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.

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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).

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 SMBs. Tells you when you're under-charging, over-charging, and where you're leaving money on the table.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Workflow: vendor cost audit + cancellation script

Audits monthly SaaS spend and generates the cancellation conversation per under-used vendor.

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.

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.

Build a 'cost to serve' analysis

Calculates true cost-to-serve per customer segment to inform pricing and prioritisation.

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.

Write a VC outreach email

Drafts a personalised VC outreach email that gets a meeting, not a pass.

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).

Workflow: bookkeeping prep for monthly close

Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.

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.

Write an AR aging review

Drafts an AR aging review with prioritised collection actions.

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.