# AI Employee for Bookkeepers | Xero & BAS

> AI Employee for Australian bookkeepers. Automates Xero reconciliation, BAS prep, AR/AP and document chasing. Single-tenant on AWS Sydney. Live in 1 hour.

**Source:** https://agentive.au/ai-employee/use-cases/bookkeepers/

---

For Australian Bookkeepers

# AI Employee for Bookkeepers

A dedicated AI Operation Engine that reconciles Xero, prepares BAS, chases documents and clears AR, single-tenant, hosted on AWS Sydney, aligned with TPB obligations.

[Book a demo](/book/) [See pricing](/pricing/)

![A bookkeeper working through client files at home](/img/photos/bookkeeper-home-800.webp)

24 Australian practices run a dedicated AI with us

-   ![Data Insite logo](/logos/customers/data-insite.svg)
-   ![OmniChannel Consulting logo](/logos/customers/omnichannel-consulting.svg)
-   ![Yarrumdoc logo](/logos/customers/yarrumdoc.svg)
-   ![Edina Building Group logo](/logos/customers/edina-building-group.svg)
-   ![Divergent Strength Bookkeeping logo](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![Emerald Wealth logo](/logos/customers/emerald-wealth.svg)
-   ![The Ad Market logo](/logos/customers/the-ad-market.svg)
-   ![AJ Stafford logo](/logos/customers/aj-stafford.svg)
-   ![IWP logo](/logos/customers/iwp.svg)
-   ![She Counts logo](/logos/customers/she-counts.svg)
-   ![Morton Bookkeeping logo](/logos/customers/morton-bookkeeping.webp)
-   ![Connected Business Solutions logo](/logos/customers/connected-business-solutions.svg)
-   ![Aventori logo](/logos/customers/aventori.svg)
-   ![Think Accountants logo](/logos/customers/think-accountants.svg)
-   ![Business Lynx logo](/logos/customers/business-lynx.svg)
-   ![Zenbook logo](/logos/customers/zenbook.svg)
-   ![Adbur Bookkeeping logo](/logos/customers/adbur-bookkeeping.webp)
-   ![KBAS Bookkeeping logo](/logos/customers/kbas-bookkeeping.svg)
-   ![Monitor Business logo](/logos/customers/monitor-business.svg)
-   ![Flex Your Finances logo](/logos/customers/flex-your-finances.webp)
-   ![Ventech logo](/logos/customers/ventech.webp)
-   ![Performance Advantage logo](/logos/customers/performance-advantage.svg)
-   ![Jenny de Lacy logo](/logos/customers/jenny-de-lacy.svg)
-   ![Aiders logo](/logos/customers/aiders.svg)
-   ![](/logos/customers/data-insite.svg)
-   ![](/logos/customers/omnichannel-consulting.svg)
-   ![](/logos/customers/yarrumdoc.svg)
-   ![](/logos/customers/edina-building-group.svg)
-   ![](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![](/logos/customers/emerald-wealth.svg)
-   ![](/logos/customers/the-ad-market.svg)
-   ![](/logos/customers/aj-stafford.svg)
-   ![](/logos/customers/iwp.svg)
-   ![](/logos/customers/she-counts.svg)
-   ![](/logos/customers/morton-bookkeeping.webp)
-   ![](/logos/customers/connected-business-solutions.svg)
-   ![](/logos/customers/aventori.svg)
-   ![](/logos/customers/think-accountants.svg)
-   ![](/logos/customers/business-lynx.svg)
-   ![](/logos/customers/zenbook.svg)
-   ![](/logos/customers/adbur-bookkeeping.webp)
-   ![](/logos/customers/kbas-bookkeeping.svg)
-   ![](/logos/customers/monitor-business.svg)
-   ![](/logos/customers/flex-your-finances.webp)
-   ![](/logos/customers/ventech.webp)
-   ![](/logos/customers/performance-advantage.svg)
-   ![](/logos/customers/jenny-de-lacy.svg)
-   ![](/logos/customers/aiders.svg)

## What Your AI Bookkeeper Does

-   ### Bank Reconciliation
    
    Reads bank feeds in Xero, matches transactions, suggests reconciliation rules, codes new vendors based on prior decisions, and flags anything unusual.
    
