AI knowledge base for accountants.
Internal AI knowledge base, built around how an accounting firm actually works.
Not your typical AI agency.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.
Where most accounting firms engagements actually deliver value.
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.
What AI knowledge base actually does
Your team's tribal knowledge, finally searchable. With the right workflow automated, nine hours of admin a week could drop to about one.*
*Illustrative example only, based on 9 hours a week of admin falling to about 1 hour a week. Actual results vary by workflow and business.
On the tools or running at scale, the admin still eats the week :)
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.
One workflow.
In production.
In weeks.
What you get
What changes for accounting firms after this lands: the work that used to need a person stays done, the work that needs a person gets done with their attention undivided.
- Ingests PDFs, Word docs, videos, Slack, Notion, Drive
- Answers with citations back to source documents
- Permission-aware - staff only see what they should
- Detects stale docs and prompts owners to update
- No shelfware or licences you do not use
- No annual contracts
How much is the admin really costing 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
Has this actually shipped for a real accounting firm?
Yes. New staff get to productive 3x faster - less senior-team interruption. We'll share comparable engagements on the call.
When does AI knowledge base actually pay back?
Inside the first quarter, in our experience. We pick the first slice specifically because it's the highest-leverage workflow for an accounting firm - so the savings start landing before the rest of the build is finished.
Will this run on our own infrastructure?
Yes, where it makes sense. AI knowledge base can sit entirely in your cloud account, with model calls routed through endpoints you control. We default to Claude, Pinecone, Vercel AI SDK, Postgres, MCP but the architecture supports your existing platform choices.
Do you work with Xero?
Yes. Xero is one of the systems we build around, and we connect to the other tools you already run rather than asking you to switch.
Can the AI run on New Zealand-hosted cloud?
Yes, the options now exist. Microsoft opened a New Zealand cloud region in December 2024 and AWS followed in September 2025, both with local data residency.
Let's chat
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