# Dedicated AI for Accountants and Bookkeepers

> A dedicated AI Employee for Australian accounting and bookkeeping firms. Bank reconciliation, BAS prep and email triage. Live in 1 hour.

**Source:** https://agentive.au/

---

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.

[Book a 30-minute demo](/book/) [See how it works](#how)

to deploy

1 hr

working

24/7

customer logos shown

24

Australian hosted

100%

![The MyAgentive workspace that runs your dedicated AI: tasks, planner, clients, reports, usage and skills](/img/app-1600.webp)

## Trusted by Australian practices and businesses

24 firms run a dedicated AI with us. Every logo shown with the owner's permission.

-   ![Data Insite logo](/logos/customers/data-insite.png)
-   ![OmniChannel Consulting logo](/logos/customers/omnichannel-consulting.png)
-   ![Yarrumdoc logo](/logos/customers/yarrumdoc.png)
-   ![Edina Building Group logo](/logos/customers/edina-building-group.png)
-   ![Divergent Strength Bookkeeping logo](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![Emerald Wealth logo](/logos/customers/emerald-wealth.png)
-   ![The Ad Market logo](/logos/customers/the-ad-market.png)
-   ![AJ Stafford logo](/logos/customers/aj-stafford.png)
-   ![IWP logo](/logos/customers/iwp.png)
-   ![She Counts logo](/logos/customers/she-counts.png)
-   ![Morton Bookkeeping logo](/logos/customers/morton-bookkeeping.png)
-   ![Connected Business Solutions logo](/logos/customers/connected-business-solutions.png)
-   ![Aventori logo](/logos/customers/aventori.png)
-   ![Think Accountants logo](/logos/customers/think-accountants.png)
-   ![Business Lynx logo](/logos/customers/business-lynx.png)
-   ![Zenbook logo](/logos/customers/zenbook.png)
-   ![Adbur Bookkeeping logo](/logos/customers/adbur-bookkeeping.png)
-   ![KBAS Bookkeeping logo](/logos/customers/kbas-bookkeeping.svg)
-   ![Monitor Business logo](/logos/customers/monitor-business.png)
-   ![Flex Your Finances logo](/logos/customers/flex-your-finances.png)
-   ![Ventech logo](/logos/customers/ventech.png)
-   ![Performance Advantage logo](/logos/customers/performance-advantage.png)
-   ![Jenny de Lacy logo](/logos/customers/jenny-de-lacy.png)
-   ![Aiders logo](/logos/customers/aiders.svg)
-   ![](/logos/customers/data-insite.png)
-   ![](/logos/customers/omnichannel-consulting.png)
-   ![](/logos/customers/yarrumdoc.png)
-   ![](/logos/customers/edina-building-group.png)
-   ![](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![](/logos/customers/emerald-wealth.png)
-   ![](/logos/customers/the-ad-market.png)
-   ![](/logos/customers/aj-stafford.png)
-   ![](/logos/customers/iwp.png)
-   ![](/logos/customers/she-counts.png)
-   ![](/logos/customers/morton-bookkeeping.png)
-   ![](/logos/customers/connected-business-solutions.png)
-   ![](/logos/customers/aventori.png)
-   ![](/logos/customers/think-accountants.png)
-   ![](/logos/customers/business-lynx.png)
-   ![](/logos/customers/zenbook.png)
-   ![](/logos/customers/adbur-bookkeeping.png)
-   ![](/logos/customers/kbas-bookkeeping.svg)
-   ![](/logos/customers/monitor-business.png)
-   ![](/logos/customers/flex-your-finances.png)
-   ![](/logos/customers/ventech.png)
-   ![](/logos/customers/performance-advantage.png)
-   ![](/logos/customers/jenny-de-lacy.png)
-   ![](/logos/customers/aiders.svg)

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](/pricing/).

Sound familiar?

## Every practice hits the same three walls

-   “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.
    
-   “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.
    
-   “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.

1.  01
    
    ### Connect
    
    Link Xero, MYOB or QuickBooks, your inbox and your documents. It takes minutes, with training videos to guide you.
    
2.  02
    
    ### Teach it once
    
    Show it how your practice codes, reviews and follows up. It remembers, per client, and asks when unsure.
    
3.  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.

-   [
    
    ### Bank feed coding and reconciliation
    
    Daily, across every client file
    
    Learn more →](/ai-employee/bank-reconciliation/)
-   [
    
    ### BAS and GST working papers
    
    Ready for your registered agent to review
    
    Learn more →](/ai-employee/tax-compliance/)
-   [
    
    ### Receipt and document chasing
    
    Polite follow-ups in your firm's voice
    
    Learn more →](/ai-employee/bookkeeping/)
-   [
    
    ### Client email triage
    
    Sorted, drafted and filed to the right client
    
    Learn more →](/ai-employee/accounting-firms/)
-   [
    
    ### Month-end and management reports
    
    Debtors, creditors and cash-flow packs
    
    Learn more →](/ai-employee/finance-operations/)
-   [
    
    ### Your own workflows
    
    Taught once with Skill Creator, run on schedule
    
    Learn more →](/technology/)

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 →](/secure-ai/)

-   ✓
    
    ### AWS Sydney
    
    Your dedicated server and data stay in Australia, under Australian law.
    
-   ✓
    
    ### Single tenant
    
    One server per firm. Never shared or pooled with another business.
    