-   ### BAS & GST
    
    End-to-end BAS workings. GST allocation review, overclaim detection on AWS/Stripe/LinkedIn, contractor status, exception reports for your sign-off.
    
-   ### AR & AP Chasing
    
    Drafts (and on approval, sends) reminders for overdue invoices, follows up on missing bills, escalates by age bucket. Logs every contact in your CRM.
    
-   ### Client Document Chasing
    
    Tracks missing receipts, statements, and onboarding paperwork. Emails clients with specifics, not generic reminders. Files what comes back.
    
-   ### Multi-File Health Checks
    
    Runs a Xero health check across every client file. Flags unreconciled items, expired bank feeds, miscoded GST, and missing contact details.
    
-   ### Reporting
    
    White-label monthly reports per client. P&L, cash flow, budget vs actuals. Generated and queued for your review every month-end.
    

Read more ↓Show less ↑

### Ledger Intelligence Audit

A 78-rule data-quality audit across Xero, MYOB and QuickBooks: missing attachments, duplicates, GST and ABN checks, payroll flags. Then it fixes what it finds, with your approval. Tools that only flag the work charge hundreds a month; your AI Employee does the work.

### Bank Statement Ingestion

Official bank statements in, unreconciled items out. PDF or CSV, no bank feed required, no third-party aggregator holding your client's banking credentials.

### Your Process, Saved as a Skill

Teach it a workflow once, in plain English, and save it as a skill your whole team can run: your quarterly review, your WorkCover calculation, your payroll checklist. Your method stays yours, on your server.

### Client Health Checks

A branded health check report per client with a Data Quality Score, so quarterly reviews start from evidence instead of a blank page.

## Real Workflows from Real Bookkeeping Practices

At our live workshops, practising bookkeepers present their own use cases, running on their own dedicated AI Employees. These are the workflows they show.

-   ![](/img/photos/cash-flow-800.webp)
    
    ### The live cash-flow forecast
    
    A bookkeeper built a live cash-flow forecast connected to real client ledgers in Xero: change one client's numbers and the whole prediction updates.
    
-   ![](/img/photos/bank-reconciliation-800.webp)
    
    ### The GST backlog that finally cleared
    
    Taught the firm's GST reconciliation process in about half an hour, the AI Employee then worked through a multi-year GST catch-up and produced an…
    
-   ![](/img/photos/practice-screens-800.webp)
    
    ### The WorkCover skill she built herself
    
    A multi-staff practice taught its AI Employee the WorkCover remuneration calculation to Victorian requirements, then added a quarterly client review…
    

Read more ↓Show less ↑

### The live cash-flow forecast

A bookkeeper built a live cash-flow forecast connected to real client ledgers in Xero: change one client's numbers and the whole prediction updates. Not faster work; work that could never happen on public AI, because live client financials could never go into a shared tool.

### The GST backlog that finally cleared

Taught the firm's GST reconciliation process in about half an hour, the AI Employee then worked through a multi-year GST catch-up and produced an exception report for review, in a fraction of the time the backlog had been waiting.

### The WorkCover skill she built herself

A multi-staff practice taught its AI Employee the WorkCover remuneration calculation to Victorian requirements, then added a quarterly client review that saves hours per client. Her method, saved as a skill, running on her own server.

![](/img/photos/ledger-review-1400.webp)

## Australian, Single-Tenant, TPB-Aligned

Bookkeeping data is regulated data. Your AI Employee runs on its own dedicated server on AWS Sydney, with your data stored onshore under Australian law.

-   ### AU-Hosted
    
    AWS Sydney. Your data stored in Australia.
    
