AI quoting 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-generated quotesBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI-generated quotesBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI-generated quotesBuilt in New ZealandProduction AI, not slidewareHours back, not headcountGST periods without the crunchAI-generated quotesBuilt in New ZealandProduction AI, not slidewareHours back, not headcount

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.

To start, tell us about your week

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

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Not your typical AI agency.

Honest about what AI can and cannot do

Ships the one workflow that pays for itself

Hours given back, never the size of the invoice

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

Made for New Zealand paperwork.

Quotes drafted from your price list with GST at 15 per cent shown correctly, so the customer gets a number while they still care.

GST at 15 per cent
Xero, founded in New Zealand
Job management built in New Zealand

The friction accounting firms hit that other industries don't.

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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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.

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

Small team.
Real systems.
Zero fluff.

What AI quoting covers

The shape of the result for accounting firms: Quote turnaround drops from days to under an hour.

Reads photos, voice notes, emails, and PDFs
Uses your pricing rules and current material costs
Drafts in your branded template, ready to send
Tracks win/loss to make the next quote sharper
No shelfware or licences you do not use
No annual contracts

Questions accounting firms ask

What's the realistic timeline for AI quoting 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".

Do you have proof this works for accounting firms?

Direct case study: Quote turnaround drops from days to under an hour. Happy to walk you through full numbers on a call.

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

AI quoting 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. Claude Vision, Whisper, Xero, Vercel are our defaults, but the build is intentionally portable.

What happens when the Holidays Act is replaced?

The Employment Leave Act 2026 replaces it on 6 August 2028. Until then payroll follows the current Holidays Act, so leave calculations need to handle today's rules and the changeover.

Can reminders follow the new WoF rules?

They need to. From 1 November 2026 many light vehicles aged 4 to 14 years move to a WoF every two years, and new vehicles get their second WoF at 4 years.

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