AI meeting notes for accountants.

Built for the accounting firm who's already tried the off-the-shelf option and bounced off it.

GST periods without the crunchAI meeting captureBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI meeting captureBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI meeting captureBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI meeting captureBuilt in New ZealandProduction AI, not slidewareHours back, not headcount

Client documents collected, coded and matched to GST periods, monthly, two-monthly or six-monthly, ready for review.

Tell us about your week

Made for New Zealand paperwork.

Notes and actions from every meeting, stored securely, with personal information handled under the Privacy Act 2020.

Serious breaches get reported
GST at 15 per cent
Xero, founded in New Zealand

An AI agency, minus the theatre.

We say when AI is not the answer

Production first, demo second

You keep the hours, the data and the system

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*Every engagement is scoped and quoted up front. Results vary by workflow and business.

Small team.
Real systems.
Zero fluff.

What AI meeting notes covers

We'd call the engagement a success when accounting firms are using the system without thinking about us.

Works on Teams, Zoom, Meet, or in-person recordings
Action items auto-pushed to ClickUp, Asana, or Jira
Searchable history across every meeting your team holds
Confidentiality controls - what stays internal, stays
No annual contracts
No shelfware or licences you do not use

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.*

With us

52 hrs

Without

468 hrs

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*Illustrative, based on 9 hours a week of admin at a typical 80% automation rate. The calculator uses your own numbers.

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.

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Small crew or big organisation, the busywork is the same :)

Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.

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*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.

Questions accounting firms ask

What happens if we want to swap a vendor out later?

AI meeting notes 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. Whisper, Claude, Recall.ai, Vercel are our defaults, but the build is intentionally portable.

What's the realistic timeline for AI meeting notes 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".

Is AI meeting notes 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.

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 it remind us about the annual return?

Yes. Every company must file an annual return with the Companies Office each year, separate from its tax return.

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.