-   ### Single-Tenant
    
    Your own dedicated server. No shared infrastructure.
    
-   ### Audit Logged
    
    Every action attributable, reversible, exportable.
    

Read more ↓Show less ↑

Bookkeeping data is regulated data. Your AI Employee runs on its own dedicated server on AWS Sydney, with your data stored onshore under Australian law. Designed by a Data Governance specialist to align with Tax Practitioners Board obligations and APRA CPS 234 information security expectations.

## Related Reading

-   [
    
    ### AI Employee Bookkeeper
    
    The full guide to deploying an AI Bookkeeper for your firm.
    
    Learn more →
    
    ](/blog/what-is-an-ai-bookkeeper/)
-   [
    
    ### The Future of Bookkeeping
    
    How Australian bookkeeping practices are being transformed by AI Employees.
    
    Learn more →
    
    ](/blog/the-future-of-bookkeeping-how-ai-employees-can-transform-your-practice/)
-   [
    
    ### What an AI Bookkeeper Catches That Humans Miss
    
    Real exceptions, overclaims, and reconciliation errors caught by AI review.
    
    Learn more →
    
    ](/blog/ai-bookkeeper-catches-what-humans-miss/)
-   [
    
    ### AI Employee Bookkeeping Skill
    
    Skill details, integrations, pricing.
    
    Learn more →
    
    ](/ai-employee/bookkeeping/)

![A box overflowing with receipts next to a spreadsheet](/img/photos/receipts-box-800.webp)

## Hire Your AI Bookkeeper

Free your team from reconciliation and BAS prep. Single-tenant, AU-hosted, ready within 1 hour.

[Book a 15-Min Demo →](#book)[Learn More →](/ai-employee/)

## Pick a time that suits you

1.  1Your details

3.  2Pick a time

5.  3Done

### Hi , pick a time

30 minutes · Melbourne time

Anything we should know? (optional) 

✓

### You're booked in

A calendar invite and confirmation are on their way to your inbox.

### Prefer a call back?

Leave your details and we will ring to arrange a time. Takes 20 seconds.

Results

## What it's done for practices like yours

Real numbers, in our customers' own words.

[4.8 on the Xero App Store](https://apps.xero.com/au/app/myagentive)

-   All day → review
    
    Award payroll from handwritten timesheets
    
    Timesheets turned into draft Xero pay runs with the award applied. It used to take the previous bookkeeper all day; now it is a review and approve.
    
    Bookkeeper, Xero App Store review
    
-   Hours → minutes
    
    Quarterly portable long service leave return
    
    Completed in minutes for an organisation with 40+ staff. It used to take a couple of hours by hand.
    
    Bookkeeper, Xero App Store review
    
-   1 hr → 5 min
    
    Invoice imports from three payment platforms
    
    Messy spreadsheets from three platforms imported in one go, at about 99% accuracy, with the last 1% checked by the bookkeeper.
    
    Kayla Stott, Flex Your Finances
    

★★★★★

> “Bills are entered as drafts, changes are shown before they're made, and nothing is posted without approval, so I stay in control while the repetitive data entry and checking is done for me.”

BookkeeperXero App Store review

★★★★★

> “The integration with Ignition and Xero Practice Manager (XPM) is seamless, saving a significant amount of administrative time and eliminating a lot of manual data entry and double handling.”

Accounting practiceXero App Store review

★★★★★

> “It feels less like using another software program and more like having an extra team member who can help take care of the repetitive, time-consuming tasks that come with running a bookkeeping practice.”

![](/logos/customers/business-lynx.svg) Owner, BusinessLynxXero App Store review

Xero App Store rating checked 5 November 2026. [Read every review on Xero](https://apps.xero.com/au/app/myagentive).

## Book Your Free 15-Minute Demo

Pick a time that suits you. No prep needed, we bring the demo.

[Book a 30-minute demo](/book/) [See pricing](/pricing/)

![](/img/photos/practice-office-800.webp)