Work /Accounting
Accounting firms run files, ATO-cycle tasks, collections and documents across many tools, and every new client is typed into four places.
One system for the whole practice: onboarding, ATO-cycle tasks, invoicing and collections, documents, team chat, a client portal, AI extraction of tax returns, BAS, financial statements, bank statements and ASIC extracts, and bank feeds that match each deposit to its invoice.
A client sends a document. The AI reads it, files it and proposes the task and the entry. A person confirms.
An in-house project, built and tested. Not live for a client today.
Real code, Postgres, hosted in Sydney, the Claude AI model, Australian open-banking feeds (built, not yet run live).
Related work
One system, not a dozen subscriptions
Built
Client work, staff workflows and internal operations for a mid-tier accounting firm, in one system instead of a stack of subscriptions, plus the firm's own website.
Close to $300K
revenue in under 10 months, with the system, the ads and our advice
Live
A booking engine, admin, Stripe invoicing, six automatic emails from booking to review, SMS reminders, an installable web app and AI that turns a free-text request into a priced booking. We built the system, ran the ads and advised the owner throughout.
Tell us the bottleneck that costs you the most. If we can build the system that fixes it, we commit. If we cannot, we say so.