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Build a niche-specific AI automation offer (any vertical)
Pick any niche — accountants, lawyers, real estate, gyms, restaurants — and build a complete AI automation offer for that industry. The universal version of all the niche-specific templates.
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.
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.
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.
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.
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.
Formal first-reminder for an overdue professional fee
A formal first-reminder for a professional services invoice — appropriate tone for accountants, lawyers, consultants. References the engagement, acknowledges any open query, asks for a clear pay-by date.