For Australian accounting and bookkeeping firms
Teach your dedicated AI once. It handles the rest.
A dedicated AI that connects to Xero and XPM, MYOB, QuickBooks, Class and Infinity, learns how your practice works, then reconciles, prepares BAS data and triages client email around the clock. Live within one hour, on your own server in Sydney.
- to deploy
- 1 hr
- working
- 24/7
- customer logos shown
- 24
- Australian hosted
- 100%
Trusted by Australian practices and businesses
24 firms run a dedicated AI with us. Every logo shown with the owner's permission.
Quick answer
What is a dedicated AI for an accounting firm?
A dedicated AI is not a chatbot. It is an AI worker that runs on a single-tenant server in AWS Sydney for one firm only. It connects to your ledger, email and documents, learns how your practice does things, and then does the repetitive work: bank reconciliation, record review, BAS preparation, document chasing and email triage.
Your registered BAS or tax agent stays in control. The AI prepares; a person reviews and lodges. Every action is logged. Plans start from A$500 a month plus GST, with AI usage included. See pricing.
Sound familiar?
Every practice hits the same three walls
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“I’m still matching transactions one by one.”
Your dedicated AI codes and reconciles bank feeds in Xero, MYOB and QuickBooks every day, then flags only what needs a human.
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“I train juniors for months, then they leave.”
Teach it your process once. It follows that process every time and keeps the knowledge in your firm.
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“Every BAS quarter is a scramble.”
BAS and GST working papers are prepared continuously, so the 28th becomes a review, not a fortnight of catch-up.
How it works
Live within one hour. Not an IT project.
- 01
Connect
Link Xero, MYOB or QuickBooks, your inbox and your documents. It takes minutes, with training videos to guide you.
- 02
Teach it once
Show it how your practice codes, reviews and follows up. It remembers, per client, and asks when unsure.
- 03
It runs
Reconciliation, BAS prep and email triage, handled every day. You review exceptions, not every line.
What it handles
The work that fills a practice’s week
Start narrow with one client or one task. As trust builds, hand over more clients and more workflows. Your team moves to advisory.
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Bank feed coding and reconciliation
Daily, across every client file
Learn more → -
BAS and GST working papers
Ready for your registered agent to review
Learn more → -
Receipt and document chasing
Polite follow-ups in your firm's voice
Learn more → -
Client email triage
Sorted, drafted and filed to the right client
Learn more → -
Month-end and management reports
Debtors, creditors and cash-flow packs
Learn more → -
Your own workflows
Taught once with Skill Creator, run on schedule
Learn more →
Built for client data
The work you could never give to public AI
Client ledgers, payroll and TFN documents can never go into a shared, overseas chatbot. On your own Australian server, that work becomes possible. Agentive passed Xero’s API security assessment in July 2026 and holds approved access to Xero Practice Manager.
Check the safeguards →-
AWS Sydney
Your dedicated server and data stay in Australia, under Australian law.
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Single tenant
One server per firm. Never shared or pooled with another business.
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Never trains on your data
Client files stay yours. Nothing is used to train AI models.
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Full audit trail
Every action is logged, so you can show exactly what the AI did.
In their own words
What customers tell us by email
“I set Agentive Ai a detailed task and came back to find a comprehensive analysis report completed with all the complexities and risks correctly assessed and presented coherently - and all saved in my client files waiting for me! With the multiple levels of legislations, regulations, standards, Modern Awards, and legal documentation involved in HR work - Agentive is brilliant for the in-depth analysis.”
SuzannePerformance Advantage “Overall the agent has become a genuine part of our day-to-day workflow across compliance and advisory work.”
Our customers
Firms that put their name to it
Choose your path
Wherever you are in the decision, here is the next step
- Step 01 Understand What a dedicated AI does in an accounting or bookkeeping firm. Go →
- Step 02 Find your fit See it working for practices like yours. Go →
- Step 03 Check the safeguards Australian hosting, single tenant, full audit trail. Go →
- Step 04 See it on your file A 30-minute demo on your own Xero or MYOB data. Go →
Looking by role? Bookkeepers, accountants, financial advisers, auditors or business owners.
Pricing
From A$500 a month. AI usage included.
Solo, Team, Business or Custom. A fixed monthly fee in Australian dollars, plus GST. Price locked for 12 months, cancel anytime. A junior costs A$5,000 or more a month and takes months to train.
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Solo
A$500
/month + GST · 1 user
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Team · most popular
A$1,000
/month + GST · Up to 5 users
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Business
A$2,000
/month + GST · Up to 10 users
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Custom
Talk to us
10 to 100 users
What can an AI employee do for my accounting firm?
Your AI employee handles bank reconciliation, BAS preparation, client email follow-ups, document processing, and financial reporting. It connects to Xero, MYOB, QuickBooks, and learns your specific workflows over time.
How long does deployment take?
Your dedicated AI employee is deployed automatically within 1 hour of sign-up. You connect it to your accounting platform, email, and document systems with YouTube training videos to guide you, or add optional A$300 guided onboarding.
Is my data safe? Where is it hosted?
All data is processed and stored on Australian data centres. Your AI employee is dedicated to your firm only; no shared infrastructure with other businesses.
Does the AI employee replace my staff?
No. Your AI employee empowers your existing team. It handles the repetitive, time-consuming tasks so your accountants and bookkeepers can focus on advisory work and take on more clients.
What accounting platforms do you integrate with?
We integrate with Xero, including Xero Practice Manager (XPM), plus MYOB, QuickBooks, and other major Australian accounting platforms. Your AI employee also connects to email and document management systems, and ingests bank statements directly.
How is an AI Employee different from ChatGPT or Copilot?
ChatGPT and Copilot are shared, overseas tools built for one person at a time, and client financial data should never go into them. Your AI Employee runs on a dedicated, single-tenant server in AWS Sydney, works with your whole team, connects directly to Xero (including XPM), MYOB, and QuickBooks, follows your firm's own processes, and keeps an audit trail of everything it does. Your data is never used to train AI models.
From the blog
Guides for Australian practices
Not ready to talk?
One short update a month
New skills, integrations and what other practices are handing to their dedicated AI. No spam, unsubscribe anytime.
Next step
See it run on your own client file
Bring a real Xero or MYOB file to a 30-minute demo. We connect a dedicated AI, code and reconcile live, and you leave with a plan, whether we work together or not.