AI email triage for accountants.
Accounting firms-grade AI email triage, shipped by people who've done it before.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
From one-person trades to national organisations, we find the hours :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
Made for New Zealand paperwork.
Emails sorted by urgency, with IRD, ACC and council letters flagged first, so the ones with deadlines never get buried.
- ACC levies set by industry
- GST at 15 per cent
- Xero, founded in New Zealand
The two or three things that decide whether this works for accounting firms.
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.
If we build the right slice first, accounting firms feel the difference inside the first month. Inbox time cut from 2 hours/day to under 30 minutes. Kiwi Dynamics
Already buried in admin? We'll sort the first workflow for you :)
Nine hours a week of admin is 468 hours a year. That could drop to about 52.*
*Illustrative, based on 9 hours a week of admin at a typical 80% automation rate. The calculator uses your own numbers.
Good questions, answered
How quickly can we see something running?
Week three for a clickable internal demo against real data. Week six for a slice your team can actually use. We hold ourselves to those numbers because they're what stops a project drifting into "endless discovery".
Do you have proof this works for accounting firms?
Direct case study: Inbox time cut from 2 hours/day to under 30 minutes. Happy to walk you through full numbers on a call.
What tools do you build AI email triage on?
For AI email triage we usually reach for Claude, Gmail API, Microsoft Graph, Vercel. We're tool-agnostic at heart - we pick what your accounting firm team can actually run after we hand the build over, not what looks good on a vendor sticker.
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.
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.
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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