This is regulated, reputation-critical work: a wrong return means a lost client and an IRD penalty. Every decision in automate.business serves one test: does this keep the firm calm, in control, and safe? Here's exactly how.
We pull data to prepare returns. We never edit, post, or delete anything in your clients' books: the connection is read-only by design.
Client data is encrypted in transit and at rest, and stays hosted in New Zealand. You control retention.
No return is ever lodged with IRD without an authorised person's explicit approval. It can't be automated, even over the API.
Every action (agent, human and IRD) is recorded in an append-only, exportable trail. The evidence to defend any figure.
Done-for-you is only safe if you can show your work. Every step is append-only, hash-chained, and exportable as a clean evidence pack, designed for a client or an auditor, not just an internal log.
Each entry references the hash of the one before it: no gaps, no edits.
Agent, human and IRD actions, with the inputs behind each.
Export a period's full trail as a PDF for any reviewer.
automate.business is made in New Zealand by alumni of leading fintech and accounting platforms. We hold ourselves to the standards firms are accountable to.
Handled in line with NZ privacy principles.
TLS in transit, AES-256 at rest.
A current list, available on request.
See exactly how the agent works, where it stops, and what gets recorded.