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Free guide for accountants and bookkeepers

AI automation for accountants and bookkeepers in Sydney

Half the job is waiting on clients: receipts, statements, signatures. Chasing them is repetitive, polite and endless, which makes it ideal for automation, while the advice stays with you.

Book a free call

Or take the one-minute checklist first

Sound familiar?

  • You've asked for the same bank statements three times.

  • BAS season means a week of reminder emails.

  • New-client onboarding is a pile of forms and ID checks.

What you could be missing out on

5 things most accountants and bookkeepers could hand to automation

A starting list. On the free call we work out which of these would actually make a difference for you.

  1. Chasing client documents

    Jobs that move without you sending the emails.

    What we'd set up
    What's probably happening
    Jobs stall because one client hasn't sent one statement.
    What we'd set up
    Clients get a checklist of exactly what's outstanding and automatic reminders until it's all in, and you see a live list of who's holding things up.

  2. BAS, tax and lodgement reminders

    Fewer last-minute scrambles in busy season.

    What we'd set up
    What's probably happening
    Reminders for BAS, PAYG and tax time go out by hand, client by client.
    What we'd set up
    Each client gets reminders before their own due dates, with what you need from them and when.

  3. New-client onboarding

    Clients up and running faster, with less admin for your team.

    What we'd set up
    What's probably happening
    Engagement letters, ID checks and authority forms go back and forth by email.
    What we'd set up
    New clients get one onboarding link that collects details, documents and signatures in order, and the practice software is updated for you to check.

  4. Receipts and bills into the books

    Less data entry, more time on the work clients value.

    What we'd set up
    What's probably happening
    Receipts arrive as photos, PDFs and forwarded emails and get keyed in by hand.
    What we'd set up
    Bills and receipts are read and entered into Xero or MYOB as drafts with the right coding suggested, ready for review.

  5. Inbox triage

    A shorter inbox and nothing important missed.

    What we'd set up
    What's probably happening
    Client emails, ATO notices and software alerts land in one overflowing inbox.
    What we'd set up
    Incoming email is sorted and summarised, urgent items are flagged, and routine replies are drafted for you to approve.

Works with what you've got. Already using Xero Practice Manager, FYI, Karbon, MYOB, QuickBooks or Ignition? We start with your existing tools.

You stay in charge. Advice, judgement and anything lodged with the ATO stay with you and your team. Your professional obligations come first.

Free one-minute checklist

What's already handled in your business?

Tick what happens today without you having to remember it. Nothing is sent anywhere; it's just for you.

Book a free call

How it works. Three steps.

  1. Pick a time

    Choose a 20-minute slot. Just your name, number and business name.

  2. Nehem calls you

    A relaxed chat about your week: calls, quotes, bookings, invoices. No tech talk.

  3. You know what to fix first

    The two or three jobs worth automating first. If it's not worth it, you'll hear that too.

Book a free call

Step one

Book your free 20‑minute admin check.

Pick a time and Nehem will call you. No tech talk needed: you explain how things run, and you get a straight answer on what's worth automating.

  • A phone call at a time that suits you
  • Find where time and money are leaking
  • The jobs worth automating first, in plain English
  • No obligation and no sales script

Rather talk now? Call 0450 912 500

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What eats most of your time? (tap any that apply)

A sentence or two is plenty. For example: "We miss calls on site and quotes never get followed up."

Free. No obligation. Your details are only used to reply to you. No marketing lists.

Different line of work? See what other businesses are missing

Working in Sydney? See AI automation across Sydney, from Western Sydney to the Eastern Suburbs and the Northern Beaches.