Automate document collection, deadline reminders, and Xero reconciliation - so your accountants spend time on advisory work, not chasing paperwork.
The manual work costing accounting firms time and revenue every single day.
Every automation is custom-built for your systems and workflows. Click any card to get started.
Automation handles the high-volume, repetitive tasks: document collection, deadline reminders, Xero reconciliation, and client reporting. Firms using automation recover 30–50% of the time their team spends on non-advisory work.
Yes. Xero is our primary integration for accounting firms. The system connects to your Xero organisation(s), monitors transactions, flags exceptions, and generates reports directly from your Xero data.
The system sends your clients a personalised checklist of required documents, tracks what's been received via email or portal, and automatically follows up on missing items - stopping jobs from stalling.
Both. Smaller firms get the most time leverage from automation. Larger firms benefit most from consistency and the ability to scale without proportional headcount growth.
Book a free 30-minute discovery call. We'll map out exactly what to automate first - and what the ROI looks like.
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