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.

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Copilot

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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.

Build a Google Sheets formula from a plain-English description

Describe what you want in plain English and get the Google Sheets formula, an explanation, an alternate version, test cases, and a fragility warning.

Build a pivot table in Excel from a messy export

Copilot lists the data quality issues in a messy export, applies the minimum cleanup on a copy, builds the pivot with slicers, and tells you what the pivot is actually saying.

Clean up a messy column in Google Sheets

Paste in a messy Sheets column and get a single formula that fills a clean version, plus a flag column for the rows that need a human eye.

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.

Clean an Excel date column with mixed formats

Copilot identifies every date format in a messy Excel column, converts each row to your target format, flags the rows it could not parse, and respects AU locale.

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.

Workflow: ABN + tax invoice compliance check

Checks every customer + vendor invoice for AU ABN + GST compliance.

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: invoice processing + Xero categorisation

Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.

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.

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.

Build an AP optimisation plan

Improves accounts payable timing to optimise cash flow without damaging vendor relationships.

Workflow: bookkeeping prep for monthly close

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

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.

Build an AU compliance calendar

Builds an annual compliance calendar with AU regulatory deadlines for a small business.

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.