AI Agents for Accountants with Built-In Compliance
AI agents built for accounting firms with audit trails, human oversight, and data residency controls to recover billable hours safely.
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Data stays in Australia
Hosted on Australian infrastructure. Your client data never leaves the country.
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Full audit trails
Every agent action is logged with timestamps, user context, and decision rationale.
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Human-in-the-loop
Agents prepare and recommend — humans approve. No autonomous lodgements or submissions.
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TPB compliant
Designed to work within Tax Practitioners Board guidelines. Your professional obligations are protected.
What agents handle for your firm
Every capability is designed with compliance guardrails built in.
Data Entry & Reconciliation
Extract data from bank feeds, receipts, and invoices. Match transactions automatically with configurable rules.
✓ Full audit trail on every transaction
Client Communication
Send document requests, chase missing information, and schedule review meetings — all personalised per client.
✓ Templates approved by your firm
BAS & Tax Preparation
Pre-populate BAS lodgements, flag anomalies, and prepare working papers for review.
✓ Human review required before lodgement
Document Management
Classify, name, and file documents from email attachments. Route to the right team member.
✓ Encrypted storage, access controls
Workflow Orchestration
Track job progress across your team. Escalate overdue tasks. Generate capacity reports.
✓ Role-based permissions
Client Onboarding
Collect ATO authorisations, ID documents, and engagement letters. Populate your practice management system.
✓ AML/KYC checklist enforcement
FAQ
Questions from practice principals
Is this compliant with Tax Practitioners Board requirements?+
Yes. Our agents are designed as tools that assist registered tax practitioners — not replace them. All lodgements, advice, and client-facing decisions require human approval. We follow TPB guidelines for technology use in tax practices.
Where is client data stored?+
All data is processed and stored on Australian infrastructure. We can also deploy within your existing cloud environment for maximum control. Data is encrypted at rest and in transit.
Which practice management systems do you integrate with?+
We integrate with Xero Practice Manager, MYOB, FYI, SuiteFiles, Karbon, and most systems with APIs. We also connect to the ATO portal for pre-fill data.
How do you handle sensitive client information?+
Access is role-based and logged. Agents only access the data needed for their specific task. We support your existing information security policies and can work within ISO 27001 frameworks.
What's the ROI for an accounting firm?+
Firms typically save 15–25 hours per week on data entry and client chasing alone. At standard charge-out rates, that's $3,000–$7,500/week in recovered capacity — often recouped within the first month.
Related resources for accounting teams
Recover your billable hours
Book a confidential consultation to automate repetitive firm workflows without compromising compliance standards.