AI Employee for Accountants and Bookkeepers

Cross-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

Reviews 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

Generate 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

Reads 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

End-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

Cross-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

Searches 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

Tracks 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

Reads 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.

NOW LIVE

Recently Shipped

Firms asked for these, and they are now in production. Every item below is live today, not planned.

MYOB Integration

MYOB Business is connected: invoices, bills, banking, general ledger and reports. Bookkeeping practices can connect multiple businesses to one AI Employee.

QuickBooks Integration

QuickBooks Online is connected: customers, invoices, bills, expenses, payments, chart of accounts, attachments and financial reports across multiple companies.

Balance Sheet Reconciliation

Bank, 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

Stand 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

Browse 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)

SMSF 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

On the Roadmap

Still to come. We are building these based on direct feedback from practices managing thousands of clients.

Xero Tax Integration

Connect to Xero Tax for tax return workflows. Streamline the path from bookkeeping completion to tax lodgement.

ASIC Annual Review Automation

Automated workflow: check NowInfinity/Ignition proposals, verify details, trigger send-out. The same steps, every time, handled automatically.

DocuSign Workflow Orchestration

Automated multi-step signing workflows for super fund audits and client documents. Currently a 5-step manual process.

Third-Party Payroll Connectors