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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).
Your commission pipeline, month by month
A deployable AI agent that turns your list of deals into a money view - what is settling when, what could slip, and what your next three months actually look like.
Monthly Bookkeeping Agent
A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.
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.
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.
AI Pricing Analyst
Pricing economist for small businesses. Tells you when you're under-charging, over-charging, and where you're leaving money on the table.
Query a supplier invoice that does not match
When the invoice does not match the order - the polite, precise email that gets it corrected without a fight, with the discrepancies laid out so they cannot be argued with.
Design a package or membership clients actually buy
Turns your one-off services into a package or membership - the maths on what to include, a price that works for both sides, and the wording that sells it.
Build a reorder plan so you stop running out
Works out when to reorder each product from your sales pace and supplier lead times - the simple reorder points that end both stockouts and over-ordering.
Get your paperwork ready for your accountant
Turns a year of agent income and spending into an organised pack for your accountant - what you earned, what you spent, and the questions worth asking them.
Sort out a shared sale with another agency
When two agencies sell one property, this keeps the money side clean - who is owed what, the confirmation email to the other agent, and the note for your file.
Work out a commission split
Plain arithmetic on a sale - what the total commission is, how it splits between agency, agent and anyone else, and a one-page statement you can share.
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.
End-of-week cash + EFTPOS reconciliation agent
A 5-step weekly reconciliation: per-day match, tip handling, comp/staff meal check, GST scan, and the bookkeeper handover - so Monday opens clean.
Pre-send invoice review agent (catches the things that cause delays)
A pre-send invoice walkthrough: line item check, compliance check, AP-friendliness fixes, the cover email, and the internal record - so the invoice gets paid first time.
Write a VC outreach email
Drafts a personalised VC outreach email that gets a meeting, not a pass.
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.
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.
Build a grant funding plan (AU)
Identifies AU government grants a startup may be eligible for and the application strategy.
Build an AU R&D Tax Incentive eligibility check
Checks whether a startup's activities qualify for the AU R&D Tax Incentive.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Build a financial close checklist
Drafts a month-end financial close checklist for a small finance team.
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.
Voucher liability + commission split reconciliation agent
A voucher + commissions workflow specific to multi-chair personal-services venues: liability position, revenue treatment, commission splits, GST on expired vouchers, and clean journals.
Workflow: vendor cost audit + cancellation script
Audits monthly SaaS spend and generates the cancellation conversation per under-used vendor.
Auto-categorise an Excel transaction column for sole trader tax
Copilot categorises a year of sole trader transactions into ATO deduction categories, applies business %, computes the deductible amount, and surfaces what to take to your accountant.
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.
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.
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.
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.
Workflow: 13-week cash flow forecast updater
Updates the rolling 13-week cash flow forecast weekly + flags scenarios.
Workflow: invoice processing + Xero categorisation
Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.
Quarterly BAS prep agent for solo coaches
A 5-step BAS prep workflow for solo coaches: income split, expense categories, GST position, owner-pay check, and the 5 questions to ask the accountant.
Workflow: Stripe revenue analysis pipeline
Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.
Build a due diligence data room
Lists every document a startup needs in a fundraise or acquisition data room.
Build a customer credit policy
Drafts a credit policy covering credit checks, terms, and collection.
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.
Build a buy-side LOI
Drafts a Letter of Intent to acquire a target company with key terms and conditions.
Build a 'should I raise venture?' decision
Helps a founder decide whether to raise venture capital or stay bootstrapped.
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.
Write a fundraising plan
Builds a 90-day fundraising plan with target list, materials, and process.
Three-touch invoice escalation agent (gentle, firm, formal)
Three escalating chase drafts (day 7, 14, 21), plus the pause-work email and the CRM flag - everything ready to send without rewriting under pressure.
PSI + contractor income classification agent for creative freelancers
A PSI classification workflow for creative freelancers: apply the 4 ATO tests, name the deduction impact, and produce the questions to take to the accountant before lodgement.
Build a 'cost to serve' analysis
Calculates true cost-to-serve per customer segment to inform pricing and prioritisation.
Categorise Excel transactions into BAS categories
Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.
