# AI Employee for Accounting Firms

> Teach your AI Employee once. It handles bank reconciliation, BAS prep, and email triage for Australian accounting firms. Deploy in 24 hours.

**Source:** https://agentive.au/

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[

AI Employee for Accountants: bank reconciliation, email triage, BAS prep. Deployed in 24 hours.

](/ai-employee)

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.

[Book a discovery call 30 min · no commitment](https://meetings-ap1.hubspot.com/agentive/30min) [See how it works](/ai-employee)

Deploy time

24hrs

Built for

1-7staff firms

Data residency

100%Australian

xero · reconciliation

Matched today

1,284txns

live

-   Stripe payout · 23 Mar +$12,480.00 ✓
-   Officeworks Croydon −$184.55 ✓
-   AWS APAC · invoice −$2,041.90 ✓
-   Telstra 03-9876 · reviewing…

BAS · Q3 FY26 draft ready

GST on sales**$42,108**

GST on purchases**$9,472**

PAYG withholding**$14,300**

Net payable **$46,936AUD**

inbox · triaged AI

ATO Portal

IAS due 21 Apr · action

urgent

Hensley & Co

Missing receipts · drafted

reply

MYOB Support

Newsletter · archived

done

Xero MYOB

Xero• MYOB• QuickBooks• Class• Infinity• Hubdoc• Dext• Gmail• Outlook 365• ATO Portal•

Xero• MYOB• QuickBooks• Class• Infinity• Hubdoc• Dext• Gmail• Outlook 365• ATO Portal•

**An AI Employee for accounting firms is not a chatbot.** It connects to your Xero, 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.

**Quick answer:** Stop training juniors who leave. Teach your AI Employee once and let it handle reconciliation, BAS prep, and email triage around the clock, so your team can focus on advisory, business development, and the work that grows your firm.

## Up and Running in Three Steps

No lengthy setup. No IT project. Live in 24 hours.

1.  1
    
    ### Connect
    
    Link your Xero, MYOB, QuickBooks, email and documents. Takes minutes.
    
2.  2
    
    ### Teach It Once
    
    Show it how your practice works. It learns your process and remembers it.
    
3.  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.

100% Australian Hosted

All data and AI inference run on Australian soil

Single Tenant

Your AI is dedicated to your firm only

Compliance-Ready by Design

Designed to align with APRA CPS 234, ASIC RG 255 and TPB obligations

No Data Leaves Australia

We never train general AI on your business data

## What Our Customers Say

[Rated 5 out of 5 on Trustpilot](https://www.trustpilot.com/review/agentive.au)

> "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

[Read all reviews on Trustpilot](https://www.trustpilot.com/review/agentive.au)

## 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](/services), browse [real-world use cases](/ai-employee/use-cases/accountants), or [book a free 15-minute demo](/ai-discovery). Run a different kind of business? See the [AI Employee for business owners](/ai-employee/use-cases/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

24h

Deploy Time

70%

Less Than a Hire

24h

Deployment

[Book Free Consultation](https://meetings-ap1.hubspot.com/agentive/30min) [AI Assistant Details](/ai-employee)

### Add Skills When You Need Them

[

#### Bookkeeping Skills

Xero, BAS prep, GST verification, bank reconciliation, invoicing

Included](/ai-employee/finance-skill)[

#### Accounting Practice

Email triage, document chasing, white-label reports, practice CRM

Add-on](/ai-employee/use-cases/accountants#practice)

#### Tax & Compliance

AML/CTF workflows, balance sheet reconciliation

SOON

**Compare:** A junior costs $5,000+/month, takes months to train, and might leave. Your AI Employee: teach it once, it stays forever.

## Stop the Manual Work. Focus on What Matters.

Your firm deserves more time on advisory, business development, and strategic work. Teach your AI Employee your processes once and let it handle reconciliation, BAS, and email triage around the clock.

[Book an Information Session

](https://meetings-ap1.hubspot.com/agentive/30min)[AI Employee Details](/ai-employee) [Watch a Free Demo](/ai-discovery) [About Agentive](/about)
