Our Workflows

BAS Prep Assistant

Stop chasing clients for receipts and miscategorised transactions. AI does the triage, your team does the work that needs a brain.

~12

hrs/week saved

45 minutes to about 10 minutes per client BAS

Book a discovery call

The Problem

BAS quarters are universally hated, for good reason.

Junior accountants spend hours chasing missing receipts, categorising uncoded transactions in Xero or MYOB, and writing 'what's this $437 transaction?' emails clients never reply to. Multiply by 80 clients a quarter and you've burned 50+ hours of senior time on work that's mostly mechanical.

How It Works

Step-by-step.

Scheduled kickoff

Two weeks before each BAS quarter ends, the workflow pulls every uncoded transaction from Xero or MYOB across all clients in scope.

Auto-categorisation

AI categorises 70-80% of transactions automatically based on description, payee history, and learned patterns from how your firm has coded similar items in the past.

Ambiguity flagged

Transactions AI isn't confident about get flagged with a confidence score and a suggested category. Your team reviews only the genuinely ambiguous ones.

Client queries drafted

For transactions that genuinely need client input, AI drafts personalised emails with screenshots of the bank line, sent only after your team approves them.

Response tracking

When clients reply, the workflow extracts their answer, updates Xero, and ticks the item off. No more 'did Sarah reply about that Bunnings transaction?' admin.

BAS-ready report

Once everything's categorised, AI generates a BAS-ready summary per client, flagging anything unusual: GST anomalies, large adjustments, missing receipts above threshold.

Sign-off package

Each client's BAS package includes a one-page summary email draft for client sign-off, ready for your team to review and send.

~12

hrs/week saved

45 minutes to about 10 minutes per client BAS

What's Included

Direct integration with Xero or MYOB
Custom categorisation rules trained on your firm's coding history
Email templates in your firm's voice
Client query tracking dashboard
BAS-ready summary report per client
Anomaly flagging (GST inconsistencies, unusual amounts, missing receipts)
Team training and handover documentation
30 days of post-launch support

What's Not Included

Actual BAS lodgement (we automate prep, you still lodge)
Tax advice or strategy
Manual data entry for clients not on Xero or MYOB
Ongoing AI API costs

Timeline

Three weeks, start to launch.

Week 1

Discovery and rule design

We map your current BAS process, review how your firm has historically categorised transactions, and design the AI rules. You sign off before we build.

Week 2

Build and integration

Workflow built, Xero/MYOB integration tested, anomaly detection calibrated. We dry-run against last quarter's data to validate accuracy.

Week 3

Live test and handover

Run alongside your team for one client BAS, compare outputs, refine. Team training, then full handover with 30 days of standby support.

Best Fit For

Is this the right workflow for you?

Accounting firms preparing 50+ BAS per quarter
Firms using Xero or MYOB as their primary accounting platform
Practices where transaction triage eats junior accountant time
Firms wanting to take on more clients without proportional admin cost

Questions

Specific to this workflow.

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Document Auto-Filing

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Workpaper Pre-Prep

Walk into tax season with workpapers already prepped.

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Client Email Draft Assistant

Every client email gets a thoughtful draft response, ready for review.

~8 hrs/week savedLearn more

Want to talk about this workflow?

30-minute discovery call. We'll figure out if this workflow fits your business, what the actual ROI would look like for you, and whether there's a better starting point.