AI Employee for Bookkeepers
A dedicated AI Operation Engine that reconciles Xero, prepares BAS, chases documents and clears AR — single-tenant, hosted on AWS Sydney, aligned with TPB obligations.
What Your AI Bookkeeper Does
Bank Reconciliation
Reads bank feeds in Xero, matches transactions, suggests reconciliation rules, codes new vendors based on prior decisions, and flags anything unusual.
BAS & GST
End-to-end BAS workings. GST allocation review, overclaim detection on AWS/Stripe/LinkedIn, contractor status, exception reports for your sign-off.
AR & AP Chasing
Drafts (and on approval, sends) reminders for overdue invoices, follows up on missing bills, escalates by age bucket. Logs every contact in your CRM.
Client Document Chasing
Tracks missing receipts, statements, and onboarding paperwork. Emails clients with specifics, not generic reminders. Files what comes back.
Multi-File Health Checks
Runs a Xero health check across every client file. Flags unreconciled items, expired bank feeds, miscoded GST, and missing contact details.
Reporting
White-label monthly reports per client. P&L, cash flow, budget vs actuals. Generated and queued for your review every month-end.
Ledger Intelligence Audit
A 78-rule data-quality audit across Xero, MYOB and QuickBooks: missing attachments, duplicates, GST and ABN checks, payroll flags. Then it fixes what it finds, with your approval. Tools that only flag the work charge hundreds a month; your AI Employee does the work.
Bank Statement Ingestion
Official bank statements in, unreconciled items out. PDF or CSV, no bank feed required, no third-party aggregator holding your client's banking credentials.
Client Health Checks
A branded health check report per client with a Data Quality Score, so quarterly reviews start from evidence instead of a blank page.
Your Process, Saved as a Skill
Teach it a workflow once, in plain English, and save it as a skill your whole team can run: your quarterly review, your WorkCover calculation, your payroll checklist. Your method stays yours, on your server.
Real Workflows from Real Bookkeeping Practices
At our live workshops, practising bookkeepers present their own use cases, running on their own dedicated AI Employees. These are the workflows they show.
The live cash-flow forecast
A bookkeeper built a live cash-flow forecast connected to real client ledgers in Xero: change one client's numbers and the whole prediction updates. Not faster work; work that could never happen on public AI, because live client financials could never go into a shared tool.
The GST backlog that finally cleared
Taught the firm's GST reconciliation process in about half an hour, the AI Employee then worked through a multi-year GST catch-up and produced an exception report for review, in a fraction of the time the backlog had been waiting.
The WorkCover skill she built herself
A multi-staff practice taught its AI Employee the WorkCover remuneration calculation to Victorian requirements, then added a quarterly client review that saves hours per client. Her method, saved as a skill, running on her own server.
Australian, Single-Tenant, TPB-Aligned
Bookkeeping data is regulated data. Your AI Employee runs on its own dedicated server on AWS Sydney, with your data stored onshore under Australian law. Designed by a Data Governance specialist to align with Tax Practitioners Board obligations and APRA CPS 234 information security expectations.
AU-Hosted
AWS Sydney. Your data stored in Australia.
Single-Tenant
Your own dedicated server. No shared infrastructure.
Audit Logged
Every action attributable, reversible, exportable.
Related Reading
AI Employee Bookkeeper
The full guide to deploying an AI Bookkeeper for your firm.
The Future of Bookkeeping
How Australian bookkeeping practices are being transformed by AI Employees.
What an AI Bookkeeper Catches That Humans Miss
Real exceptions, overclaims, and reconciliation errors caught by AI review.
AI Employee Bookkeeping Skill
Skill details, integrations, pricing.
Hire Your AI Bookkeeper
Free your team from reconciliation and BAS prep. Single-tenant, AU-hosted, ready in 24 hours.
Book Your Free 15-Minute Demo
Pick a time that suits you. No prep needed, we bring the demo.
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