Two AI Agents + Everything You Need
Designed by a registered BAS agent for bookkeepers who are tired of juggling five different tools — and zero AI assistants who actually understand their work.
Sage — AI Compliance Assistant
Sage already knows Australian tax and compliance rules. Ask her anything — BAS, PAYG, super, STP, GST — and she'll give you a plain-English answer instantly. She also creates the compliance documents your practice needs: engagement letters, client authorities, checklists, and regulatory paperwork, drafted correctly every time.
Paige — AI Marketing & Brand Assistant
Paige handles the marketing and branding side of your practice so you don't have to. Need a client newsletter, a social media post, a service announcement, or promotional content? Paige writes it. Need a practice website or a logo? Paige creates those too — in minutes, not months.
Xero & QuickBooks Health Check
Every client gets a traffic light health score — green, amber, or red — based on live data from their Xero or QuickBooks file. Unreconciled transactions, overdue invoices, unpaid bills, bank feed status, unposted pay runs. Sage writes a plain-English summary so you know exactly what needs attention before you even open the file.
Client Management
All your clients in one place. Notes, status, outstanding tasks, upcoming deadlines, and documents — organised by client so nothing falls through the cracks.
BAS & Tax Deadline Tracker
Automatic alerts for BAS lodgement dates, super due dates, PAYG deadlines, and STP obligations — for every client, all tracked in one view so nothing is ever late.
Document Management
Upload, organise, version, and access client documents without hunting through email or cloud drives. Everything filed by client and document type, searchable in seconds.
Document Signing
Send engagement letters, authorities, and compliance documents for e-signature directly from the dashboard. Signed copies are stored automatically against the client record — no chasing, no printing, no scanning.
Client Portal
Give each client their own secure portal to upload documents, view and sign paperwork, and receive files from you — no more documents bouncing around in email. Secure, private, and branded to your practice.
Email Template Library
Ready-to-use client email templates for the most common bookkeeping scenarios — BAS explanations, document requests, overdue invoices, EOFY checklists, and more.
Task Manager
Create tasks against clients with due dates and priority levels. See everything outstanding across your whole practice at a glance — no more sticky notes or spreadsheet to-do lists.
Meeting Notes
Record client meetings and get an automatic transcript, stored against the client record. No more frantic note-taking during calls — just talk, then find everything you need in one place afterwards.
Automated Client Reminders
Set automated reminders to nudge clients for bank statements, receipts, and outstanding documents — so you spend less time chasing and more time on actual work.
Practice Overview
A bird's-eye view of your whole practice — upcoming deadlines, overdue tasks, client status, and what needs your attention today. Start each day knowing exactly where you stand.
Secure & Private
Built with Australian data privacy in mind. Your client data stays yours. No sharing, no selling, no surprises. Designed to meet the standards you need as a registered BAS agent.