-   ✓
    
    ### Never trains on your data
    
    Client files stay yours. Nothing is used to train AI models.
    
-   ✓
    
    ### 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.”

![](/logos/customers/performance-advantage.png) SuzannePerformance Advantage

> “Overall the agent has become a genuine part of our day-to-day workflow across compliance and advisory work.”

PhongProfit Tracking Advisory

Our customers

## Firms that put their name to it

-   ![Data Insite logo](/logos/customers/data-insite.png "Data Insite")
-   ![OmniChannel Consulting logo](/logos/customers/omnichannel-consulting.png "OmniChannel Consulting")
-   ![Yarrumdoc logo](/logos/customers/yarrumdoc.png "Yarrumdoc")
-   ![Edina Building Group logo](/logos/customers/edina-building-group.png "Edina Building Group")
-   ![Divergent Strength Bookkeeping logo](/logos/customers/divergent-strength-bookkeeping.svg "Divergent Strength Bookkeeping")
-   ![Emerald Wealth logo](/logos/customers/emerald-wealth.png "Emerald Wealth")
-   ![The Ad Market logo](/logos/customers/the-ad-market.png "The Ad Market")
-   ![AJ Stafford logo](/logos/customers/aj-stafford.png "AJ Stafford")
-   ![IWP logo](/logos/customers/iwp.png "IWP")
-   ![She Counts logo](/logos/customers/she-counts.png "She Counts")
-   ![Morton Bookkeeping logo](/logos/customers/morton-bookkeeping.png "Morton Bookkeeping")
-   ![Connected Business Solutions logo](/logos/customers/connected-business-solutions.png "Connected Business Solutions")
-   ![Aventori logo](/logos/customers/aventori.png "Aventori")
-   ![Think Accountants logo](/logos/customers/think-accountants.png "Think Accountants")
-   ![Business Lynx logo](/logos/customers/business-lynx.png "Business Lynx")
-   ![Zenbook logo](/logos/customers/zenbook.png "Zenbook")
-   ![Adbur Bookkeeping logo](/logos/customers/adbur-bookkeeping.png "Adbur Bookkeeping")
-   ![KBAS Bookkeeping logo](/logos/customers/kbas-bookkeeping.svg "KBAS Bookkeeping")
-   ![Monitor Business logo](/logos/customers/monitor-business.png "Monitor Business")
-   ![Flex Your Finances logo](/logos/customers/flex-your-finances.png "Flex Your Finances")
-   ![Ventech logo](/logos/customers/ventech.png "Ventech")
-   ![Performance Advantage logo](/logos/customers/performance-advantage.png "Performance Advantage")
-   ![Jenny de Lacy logo](/logos/customers/jenny-de-lacy.png "Jenny de Lacy")
-   ![Aiders logo](/logos/customers/aiders.svg "Aiders")

Choose your path

## Wherever you are in the decision, here is the next step

1.  [Step 01 Understand What a dedicated AI does in an accounting or bookkeeping firm. Go →](/ai-employee/)
2.  [Step 02 Find your fit See it working for practices like yours. Go →](/ai-employee/use-cases/)
3.  [Step 03 Check the safeguards Australian hosting, single tenant, full audit trail. Go →](/secure-ai/)
4.  [Step 04 See it on your file A 30-minute demo on your own Xero or MYOB data. Go →](/book/)

Looking by role? [Bookkeepers](/ai-employee/use-cases/bookkeepers/), [accountants](/ai-employee/use-cases/accountants/), [financial advisers](/ai-employee/use-cases/financial-advisors/), [auditors](/ai-employee/use-cases/auditors/) or [business owners](/ai-employee/use-cases/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.

[Compare plans](/pricing/) [Talk it through](/book/)

-   Solo
    
    A$500
    
    /month + GST · 1 user
    
-   Team · most popular
    
    A$1,000
    
    /month + GST · Up to 5 users
    
-   Business
    
    A$2,000
    
    /month + GST · Up to 10 users
    
-   Custom
    
    Talk to us
    
    10 to 100 users
    

Answers

## Questions practices ask us first

Still unsure? [Ask us on a call](/book/).

### 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

[All articles →](/blog/)

-   [![](/images/blog/client-profitability-which-client-to-let-go-hero.webp)
    
    Accounting Firms · 10 min read
    
    ### How to Know When to Fire a Client: Client Profitability
    
    
    
    ](/blog/client-profitability-which-client-to-let-go/)
-   [![](/images/blog/director-salary-dividends-cash-flow-australian-company-hero.webp)
    
    Tax & Compliance · 10 min read
    
    ### Director Salary vs Dividends: Paying Yourself in Australia
    
    
    
    ](/blog/director-salary-dividends-cash-flow-australian-company/)
-   [![](/images/blog/founder-no-time-which-finance-work-to-hand-off-first-hero.webp)
    
    Hiring & Cost · 10 min read
    
    ### Finance Tasks to Delegate First: A Business Owner's Order
    
    
    
    ](/blog/founder-no-time-which-finance-work-to-hand-off-first/)

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.

[Subscribe to the newsletter →](/newsletter/)

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.

[Book a 30-minute demo](/book/) [See pricing](/pricing/)

[Not ready yet? Step 02 Find your fit → See it working for practices like yours.](/ai-employee/use-cases/)
