Automation examples · Accounting & bookkeeping

What could you automate in an accounting firm?
Five builds we keep seeing pay for themselves.

These are the five automation patterns we most often build for Australian accounting & bookkeeping businesses, with our published pricing against each. For the three most relevant to your business specifically, the free quiz takes about three minutes.

How to read these

Every example on this page is a pattern we have built or scoped for Australian businesses. The prices are our published fixed bands, not estimates invented for this page, and you will not find made-up hours-saved figures here. Where a build pays for itself, we say how in plain terms and let you do the maths on your own numbers.

Example 1 of 5

The document chase that runs itself

A build watches what each client still owes you, sends the polite follow-up, checks what comes back and files it, and hands the file to a human the moment it is complete or someone goes quiet. The chase is the part of the job your team hates most, and it is the most mechanical.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Firms tell us document chasing is the single biggest interruption to real work in the practice.

Example 2 of 5

PDF-to-ledger data entry

Invoices, receipts and statements read by AI, coded, and queued in your ledger for human review. Nothing posts without a person approving it, but nobody types line items in by hand any more.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Data entry is usually the easiest automation to justify because the volume is so visible.

Example 3 of 5

The month-end pack that assembles itself

If a report is assembled the same way every month from the same sources, it is a build candidate. We rebuilt a Melbourne firm's monthly project reporting this way: a three-hour report now takes about thirty minutes, with a human reviewing every pack before it goes out.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Real case study on the site: three hours to thirty minutes, per report, every month.

Example 4 of 5

Tranche 2 paperwork carried by workflow

AML/CTF obligations repeat on every new client: ID checks, risk ratings, seven-year records. That is workflow, and systems carry workflow better than people do. The judgement stays human; the paperwork stops living in someone's head.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Accountants became AUSTRAC reporting entities on 1 July. The firms that systemise this early will feel it least.

Example 5 of 5

The advice email drafted before you open the file

Recurring client questions answered with a drafted reply, grounded in the client's own file, waiting for the accountant to review and send. You stay the author; the blank page disappears.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

The same twenty questions make up most of a practice inbox. Drafting them is mechanical; approving them is the job.

Where the time actually goes

The usual suspects in accounting & bookkeeping

When we ask accounting & bookkeeping businesses where their week disappears, the same answers keep coming back. If more than two of these sound familiar, there is probably a build on this page that pays for itself.

The next step

These are the generic versions.
Three minutes gets you the specific ones.

The quiz asks seven questions about where your time actually goes, shows your three most relevant examples on the spot, then an Evisent engineer reviews your answers and sends a full roadmap. Free, and "nothing worth automating yet" is a real outcome. Prefer the governance and delivery view? See AI for accounting & bookkeeping.

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