10 business solutions built for bookkeepers.

When a job has been waiting on client documents past a set number of days, a polite reminder goes out automatically. No more manual follow-up emails for missing receipts or bank statements.

When a new client completes your onboarding form, a client record is created in your practice tool automatically — pre-filled with entity name, ABN and contact details. No copy-pasting.

When a job is marked complete — BAS lodged, payroll processed, month-end done — your client gets a message confirming it. No more clients wondering if the work is finished.

When an engagement letter has been sitting open too long, a reminder goes to the prospective client automatically. No more manually checking proposal status across a full pipeline.

When a job is marked complete in your task tool, the status updates in XPM automatically. No more copying job numbers and completion dates between two screens.

When a payroll run is finalised, your client gets a message with a summary and a clear instruction to approve the batch file before the banking cutoff. Employees get paid on time.

The moment a client signs an engagement letter, the completed PDF lands in the right folder in your storage drive. No more manually downloading from your signing tool.

When an engagement letter is signed, a job is created in your practice tool from a template. The work starts moving the moment the client says yes.

When a client publishes a batch of receipts or bills, a summary hits your phone or inbox immediately. Plan your day around incoming work instead of checking manually.

When a bill is entered or imported, the client gets a notification with supplier name, amount and due date. Approvals happen in seconds instead of waiting for a weekly review.

Every action workGAI takes is logged with a timestamp — what triggered it, what happened, and when. If you or your client is ever audited, request a printout and you have a complete record. Nothing runs without a paper trail.