Tax source-document processing
We capture PAYG income statements, dividend and managed fund statements, and trust distributions, extract the data, and load it into your tax software.
Accounting
AI that clears the document work behind every lodgment.
We capture income statements, dividend and trust distributions, and client source documents, extract the data, and load it into your tax software.
Deeply trusted by enterprises globally
The talent gap stops binding
Accounting degree enrolments have halved since 2018, and tax accountants and external auditors sit on the national Occupation Shortage List.
Senior hours go back to advisory
Your firm pays senior rates for hours spent keying source documents. Every return and audit starts with those documents.
Volume stops setting the ceiling
46,900 registered tax agents lodge more than 9.1 million of the 15.5 million individual returns filed each year, about 59%.
Your team keys every statement and distribution by hand
Through tax time and the lodgment program, your team keys income statements, dividend statements, and trust distributions by hand. That talent grows scarcer every year.
The documents in scope
- Notices of assessment
- Statements of account
- PAYG income statements
- Dividend and AMMA statements
- Trust distribution statements
- BAS workpapers
- SMSF audit packs
- Client organisers
6,000
Projected accountant shortfall by 2030
9.1M
Individual returns lodged by tax agents each year
663,867
Self-managed super funds needing an annual return and audit
Five jobs AI does for your team
Start where the backlog is visible and the cost is measurable. The same agents cover the adjacent work once the first one is live.
SMSF administration and audit packs
We read contribution and pension records, tie them to the SMSF audit pack, and flag what the independent auditor still needs.
Client accounting and month-end close
We code supplier bills, receipts, and bank statements, and post them to the ledger.
Tax office correspondence
We match notices of assessment, statements of account, and debt letters to the client, and route each to the right queue.
Client onboarding and document collection
We collect client organisers, prior-year returns, and engagement letters, validate them, and file them.
How we deliver it
01
Process redesign
Senior engineers map your document workflow and find the highest-return automation. They redesign the workflow around AI-first processes, then build the automation into it.
02
Solutions
We deploy AI agents from a library built across 100+ production projects. Tailoring a proven agent to your documents takes weeks. Building one from scratch takes months.
03
Managed delivery
We run the system after launch. We monitor accuracy, handle exceptions, and keep the integration to your systems of record current.