Accounting & Bookkeeping
Reclaim 20 hours a week from the BAS-chase, EOFY-chase and ATO-letter grind. Zatersio owns your firm inbox and chases the docs for you.
An AI agent trained on your firm's voice that drafts replies to client queries, runs multi-channel chase cadences for missing source documents, files attachments against the right job, and surfaces a daily 'needs partner eyes' digest. It sits on top of Karbon, FYI and Xero without changing them.
Keeps the tools you already run
- Karbon
- FYI Docs
- SuiteFiles
- XPM
- Xero
- MYOB
Watch the core agent work a live document chase
books into KarbonInbound client email
Hi, can you let me know what's still outstanding for my September BAS? Happy to send whatever you need.
Agent drafts the reply in firm voice
Drafted a reply: we still need your September bank statements and the two GST invoices over $1,000. Flagged for partner eyes before send.
Multi-channel chase fires
Chase cadence started: email now, SMS nudge day 3, portal reminder day 7 until the September statements land.
Files the attachment against the job
Client replied with statements. Classified and filed into Karbon against the September BAS job, added to the daily digest.
Why now
accounting services businesses in Australia, with the long tail being 1-20 staff SME firms
saved per employee per week with Karbon, worth ~US$34,688/year per employee
Karbon, The Karbon Effect / Zatersio Accounting Firms Blueprint · May 2026
a year a 5-person firm leaks into chase, filing and follow-up
Zatersio Accounting Firms Blueprint · May 2026
Strong-ID client-agent nomination window with no automated notification, so the firm carries the chase
ATO client-agent linking / Zatersio Accounting Firms Blueprint · May 2026
Where the money leaks today
The admin that quietly costs you jobs
BAS prep cycle
Chasing source docs, reconciling coded transactions, drafting workpapers every quarter.
Client document collection
Endless 'please send your November bank statements' emails that never get answered first time.
EOFY chasing
Questionnaires sent in July, still chasing the answers in October.
Year-end checklists
Manual tick-and-flick across 200+ files per partner.
ATO correspondence
Payment plan requests, objection letters and penalty remission requests drafted from scratch.
Query emails
'What is this $4,200 transaction?' asked 40 times a day across the inbox.
Client-agent linking chase
The 28-day Strong-ID nomination window has no automated notification, so the firm carries the follow-up.
~$170,000/year
A 5-person firm leaking into chase, filing and follow-up / Zatersio Accounting Firms Blueprint · May 2026
The solution stack
One core agent, four compounding add-ons
Client Comms & Document Chase Agent
A trained-on-firm-voice AI agent that auto-drafts replies to inbound client queries from the practice inbox, runs an automated multi-channel chase cadence for missing docs (email + SMS + portal nudge), classifies and files incoming attachments into Karbon, FYI Docs, SuiteFiles or XPM against the right job, and surfaces a daily 'needs partner eyes' digest.
It identifies as automated on first contact (TPB-aligned by design), keeps a full audit log per message, and hands off to a partner the moment a query needs judgement. Plus your first add-on of choice (most firms pick BAS Workpaper Drafter or EOFY Engine) bundled in.
BAS Workpaper Drafter
Pulls Xero/MYOB data, drafts BAS workpaper commentary, flags GST coding anomalies, and prepares the client-facing BAS summary email.
ATO Correspondence Agent
Drafts payment-plan requests, objection letters, private ruling applications and penalty remission letters from a templated firm library.
EOFY Questionnaire & Checklist Engine
A dynamic, branching client questionnaire that pre-fills from last year, chases missing answers, and outputs a year-end checklist tied to Karbon/XPM.
Advisory Insights Brief
A monthly auto-generated 1-page commentary per business client (cashflow, GST position, debtor days) to fuel advisory upsell conversations.
Investment
Setup and monthly, per component
| Component | Setup | Monthly |
|---|---|---|
| Client Comms & Document Chase Agent1 | $1,800 | $1,950 / mo |
| + BAS Workpaper Drafter2 | $1,200 | + $700 / mo |
| + ATO Correspondence Agent3 | $900 | + $500 / mo |
| + EOFY Questionnaire & Checklist Engine4 | $1,400 | + $600 / mo |
| + Advisory Insights Brief5 | $1,000 | + $800 / mo |
A 5-person firm billing ~$1M/year pays $1,950/mo for Core + bundled add-on, about 0.23% of revenue, against ~$170k/year in recoverable admin. Start with Core and bundle BAS Workpaper Drafter (highest-ROI for compliance firms) or the EOFY Engine, then add ATO Correspondence next.
1 Core + 1 bundled add-on of choice. Stand-alone Core (no bundled add-on) $1,500/mo.
2 Xero/MYOB data to workpaper commentary.
3 Payment plans, objections, remissions.
4 Branching, pre-filled, year-on-year.
5 Monthly client commentary pack.
ROI snapshot
What recovery looks like
Estimate your recovery
- Monthly upside
- $8,660
- Full-stack cost
- $4,550/mo
- Net per month
- $4,110
Indicative only, based on your inputs and the per-component monthly pricing in the table above. Assumes ~4.33 weeks per month.
How we work together
From first call to live in six weeks
Week 1
Discovery
Two 60-minute sessions with a partner and a senior. We sample your actual client emails to learn the firm's tone, map the chase points across BAS and EOFY cycles, and check how jobs and docs flow through Karbon, FYI and XPM before we lock scope.
Weeks 2-4
Build
We train the agent on your reply voice and chase cadences, wire the email/SMS/portal nudges, and connect attachment filing into Karbon, FYI Docs, SuiteFiles or XPM against the right job. You review draft replies each week before anything sends on its own.
Week 5
Pilot
Live on one partner's client list. The agent drafts replies and runs the document chase while we check filing accuracy, tone and the daily 'needs partner eyes' digest, then tune in flight.
Week 6 onward
Retainer
Roll out across the practice. The monthly retainer kicks in: we own uptime, keep the audit log clean, retune the chase cadences through each BAS and EOFY season, and bring on the BAS or EOFY add-on when you're ready.
Day-60 guarantee
If Core doesn't show at least a 30% reduction in time spent chasing client documents by day 60, we waive the month-3 retainer.
Compliance and data residency
Built to keep your data onshore and yours
On your own servers
Run the full stack on-premise, inside your own network. Nothing leaves your building.
Australian-resident cloud
Or host on Australian-resident cloud (AWS Sydney). Your data stays onshore.
Either way, your data is never used to train third-party models.
Regulatory coverage
- Privacy Act 1988
- Tax Practitioners Board (TPB) Code of Conduct
- TPB s45 breach reforms (July 2024+)
What we guarantee on data
- The agent identifies as automated on first contact, TPB-aligned by design.
- Your client data stays in Australian-resident infrastructure (AWS Sydney by default), or run it on your own servers. Your choice.
- Full audit log per message; never used to train third-party models.
- Compliance with the Privacy Act 1988 and the Tax Agent Services Code of Conduct is baked in.
Integrate, never replace
We sit on top of the tools you already run
Xero, MYOB, Karbon and FYI Docs already handle the ledger, the workflow and the document store. We integrate with Karbon, FYI Docs, SuiteFiles, XPM and your Xero/MYOB ledger via API and own the outbound action layer between your PMS and your clients, never replacing what's working.
See what Zatersio recovers for your accounting firms business
Book a 30-minute scoping call. We map your current process, audit your existing software, and show you exactly where the money is leaking.
Ready for a custom blueprint?
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