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Agentive

Australia-wide · Hosted in Sydney

An AI Accountant for Australian Firms. More Clients. No More Hiring.

A dedicated AI for your practice that codes bank feeds, reconciles accounts and drafts BAS in Xero and MYOB, processes client documents and answers routine email.

An accountant working at his desk in a small Australian practice

24 Australian practices run a dedicated AI with us

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  • OmniChannel Consulting logo
  • Yarrumdoc logo
  • Edina Building Group logo
  • Divergent Strength Bookkeeping logo
  • Emerald Wealth logo
  • The Ad Market logo
  • AJ Stafford logo
  • IWP logo
  • She Counts logo
  • Morton Bookkeeping logo
  • Connected Business Solutions logo
  • Aventori logo
  • Think Accountants logo
  • Business Lynx logo
  • Zenbook logo
  • Adbur Bookkeeping logo
  • KBAS Bookkeeping logo
  • Monitor Business logo
  • Flex Your Finances logo
  • Ventech logo
  • Performance Advantage logo
  • Jenny de Lacy logo
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A dedicated AI for your practice that codes bank feeds, reconciles accounts and drafts BAS in Xero and MYOB, processes client documents and answers routine email. So your team can focus on advisory and take on more clients without the hiring headache.

A trades business owner doing his books in the workshop

What is an AI accountant?

An AI accountant is a dedicated AI that does the routine work of an accounting practice inside your own systems. It codes and reconciles bank feeds in Xero and MYOB, drafts BAS and GST working papers, processes client documents and answers routine email, then…

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An AI accountant is a dedicated AI that does the routine work of an accounting practice inside your own systems. It codes and reconciles bank feeds in Xero and MYOB, drafts BAS and GST working papers, processes client documents and answers routine email, then hands everything to a qualified accountant to review. It does not lodge returns or give advice: a registered tax or BAS agent still signs off.

AI for accountants: three options compared

When accountants look for AI, they usually find one of three things. They are not interchangeable, and most firms end up using more than one.

AI features in Xero or MYOBChatGPT or CopilotAI accountant (dedicated AI)
What it doesSuggests codes and matches inside one fileAnswers questions and drafts text you paste inWorks the ledger, inbox and documents end to end
Access to client filesOne file at a timeNone, unless you paste data inConnected to Xero, MYOB, email and drives
Who drives itYour staff, click by clickYour staff, prompt by promptWorks through a task list; staff review
Audit trailPartialNoneEvery action logged
Where data is processedVendor cloudUsually overseasSingle-tenant, Sydney
Best forSpeeding up one taskResearch and draftingTaking repetitive work off the team
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For a vendor-neutral list of tools, see our guide to the best AI tools for accountants and bookkeepers.

An accountant reviewing client files across two screens

Why Australian firms are turning to a dedicated AI

Australia has more than 30,000 accounting and bookkeeping businesses, and tens of thousands of tax and BAS agents registered with the Tax Practitioners Board.

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Australia has more than 30,000 accounting and bookkeeping businesses, and tens of thousands of tax and BAS agents registered with the Tax Practitioners Board. Almost all of them run on the same rhythm: quarterly BAS due on the 28th of the month after each quarter, the 31 October individual tax deadline, FBT returns at the end of March, and the constant hum of super and payroll obligations in between. It is predictable, repetitive, deadline-driven work, and there are not enough people to do it.

Accounting has sat on Australia's skilled occupation shortage lists for years. Every practice principal in Sydney, Melbourne, Brisbane and Perth tells the same story: junior bookkeepers are hard to find, expensive to keep, and spend most of their week on data entry that nobody enjoys. Offshore virtual assistants help with cost but add timezone lag, quality control and data-handling questions that make firms nervous about client confidentiality.

A dedicated AI changes the maths. Instead of hiring, you deploy an assistant that already knows double-entry, plugs straight into Xero and MYOB, and does the coding, reconciling and chasing continuously rather than in a quarter-end panic. It works through the night before a BAS deadline. It never takes leave in the middle of tax season. And because it is single-tenant and hosted in Sydney, the data sovereignty conversation is a short one.

The three problems every practice principal names

  • Talent Shortage Crisis

    There are nearly 40,000 accounting firms across Australia competing for a shrinking pool of junior accountants.

  • Rising Costs, Falling Margins

    A junior accountant costs $5,000+ per month before training, benefits, and management time. Meanwhile, clients expect competitive fees.

  • Repetitive Work Drains Your Team

    Your experienced accountants spend their days on bank reconciliation and data entry instead of the advisory work that grows your practice.

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Talent Shortage Crisis

There are nearly 40,000 accounting firms across Australia competing for a shrinking pool of junior accountants. Many firms are turning away work because they simply cannot staff up.

What your dedicated AI handles in an accounting practice

The repetitive ledger work that eats your team's week, done continuously and kept review-ready.

  • Bank feeds and reconciliation

    Codes transactions to the right accounts, matches invoices and reconciles Xero and MYOB daily, so the ledger is never weeks behind.

  • BAS and GST preparation

    Pulls the numbers, drafts BAS and GST working papers and flags anomalies, all ready for a registered agent to review and lodge.

  • Client document processing

    Reads invoices, receipts and statements from email, Dext or Hubdoc, extracts the data and files it against the right client.

  • Client email and chasing

    Chases missing receipts and signatures, answers routine queries and drafts replies in your firm's tone for you to send.

  • Payroll and super prep

    Prepares pay runs, checks super guarantee and Single Touch Payroll figures, and surfaces exceptions before they become problems.

  • Management reporting

    Builds month-end packs, profit and loss statements and cash-flow summaries on schedule, so advisory conversations start from clean, current numbers.

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Cross-platform integration

Connects to Xero, MYOB, QuickBooks, email, and document management. Not locked to any single platform. Works across your entire stack.

