review?
- No. It prepares and routes operational work around the review. The accountant retains responsibility for judgement, advice and lodgement.
- Can it work with our current practice systems?
- The audit starts with the tools already in use and maps safe connection points. A pilot is scoped only after those constraints are understood.
Bring one process to a call.
Direct with Chris. No deck required. If there is no useful fit, we will say so.