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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.
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.
Monthly takings vs expenses summary to your bookkeeper
A monthly summary email to your bookkeeper with headline numbers, income breakdown, expense breakdown, notes/queries, and what you'll attach. Stops them chasing you each BAS quarter.
Build a travel + expense policy
Drafts a travel + expense policy that's clear, generous, and ATO-compliant (AU).
Build an annual budget
Builds an annual operating budget across revenue and expense categories.
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.