AI data analytics for accountants.
For accounting firms who want results in weeks, not a year-long transformation programme.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
Small crew or big organisation, the busywork is the same :)
The questions a public sector buyer asks, answered up front: privacy impact, the NZISM, where the data lives and how an algorithm is held to account.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
The pattern across most accounting firms we work with.
Accounting firms carry seasonal peaks where document chasing and data entry crowd out the advisory work that actually pays.
Client document requests, reconciliations, and deadline reminders are the repetitive load behind every busy season.
Made for New Zealand paperwork.
Ask plain questions of your accounts and operations, starting with Xero, the accounting platform founded in New Zealand in 2006.
- Xero, founded in New Zealand
- GST at 15 per cent
- ACC levies set by industry
How the work runs
We find the one workflow costing accounting firms the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.
One workflow.
In production.
In weeks.
What you get
We'd call the engagement a success when accounting firms are using the system without thinking about us.
- Natural-language queries over your Xero, Shopify, CRM data
- Weekly auto-summaries delivered to inbox or Slack
- Anomaly detection - flags weird weeks before you notice
- Forecasts that explain themselves, not black boxes
- No shelfware or licences you do not use
- No AI theatre
Not your typical AI agency.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Questions accounting firms ask
What's the realistic timeline for AI data analytics with an accounting firm?
Most accounting firms have their first usable slice in week 5 or 6. We'd rather ship narrow and real than broad and aspirational - your team gets to use the thing well before the engagement is "done".
What happens if we want to swap a vendor out later?
AI data analytics is built behind a small adapter layer specifically so swapping a model provider or a data source is a one-day job, not a re-architecture. DuckDB, Claude, Metabase, BigQuery, Vercel AI SDK are our defaults, but the build is intentionally portable.
Is AI data analytics worth it for a smaller accounting firm?
Often, yes - and counterintuitively the ROI is sometimes faster than for the big end of town because there's less integration overhead. We'll tell you honestly on the scoping call if it isn't.
Does scheduling handle public holidays?
It should. New Zealand has 11 national public holidays, including Matariki, plus a regional anniversary day that depends on where your business is.
Can AI help with payday filing?
It can prepare it. Employers file employment information every payday, within 2 working days when filing electronically, and automation can have it ready for a person to check.
Let's chat
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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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