Accounting & Bookkeeping
Spend the season advising, not chasing records.
You already sell your time, so admin does not just cost money — it directly caps your revenue. Every hour spent asking a client for the same bank statement is an hour you cannot bill for advice, which is the work clients actually value.
Calculate Your SavingsWhere the week goes now
- ✕The monthly chase for client records that never gets easier
- ✕Documents arriving by email and filed by hand
- ✕Deadline tracking for GST, PAYE and provisional tax across a whole book
- ✕Onboarding a client touching five systems separately
- ✕No single view of where each client sits in the workflow
What happens instead
- ✓Records requested and chased without a single reminder email from you
- ✓Documents filed to the right client automatically on arrival
- ✓Deadlines flagged early across your entire client book
- ✓A new client provisioned everywhere at once
- ✓Workflow status visible at a glance, for every client
Typical for a small team in this sector
~12 hours a week
Around 576 hours a year returned to the work you are actually paid for.
An estimate, not a measured result — based on a 48-week working year. Use the calculator for figures built on your own team.
The actual jobs
Named work, not “admin”.
These are the specific end-to-end jobs we automate in accounting businesses. If you recognise three of them as your week, there is a case to be made.
Typical Accounting package
Xero + Microsoft 365 + Dext
Client records requested, chased and filed without a reminder email from you. This is the scope we would normally propose first for a accounting business — priced at our published rates, before we have seen your systems.
$4,500
setup, one time + GST
$547
per month + GST
3
integrations · discovery fee included
Loads pre-filled, so you can add or remove systems and watch the price move.
Accounting case study
We publish client results only when a client has put their name to them and the before-and-after numbers have been measured, not estimated. When a accounting business does, this is where it goes. In the meantime the calculator gives you your own numbers rather than somebody else's.
Works with what you run
Keep every system you already use.
Nothing is replaced and nobody retrains. If one of your systems is older or more awkward than the rest, that is usually the one hiding the biggest saving.
Accomplish more with the people you already have.
Half an hour with us and you will know which hours your firm is losing, what they cost you a year, and whether automating them is worth it.
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