AI for Accountants
Automate the admin that eats your billable hours
Your team spends half its time chasing documents, keying data into Xero, and managing compliance deadlines manually. Our systems handle client onboarding, document collection, BAS prep workflows, and compliance calendars so your staff can focus on advisory work that actually bills.
The problem
Where accountants businesses leak time and money.
Pain point 01
BAS prep is still manual grunt work
Every quarter, your team pulls bank feeds, reconciles transactions, and chases missing invoices by hand. It is repetitive, error-prone, and eats hours that could be spent on advisory.
Pain point 02
Client onboarding takes weeks
New clients mean engagement letters, ID verification, authority forms, and data migration. The back-and-forth drags on for weeks because documents arrive in dribs and drabs.
Pain point 03
Document chasing never ends
You send three emails asking for the same receipt. The client ignores two. Your staff wastes time following up instead of doing the actual work they were trained for.
Pain point 04
Compliance calendar is a spreadsheet
BAS deadlines, tax return lodgements, ASIC renewals, and superannuation obligations tracked in a shared spreadsheet. One missed deadline means penalties and a difficult conversation.
Pain point 05
Double handling across Xero and MYOB
Data gets entered once in the client's system, then re-entered or cross-checked in yours. Every manual touchpoint is a chance for errors and wasted time.
How it works
From enquiry to handled.
Each step runs automatically so your team focuses on the work that matters.
Step 01
New client intake runs on autopilot
Client fills out one smart form. Engagement letters, ID checks, and authority forms are generated and sent automatically. Missing items get chased without your team lifting a finger.
Step 01
New client intake runs on autopilot
Client fills out one smart form. Engagement letters, ID checks, and authority forms are generated and sent automatically. Missing items get chased without your team lifting a finger.
Step 02
Documents arrive without the nagging
Automated reminders go out on a schedule that escalates politely. Clients can upload documents via a branded portal. Everything lands in the right folder, tagged and ready for review.
Step 02
Documents arrive without the nagging
Automated reminders go out on a schedule that escalates politely. Clients can upload documents via a branded portal. Everything lands in the right folder, tagged and ready for review.
Step 03
Data flows between systems without re-entry
Bank feeds, invoices, and receipts sync across Xero, MYOB, and your practice management tool. Reconciliation rules handle the repetitive matching so your team reviews exceptions only.
Step 03
Data flows between systems without re-entry
Bank feeds, invoices, and receipts sync across Xero, MYOB, and your practice management tool. Reconciliation rules handle the repetitive matching so your team reviews exceptions only.
Step 04
Deadlines tracked and escalated automatically
BAS, tax returns, ASIC renewals, and super obligations sit in a live compliance calendar. Approaching deadlines trigger task assignments and client notifications without manual tracking.
Step 04
Deadlines tracked and escalated automatically
BAS, tax returns, ASIC renewals, and super obligations sit in a live compliance calendar. Approaching deadlines trigger task assignments and client notifications without manual tracking.
Built with industry-leading platforms
FAQ
Common questions from accountants.
The system manages compliance deadlines and document workflows, not the lodgement itself. Your team still reviews and lodges, but the preparation, chasing, and tracking is automated. Nothing bypasses your professional judgement.
All data stays within your existing infrastructure. We integrate with your tools via secure APIs and do not store client financial data on our servers. We can work within your firm's data governance policies.
Yes, but in a good way. They get faster onboarding, clearer document requests, and fewer forgotten follow-ups. All automated messages are branded to your firm and written in your tone of voice.
We integrate with common practice management tools alongside Xero, MYOB, BGL, and Class. If your tool has an API, we can connect it. We scope integration during the audit call.
That is where it makes the biggest difference. Automated document chasing, pre-populated workpapers, and compliance tracking mean your team is not drowning in admin during the busiest quarter. The system scales with volume, so it handles the EOFY spike without extra headcount.
Next step
Ready to see what AI can do for your accountants business?
Book the audit and we will show you exactly where Industry Systems should begin, what should go live first, and what the rollout would cost.