Professional Services · Accounting & Finance

AI Automation & Answering Service for Accounting Firms in Australia

Onboard clients in minutes, not hours.

Onboarding, document chasing, and tax-season enquiries all pile up on top of the actual advisory work. ARS builds AI systems that handle the admin automatically, so your team's time goes to the work that needs their expertise.

Typically 2–4 weeks to go live

The reality

What holds Accounting & Finance businesses back

01

Onboarding a new client eats hours

Engagement letters, ID collection, platform setup — it's the same steps every time, and none of it needs an accountant's judgement.

02

Chasing documents never stops

Receipts, statements, signatures — someone always has to follow up, and it's rarely the client who remembers first.

03

Tax season buries the phones

Enquiries spike exactly when your team has the least time to answer them, and a missed call at BAS time is a missed client.

What ARS can build

Built for accounting & finance, not off the shelf

Every system is custom-built. Here's what's possible.

Watch it happen

AI Receptionist
Answering live
Appointment booked
New client intro call
Tuesday · 10:00am · 20 min
OnboardingARS
Client signs on
Letter sent
Docs requested
Access set up

Client onboarding automation

Engagement letters, document requests, and platform access all get triggered automatically the moment a new client signs on.

Call answeringARS
Call comes in
AI answers
Question handled
Booked in

24/7 AI answering & booking

Every client call gets answered, routine questions get handled, and appointments get booked straight into your calendar — even during your busiest weeks.

Document chasingARS
Docs requested
Reminder sent
Received
Logged

Document collection & chasing

Automated requests and reminders collect receipts, statements, and signatures, and keep following up on anything outstanding until it lands.

Lead captureARS
Enquiry in
AI qualifies
Booked
New client

Tax-season lead capture

New enquiries through tax and BAS season get captured, qualified, and booked automatically, so a spike in demand becomes new clients instead of missed calls.

DeadlinesARS
Deadline approaching
Reminder sent
Client responds
Logged

Deadline & compliance reminders

Automated reminders for BAS lodgement, tax deadlines, and outstanding documents keep clients on track and cut down the last-minute scramble.

Client FAQARS
Question asked
AI answers
Escalated if needed
Logged

Client FAQ & status chatbot

Handles routine questions about fees, timelines, and where a job's up to, so your accountants and bookkeepers aren't repeating the same answers all day.

Integrations

Built to connect with what you already use

Built around what you already use. A few examples:

XeroMYOBOutlook CalendarGoogle CalendarGmail
Worth knowing

Why accounting & finance businesses are looking at this now

Accounting and bookkeeping firms carry a lot of invisible admin — onboarding, document chasing, routine questions — and most of it doesn't need an accountant's judgement, just consistency.

Tax and BAS season is when this admin load and new-client demand both spike at once. Handling the routine parts automatically means your qualified people spend their time on advisory work, while client data is still handled carefully, in line with the Australian Privacy Principles.

How it works

From first chat to live system

01

A free demo

See it handle a real enquiry for your business before you commit to anything.

02

Built around you

Tuned to your services, your pricing, and the tools you already use — no migration.

03

Tested first

Real enquiries run through it before it ever touches a real customer.

04

It goes live

It starts answering enquiries and booking jobs straight away.

05

Kept running

Updated and supported as your business changes. No lock-in.

Common questions

Before you book a demo

See it handle a real enquiry for your business

Book a free demo