EXAMPLE · 01
Chasing missing receipts before BAS lodgement
The employee identifies overdue receipt requests, drafts a friendly reminder with the deadline, and flags the client if it is the third request.
Managed AI for accountants
AI for accountants that works inside Xero, MYOB, Karbon, and your inbox
Rebotify builds a named AI employee that lives inside your accounting practice tools and handles the repetitive work stealing partner time: chasing missing receipts, drafting client follow-ups, monitoring inbox for ATO correspondence, prepping pre-meeting briefs, and managing the backlog that explodes during tax and BAS season.
Mia is our AI employee. Email her — she’ll book your 15-minute call. That’s the demo.
Runs inside
- Xero
- MYOB
- QuickBooks
- Karbon
- Outlook
- Gmail
- Microsoft Teams
- Slack
In production
What it looks like on the queue.
Three jobs the AI employee runs from week one, drafted for review before send.
EXAMPLE · 02
Drafting client follow-up email about outstanding PAYG
When an employee has not declared PAYG, the AI drafts a request with the relevant period, tax file number, and due date, then parks it for partner review.
EXAMPLE · 03
Pre-meeting brief from prior-year financials
Before a planning call with a client, the employee pulls last year tax return, flags KPIs that moved, and summarises recent correspondence so the partner walks in prepared.
48-hour build
What ships in the first window.
01
Inbox classifier and responder
The AI employee reads incoming client emails, identifies what is needed, drafts a response, and routes edge cases to the partner.
02
Document request automation
When a receipt, invoice, or document is missing before a BAS or tax lodgement, the employee drafts a follow-up email with context and escalates after three nudges.
03
Pre-meeting brief generator
The employee pulls prior-year financials, outstanding items, and recent correspondence to prepare a brief before each client call.
04
Compliance inbox monitor
ATO notices, amendments, and regulatory correspondence are flagged immediately and summarised for partner review.
Human control
The employee prepares the work. People keep judgment.
No client commitments without approval
Anything involving PAYG advice, rebates, tax positions, or payment terms waits for partner sign-off before the email leaves the business.
Edge cases route clearly
Missing information, conflicting records, or unusual requests go to the partner with context already attached, not silent retries.
The playbook is written down
Rules for what emails get a draft, what gets escalated, and what examples the AI should follow are documented so the team audits the system behaviour.
Choose another workflow if
- Accounting firms that want to replace their team with a chatbot or unsupervised automation.
- Partners looking for self-serve AI tools they need to configure and tune themselves.
- Practices where client communication is not a documented, repeatable workflow.
Good first week looks like
- Partners spend less time in the inbox chasing missing receipts and follow-ups during tax and BAS season.
- Client communication is documented and consistent, reducing confusion and follow-up calls.
- The AI employee escalates edge cases to the partner, so judgment stays in house.
What will Rebotify take off the team first?
AI for accountants works best when it lives in the tools you already use and handles the work that repeats every month or season. Rebotify builds one managed AI employee that drafts client emails, chases missing documents, monitors compliance inbox, and escalates decisions. First useful drafts ship in 48 hours.
Who is Managed AI for accountants best for?
Managed AI for accountants is best for Australian accounting practice owners, bookkeeping firm partners, tax agent principals, and practice managers with a repeated workflow, a clear human owner, and enough examples to teach the AI employee what good work looks like.
What does Rebotify deliver in the first 48 hours?
Rebotify maps the workflow, writes the first operating playbook, connects the minimum tools, and puts useful drafts, checks, or summaries into a human approval queue.
Do humans still approve the work?
Yes. Rebotify normally starts with human approval for customer-facing, financial, legal, or policy-sensitive actions. The AI employee prepares the work and escalates uncertainty.
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48-HOUR START
Bring us one workflow. Leave with a 48-hour plan.
Email Mia
Mia is our AI employee. Email her — she’ll book your 15-minute call. That’s the demo.