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AI FOR ACCOUNTANCY FIRMS

Less chasing clients.
More time to advise them.

AI agents that collect client documents, turn emails into tasks, prepare bookkeeping for review and keep every filing deadline in sight. Built around Xero, QuickBooks and the inbox your team already lives in.

Book a free audit See the agents

Your tools. Your rules. Your team approves.

Tan & Co · Q1 GSTDocument checklist
  • Bank statements (3)Received 10 Apr
  • Sales invoicesReceived 8 Apr
  • Payroll reportReminder Thu
  • Supplier receiptsMissing
Ready for review3 of 4 items in · GST due in 9 days
Open file

THE WORK BETWEEN THE WORK

Your team has better
things to do.

Every job waits on a missing document.

Bank statements, receipts, payroll reports. Your team spends hours asking, reminding and checking what has arrived, instead of doing the work.

The inbox is the real job list.

Client requests arrive as emails and WhatsApp messages. Unless someone turns them into tasks, they rely on someone remembering.

Deadlines pile up in the same weeks.

GST, corporate tax and annual filings cluster together. Knowing which clients are ready, and which are not, takes another round of chasing.

THE AGENTS

One less thing
to chase.

Each agent takes care of one part of the work. Start where your team needs the most help, then add the next.

01 / Document collection

Get every document in. Without chasing every client.

Asks clients for what is missing, reads what arrives and files it to the right client and period.

  • Checklist per client and period
  • Polite reminders until it is all in
  • Flags unreadable or wrong documents
Tan & Co · Q1 GSTDocument checklist
  • Bank statements (3)Received 10 Apr
  • Sales invoicesReceived 8 Apr
  • Payroll reportReminder Thu
  • Supplier receiptsMissing
Ready for review3 of 4 items in · GST due in 9 days
Open file

02 / Inbox to tasks

Every client email becomes a task with an owner.

Turns client emails and messages into tasks with an owner and a due date.

  • Reads requests across email and WhatsApp
  • Assigns by client and workload
  • Drafts the reply for review
GmailSearch mail
Q1 management accountsInbox
C

Client to ops

Can you send us the Q1 management accounts by Friday?

Draft · prepared by Rizeon AI

Noted. I’ve passed this to Sarah and drafted a reply confirming Friday.

Send
New taskFrom email · Lim Holdings
  • Q1 management accountsDue Fri
  • Assigned to SarahBy workload
  • Reply draftedNeeds approval
Reply ready to sendConfirming the Friday deadline
Approve reply

03 / Bookkeeping prep

Coding prepared. Your accountants just review it.

Prepares transaction coding and reconciliation notes in Xero or QuickBooks for your accountants to review.

  • Suggests coding from past entries
  • Highlights unusual transactions
  • Nothing posts without approval
bookkeeping

Rizeon AIAPP

48 March transactions coded from past entries. 3 look unusual.

A

Accountant

Show me the unusual ones first.

Message #bookkeeping
March reconciliationXero · Lim Holdings
  • 45 transactions codedFrom history
  • Large one-off payment$12,400
  • New supplierNo past entries
  • Posted to ledgerAfter approval
3 items need your judgementNothing posts without approval
Review items

04 / Deadline tracker

See which clients are ready before the deadline does.

Keeps a live view of every client’s filing dates and how ready they are.

  • GST, tax and annual filing calendar
  • Readiness by client
  • Early warning on at-risk deadlines
gst-deadlines
P

Partner

Who’s at risk for the April GST deadline?

Rizeon AIAPP

4 clients are missing documents. Reminders are drafted for all of them.

Message #gst-deadlines
GST returns · April28 clients
  • Ready to prepare19 clients
  • Waiting on documents5 clients
  • At risk4 clients
4 reminders readySend to clients at risk
Send reminders

05 / Client onboarding

New clients start with a complete file.

Runs engagement letters, identity checks and set-up so new clients start cleanly.

  • Engagement and KYC checklist
  • Requests and tracks documents
  • Hands a complete file to the team
Ong Trading Pte LtdClient onboarding
  • Engagement letterSigned
  • KYC documentsReceived
  • Xero accessInvite sent
Handover to the teamWaiting on Xero access
View file

A WORKFLOW, AS WE BUILD IT

Month-end document chase, wired end to end.

The checklist lives in your practice file. The agent asks for what is missing on WhatsApp or email, files what arrives into Google Drive and only hands an accountant the file once it is complete.

Accounting practice/Agents/Month-end documentsEditorExecutionsTest workflow
Period opensPractice calendar
Check what’s inClient checklist
Anything missing?If
Ask the clientWhatsApp
File documentsGoogle Drive
Prepare codingXero
Accountant reviewApprove once

HOW WE START

You know your business.
We’ll handle the build.

01 /

Show us the bottleneck.

We look at how the work happens today: who does it, where it gets stuck and what still needs a person’s judgement.

02 /

Build around your team.

We connect your existing tools, agree the rules and test real scenarios together before anything goes live.

03 /

Keep it working.

We train your team, document the setup and refine it as your workload changes. Start with one agent, then add the next.

WORKS WITH WHAT YOU ALREADY USE

XeroQuickBooksMYOBGmailOutlookWhatsAppGoogle DriveSharePointExcel

YOU STAY IN CONTROL

Agents prepare.
People decide.

Your accountants sign off.

Agents prepare. People approve. Nothing is posted, filed or sent to a client without the review step you set.

Client data stays protected.

Per-person access, a record of every change, and data handled to PDPA requirements in Singapore and the Privacy Act in Australia.

Built on your accounts.

We work inside your own Xero, QuickBooks and inbox. You own the setup and can see exactly what each agent does.

THE HOURS-BACK GUARANTEE

We put the hours in writing.

Your plan states how many hours a week we’ll give your team back. If we miss them within 60 days of going live, we keep working at no charge until we hit them. If we still can’t by day 90, we refund half your build fee, and you keep everything we built.

BEFORE WE TALK

Fair questions.
Straight answers.

Start with a conversation

Show us what
keeps getting stuck.

No presentation needed. Tell us where your team is losing time. We’ll tell you straight whether we can help.

Book a free audit 30 minutes. Straight answers. No pressure.