Year-end workpaper prep

Assembles the schedules, reconciliations and supporting documents your team would otherwise build by hand before a file goes to review.

Live within 1 hour, not 24 weeks

  1. 01

    Connect

    We link the dedicated AI to your Xero or MYOB file, your inbox and your document store.

  2. 02

    Set guardrails

    You decide what it can action alone and what needs a human sign-off. Everything is logged.

  3. 03

    Start narrow

    It begins with a few well-defined tasks, like coding one client's bank feed, and proves itself.

  4. 04

    Scale up

    As trust builds it takes on more clients and workflows, freeing your team for advisory work.

A box overflowing with receipts next to a spreadsheet

A realistic BAS-quarter scenario

A three-partner firm, the week before the 28th

Picture a suburban practice with three partners and two part-time bookkeepers, looking after around 180 small-business clients across trades, hospitality and professional services.

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Picture a suburban practice with three partners and two part-time bookkeepers, looking after around 180 small-business clients across trades, hospitality and professional services. In a normal quarter the week before the 28th is a write-off: the team is buried in half-coded Xero files, clients who still have not sent March receipts, and MYOB reconciliations left until the last minute.

With a dedicated AI in place, the picture changes. Through the quarter it has been coding bank feeds every night, so at review time the ledgers are already 90% done. Two weeks out it emailed every client with outstanding paperwork, in the firm's own tone, and re-sent polite reminders to the stragglers. Come the final week, the partners are checking AI-drafted BAS working papers instead of building them from scratch, then lodging as registered agents.

The result is not a smaller team, it is a calmer one that took on 40 more clients this year without a new hire, and finally has the hours to sell advisory work. That is the pattern we see whether a firm is in the Sydney CBD, a Melbourne suburb, or a regional centre like Geelong or Toowoomba.

Built for Australian compliance

  • Registered agent stays in control

    The AI prepares; a registered tax or BAS agent reviews and lodges. Your Tax Practitioners Board obligations and the Code of Professional Conduct are…

  • Data stays onshore

    Single-tenant on AWS in the Sydney region. Your client records are stored in Australia and are never pooled with, or used to train models for, another…

  • Full audit trail

    Every action the AI takes is logged, so you can show exactly what was prepared, when, and by which process, for your own quality and review files.

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Registered agent stays in control

The AI prepares; a registered tax or BAS agent reviews and lodges. Your Tax Practitioners Board obligations and the Code of Professional Conduct are unchanged.

Data stays onshore

Single-tenant on AWS in the Sydney region. Your client records are stored in Australia and are never pooled with, or used to train models for, another firm.

Dedicated AI vs the alternatives

Dedicated AIOffshore VALocal junior
Time to startWithin 1 hour2-4 weeks1-3 months
Hours worked24/7Business hours (offset)Business hours
Relative cost~70% less than a VABaseline$5,000+/mo + on-costs
Data locationSydney, onshoreOverseasLocal
Xero & MYOB nativeYesManualManual
Scales at deadlineInstantlyNeeds more hiresNeeds more hires
A highlighted bank statement beside a calculator

Your first 30 days with an AI accountant

Plans start at A$500 a month plus GST. See current pricing, or read the review checkpoints we recommend.

  • Day 1 Your dedicated AI is deployed within an hour. Connect Xero or MYOB, your inbox and your document drive, and set what it may do on its own.
  • Week 1 Start with a handful of clients: bank coding and reconciliation. Review every suggestion and correct it, so it learns your chart of accounts.
  • Weeks 2 to 3 Add receipt and document chasing, routine client email and BAS working papers. Move from checking everything to sampling.
  • Week 4 Roll out across the client list. Your accountants review and approve, and spend the time saved on advisory and new clients.
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See 25+ real use cases for accounting firms

BAS preparation, GST review, white-label reporting, client document chasing, and more.

Frequently asked questions

What is an AI accountant?

An AI accountant is software that performs the routine work of an accounting practice rather than just assisting with it: coding and reconciling bank feeds, drafting BAS working papers, processing client documents, and answering routine client email. It is not a registered agent and cannot sign off on a return. The lodgement, the review and the advice remain with your qualified accountants, who now spend their time on the work clients pay a premium for.

What is a dedicated AI for accountants?

A dedicated AI is a single-tenant assistant configured for one accounting practice. It connects to your Xero or MYOB file, your inbox and your document store, then handles the repetitive ledger work: coding bank feeds, reconciling accounts, drafting BAS working papers, chasing missing receipts and answering routine client emails. Unlike a shared chatbot, it runs in its own isolated environment, so your client data is never pooled with another firm's.

Does it work with Xero and MYOB?

Yes. Xero and MYOB are the two platforms most Australian practices run on, and the dedicated AI connects directly to both. It can code and reconcile bank feeds, pull data for BAS and GST returns, and keep the ledger current day to day rather than leaving it for a quarter-end catch-up. QuickBooks Online and common add-ons such as Dext and Hubdoc are supported too.

How quickly can it be deployed?

Your dedicated AI is deployed automatically within 1 hour of sign-up. You connect it to your accounting file and inbox, set the guardrails for what it can and cannot action on its own, and start with a narrow set of tasks. It then takes on more of your workflow as it learns your clients, your chart of accounts and your firm's preferences.

Is client data kept in Australia?

Yes. Each dedicated AI runs single-tenant on AWS infrastructure in the Sydney region, so client records stay onshore. Every firm gets its own isolated environment, and your data is never shared with, or used to train models for, any other business. This matters for both client confidentiality and your data sovereignty obligations.

Give your accounting practice a dedicated AI

See it work on your own Xero or MYOB workflow. Book a 30-minute demo and we will show you what it can take off your team's plate, live within 1 hour.