An AI Employee for bookkeeping and accounting firms is not a chatbot. It connects to your Xero (including Xero Practice Manager), MYOB, QuickBooks, Class, or Infinity, learns how your practice works, and handles the repetitive tasks that eat your team's day: bank reconciliation, record review, BAS preparation, document chasing, and email triage. Teach it your process once; it follows it every time.
Agentive® · Melbourne · Sydney · Brisbane
Still reconciling manually? Teach your AI Employee once. It handles the rest.
Your practice runs on Xero, MYOB, QuickBooks, Class or Infinity. Your AI Employee learns your workflows once, then reconciles transactions, prepares BAS data, and triages client emails day after day. Free your team to focus on advisory, business development, and the work that actually grows your firm.
- Deploy time
- 24hrs
- Built for
- 1-7staff firms
- Data residency
- 100%Australian
Xero• MYOB• QuickBooks• Class• Infinity• Hubdoc• Dext• Gmail• Outlook 365• ATO Portal•
Up and Running in Three Steps
No lengthy setup. No IT project. Live in 24 hours.
- 1
Connect
Link your Xero, MYOB, QuickBooks, email and documents. Takes minutes.
- 2
Teach It Once
Show it how your practice works. It learns your process and remembers it.
- 3
It Runs
Reconciliation, BAS prep and email triage, handled day after day. Around the clock.
Sound Familiar?
Every accounting and bookkeeping firm hits the same walls. Your AI Employee removes them.
"I'm still matching transactions one by one"
Manual bank reconciliation in Xero or MYOB eats hours every week. Your AI Employee reconciles hundreds of transactions in seconds and flags only what needs your review.
Your AI handles this.
"I train them for months, then they leave"
Hiring and training juniors is expensive and unpredictable. Teach your AI Employee your process once; it follows it every time, never takes a sick day, and never hands in a resignation.
Your AI handles this.
"BAS quarters are always a scramble"
GST reviews, ATO lodgements, quarterly deadlines. Your AI Employee prepares BAS data continuously so when the deadline hits, you just review and lodge. No more last-minute rush.
Your AI handles this.
Your Data Stays in Australia
Built for firms that handle sensitive financial data.
Australian Hosted
Your dedicated server and your data live in AWS Sydney, under Australian law
Single Tenant
One server per firm. Never shared or pooled with other businesses
Compliance-Ready by Design
Designed to align with APRA CPS 234, ASIC RG 255 and TPB obligations
Never Trains on Your Data
Your client files stay yours. Your business data is never used to train AI models
Agentive passed Xero's API security assessment in July 2026 and holds approved access to Xero Practice Manager (XPM), API access that is security-gated and held by very few providers. General-purpose AI tools cannot connect to it.
The Work You Could Never Give to Public AI
Your team may already use AI tools. But client ledgers, payroll files, and TFN documents can never go into a shared, overseas chatbot. On your own dedicated Australian server, that work finally becomes possible.
Live client financials
One bookkeeper built a live cash-flow forecast connected to real client ledgers. Not faster work: work that simply could not happen on public AI, because putting live client financials into a shared tool was a risk she could never take.
Compliance-critical payroll
An accounting practice taught its AI Employee its own NDIS payroll process and turned a two-day run into an afternoon, with every step on its own server and every action logged for review.
Your firm's own methods
Your processes are your edge. Teaching them to a public AI tool teaches them to everyone, including competitors. Your AI Employee keeps your methods on your server, working only for you.
What Our Customers Say
Rated 5 out of 5 on Trustpilot"I've been using Agentive for a few months now and am finding it so helpful in my bookkeeping business. The level of support provided has been fantastic."
Tasha Palmer
Bookkeeping business owner
"Agentive has helped streamline business processes through practical AI and automation solutions that deliver real results. They're knowledgeable, responsive, and easy to work with, always focusing on outcomes rather than complexity."
Mark Johnstone
Director, Data-insite
"If you're looking for a personalised assistant to do exactly what you want and help you expand your way of thinking, Agentive is the answer."
Lisa
Business owner, Australia
Stop Repeating Yourself. Start Growing Your Practice.
Manual reconciliation. Reviewing records one by one. Training juniors who leave six months later. Your AI Employee learns your workflows once and handles them day after day, so your team can spend time on advisory, business development, and the work that actually matters.
Built for small accounting and bookkeeping firms (1-7 staff). Deploy in 24 hours on Australian infrastructure. Explore our AI employee services, browse real-world use cases, or book a free 15-minute demo. Run a different kind of business? See the AI Employee for business owners.
AI Employee for Accountants
Custom Pricing
- Bank reconciliation across Xero, MYOB, QuickBooks, Class, Infinity
- Client email triage and follow-up
- Document review and data extraction
- BAS and GST preparation
- Financial report generation
- 24/7 access via web, Telegram, or team group
Deploy Time
70%
Less Than a Hire
100+
Skills & Integrations