The whole practice in one view.
In one paragraph
For accounting firms, bookkeepers and tax agents. One practice management system runs client files and onboarding, tasks on ATO cycles, invoicing and collections, documents and a client portal, with AI that reads BAS, tax returns and bank statements. Built, tested and ready for its first firm. Built in Melbourne, working Australia-wide.
01Where the admin hides
The practice runs on email and four copies of every client.
What owners told us in discovery, in their words. Anonymised.
“Documents chased by email every BAS cycle.”
The same reminder, written again for every client.
“The same client typed into four tools.”
Files, tasks, billing and email each keep their own copy.
“Partners cannot see where the practice stands.”
Work in progress lives in inboxes and spreadsheets.
“Collections by spreadsheet.”
Who owes what is worked out by hand.
02What we build
One client, one record, from onboarding to paid.
A new client is entered once and exists everywhere: files, tasks and billing read the same record.
- 01OnboardThe client is entered once
- 02DocumentsSent through the portal, not by email
- 03AI readsTax returns, BAS and bank statements read and filed
- 04TaskSet on the ATO cycle
- 05InvoiceFive ways for the client to pay
- 06MatchEach deposit matched to its invoice
- Every client entered once, with files, tasks and billing reading the same recordBuilt
- Tasks set on ATO cyclesBuilt
- Invoicing and collections with five payment channelsBuilt
- AI that reads tax returns, BAS, financial statements and bank statementsBuilt
- A client portal for documents and requestsBuilt
- Bank feeds that match each deposit to its invoiceBuilt
Live: running for a client today · Built: coded and tested · Next: not shipped yet · Can build: no delivered example yet
Levels describe the module, in whichever industry it runs today.
Services for accounting firms: Business Operating System · AI agents and automation.
Software we connect to
| Software | Level |
|---|---|
| Xero and MYOBClient ledgers, one login | Can build |
| Bank feeds (Australian open banking)Nightly transactions, read-only | Built |
| Direct debit and PayPalTwo more ways to pay | Built |
The rules your paperwork answers to
Code of Professional Conduct, Tax Practitioners Board
Tax and BAS agents keep a client's affairs confidential unless the client agrees.
tpb.gov.au, 5 Oct 2026
BAS due dates
Quarterly BAS falls due on fixed dates, such as 28 October.
ato.gov.au, 5 Oct 2026
This is the Business Operating System, set up for accounting firms.See the full system
Also set up for: Professional services · Brokers and advisers · Security and facilities. All industries
03What we have built
Built and tested, with the first firm next.
Accounting
BuiltFull practice management for a mid-tier accounting firm
The subscriptions collapsed into one system the firm owns.
Read the case : Full practice management for a mid-tier accounting firm
Accounting
In-house project, pausedCrux Practice: practice management for accounting firms
An in-house project, built and tested. Not live for a client today.
Read the case : Crux Practice: practice management for accounting firms
04Questions from accounting firms
The things people ask before they call.
Is this running for a firm today?
Not yet. Full practice management for a mid-tier firm is built, and Crux Practice, our own system with the AI document reading and the bank feeds, is built and tested. The first firm is next.
What can the AI read?
Tax returns, BAS, financial statements, bank statements and ASIC extracts. It files each one and proposes the task and the entry. A person confirms.
Where is client data kept?
In Australian data centres, in a database the firm owns.
What happens next
- 1Tell us the crux in a short form.
- 2We reply within one business day, with a straight answer on fit.
- 3Pick a time that suits you for a 30-minute call.