Accounting practice automation. Stop chasing clients for documents.
Client documents get chased automatically. BAS prep reminders go out on schedule. Billing follow-up runs itself. You focus on the work that needs an accountant.
What your week looks like right now versus after we set this up
Real businesses, real results
Xero Xero Practice Manager Karbon MYOB Practice Google Workspace Outlook Three steps. Then we stay.
We map the one job costing you most time. 30 minutes, no commitment. If it's not worth building, we'll say so before you spend a dollar.
We connect your tools and set it running. Typically two to three weeks. You approve before anything goes live.
We watch it and fix it. When something changes in your tools or your business, we catch it before you do. Monthly retainer. No lock-in. No disappearing.
- We don't sell software you have to learn.
- We don't build something and disappear.
- We don't charge extra when your tools update or break.
- We don't start unless the numbers make sense for your business.
- We don't replace your practice management software. We connect it to your communication tools so the admin runs automatically.
Straight answers
Most setups are running within two to three weeks. We map the job first, then build. You get a test run before anything goes live.
If you're already using it, there's a good chance we can connect it. We'll tell you on the call if something is out of scope.
That's what the retainer is for. We watch it and fix it. Tool updates, API changes, new fields. All on us.
No. You tell us how your week works. We handle the rest.
The /accounting-automation page is for businesses doing their own bookkeeping. This page is for accounting firms as the client. The workflows are different: client document chasing, BAS prep reminders, billing follow-up to the firm's own clients, and internal handoffs between staff.
Less time chasing clients. More time doing the accounting.
A 15-minute look at your workflow. No fee, no obligation. We'll tell you if it's not a fit.