AI for accountants
AI for accountants in Melbourne
I set up AI to chase documents and answer the same questions. Your accountants check everything.
Your numbers
What does the chasing cost you?
Drag the two sliders to your own numbers.
An estimate from your two numbers, over 48 working weeks. I check it against your real week on a call. The free snapshot shows who is winning your searches.
Where the hours go
The work around the work.
Clients are slow with documents.
A list of who owes what, reminders drafted.
The same questions every week.
Answers drafted from your own notes.
Enquiries wait for someone free.
Replied in minutes, with a booking link.
Engagement letters from scratch.
Your template, filled from intake notes.
What stays with you
Your accountants keep the judgement.
Advice
Your accountants advise. AI never does.
Lodgement
Nothing is lodged without your team.
Sign-off
A person approves every message before it goes.
The first jobs I set up don't touch tax data at all.
Proof
Tested in my own business.
I run these in MaxBiz every week:
- Monthly client reports, with the email drafted for me to check.
- Proposals that stop if a number doesn't match.
- A morning page of every email still waiting on me.
Nothing goes out until I've read it. Your practice gets the same rule.
How it works
Three steps.
Free snapshot
I find the one job costing you the most time.
I build it
Tested on your real work before it goes live.
I keep it running
I watch it, fix it and report on it each month.
Questions
Quick answers.
Have you done this for an accounting firm?
Not yet. I run the same systems in my own business every week, and you see it tested on your work before it goes live.
Will it work with Xero or MYOB?
I check what your software allows, and which AI tools for accountants fit it, before I quote. I won't promise a link I haven't tested.
Is client data safe?
I start with jobs that need no tax data. For anything else, you approve where the data goes first.
How is this different from SEO?
SEO brings new clients in. This handles the work after they arrive. See SEO for accountants.
Last updated 3 October 2026. Written by Abraham Briceno, founder of MaxBiz, Coburg.
Related reading
Read next.
Start with the free snapshot.
I'll find where your team's hours go and tell you which job AI could take first.