Less keying and document chasing, more time for advisory work.
Draft bill: Greenfield Produce
- Invoice
- INV-20418
- Total
- 4,180.00
- Due
- Thu 16 Oct
- Payment
- Held until the bank callback
Each pain, and what answers it.
Source documents chased client by client
Client questions interrupt focused work
Custom AI AgentsBuilt to orderBills and receipts coded by hand
Invoice and AP AutomationBuilt to orderEngagement letters rebuilt every year
Contract and Document AutomationBuilt to orderMonth-end close runs on passed-around spreadsheets
Automation SprintBuilt to order
How each one is answered
Custom AI Agents
An agent requests missing documents and tracks replies. Staff handle exceptions.
An agent answers routine status and deadline questions. Staff take the rest.
Invoice and AP Automation
Bills are read, checked and posted to your ledger as drafts.
Contract and Document Automation
Letters assemble from approved templates. A person signs off.
Automation Sprint
A weekly report assembles and delivers itself, so figures stop travelling by spreadsheet.
Watch the Invoice and AP Automation agent
A sample run from a food business; the same agent runs for accounting and finance teams.
A supplier invoice at 6:05 am
- From
- Greenfield Produce <accounts@example.com>
- To
- ap@example.com
- Subject
- Invoice INV-20418
Please find attached invoice INV-20418 for this week's deliveries. Payment to our new account, details on the invoice.
- INV-20418.pdf
Suppliers keep sending to the same address. The automation picks up the attachment and the email body.
Tools we connect
Xero, MYOB, QuickBooks Online, Xero Practice Manager, Karbon, FYI, Dext, Hubdoc, Microsoft 365, Google Workspace, DocuSign.
No endorsement implied.
Questions
Who reviews the returns and advice?
A registered practitioner. Our builds take on reading, chasing and routing, and professional judgement stays with your team.
Do you keep copies of client financial records?
No. Builds write back to your practice management and ledger systems rather than keeping their own copies.
Will bills post without review?
No. They arrive as drafts for a person to approve, and unusual items go to a review queue.
Regulatory context
- Registered tax and BAS agents in Australia remain bound by the Tax Practitioners Board Code of Professional Conduct when work is AI-assisted, so returns and advice stay with a registered practitioner for review.
- Builds write back to your practice management and ledger systems rather than keeping their own copies of client financial records.
General information, not legal advice.
Hand the chasing to an agent and keep the advice.
Tell us which client admin eats your hours. We will say what to automate.
Book a call (opens in a new tab)or email contact@strategicaiinnovations.com