We build and deploy AI agents and automations that collect documents, capture transactions and remind clients for you. Your team spends tax season on the work you bill for, not on admin.
Statements, IRP5s, invoices. The same clients, the same reminders, every month and every tax season.
Bank lines and slips typed into the ledger one at a time. Slow, and easy to get wrong.
Provisional tax, VAT and annual returns all landing at once. Overtime becomes normal.
Built on the software you already use, such as Xero, Sage and QuickBooks. Your accountants still make every judgement call.
Clients get friendly reminders by email or WhatsApp until every document is in. Each file lands in the right folder.
Supplier invoices and slips read, coded and posted for review. Your team approves instead of typing.
Statement lines matched and suggested. Anything unclear is flagged for a person, never guessed.
Provisional tax, VAT and annual return dates tracked per client. Reminders go out on time, every time.
Engagement letters, ID and proof-of-address requests, and setup checklists handled in one flow. A partner signs off every engagement letter.
"Did you get my documents?" "When is my return done?" Answered from your own records, fast.
Client financial and personal information is handled under clear access, storage and retention rules.
Automation prepares the work. Nothing is submitted to SARS or sent to a client without your approval.
We plan builds around your calendar, so nothing new goes live in your busiest weeks.
Everything runs on your firm's accounts. If we part ways, it all stays with you.
Once-off. We map where your team's hours go and rank what to automate first.
Automated reminders and filing for every client. Fixed quote. Live in 2 to 3 weeks, depending on how many systems it touches.
Monitoring, fixes, new workflows as you grow, and a monthly report on time saved.
All prices exclude VAT and third-party costs, such as AI usage and software licences.
If your automations don't save at least R50,000 a year, we keep building at no charge until they do. If you're still short three months later, we refund your build fee, less third-party costs. This applies when your statement of work includes the guarantee, all builds are live and Run and improve stays active. Savings are measured over the first three full months after go-live, against a baseline you sign off after the audit. Read the guarantee terms (clause 6)
We start with Xero, Sage and QuickBooks. Tell us what you use on the call and we'll confirm.
Messages go out in your firm's name and tone. Clients see faster, clearer communication.
We act as your POPIA operator under a signed agreement. We use named logins you can switch off at any time, and we remove all access within 30 days if you leave.
If your team chases documents every month, yes. The audit shows your expected savings before you spend more.
Book 20 minutes. Tell us which admin task eats your team's week. You'll leave with the three things we'd automate first and roughly what they're worth.