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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.
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.
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.
Workflow: invoice processing + Xero categorisation
Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.
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.
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.
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.
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 contribution margin analysis
Calculates contribution margin per product or customer segment to inform pricing and mix.
Workflow: BAS prep (AU quarterly)
Runs the quarterly BAS preparation for an AU small business.