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.
This is a Workflow Automation. We confirm final scope after reviewing your systems, data, approvals, and risk. It can also run inside Aiandi OS when you are ready to connect multiple workflows.
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