Owner
Practice manager, accountant, bookkeeper, BAS agent, or finance lead who is judged by clean files and deadlines.
Back-office
Accounting close prep
Close prep slips when client documents, bank-rec exceptions, and BAS tasks pile up.
Mia chases missing items and prepares the review queue before the deadline gets tight.
FIRST FIXGet the books BAS-readySee pricing
Send the close bottleneck.
Mia maps the first document chase and review pack.
TYPICAL TOOLS
The employee runs inside the systems you already use.
The point is less manual work, not another app to manage.
If your stack is different, it almost certainly connects too. See the directory →
WORKDAY PRESSURE
Start where someone is already getting chased.
Accounting firms, bookkeeping teams, and finance operators managing BAS, tax, and month-end close.
Workday sentence
Which clients are blocking close, what exactly are we waiting for, and what can be reviewed today?
Where it gets stuck
Client documents, bank-rec exceptions, invoice coding, and due dates sit in different places while the deadline keeps moving closer.
What cannot go wrong
A lodgement is late, a partner reviews a messy pack, or a client blames the firm for delays caused by missing information.
What stays human
They protect clean workpapers, compliance discipline, and professional review.
They do not want AI guessing accounting treatment.
First useful version
A close-ready queue with document chases, exception lists, source links, and the decisions that still need a human accountant.
WORK + APPROVAL
What changes when this work gets handled.
Mia is useful only if this work gets cheaper, faster, cleaner, or easier to trust.
She handles prep, drafts, chases, and handoffs.
Your team keeps the decision.
Work to clear
What your team gets back
Missing-document chase drafts and client task reminders
Impact
Why it matters
Less review time, fewer missed items, cleaner files, and less expensive admin around work that still needs expert approval.
Current cost
What it costs now
Client document requests, uploads, email threads, and portal status
Human approval
Where people stay in charge
The accountant, bookkeeper, or BAS agent approves coding decisions, lodgement-ready status, and client-facing messages.
WHY THIS RESULT MATTERS
Accounting teams lose the week in the same loop: clients upload half the documents, bank feeds need exceptions checked, invoices need coding review, and the BAS or month-end deadline does not move.
This AI employee owns the chase-and-prep work so the accountant reviews a ready queue instead of rebuilding one.
CURRENT COST
- Client document requests, uploads, email threads, and portal status
- Bank feeds, reconciliation exceptions, invoice images, and bookkeeping rules
- BAS, tax, or month-end checklist with client-specific due dates
RESULT DELIVERED
- Missing-document chase drafts and client task reminders
- Bank-rec exception list and invoice-coding review queue
- BAS or close-prep pack with outstanding blockers and source links
PROOF MOMENT
“Quarter-end BAS queue. Three clients are missing bank statements, one has uncoded fuel receipts, and the AI employee has drafted each chase before the practice manager opens the inbox.”
MORE IN BACK-OFFICE
Other results on the same track.
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Contract review
Read incoming contracts, flag deviations against precedent, summarize the delta.
Counsel reviews the diff, not the document.
Mortgage broker AI assistant
An AI assistant for Australian mortgage brokers that handles document collection, borrower chases, file prep, and loan-processing admin inside your broker software.
Legal matter intake
Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.
Insurance renewal prep
Get one renewal file unstuck by triaging the inbox, chasing missing documents, summarizing policy changes, and preparing the broker review queue.
Claims processing
Triage incoming claims, cross-check policy coverage, prepare the first response.
Adjusters approve the decision.
Onboarding
Every new hire, customer, or account gets the same complete welcome — forms filled, signatures chased, access provisioned.
Approvals
Route every approval request to the right person with the context attached.
Chase what stalls past your SLA.
Ticket triage
Categorize incoming tickets, draft replies for the common ones, escalate the edge cases.
The frontline stops drowning.
Work scorecard
Before you hire for it, send us the stuck work.
Mia checks the cost, risk, approval line, and whether an AI employee can clear the first version.
If this is cheaper or safer with a person, the scorecard says that.
WORK + APPROVAL SCORECARD
A short check for cost, speed, quality, risk, and the first safe version.
Work
What keeps piling up?
Replies, reports, checks, handoffs, document chases, approvals, or follow-up that keeps coming back.
Cost
What does it cost now?
Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.
Quality
What would make it useful?
Better drafts, faster turnaround, fewer errors, cleaner handoffs, and less chasing from managers.
Control
What still needs human approval?
Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.
Output: work to clear, current cost, approval line, pricing shape, and the smallest useful test.
HIRE YOUR FIRST
One stuck task. Accounting close prep. First proof in 48 hours.
Get the books BAS-ready
Send the close bottleneck.
Mia maps the first document chase and review pack.