AI Employee for Accountants and Bookkeepers
Purpose-built for Australian accounting firms. Your AI Employee connects to Xero, reviews GST allocations, chases client documents, generates white-label reports, and manages your practice. Not a chatbot; it takes action in your systems.
Built by Accountants, for Accountants
We built this with input from Australian accounting firms managing 2,000+ clients. Every use case below comes from real workshops and real deployments. Your AI Employee understands Xero, GST, BAS, and the way Australian practices actually work.
Xero Accounting Automation
Finance Skills add-on
Real capabilities deployed for Australian accounting firms. Every feature below is built and tested with Xero production data.
BAS Preparation and Review
REALCross-verifies GST allocations across your client files, detects discrepancies, and catches errors before lodgement. Real example: detected material GST double-counting that a professional bookkeeper missed.
GST Allocation and Reconciliation
REALReviews every transaction for correct GST treatment. Flags overclaims on overseas vendors (AWS, GoDaddy, LinkedIn), underclaims, and wrong account codes. Generates exception reports with specific items to fix.
Multi-Client Xero Management
Manage multiple client Xero organisations from a single interface. Run health checks across all orgs, switch between clients, and maintain context as you work.
White-Label Financial Reports
REALGenerate branded P&L reports, balance sheets, and cash flow analyses under your firm's branding. Your logo, your colours, your firm name. Real example: reports generated under "StellarBookkeeping" brand for end-client distribution.
Accounts Payable Automation
REALReads invoice emails, extracts key data via OCR, creates draft bills in Xero with correct coding and source document attached. One accountant's reaction: "That replaces HubDoc."
Invoice Lifecycle Management
REALEnd-to-end invoice processing: email extraction, Xero bill creation, payment tracking via Wise. Real example: managed international split USD payments across 3 phases for a single supplier.
Expense Audit and GST Verification
REALCross-checks every transaction against your chart of accounts and GST rules. Real example: caught 20 miscategorised expenses and $142 in incorrect GST claims that a professional bookkeeper missed.
Automated Receipt Matching
REALSearches your client's email for invoices and receipts, matches them to bank transactions by vendor and amount, generates PDF receipts, and attaches them to Xero. Real example: found and attached 38 missing receipts in one session.
Payment Tracking and Chasing
REALTracks overdue invoices across all clients and sends professional payment reminders. Real example: chased an $11,000 overdue invoice with a single prompt.
Xero Health Check Across All Clients
Comprehensive health check: overdue invoices, unreconciled transactions, missing data, draft items. Schedule it to run daily or weekly. Set and forget.
Cash Flow Analysis
Monitors cash position across bank accounts, alerts to upcoming payments, low balances, and unusual transactions. Generates cash flow summaries on demand.
Wise Banking Integration
Multi-currency international payments alongside Xero. Check balances, view transactions, manage FX. Ideal for firms with international suppliers or clients.
Practice Management
Included in base plan
Streamline the operational side of your practice. These capabilities come standard with every AI Employee deployment.
Email Triage and Document Filing
REALReads multiple practice inboxes, classifies emails by client, extracts attachments, and files to correct folders. The number one pain point raised by every accounting firm we spoke to.
Client Document Chasing
Identifies unreconciled items in Xero, generates a list of missing documents, emails clients requesting receipts and statements, and auto-follows-up if no reply within your set timeframe.
Professional Document Creation
Creates proposals, engagement letters, client reports, and presentations in PDF, DOCX, XLSX, and PPTX. Tailored to your firm's branding with polished, professional output.
Practice CRM (Built-in)
Track prospects, pipeline stages, and client interactions without external CRM software. Real example: a bookkeeping startup built a 63-lead, 8-stage pipeline in one session.
Client Communication
Professional emails drafted on behalf of your practice. Maintains your firm's tone and style. Drafts for your review before sending.
Custom Skill Creation
Teach your AI Employee your specific workflows. It learns and repeats them perfectly. Real example: four accounting firms have created reusable skills for their unique processes.
Reports & Data
Included with Finance Skills
Generate client-ready financial reports with your branding. Professional output that rivals what a skilled analyst would produce.
Profit and Loss Reporting
Iteratively refined, branded P&L reports styled to your client's colours and logo. Delivered as professional PDF.
Spreadsheet Analysis
Processes Excel and CSV files with formulas, formatting, and charts. Transforms raw data into client-ready reports.
Budget vs Actuals
Custom report templates with automated Xero data pulls. Monthly actuals update against budgets in your format, not Xero's standard reports.
Recently Shipped
Firms asked for these, and they are now in production. Every item below is live today, not planned.
MYOB Integration
LIVEMYOB Business is connected: invoices, bills, banking, general ledger and reports. Bookkeeping practices can connect multiple businesses to one AI Employee.
