AI for Accountants and Bookkeepers in NZ
Take the retyping and chasing off your team. Client receipts and bills are read into Xero, payments are matched, overdue fees are chased on schedule and after-hours calls get answered, with your people approving what matters.
Free 30-min call · We'll show you 2–3 things to automate first · No obligation
A client receipt, this morning
Connected to Xero
Receipt emailed in
8:02Client forwards a fuel receipt photo to your intake address
Read and checked
8:02Supplier, date, amount and GST extracted, totals verified
Drafted in Xero
8:03Coded draft with the receipt attached, waiting for approval
Anything unclear flagged for a person
Receipts and bills in, draft transactions in Xero out.
Built for NZ businesses like
Member, AI Forum New Zealand
What can AI do for an accounting practice?
AI can handle the repeatable admin in a practice: reading client receipts and bills into Xero or MYOB as drafts for approval, matching payments, sending overdue-fee reminders and answering the phone after hours. It won't give tax or accounting advice, and your team approves anything that needs judgement. Pricing starts from $99/mo + GST.
Sound familiar?
Client receipts and bills arriving as photos, PDFs and forwarded emails
Staff retyping supplier bills into Xero before anyone can review them
Bank reconciliation backing up in the weeks before a GST return
The same clients chased for the same records and overdue fees every month
Calls going to voicemail after hours and while the team is with clients
Four jobs AI can take off a practice
Each one runs on a service we already build and support.
Document intake, read and drafted
Clients email, forward or upload receipts and supplier bills. AI reads each one, pulls out the supplier, date, amounts and GST, checks the totals add up, and drafts it in Xero or MYOB for approval.
- Email forwarding or an upload portal
- GST and total checks before anything is drafted
- Low-confidence items flagged for a person
- Nothing posted without your approval
Xero reconciliation support
Incoming payments are matched against the right invoice automatically, and anything that does not reconcile is flagged, so the bank feed stops piling up before a deadline.
- Payments matched to invoices
- Exceptions flagged, not guessed
- Works inside the Xero you already use
- Least-privilege API connection you can revoke
Client chasing on a schedule
Overdue fee invoices get polite, consistent reminders by email or text on the schedule you set. For accounts that need a phone call, a voice agent can make the call and hand any dispute to your team.
- Reminder timing and wording you approve
- Email or text, without anyone remembering to send
- Optional outbound calls for overdue accounts
- Disputes and hardship go straight to a person
After-hours and overflow calls answered
An AI receptionist answers the practice phone 24/7, takes the caller's details and reason for calling, books appointments and sends your team a summary. It never gives tax or accounting advice: those calls are passed to you.
- Keep your existing number
- New-client enquiries captured, not lost to voicemail
- Warm transfer or a scheduled call-back
- AI-written summary of every call
How it comes together
1. Map the admin
We look at where client documents arrive, who retypes what into Xero or MYOB, and which reminders and calls eat the team's week.
2. Build the flow
We connect your inbox, Xero or MYOB and phone line using their APIs, with your approval steps built in. Where a system has no API, we say so.
3. Test on real documents
We run your actual receipts, bills and payments through it and check the edge cases, like credit notes and part-payments, before go-live.
4. Live and maintained
It runs in the background. On a plan we monitor it, so if Xero or another system changes, we are alerted and we fix it.
Not sure which practice admin to automate first? Let's map it out.
Free 30-min call · We'll show you 2–3 things to automate first · No obligation
What this looks like in practice
A typical build: clients forward receipts and supplier bills to one intake address. Each document is read, the GST and totals are checked, and a coded draft lands in the client's Xero file with the original attached. Your bookkeeper approves the drafts in a batch, and only the items the AI wasn't sure about need a closer look.
You stay in control: we connect with least-privilege access you can revoke, host on AWS in NZ/Sydney regions, and never use your clients' data to train AI models.
Where practices usually start
Month-to-month, NZ-based support. We recommend whichever actually fits on a free call.
One automation
From $99/mo + GST
Starter plan: One standalone AI feature
- One workflow, such as invoice data extraction
- Expert setup and configuration
- Ongoing maintenance and updates
- NZ-based support
Document processing
From $299/mo + GST
Up to 200 documents per month
- Receipts and supplier bills read automatically
- Email capture and upload portal
- Xero or MYOB integration (one system)
- Low-confidence items flagged for review
Connected Xero flows
From $249/mo + GST
Growth plan: Connected, multi-step automations
- Payments matched and exceptions flagged
- Overdue reminders by email or text
- Several connected steps in one flow
- Priority setup and support
Need the phones covered too? An AI receptionist is from $70/mo + GST. See all pricing
Frequently asked questions
The AI Receptionist for Accounting Practices - $199/mo + GST
Setup included · 3-month minimum · Live in 2–3 weeks
- After-hours and overflow calls answered, not sent to voicemail
- New-client enquiries captured with a summary for your team
- Advice questions passed to your accountants, never answered by the AI
Ready to take the admin off your practice?
Book a free 30-minute call. We'll map where client documents, reconciliation and chasing slow your team down, and show you the first automations worth making.
Free 30-min call · We'll show you 2–3 things to automate first · No obligation