Skip to content
Agentive®

One Service. Real Results.

AI Employee for Accountants

Stop losing billable hours to admin. Your AI Employee handles bank reconciliation, BAS preparation, email triage, and client reporting, so you can focus on advisory work and growing your practice. Built for accounting firms and bookkeeping practices. Need tax and compliance automation? We have you covered.

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
  • OmniChannel Consulting logo
  • Yarrumdoc logo
  • Edina Building Group logo
  • Divergent Strength Bookkeeping logo
  • Emerald Wealth logo
  • The Ad Market logo
  • AJ Stafford logo
  • IWP logo
  • She Counts logo
  • Morton Bookkeeping logo
  • Connected Business Solutions logo
  • Aventori logo
  • Think Accountants logo
  • Business Lynx logo
  • Zenbook logo
  • Adbur Bookkeeping logo
  • KBAS Bookkeeping logo
  • Monitor Business logo
  • Flex Your Finances logo
  • Ventech logo
  • Performance Advantage logo
  • Jenny de Lacy logo
  • Aiders logo

Drowning in Admin Work?

If you are running an accounting firm or bookkeeping practice and spending hours on tasks that do not generate revenue, you are not alone.

  • Email Overload

    Hours spent triaging, replying, and following up on emails instead of serving clients

  • Document Chaos

    Creating proposals, reports, and letters manually takes time away from billable work

  • No Time Left

    After admin tasks, there is barely time for the work that actually grows your business

Your AI Executive Assistant

A dedicated AI that handles bank reconciliation, BAS preparation, and the admin work eating into your billable hours. It connects to Xero and your other systems, takes real action, and learns how your practice works. See it in action with a free 15-minute demo.

Book a free consultation for pricing details.

Add Skills When You Need Them

Xero, MYOB, QuickBooks, invoicing, bank reconciliation, GST/BAS

Content creation, WordPress, social media, SEO

HubSpot, Apollo, pipeline management, lead follow-up

Example: AI Executive Assistant + Finance Skills = a fraction of the cost of a part-time bookkeeper. Get a custom quote.

  • AI Executive Assistant

    Custom pricing

  • Email Management: Triage, draft replies, and follow up on your behalf
  • Document Creation: Proposals, reports, letters, and presentations
  • Research & Analysis: Market research, competitor intel, compliance updates
  • Scheduling: Calendar management and meeting coordination
  • Daily Summaries: Business updates delivered via Telegram
  • 24/7 Access: Web dashboard, Telegram bot, or team group

Built for Accounting Firms

If you run an accounting firm or bookkeeping practice and spend too much time on admin, this is for you.

  • Accounting Firms

  • Law Firms

  • Financial Planners

  • Mortgage Brokers

  • HR Consultancies

  • Marketing Agencies

  • Bookkeeping Firms

  • Consultancies

Book Your Free Consultation

Not sure if this is right for your practice? Book a free 15-minute call. We will discuss your accounting needs, show you how it works, and answer your questions.

Answers

Frequently Asked Questions

Still unsure? Ask us on a call.

What does the AI Employee do for accountants?

Your AI Employee handles real accounting tasks: bank reconciliation in Xero, BAS preparation, triaging and drafting emails, creating client reports, and providing daily business summaries. It connects to your actual systems and takes action on your behalf. See how it works on our technology overview, or explore real-world use cases for accountants.

How quickly can I get started?

Your AI Employee is deployed automatically within 1 hour of sign-up at agentive.au/pricing. You connect your systems with YouTube training videos to guide you, or add optional A$300 guided onboarding with a person from Agentive. No recruitment, no interviews, no training period. Get started or get in touch.

What skills can I add to my AI Employee?

You can add Finance Skills (Xero, MYOB and QuickBooks integration, invoicing, bank reconciliation, GST/BAS preparation), Marketing Skills (content creation, WordPress management, social media, SEO), or Sales and CRM Skills (HubSpot, Apollo, pipeline management). Contact us for custom pricing.

Is the free consultation really free?

Yes, the 15-minute discovery call is completely free with no obligation. We will discuss your business needs, show you how the AI Employee works, and answer any questions. There is no hard sell. Book your free AI discovery session.

Next step

Ready to Get Your Time Back?

Join other accounting firms and bookkeeping practices who are reclaiming hours every week. Explore our AI solutions to discover how AI can help your practice.

Not ready yet? Step 03 Check the safeguards → Australian hosting, single tenant, full audit trail.