QuickBooks Integration
LIVEQuickBooks Online is connected: customers, invoices, bills, expenses, payments, chart of accounts, attachments and financial reports across multiple companies.
Balance Sheet Reconciliation
LIVEBank, accounts receivable and accounts payable reconcile automatically against subledger data. GST, loans, credit cards, director loans and payroll liabilities produce GL-side workpapers where the external balance is supplied by you.
AML/CTF Compliance Program
LIVEStand up and run an AUSTRAC-compliant AML/CTF program under the Tranche 2 reforms, in force since 1 July 2026. Built on the official AUSTRAC Accounting Program Starter Kit: policy, process, risk assessment and the customer and personnel forms.
SuiteFiles Integration
LIVEBrowse client folders, file and retrieve documents, search, restructure and run bulk operations. Works through both the SuiteFiles Partner API and the underlying SharePoint.
Class Super (SMSF)
LIVESMSF administration through Class Super: fund listings, member details, tax lodgement tracking and documents, across multiple businesses. BGL is still on the roadmap.
On the Roadmap
Still to come. We are building these based on direct feedback from practices managing thousands of clients.
Xero Tax Integration
COMING SOONConnect to Xero Tax for tax return workflows. Streamline the path from bookkeeping completion to tax lodgement.
ASIC Annual Review Automation
COMING SOONAutomated workflow: check NowInfinity/Ignition proposals, verify details, trigger send-out. The same steps, every time, handled automatically.
DocuSign Workflow Orchestration
COMING SOONAutomated multi-step signing workflows for super fund audits and client documents. Currently a 5-step manual process.
Third-Party Payroll Connectors
COMING SOONDirect connectors for Astute and KeyPay. Payroll review and GL-to-payroll reconciliation are already live for Xero Payroll, and for any client via uploaded payroll exports.
What Firms Are Saying
"If we could get something like that, that'd be amazing... Nirvana."
Paul, reacting to a single interface connecting MYOB, Class, ATO Mate, and email.
"That replaces HubDoc."
Krutika, watching AI create a Xero bill from an email invoice in real time.
"Goal: reduce 15-person team by 50%"
Wei, managing 400+ Xero and 200+ MYOB client organisations.
Security & Control
Client financial data is protected by Australian privacy law, hosted in Sydney, and never shared.
Conservative Security Mode
Extra guardrails designed for accounting practices handling sensitive client data:
- "Never send emails without my approval"
- "Read-only access to financial data"
- "Never use public file sharing services"
Enterprise-Grade Infrastructure
Built for Australian accounting firms with data sovereignty in mind.
- Dedicated cloud instance (not shared infrastructure)
- Data stays in Australia (Sydney AWS region)
- Enterprise-grade encryption at rest and in transit
- Australian privacy law compliance
- Each AI Employee isolated on its own server
Integrations
All integrations included. No per-integration fees.
Xero
Accounting
Wise
Banking
Gmail
Office 365
Telegram
Messaging
HubSpot
CRM
Google Gemini
Image Gen
Deepgram
Transcription
MYOB
Accounting
QuickBooks
Accounting
Class Super
SMSF
SuiteFiles
Documents
See How It Works for Your Practice
Book a demo or get in touch. Your AI Employee can be deployed within 24 hours.
Frequently Asked Questions
What accounting software does the AI Employee connect to?
The AI Employee has production integrations with Xero, MYOB Business, and QuickBooks Online, including read/write access to invoices, bills, bank transactions, contacts, and reports. Practices running more than one ledger can connect several organisations, businesses, or companies to the same AI Employee. Class and BGL for SMSF administration and SuiteFiles for document filing are also supported.
Can it manage multiple client Xero organisations?
Yes. Your AI Employee can switch between multiple client Xero organisations from a single interface. Run health checks across all orgs, pull reports for any client, and maintain context as you work across your portfolio.
Will it send emails or make changes without my approval?
No. By default, your AI Employee drafts emails and documents for your review before sending. You can also enable Conservative Security Mode for additional guardrails, such as read-only financial data access and requiring confirmation before any external communication.
Is client financial data safe?
Yes. Each AI Employee runs on a dedicated server hosted on Sydney AWS. Your client data is protected under Australian privacy law, encrypted at rest and in transit, and never shared with other customers or used for training.
Can I white-label reports with my firm's branding?
Yes. Your AI Employee generates branded financial reports using your firm's logo, colours, fonts, and firm name. Reports are delivered as professional PDFs ready for client distribution.
How does it handle GST/BAS?
The AI Employee cross-checks every transaction for correct GST treatment. It flags overclaims on overseas vendors (such as AWS, GoDaddy, and LinkedIn), underclaims, and incorrect account codes. It generates exception reports listing specific items that need attention before BAS lodgement.
Book Your Free 15-Minute Demo
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