Tax prep is hated because it gets compressed into one panic week a year. Spread it across the year, automate the boring bits, and it disappears as a problem.
The annual EOFY scramble — finding receipts, categorising transactions, chasing missing documentation, explaining anomalies to the accountant. It's avoidable, but no-one has time to do it monthly. So it gets done badly, late, in one painful week.
Watches every transaction year-round. Auto-categorises. Flags missing receipts (cross-referenced against your card statements). Builds a running EOFY pack that updates daily. By 30 June, your accountant gets a clean handover — ready, indexed, queries pre-empted.
OAuth into Xero/MYOB, bank feeds, expense tools. Pulls historical data for context.
Every transaction auto-categorised. Anomalies flagged. Missing receipts chased automatically.
Running EOFY pack — P&L, categorised expenses, flagged items — updated daily.
Pack handed to your accountant on July 1st. Clean, indexed, with notes on anything unusual.
Build time: 2-3 weeks · Includes audit, build, training, 30 days of post-launch support
Start with a 30-min callThirty minutes. No commitment. We'll know within twenty whether it's the right fit for your business — and we'll tell you, either way.
Book the call