For bookkeepers + accounting firms
AI for Australian bookkeepers + accounting firms.
Receipts in WhatsApp, email forwards, occasionally shoe boxes. Categorised before your staff opens Hubdoc. BAS draft ready Monday morning. GST audit trail explainable to the ATO. Built for Australian BAS agents and small accounting firms.
Built native to
- Xero
- Hubdoc
- MYOB
- QuickBooks
- ATO
- BAS Agent Association
- TPB
- IPA
What you're doing now · What we'd ship instead
The before/after, in plain numbers.
You, today
Categorising 1,200 receipts a month by hand
Staff still doing the OCR review even though Hubdoc claims to. Saturday-morning batches. Junior burnout.
BAS quarter eats both your weekends
80 clients × quarterly = a permanent rolling backlog. Your staff are good but they are 4 people, and the work scales linearly with clients.
GST audit anxiety is permanent
You worry about what the ATO will ask if they audit one of your clients. Manual coding decisions aren't logged. Justifying a categorisation made in 2024 from memory in 2026 is a problem.
Clients keep asking about "Just Ask Xero" AI
They're wondering whether they need you anymore. The DIY temptation is real. You need to be the firm using AI as leverage, not the firm being replaced by it.
You, with us
AI Bookkeeping Assist categorises before Hubdoc
Receipts ingested from email + WhatsApp + Hubdoc, categorised against the client's chart of accounts, flagged for review only when confidence is below 92%. Your staff reviews exceptions, not every line.
BAS draft prepared automatically each quarter
The agent pulls Xero data, runs your firm's standard quality checks, drafts the BAS, surfaces the questions a senior would normally ask the client. You sign off, not draft from scratch.
Every categorisation decision logged + explainable
Each line item has a stored reason. If the ATO asks, you have the rationale, the date, the source receipt and the staff member who approved it. Audit-trail neat.
You become the AI-leveraged firm, not the legacy one
Clients see a firm that uses AI to ship faster, not a firm holding out against it. You retain the relationship and the fees.
Where most bookkeepers + accountants start
The three packages we'd actually quote you on.
AI Bookkeeping Assist
An AI assistant for your existing bookkeeper, Xero categorisation, monthly draft prep, BAS sanity check before lodgement.
The flagship for bookkeepers. Receipt + categorisation + BAS-draft agent.
$1,500 AUD setup + $399 AUD/month
Read the brief →
Claude Code Setup Day
One intensive day. Claude Code live on your laptop. CLAUDE.md tuned to your business. First agent shipped. You leave knowing how to run it.
Install Claude Code across your team so every staffer has AI leverage on every client.
$1,500 AUD fixed
Read the brief →
Still weighing it up?
Honest comparisons vs the alternatives.
Most bookkeepers + accountants we talk to are also looking at one of these paths. We've written a fair comparison for each.
Real questions bookkeepers + accountants ask
Common before-you-book questions.
Is this TPB / BAS-Agent compliant?
Yes — but the compliance burden stays with you, the registered agent. Every decision the AI makes is logged and reviewable by your staff. We do not replace the BAS agent — we replace the manual categorisation that takes a junior 6 hours to do. The senior still signs off. The ATO still talks to you, not the AI.
Does this work with MYOB and QuickBooks, or just Xero?
Xero is our native target. MYOB and QuickBooks are supported but with more setup work. If you have a mixed-client stack, we usually set up the Xero portion first (fastest ROI), then plan a phased MYOB rollout once the Xero side is humming.
What about clients who refuse to send receipts digitally?
The agent ingests photos from WhatsApp, email forwards, and Hubdoc captures from the firm-side app. We don't change client behaviour — we accept whatever they send and normalise it server-side. The 5% of clients who still mail in shoeboxes get a polite "we've digitised your receipts" report each quarter.
If you're a bookkeepers + accountant, book the 30-minute audit.
Jenn maps your business live on the call, names the three highest-ROI agents we'd build for a bookkeepers + accountant, quotes them fixed AUD on the spot. No deck. No pitch theatre. No obligation.
Or email Jenn directly: jenn@onautopilot.com.au, reply within 1 business day, AEST.