AI document-chasing, missing-record reminders and client onboarding automation for Australian bookkeepers. Stops the polite-firm-frustrated cycle of asking clients for the same paperwork three times. AI never gives tax or BAS advice — that always stays with you.
Bookkeepers spend hours on the same admin loop — chasing receipts, requesting bank statements, asking for the same payroll data. Most of that loop is automatable. Your billable time gets used for actual bookkeeping, not document hunting.
"Did you send those bank statements?" Polite. Firmer. Frustrated. Automated cadence handles all three so you don't burn billable time on chasing.
ABN confirmation, software access, bank feeds, payroll setup, engagement letter. AI walks new clients through the checklist on a schedule — fewer follow-ups, faster activation.
BAS week is chaos. Half the missing data is documents you've been asking for. Scheduled reminders 2-3 weeks before deadline reduce the crunch significantly.
Bookkeepers are last to chase their own debtors. AI sends polite-then-firm payment reminders so you're not the slowest payer in your own books.
Built so the AI does the chasing and the escalation, and you only see the conversations that actually need a bookkeeper's attention.
New client → 6-step onboarding cadence over 2 weeks. ABN, software access, bank feeds, payroll, engagement letter, intro call. Each step prompts the next once complete.
BAS prep, EOFY, monthly reconciliation — each cycle generates a document list. AI sends polite Day 1, firmer Day 3, escalating to you on Day 5. Replies pause the sequence and create tasks.
Any client message containing tax interpretation, deduction, GST treatment, payroll calculation or BAS question flags an escalation. AI never advises — bookkeeper or registered tax/BAS agent always handles.
Your invoices to clients get the same cadence treatment. Polite reminder at 7 days overdue, firmer at 14, escalation to you at 21. Reduces aged debt without you ringing every client personally.
Bookkeepers benefit most from the lead/follow-up tier. Full Stack works if you also want AI Voice intake for new-client enquiries and BAS-deadline reminder campaigns.
AI sends scheduled SMS and email reminders for missing receipts, bank statements, payroll inputs and BAS documents. Reminders escalate from polite to firmer. Replies pause and route to you for the human conversation.
No. AI never provides tax, BAS, accounting or financial advice. Any tax interpretation, deduction question, payroll calculation or BAS treatment routes to you or your registered tax/BAS agent. AI handles intake, reminders and document chasing only.
Yes. Onboarding sequences walk new clients through ABN confirmation, software access, bank feeds, payroll details, engagement letter signing and other standard checklist items at the right intervals.
Yes. Reminders integrate with Xero, MYOB, QuickBooks Online, Reckon, HubSpot and most practice management tools (Karbon, FYI, Practice Ignition). Document collection links point to your preferred portal (Dext, Hubdoc, etc.).
The AI is configured to never provide advice that would fall under TPB-regulated services. Tax-related questions always escalate to you or a registered BAS/tax agent. We can document the boundaries during onboarding so the scope matches your practice's obligations.
Yes. Polite reminders at 7 days overdue, firmer at 14, escalation to you at 21. Bookkeepers often have the worst aged debt of any service business. This pays for itself most months.
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