Accounting & bookkeeping
Bookkeepers and accountants spend less time chasing clients and more time on actual accounting.
Chasing clients for documents, setting up every new engagement, and now Payday Super deadlines.
Where the week goes
The three jobs that eat your week.
- Chasing people
Clients who never send what you asked for
Document requests, logins and signatures followed up automatically until they arrive, leaving only the stragglers for you.
How it stops - New customer set-up
A fortnight of set-up for every new client
Xero, receipts, ATO linking and a compliance calendar started the moment they accept your proposal.
How it stops - Missed follow-ups
Deadlines that live in someone’s head
BAS dates and the new Payday Super window tracked across every client, with a nudge before anything is late.
How it stops
A worked example
When a new client accepts your proposal.
9 things happen on their own, across 9 systems.
Each step is marked
- Rule
- Plain business rules
- AI
- Drafted by AI, approved by your team
- Built in
- Your software already does it
-
Proposal software
Client and jobs created in Practice Manager
Step type: Built in -
ID check
Identity verified when AML/CTF applies
Step type: Rule -
Accounts
Connection steps sent and confirmed
Step type: Rule -
Receipts app
Receipts inbox set up
Step type: Rule -
ATO
Agent nomination sent and tracked
Step type: Rule -
Client portal
Document checklist with reminders
Step type: Rule -
Practice manager
BAS jobs scheduled
Step type: Rule -
Calendar
Compliance calendar with every super deadline
Step type: Rule -
Email
Welcome pack written for this client
Step type: AI
And it keeps watching
The Payday Super clock.
Every client’s pay runs are watched, so you nudge them before super reaches the fund late.
Works with what you already use
Xero Practice Manager, Ignition, FYI, SuiteFiles, Dext, Hubdoc, Xero and MYOB, and most tools with an API.
Not quite your business?
Start with the job instead:
