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Bookkeeping agent: receipt to GL entry
Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.
Cash flow forecast agent (12-week rolling)
Solo operator's cash flow tool: takes scheduled jobs + outstanding invoices + known costs, projects 12 weeks ahead, flags any tight weeks before they hit.
Quote-to-invoice converter agent
Job's accepted, work's done. This agent turns the original quote into a clean invoice with variations, payment terms, and a ready-to-send cover email.
Polite chase email for an unpaid invoice
Three escalating chase templates in one go: friendly nudge (7 days), firmer follow-up (21 days), final notice (45 days).
Workflow: weekly fundraising follow-up coordinator
Coordinates the weekly cadence of investor follow-ups during an active raise.
Workflow: Stripe revenue analysis pipeline
Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.
Workflow: 13-week cash flow forecast updater
Updates the rolling 13-week cash flow forecast weekly + flags scenarios.
Workflow: bookkeeping prep for monthly close
Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.
Workflow: invoice processing + Xero categorisation
Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.
Workflow: vendor cost audit + cancellation script
Audits monthly SaaS spend and generates the cancellation conversation per under-used vendor.
AI Pricing Analyst
Pricing economist for SMBs. Tells you when you're under-charging, over-charging, and where you're leaving money on the table.
AI Book Keeper (AU)
Your AU-savvy book keeper for the small jobs in between BAS quarters. Knows Xero, GST and what the ATO actually wants.
Build a CAC payback model
Calculates customer acquisition cost payback period and gives recommendations to improve it.
Your AI Bookkeeper
A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.
Write an AR follow-up email sequence for overdue invoices
Three-email escalation sequence for chasing overdue AU invoices — friendly nudge → firm reminder → final notice — with the right legal/PPSA wording for the last one.
Interpret a Xero P&L and flag anomalies
Paste a Xero P&L for two periods, get a one-page CFO-style read: what changed, what's unusual, what to investigate this week.
Set up Xero Single Touch Payroll for a small AU team
Step-by-step Xero Payroll + STP setup for an AU small business: org settings, pay calendar, super, leave categories, employee records, STP filing test.
Run a Xero year-end close (AU FY)
Full 30 June Xero year-end workflow — finalise STP, lock the books, prepare for tax agent, generate the FY pack.
Build Xero bank rules from your transaction patterns
Auto-categorise 80% of your Xero bank feed by designing the right bank rules — paste a sample, get a Xero-ready rule set.
Categorise a messy bank statement into GL accounts
Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.
Design a chart of accounts for a service business
Builds a clean, ATO-aligned chart of accounts for an Australian service business — collapsed enough to actually use, structured enough to scale.
Run an end-of-month bookkeeping close
Full month-end close checklist for an AU small business: reconciliations, accruals, anomaly hunt, and a clean handoff pack for the accountant.
Run a quarterly BAS prep workflow in Xero
Pre-BAS Xero checklist: clean GST coding, fix unreconciled items, reconcile GST control accounts, generate the Activity Statement report, sanity-check vs P&L.
Build a customer prepayment strategy
Designs incentives to convert customers to annual prepay for cash flow benefit.
Build a buy-side LOI
Drafts a Letter of Intent to acquire a target company with key terms and conditions.
Write a venture round announcement
Drafts the announcement for a venture funding round (blog, social, press).
Build a 'should I raise venture?' decision
Helps a founder decide whether to raise venture capital or stay bootstrapped.
Build a weekly bookkeeping rhythm for solo operators
30-minute Friday bookkeeping ritual: bank rec, invoice chase, expense capture, dashboard glance. Built for AU sole traders.
Build an AU R&D Tax Incentive eligibility check
Checks whether a startup's activities qualify for the AU R&D Tax Incentive.
Build a 3-statement financial model
Builds a 3-statement financial model linking P&L, balance sheet, and cash flow.
Build a customer credit policy
Drafts a credit policy covering credit checks, terms, and collection.
Write an acquisition pitch
Drafts a pitch from a founder to an acquirer outlining strategic fit and value.
Build an acquisition target list
Builds a target list of potential acquisitions to grow capability, customers, or revenue.
Build a sell-side teaser
Drafts a one-page sell-side teaser to attract acquirer interest without revealing identity.
Build a venture debt evaluation
Evaluates whether venture debt makes sense and on what terms.
Build a grant funding plan (AU)
Identifies AU government grants a startup may be eligible for and the application strategy.
Build a customer concentration risk analysis
Analyses customer concentration risk and recommends mitigation actions.
Write an AR aging review
Drafts an AR aging review with prioritised collection actions.
Build a CFO scorecard
Designs a weekly scorecard for the CFO covering finance, runway, and risk.
Build a CFO board snapshot
Drafts a 1-page CFO snapshot for board updates covering financials, runway, and asks.
Build an AP optimisation plan
Improves accounts payable timing to optimise cash flow without damaging vendor relationships.
Run M&A due diligence prep
Prepares the buy-side due diligence checklist and request list for an acquisition target.
Build a 'cost to serve' analysis
Calculates true cost-to-serve per customer segment to inform pricing and prioritisation.
Build a contribution margin analysis
Calculates contribution margin per product or customer segment to inform pricing and mix.
Build a payment terms negotiation
Drafts a negotiation plan to improve payment terms with a customer or vendor.
Build a profitability analysis by product
Calculates profitability by product line and recommends which to push, hold, or kill.
Build a board deck
Drafts a 15-slide board deck covering performance, plan, and decisions needed.
Build a financial close checklist
Drafts a month-end financial close checklist for a small finance team.
Build an annual budget
Builds an annual operating budget across revenue and expense categories.
Build a personal finance framework for founders
Provides a personal finance framework for solo founders managing irregular income.
Run a budget vs actuals review
Conducts a structured budget vs actuals review with variance analysis and root causes.
Build a runway calculator
Calculates runway given current burn rate, cash, and forecast scenarios.
Write a VC outreach email
Drafts a personalised VC outreach email that gets a meeting, not a pass.
Build a 13-week cash flow forecast
Builds a rolling 13-week cash flow forecast with weekly inflows, outflows, and ending balance.
Build a unit economics model
Builds a unit economics model with CAC, LTV, payback, and margin contribution per customer.
Build a cap table
Builds a cap table tracking founders, options, SAFEs, and priced rounds.
Write a SAFE note summary
Explains a SAFE note's key terms in plain language for a founder or angel.
Build a due diligence data room
Lists every document a startup needs in a fundraise or acquisition data room.
Write a fundraising plan
Builds a 90-day fundraising plan with target list, materials, and process.