Home›Bookkeeping
For bookkeepers — AU, US & UK

142 transactions.
138 auto-coded.

Most of bookkeeping is the same transactions, the same coding, every week. We make the bank feed code itself, the receipts process themselves, and the supplier statements chase themselves — so you spend the day on advisory, not data entry.

Book a free bookkeeping audit →See the automations
Bookkeeping dashboard automating bank rec, supplier statement chase and client doc collection
Works with what you already book in
Xero MYOB Dext Hubdoc
Where bookkeepers burn the day

Bank coding

The same Caltex line every week. Coded by hand because rules don't cover everything.

Receipt processing

Photos in WhatsApp. Email. Glove box. You chasing them. Always.

Supplier statement chase

Month-end recs need supplier statements. Half don't arrive. You ask. Twice.

Client doc collection

"Send me the agreement for that loan" — round 4. Work blocked.

A week on the books

Same client book,
two Mondays.

Before

Monday — manual

  • 8am: Bank feeds across 6 clients. 800 transactions to code.
  • 11am: Receipt photos from 3 clients via WhatsApp. Manually entered.
  • 2pm: Calling suppliers for missing statements.
  • 4pm: Client emailed — "where's my loan agreement?". Round 4.
  • 6pm: Still 200 transactions left. Tomorrow.
After

Monday — automated

  • 8am: Bank feeds coded. 95% auto-matched against rules. 40 to review.
  • 10am: Hubdoc/Dext receipts already posted overnight. You're reviewing, not entering.
  • 12pm: Supplier statements requested via templated email last week. Most landed.
  • 2pm: Loan agreement chased automatically — client uploaded to portal.
  • 4pm: All 6 clients up to date. Time for advisory work.
What we'll automate

The bookkeeping-specific workflows.

🏦

Bank feed coding

Rule-engine + AI suggestion for unmatched. Most clients hit 90%+ auto-match. You review the long tail.

Replaces 1–2 hours per client per week
🧾

Receipt processing

Hubdoc/Dext capture orchestrated → categorised → posted to Xero/MYOB. Client just photographs.

Replaces manual entry
📑

Supplier statement rec

Statements requested on schedule. Inbox parsed. Variances against AP ledger auto-flagged.

Replaces phone-tag at month-end
📥

Client doc chase

Loan docs, ASIC notices, tax notices — requested via portal. Auto-chase. Stored to client folder.

Replaces email-chain doc requests
💰

Payroll prep

Hours from Deputy/Tanda → STP-ready payroll → reviewed → posted. Super and PAYG queued.

Replaces fortnight-end stress
📊

Client month-end pack

P&L, BS, cashflow, KPI commentary auto-built per client. Sent on a schedule with your sign-off.

Replaces month-end manual reporting
Bookkeeping questions

Straight answers.

Yes — all three. Plus Hubdoc, Dext and Receipt Bank for source docs. We layer the automation around your existing stack.
On a well-tuned rule set + AI suggestions, most clients see 90%+ auto-match. The remainder surfaces as a clean review queue — you stay in control of edge cases.
Final review and lodgement stays with you — the registered agent. We automate the work that doesn't need TPB sign-off (collection, coding suggestions, prep), so you spend your time on review and advice.
Per-automation fee + monthly platform. Most bookkeepers add 3–5 clients' worth of capacity without hiring, inside the first quarter.
Related

Other finance work we automate

🧮

Accounting

Practice workflow, e-sign, deadlines.
📋

Tax & BAS

Lodgement workflow, ATO portal.
💼

Financial advice

SOAs, FDS, review meetings.

Book a free bookkeeping audit.

30 minutes. We'll map where data entry is eating the day — and which three automations free the most capacity for advisory work.

Book a free bookkeeping audit →
No obligation Australia, US & UK 2-week first automation