AI for Accountants · Australia
Automate the partsof accounting thatshouldn't need you.
Most of the week in a small accounting practice goes on chasing and re-keying, and the advice clients pay for gets what is left. NOYS finds those jobs, automates the ones worth it, and keeps a person signing off anything that goes to a client or the ATO.
Updated
How a small practice actually spends its week.
In a firm of two to fifteen people, the partners are usually still the ones who review and sign. Everyone else spends the day moving information around. A client emails a photo of a receipt. Someone saves it, renames it, codes it in Xero or MYOB, and notes it in the practice manager. Then the same person chases the three documents that did not arrive.
None of that work needs a registered agent's judgement, but it lands on registered agents anyway because there is nobody else to do it. When lodgement season comes, it pushes out the advisory work that grows fees.
That is the part we automate. The judgement stays with you. The automations below collect, sort and draft, then hand the result to a person to check.
Automations
Five workflows worth automating first.
Client document chasing
Email + practice managerChecks the job checklist against what has arrived, sends polite reminders on a schedule, and flags the file to a person once a deadline gets close. Example: a sole trader's tax return waiting on a rental statement and a health insurance statement.
New client onboarding
Forms + emailSends the engagement letter and ID request, files what comes back, and tells the manager when the client is ready to be set up. A person still does any ATO authorisation.
Supplier invoice extraction
Inbox + Xero / MYOBReads invoices sent to a shared inbox, pulls supplier, date, GST and amount, and suggests a code in Xero or MYOB for a bookkeeper to approve.
Reconciliation exception report
Xero / MYOBEach morning, lists unreconciled bank lines older than a set number of days by client and assigns them to the right person. Nothing is posted automatically.
Review pack first draft
Ledger + docsPulls figures from the ledger into your management report template and writes plain-English notes on movements for the accountant to edit before it goes out.
Privacy and professional rules that apply.
Three sets of rules matter when you point AI at client files. Most of them come down to two habits: know where client data goes, and keep a person accountable for the output.
Start with the Tax Practitioners Board. Its information sheet TPB(GS) 55/2026, The use of Artificial Intelligence and the Code of Professional Conduct says tax practitioners must exercise their professional judgement to meet each of their professional and ethical standards when they use AI to provide tax agent services. Using a tool does not move the responsibility. We design every workflow so a registered agent reviews what goes out.
Then there is APES 110. Confidentiality is one of the five fundamental principles in the APESB's APES 110 Code of Ethics for Professional Accountants. In practice, client data should only go into tools whose terms say how that data is stored and whether it is used for training.
The Privacy Act can reach you even if you are small. The OAIC says most businesses with annual turnover of $3 million or less are not covered by the Privacy Act. It also lists obligations that still reach small businesses, including the Privacy (Tax File Number) Rule 2015, which regulates how TFN information is handled. Most tax practices hold TFNs. The OAIC's guidance on commercially available AI products says privacy obligations apply to personal information put into an AI system and to output that contains it. As best practice, it recommends organisations do not enter personal information, particularly sensitive information, into publicly available AI chatbots.
So we do not paste client files into public chatbots. Builds use business accounts with documented data terms, and TFNs stay out of prompts. Nothing lodges or posts without a human pressing the button.
What the Sprint looks for in an accounting firm.
The Sprint is a 45-minute interview with you and whoever does the admin, followed by a written report. We ask to watch the workflow as your team really runs it. In accounting practices we look for three things:
Repeat handling: any task where the same document type gets opened, read and re-typed more than a few times a week.
Chasing loops: emails and calls that exist only because information did not arrive the first time.
Tool overlap: features you already pay for in Xero, MYOB or your practice manager that nobody has switched on. Sometimes the best answer costs nothing to build, and the report says so.
You get a ranked list of automations with a fixed Build price for each. If we cannot find five hours a week, the $999 comes back.
Published pricing.
Mini sprint
Free
15 minutes. We look at one workflow and tell you if it is worth automating.
The Sprint
$999
45-minute interview and a written report. Five hours a week found or the $999 comes back.
The Build
From $1,500
One automation, built and live. Fixed price, quoted in your Sprint report.
The Concierge
From $1,200/mo
Two working sessions a month. Month-to-month.
All prices in AUD.
Common questions.
Can a tax agent use AI under the TPB Code?
Yes, as long as you still meet the Code. The TPB's TPB(GS) 55/2026 says practitioners must use professional judgement to meet their professional and ethical standards when they use AI. That is why every NOYS build has a person reviewing output before it reaches a client or the ATO.
Does the Privacy Act apply to a small accounting practice?
It can, even under the $3 million turnover threshold. The OAIC lists the Privacy (Tax File Number) Rule 2015 among the obligations that can apply to small businesses, and most tax practices hold TFNs. Check your position with the OAIC's checklist or your adviser.
Can we put client files into ChatGPT?
Not public chatbots, if the files contain personal information. The OAIC's AI product guidance recommends organisations do not enter personal or sensitive information into publicly available AI chatbots. We build on business accounts with documented data terms instead.
Does the automation replace Xero or MYOB?
No. It sits beside the software you already use and connects through its API or your inbox. Staff keep working where they work now.
How much does it cost?
The Sprint is $999 AUD, and if we cannot find five hours a week the $999 comes back. A Build starts at $1,500 AUD, fixed price. The Concierge starts at $1,200 AUD a month. The first 15-minute mini sprint is free.
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Which workflow should we automate first?
Book a free 30-minute call. We'll identify the one automation that saves your firm the most hours per week.