# Crux Practice: practice management for accounting firms.

Source: https://cruxlabs.com.au/case-studies/crux-practice

Client: Our in-house project · Sector: Accounting · Services: Business Operating System, AI agents · Status: In-house project, paused

## The challenge

Accounting firms run files, ATO-cycle tasks, collections and documents across many tools, and every new client is typed into four places.

## What we built

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.

## How the automation works

A client sends a document. The AI reads it, files it and proposes the task and the entry. A person confirms.

## What changed

An in-house project, built and tested. Not live for a client today.

## Stack

Real code, Postgres, hosted in Sydney, the Claude AI model, Australian open-banking feeds (built, not yet run live).

## Related work

- [Full practice management for a mid-tier accounting firm](https://cruxlabs.com.au/case-studies/accounting-practice-management)
- [The chauffeur business we scaled](https://cruxlabs.com.au/case-studies/chauffeur-business-system)
- [Business Operating System](https://cruxlabs.com.au/services/business-operating-system)
- [Accounting](https://cruxlabs.com.au/industries/accounting-firms)

## Same modules, other industries

Industries this system's modules would run: [Professional services](https://cruxlabs.com.au/industries/professional-services), [Allied health and clinics](https://cruxlabs.com.au/industries/allied-health), [Brokers and advisers](https://cruxlabs.com.au/industries/brokers-advisers), [Education and training](https://cruxlabs.com.au/industries/education-training).

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