An AI agency for Australian accounting practices.
WhatWill AI sets up AI for accountants: client correspondence, inbox triage, workpaper first drafts, and onboarding, wired into Xero, MYOB, or the practice management system you already use. Privacy Act and APES 110 aware from the first call, priced for a small practice, built by the founder.
What AI for accountants means, and what we build
AI for accountants means using AI to draft client correspondence, triage the practice inbox, summarise bank statements, and produce first-draft workpapers, with a qualified accountant reviewing and signing off on everything that leaves the practice. It does not mean AI doing tax work unsupervised.
We set that up for Australian accounting practices. We map the tasks eating the most partner time, wire the right tools into Xero, MYOB, or your practice management system, and hand it over with documentation or run it for you.
Every job is led by the founder. No juniors on your account and nothing outsourced. You get the experienced person from the first call, and the systems are yours to keep.
Three things that set this apart for a practice.
Privacy Act and APES 110 aware
We scope how client data moves before anything goes live: enterprise-tier tools only, documented data flows, and disclosure where AI materially affects the advice given. Built to sit alongside your existing professional obligations, not around them.
Founder-led, senior on every account
You work directly with the founder. No juniors on your account and nothing outsourced. The person scoping the work is the person building and running it, so nothing gets lost in a handover.
AI drafts, your team signs off
AI produces the first draft of a letter, a workpaper, or a summary. Nothing leaves your practice without a qualified person reviewing it. We build the systems around that principle, not around replacing judgement.
AI built around the work a practice actually does.
These are the AI systems we build most often for Australian accounting and bookkeeping practices.
Client correspondence drafts
Tax planning letters, EOFY wrap-ups, and advisory memos, drafted in your practice’s voice and ready for a partner to review, not send as-is.
Practice inbox triage
Every client email read, sorted, and routed, with a draft reply ready for the enquiries that follow a pattern.
Bank statement summarisation
Statements reconciled and summarised at scale, with anything unusual flagged for a person to look at.
Workpaper first drafts
Year-end accounts, BAS prep, and FBT returns get a competent first draft from clean data, ready for review and sign-off.
Client onboarding
Engagement letters, fee proposals, and intake documentation, generated from a short form instead of a blank page.
Xero and practice management sync
Keep Xero or MYOB in step with Karbon, FYI, or your practice management system, so nothing gets re-typed.
Pick the one that fits your practice.
Whether you have someone technical on the team or nobody at all, one of the three will fit. Most Australian practices start with consulting.
Fully Managed
We run the AI systems for your practice. Ongoing partnership for practices that want the result without the operational load.
Build & Hand Over
We build it, your team owns it. Production-ready systems with documentation and training, on accounts you keep.
AI Consulting
Clarity before commitment. We assess how your practice works and set up the right tools for the job in front of you.
When AI is worth it for a practice, and when it is not.
We do not set up AI for the sake of it. It earns its place when a task is repetitive, follows a pattern, and someone will review the output. When a simpler fix is the honest answer, we say so.
- The task happens once a year and is not worth automating
- Nobody in the practice will review the output before it goes to a client
- A tool already bundled into Xero, MYOB, or your practice management system does the job
- The process changes too often for a first draft to stay useful
Accounting and bookkeeping practices we work with.
Practice size and platform vary. These are the Australian practices we set AI up for now, or have recently.
- Sole practitioners and small accounting firms
- Bookkeeping and BAS agent practices
- Mid-tier practices (2 to 15 partners)
- Advisory-led practices moving beyond compliance work
- Practices on Xero, MYOB, or QuickBooks
- Practices on Karbon, FYI, or Xero Practice Manager
AI for accountants: frequently asked questions.
What does WhatWill do for accounting practices?
We set up AI for accountants inside your practice: drafting client correspondence, triaging your inbox, summarising bank statements, producing first-draft workpapers, and automating client onboarding. We scope the highest-value tasks first, wire the tools into Xero, MYOB, or your practice management system, and either hand it over with documentation or run it for you.
Is this different from just using ChatGPT or Copilot myself?
Yes. Most practices already have access to an AI tool and use a fraction of what it can do, because nobody has had the time to wire it into how the practice actually works. We do that wiring: connecting the AI to your inbox, your practice management system, and your accounting data, so a draft appears where the work already happens instead of in a separate chat window.
How do you handle the Privacy Act and APES 110?
We use enterprise-tier tools, not free consumer AI, that do not train on your inputs. We document how client data flows through any system before it goes live, and build in disclosure where AI materially affects the advice given. This is scoped with you before any client data touches a system, not bolted on afterward.
Will AI replace accountants in my practice?
No, and we would not build it that way if you asked. AI cannot sign a return or take professional responsibility for a client position under APES 110. What it does is take the drafting, summarising, and data movement off your team, so the qualified accountants spend more time on the work only they can do.
How much does this cost for a small practice?
Consulting to get the right tools set up properly typically starts from a few thousand AUD. A custom build, such as automated onboarding or workpaper drafting, usually falls in the low to mid five figures, with ongoing managed work scoped against the time it saves. We quote the job before it starts, in AUD, with no surprise add-ons.
Do you work with sole practitioners, or only larger firms?
Both. Most of our accounting clients are sole practitioners and small firms, where a partner’s time is the scarcest resource in the business. The consulting option is built for a practice that wants the right off-the-shelf tools set up properly rather than a full custom build.
How long does it take to set up?
Getting the right tools set up and running is usually a matter of weeks. A full custom build, like automated workpaper drafting or onboarding, depends on scope but typically runs four to eight weeks from kickoff to handover. We give you a timeline before the work starts.
How do I get started?
Book a free 30-minute discovery call. We’ll ask how your practice runs day to day, find the task eating the most partner time, and recommend a clear next step. No obligation and no pitch deck.
Where to go next.
AI for Accountants in Australia: the practical guide
The deep-dive version: the tools, real AUD costs, and how the Privacy Act and APES 110 apply.
Read moreBusiness Automation Agency Australia
The wider picture beyond AI: quoting, onboarding, scheduling, and reporting automated for any Australian business.
Read moreAI Agents for Finance
The financial services version: research, due diligence reading, monitoring and briefs, with a citation on every claim.
Read moreLet’s talk about
your practice.
Book a free 30-minute discovery call. We’ll map how your practice runs, find the task worth automating first, and recommend a clear next step.