Half your capacity goes to
chasing clients.
The system chases until the documents arrive, reads and codes them, runs the reconciliations, flags the exceptions and assembles the workpapers. Then it stops. Nothing lodges without you. Everything before that can run itself.
Sydney. I build it myself. No offshore team, no slide deck.
The capacity you could not sell.
You are not short of work. You are short of hours. Use your own numbers.
Busy season is not busy with accounting.
And you cannot hire your way out of it every single year.
The compliance work, done before you open it.
Connected to Xero, MYOB, your practice management and your document store. Not a replacement. The layer that makes them work together.
Client chasing that runs itself
Clients prompted, reminded and told exactly what is missing, until it arrives. Escalated to you only when a human needs to make the call. This is the one that pays for the whole build.
Document reading and coding
Invoices, statements and receipts read, classified and coded. Exceptions surfaced for review rather than buried in a batch.
Lodgement and deadline tracking
Every obligation across the whole client book, current, with what is at risk this week visible at a glance.
Workpaper assembly
Workpapers and draft returns built from the source documents and last year's file, with variances flagged. You review, you sign, you lodge.
Client onboarding and portal
Engagement letters, ID, declarations and document collection in one flow. Clients can see what is outstanding without emailing you.
Practice reporting and capacity
WIP, realisation, workflow status and capacity by staff member. Current, not a fortnight old.
Your registration is on the line. Not the software's.
So here is exactly where the machine stops and you start.
It prepares. It does not advise.
The system collects, codes, reconciles and drafts. It does not give tax advice and it does not lodge. Every output is a draft awaiting a registered agent's review. That boundary is architectural, not a setting somebody can switch off.
Built from your source documents
Nothing is invented from the model's general knowledge. Figures come from the client's actual documents and ledgers. Where the source is ambiguous it is flagged for a human, not guessed at.
A full audit trail, and a kill switch
Every automated action is logged and reviewable. Every automation can be switched off in a click. If the Tax Practitioners Board or a client asks how a figure was reached, the working is in the record.
Client data stays yours
Designed around the Privacy Act and your confidentiality obligations, with access enforced at the database level. Row level security is in every system I have built, including a regulated financial platform.
Systems that run businesses.
Regulated lending. Professional services. Designed, built and delivered end to end.
Operations platform
A firm running hard statutory deadlines and heavy document flow across spreadsheets, email, and systems that did not talk to each other.
Mapped, built and handed over. The team runs it themselves.
RapidLend
An AI lending platform. The engine reads a full financial position: assets, debts, expenses, income, and living and working circumstances.
Designed, built and launched. Architecture through to interface.
Start before next busy season.
No practice wide migration. No twelve month program. One process, working, then the next one.
Operations audit
I sit with your team and map where the hours actually go. You get a costed roadmap: what is worth automating, the hours it returns, what it costs. Yours to keep either way.
Build
We take the biggest drain, usually client chasing or document coding, and put it into production. Your team uses it this quarter, not next year.
Run
I extend the system and stay on hand as the practice changes. Or I document it, train your team, and hand it over. Both are fine.
Take on more clients with the team you have.
Thirty minutes to see what this looks like inside your practice.
- Six hours a week, per person, back
- Clients chased without anyone lifting a finger
- Every lodgement deadline, current, in one place
- Workpapers assembled before you open the file
- Exceptions surfaced, not buried in a batch
- Busy season that does not break the team