There’s probably already a bot for that.
Ready-made AI automation for small accounting firms buried in manual, repetitive work.
Client onboarding, bookkeeping and reconciliation simply run themselves — free your team up so they can do the work they are qualified to do. It’s the future of accounting: an automation solution you switch on in days, not months.
What AI automation gives a small practice back
The manual, repetitive admin that eats your week — chasing records, re-keying data, reconciliation and filing returns — just happens. You get back to the advisory work only you can do.
AI automation that runs any time — no holidays, no sick days — giving your practice reliable, round-the-clock support.
Consistent, checked and logged every time, so nothing slips through the cracks and tax deadlines stop being a scramble.
Take on more clients without taking on more admin. The same operating layer that runs Top 100 firms, sized for a small practice.
If this sounds like your week…
Doing it all by hand
- Keying the same invoices into Xero, line by line
- Re-typing totals into spreadsheets for client reports
- Hours lost every week to work that never needed a person
Nothing joins up
- The same client details keyed into three systems
- Nothing syncs, so one change goes stale everywhere else
- You become the integration, copying data by hand
Practices like yours, already running
“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.
The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.
Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”
Dean Shepherd · Founder of ESXR
“Bots for That have been brilliant!
They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”
Grace Hardy · Founder of Hardy Accounting
“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”
Daniel Larcombe · Practice Manager at Future Cloud Accounting
“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”
David Adderson · Founder and Director of Youtopia
“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”
Chris McKenna · Director at TC Group
“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.
The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.
Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”
Dean Shepherd · Founder of ESXR
“Bots for That have been brilliant!
They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”
Grace Hardy · Founder of Hardy Accounting
“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”
Daniel Larcombe · Practice Manager at Future Cloud Accounting
“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”
David Adderson · Founder and Director of Youtopia
“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”
Chris McKenna · Director at TC Group
“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.
The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.
Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”
Dean Shepherd · Founder of ESXR
“Bots for That have been brilliant!
They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”
Grace Hardy · Founder of Hardy Accounting
“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”
Daniel Larcombe · Practice Manager at Future Cloud Accounting
“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”
David Adderson · Founder and Director of Youtopia
“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”
Chris McKenna · Director at TC Group
“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.
The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.
Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”
Dean Shepherd · Founder of ESXR
“Bots for That have been brilliant!
They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”
Grace Hardy · Founder of Hardy Accounting
“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”
Daniel Larcombe · Practice Manager at Future Cloud Accounting
“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”
David Adderson · Founder and Director of Youtopia
“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”
Chris McKenna · Director at TC Group
Browse the shelf
Automatically pulls live data into a report with added AI insights.
64-8 authorisation without the paperwork — a digital solution that speeds up the onboarding process.
Tracks all client filing statements, due dates and risk level.
One simple annual licence covers running, maintaining and improving your automation. No setup projects, no maintenance overhead — we handle it all.
Not sure which automation solution fits your practice? Let’s find out together.
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