automate.business is an AI agent that works across your whole book: it prepares the repetitive, deadline-driven compliance, tells you exactly what needs judgment, and never files without you. Live with GST today, with more of the calendar on the way.
Tell it what to do across every client in plain language. It plans, acts, and shows its working, handling the routine itself and stopping at exactly what needs your judgment.
“Prepare all GST due this week.” “Scan the book for anomalies.” The agent runs it across every client, no menus, no macros.
Set each skill to Suggest, Approve, or Auto, with a confidence floor under which it always stops and asks. Filing is permanently yours.
Every run shows its plan, tool calls, sources and confidence, and exactly where it paused for a human. No black box.
Compliance work is repetitive, deadline-driven, and reputation-critical. We take the preparation off your desk (starting with GST) and design every screen so you keep the judgment, the evidence, and the final word.
One queue, sorted by deadline. The agent does the categorising, reconciling and preparing overnight, so your team starts the day on the exceptions, not the data entry.
Nothing is a black box. Every figure traces to its source transactions, the agent shows its reasoning, and it flags honestly what it's unsure about. Nothing files without a human.
Every step is recorded in an append-only, exportable audit trail: who, what, when, which model, and the inputs. Built to hand to a client or to IRD, not just logged internally.
GST is our first module, the hardest and highest-frequency one. The same connected ledger and the same review-and-approve trust model will power the rest of your firm's recurring work.
Prepare, review, approve and file GST 101s across your whole book, evidenced and audit-ready.
Explore GSTIR3, IR4 and company returns, prepared from the same ledger you've already connected.
Track and prepare provisional tax in step with the GST cycle, no more spreadsheet diaries.
Quarterly FBT, prepared and evidenced, ready for the same approve-and-file gate.
Draft annual financials from reconciled data, with every figure traceable to source.
Continuous transaction coding, so every period is review-ready instead of a month-end scramble.
automate.business is being designed for AI from day one. The plan: connect Claude, ChatGPT or your own tools to the ledger over our MCP server and developer API, so every action they take will run through the same autonomy thresholds, review queue and audit trail as the built-in agent.
Will let any MCP-compatible assistant point at your workspace to read the ledger and run skills.
A documented, typed SDK for building custom workflows and bookkeeping agents, on the roadmap.
External tools will obey your confidence thresholds, surface low-confidence work to review, and never file without a human.
// Bulk-code a period, gated by confidence import { automate } from "@automate.business/sdk"; const txns = await automate.txns.list({ entity: "flat-white-cafe", status: "uncoded", }); for (const t of txns) { const { code, confidence } = await automate.ai.suggest(t); confidence > 0.9 ? await automate.txns.code(t.id, code) : await automate.txns.hold(t.id); // → human }
Link Xero in about a minute. Read-only, revocable, and scoped to exactly what we explain up front.
It categorises every transaction, reconciles to the bank, applies GST treatment, and prepares the GST 101, with honest confidence on each line.
One glance answers "is this right?": figures lead, exceptions are surfaced, evidence is one click away. Approve, or correct and teach the system.
Once approved, you get a myIR hand-off pack to lodge under your authority, with the full evidence trail attached, exportable, and ready for any future question.
The review screen is the heart of the product. It leads with the return figures and the exceptions (never raw data) so a senior preparer can judge a return in seconds, and defend it later.
Every figure expands to its source transactions and the agent's reasoning. No black boxes.
What the agent is unsure of is the most prominent thing on the screen, with a real confidence level, not false polish.
A clear summary of exactly what you're signing. The human gate is a feature, responsible, never a rubber stamp.
Every action (agent, human, and IRD) hash-chained and immutable. Export a clean evidence pack for any client or reviewer in one click.
Awaiting approval, flagged, processing, filed. Colour means something, never decoration, and always paired with a label. You never wonder where a client sits.
A practice dashboard that answers "what needs me right now?" instantly. Sort, filter, and act across every client without losing per-client accountability.
Approve a batch of clean returns or assign reviewers across the book while every item still carries its own evidence and its own audit entry.
When you adjust a treatment, the system learns. Accuracy improves with your practice's own judgment, not a generic model.
When the agent is working, you see real progress (what's reconciled, what's left) not a fake spinner. Trust starts with telling the truth.
This is regulated, reputation-critical work. Every decision in the product serves one test: does this make the firm feel calm, in control, and safe?
We pull data to prepare returns. We never edit, post, or delete anything in your books.
Client data is encrypted in transit and at rest, and stays hosted in New Zealand.
No return is ever lodged with IRD without an authorised person's explicit approval.
Every step is immutable and exportable: the evidence to defend any figure, any time.
It does the hour of categorising and reconciling I used to dread, then hands me the three things that actually need my judgment. I still sign every return. That's the part that matters, and it's the part it never takes from me.
Per active client, per month. No charge for clients in a period you don't file. Onboarding and the audit trail are always included.
Never. The agent prepares the return; a person on your team reviews and approves before anything is lodged with IRD. The human gate is deliberate.
No. The ledger connection is strictly read-only. We pull data to prepare returns and never post, edit, or delete anything in Xero or MYOB.
The agent flags what it's unsure about rather than guessing: apportionments, large or one-off items, missing tax invoices. Those land in front of a human with the evidence attached.
Every return carries an append-only audit trail: who and what touched it, when, which model, and the source inputs. Export it as an evidence pack for a client or IRD.
Xero today, with MYOB and QuickBooks coming soon and CSV import available now. Most NZ firms connect and sync within a minute.
Connect your ledger, confirm which clients we prepare for, set filing preferences, and review your first cycle. Most firms are live the same afternoon.
Connect your practice today and review your first returns this week. Most firms are live the same afternoon.