Example workflow — based on patterns we've seen, not yet a deployed case study.
Accounting & bookkeeping practice · BAS prep + supplier reconciliation
The problem. Quarterly BAS prep means downloading bank statements, MYOB/Xero exports, and supplier invoices that arrive as PDFs, scanned receipts, email attachments, and the occasional fax. Reconciling line items can take the bookkeeper days per client — most of it is matching, not judgement.
What we'd build. A workflow that watches the client's inbox (or a forwarding alias), parses supplier invoices on arrival, matches them against MYOB/Xero bills already in the system, flags mismatches, and drafts the GST coding for the bookkeeper to confirm. Everything is held in a review queue — nothing posts to MYOB until the bookkeeper ticks it.
What changes. The matching is done before the bookkeeper opens the file, so their time goes on the mismatches it flags. The bookkeeper still does the judgement calls; the AI does the typing.