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Made to Fit AI

AI for accounting firms

Built for how accounting firms actually work.

We map how work gets done, using the names your team uses for each step.

A$4,950 including GST. Pay now or later.

Take the quiz

Takes 2 min.

What eats the week

We ask about these first.

  • Chasing signatures and missing forms at tax time
  • Monthly close stalls on bank recs and manual report assembly
  • Client communication scattered across email, the portal, and whoever picked up the phone
  • Workpaper review and sign-off cycles on audit engagements
  • Engagement letter and conflict-check workflow at onboarding

See how each job breaks into steps.

Client onboarding

  1. 01

    Engagement letter

    Draft the letter and chase the countersignature.

  2. 02

    Conflict check

    Run independence and conflict checks against firm records.

  3. 03

    Client info intake

    Collect prior returns and bookkeeping access.

  4. 04

    System setup

    Provision client in practice management and accounting software.

Monthly close

  1. 01

    Bank reconciliation

    Pull statements and reconcile against the general ledger.

  2. 02

    Journal entries

    Post the adjusting entries.

  3. 03

    Partner review

    Review close package and flag anomalies before release.

  4. 04

    Client reporting

    Package financials and commentary for the client.

Tax return preparation

  1. 01

    Document collection

    Request and track income statements, expense records, and supporting documents.

  2. 02

    Return prep

    Enter data and compute the return in tax software.

  3. 03

    Review and sign-off

    Senior and partner review before client delivery.

  4. 04

    Lodge and deliver

    Transmit the return and deliver the client copy.

Map how your team works

Get a readiness score in 2 minutes.

Six questions about your team. You get a score out of 100 and questions to discuss before deciding what to do next.

2 / 7

How big is your team?

Headcount, including contractors who show up every week.

What you're probably wondering.

We look for repetitive work your team can hand off, such as data entry, status chasing, and report preparation. We agree where people need to review outputs and make decisions. Staffing choices remain yours.

Find out what to fix first.

Angus looks at how your team works and ranks your biggest problems in a report. A$4,950 including GST, paid when you book or once the report is done.

Take the quiz