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New Zealand · For accountants

Done-for-you digital transformation for accounting and bookkeeping practices across New Zealand. Client documents collected, data extracted, and routine work drafted, with your team reviewing every output.

Works with the tools you already use

We connect to the software you run today. Where nothing fits, we build the software you need.

  • Xero
  • MYOB
  • QuickBooks
  • Karbon
  • FYI
  • Microsoft 365
  • Google Workspace
  • Zoho
  • Salesforce
  • HubSpot
  • Slack
  • Notion
  • Stripe
  • Shopify
  • SAP
  • Oracle NetSuite
  • Odoo
  • Power BI
  • Zapier

The problems we solve

Sound familiar?

  • Much of tax time goes on chasing clients for documents
  • Staff re-key receipts, statements, and invoices that already exist digitally
  • Clients send documents by email, text, and photo, and someone has to sort them
  • Good accountants are hard to hire, and they're stuck on low-value work
  • Workpapers and reviews bottleneck on one or two senior people
  • You're cautious about client data and new tools, and you should be

Done-for-you packages

Pick the problem. We build the fix.

Every package starts with a short scoping call, so what we build fits how your business actually runs. Pricing is quoted after scoping.

Package 01

Client Document Intake

Document requests sent, chased, collected, and filed without anyone in your team sending a reminder.

  • Personalised document checklists per client
  • Automatic reminders until everything is in
  • Files named and stored in your practice system
  • A dashboard showing who is still outstanding
Package 02

Data Extraction & Coding

Receipts, invoices, and statements read, extracted, and suggested for coding, then checked by your team.

  • Extraction from PDFs, photos, and emails
  • Suggested coding into Xero, MYOB, or QuickBooks
  • Exceptions flagged for human review
Package 03

Practice Assistant

An internal assistant that works from your procedures, templates, and past advice, for your team rather than your clients.

  • Drafts client emails and engagement letters
  • Answers procedure questions from your own manuals
  • Summarises client files before meetings
  • Limited to your practice's staff and data, with a record of what it was asked

How it works

Done for you, in five steps.

You explain how the business runs once. We do the building, connecting, and running.

  1. 01

    Scope

    A short discovery of how work actually flows today

  2. 02

    Prioritise

    The two or three uses with the clearest return

  3. 03

    Build

    Done for you, connected to the tools you already have

  4. 04

    Launch

    With your team trained and a human in the loop

  5. 05

    Support (optional)

    Monitored and improved after launch, on a monthly plan

Frequently asked

What about client confidentiality?

Data handling is decided before anything is built: where it flows, who can access it, and which tools are permitted. Nothing goes into an unreviewed tool, and your accountants approve every client-facing output.

Does it file anything?

No. It drafts and prepares. Your qualified professionals review, decide, and file. Accountability stays with your practice.

Will it work with our practice software?

We start from the systems you already run, such as Xero, and connect to them. The scoping step confirms what is possible before you commit.

Start with a short scoping call. We will tell you which package fits. If software or AI is not the answer to your problem then we will tell you what is.

A few lines is plenty.

We reply within one business day. See our privacy policy.

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