Custom AI · Accounting

Custom AI for accounting.

We build governed AI for accounting and bookkeeping firms that clears the prep and correspondence backlog while keeping a clean audit trail for every figure.

2 to 4 wksFrom kick-off to live
SydneyHosted on Australian cloud
You own itYours to keep, no lock-in
Diagram, custom AI for Accounting

Why custom

Built for Accounting.

Accounting firms run on deadlines and detail, and the busy periods around BAS and tax time stretch teams thin on repetitive prep, reconciliations and client chasing. Staff are tempted by free AI tools, but client financial records and TFNs are not data to paste into a public chatbot. We build AI hosted in Australia that drafts working papers, answers routine client queries and summarises transactions, with an audit trail behind every output. It connects to Xero and your ledgers, the accountant reviews before lodgement, and you own the build outright.

What teams ask for

Where Accounting teams put it to work.

Draft working papers and client deliverables

Turn trial balances and ledger data into first-draft working papers, management reports and client letters, so accountants review and finalise rather than build from scratch.

Handle routine client queries

Give clients fast, accurate answers to common questions about invoices, deadlines and document requests, drawn from your records, with anything complex escalated to a person.

Summarise and categorise transactions

Review transaction lists to flag anomalies, suggest categorisations and prepare reconciliation notes, leaving the accountant to confirm the judgement calls.

Governed by default

Your data stays in Australia. AI drafts, your people verify.

Everything we build runs on Australian-region cloud, with a full audit log, hard budget caps, and content rules your team controls. No customer data trains any model, and a person stays in the loop wherever judgement matters. You own what we build.

How we govern it

Questions

Frequently asked.

Yes. We connect to Xero and other ledger and ERP systems, plus Microsoft 365, so the AI works from live client data and drafts land in your existing workflow rather than a separate tool.
Every output is traceable to its source data and logged, and an accountant verifies before anything is lodged or sent. That gives you a clean audit trail for ATO and professional standards, and a clear record of what the AI did versus what a person decided.
In Australian data centres on AWS or Azure Sydney regions, inside your environment. TFNs and financial records do not leave the country or train external models, which keeps you aligned with the Privacy Act and the Tax Practitioners Board code.

Other industries

Allied healthProfessional servicesFinanceLegalLogisticsRetailGovernment

Talk to us

Book a call about your Accounting build.

Tell us what you are trying to do and the systems you run on. We scope it and send a plan inside one Australian business day.

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