Write variance commentary in Excel for budget vs. actuals
Copilot writes the budget vs. actuals variance commentary, grouping by favourable / unfavourable / timing, with a headlines block and a watch list of variances trending wrong.
Write an acquisition pitch
Drafts a pitch from a founder to an acquirer outlining strategic fit and value.
Build an AP optimisation plan
Improves accounts payable timing to optimise cash flow without damaging vendor relationships.
Build a sell-side teaser
Drafts a one-page sell-side teaser to attract acquirer interest without revealing identity.
Write a venture round announcement
Drafts the announcement for a venture funding round (blog, social, press).
Build a 6-month sales forecast in Excel from 12 months of history
Copilot in Excel builds a 6-month sales forecast with seasonality, three scenarios, a line chart, and the one assumption you should challenge most.
Weekly food cost % review agent
A weekly food cost workflow: real % calculated, gap explained, three likely leaks, one menu-level fix, and three numbers to track next week.
Find anomalies in an Excel expense column
Copilot in Excel scans an expense column for statistical anomalies, duplicates, suspicious round numbers, and new vendors, then ranks the top 10 to review.
Reconcile two lists in Excel and surface the mismatches
Copilot reconciles two Excel lists by key, produces a side-by-side mismatch table with dollar impact, and suggests the likely reason per mismatch.
Workflow: bookkeeping prep for monthly close
Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.
Monthly money review agent: income, tax to set aside, owner pay
A 5-output money review for solo coaches: profit, tax to set aside, owner-pay verdict, the one trend to watch, and the next habit to install.
Build a profitability analysis by product
Calculates profitability by product line and recommends which to push, hold, or kill.
Build an acquisition target list
Builds a target list of potential acquisitions to grow capability, customers, or revenue.
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 a CAC payback model
Calculates customer acquisition cost payback period and gives recommendations to improve it.
Write a SAFE note summary
Explains a SAFE note's key terms in plain language for a founder or angel.
Build an annual budget
Builds an annual operating budget across revenue and expense categories.
Build a runway calculator
Calculates runway given current burn rate, cash, and forecast scenarios.
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.
Review your overdue invoices
Turns your list of unpaid invoices into a clear picture of who owes what, how overdue it is, and who to chase first.
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.
Bookkeeping agent: receipt to Xero 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.
Disputed invoice resolution agent
A 5-step dispute workflow: line-by-line audit, negotiation strategy, the reply, credit note if needed, and the escalation path - so disputed invoices resolve in days, not months.
Workflow: weekly fundraising follow-up coordinator
Coordinates the weekly cadence of investor follow-ups during an active raise.
Run M&A due diligence prep
Prepares the buy-side due diligence checklist and request list for an acquisition target.
Build a payment terms negotiation
Drafts a negotiation plan to improve payment terms with a customer or vendor.
Professional services dunning agent (reminder, demand, solicitor)
A 5-step formal dunning workflow with reminder, demand, final letter, phone script, and the escalation checklist - so chase is paperwork, not anxiety.
Build a 13-week cash flow forecast
Builds a rolling 13-week cash flow forecast with weekly inflows, outflows, and ending balance.
Inventory and margin review agent for online sellers
A true-margin review for online sellers: per-product margin including fees and ads, the loss-maker list, slow-mover flag, three actions, and the one metric to track monthly.
Build a unit economics model
Builds a unit economics model with CAC, LTV, payback, and margin contribution per customer.
Build a board deck
Drafts a 15-slide board deck covering performance, plan, and decisions needed.
Build a venture debt evaluation
Evaluates whether venture debt makes sense and on what terms.
Build a customer prepayment strategy
Designs incentives to convert customers to annual prepay for cash flow benefit.
Build a contribution margin analysis
Calculates contribution margin per product or customer segment to inform pricing and mix.
Build a customer concentration risk analysis
Analyses customer concentration risk and recommends mitigation actions.
Build a cap table
Builds a cap table tracking founders, options, SAFEs, and priced rounds.
Build a 3-statement financial model
Builds a 3-statement financial model linking P&L, balance sheet, and cash flow.