AI for Accounting Firms
Document collection, deadline reminders, client onboarding — the work that buries your team every quarter. Saabai automates it so your accountants can focus on the advice clients actually pay for.
Book Your Free Strategy CallThe Problem
10+ hrs
per week spent chasing clients for source documents, bank statements, and receipts — before any actual accounting work can begin.
3 weeks
average onboarding time for new clients — manual back-and-forth, engagement letters, software access, and data collection all done by hand, one email at a time.
Every deadline
carries manual coordination overhead — BAS, tax returns, SMSF lodgements. Someone on your team is tracking each one individually and chasing missing pieces as the date approaches.
Before & After
Before
Client document collection at year end
Your team emails each client a list of documents needed. Half don't respond. You send a follow-up. Then another. Then someone calls. Tax season becomes a document-chasing marathon that delays lodgements and pushes overtime costs through the roof.
After — 10 hrs recovered/week
Automated sequences with secure client portals
Document requests go out automatically with a secure upload link personalised to each client. Reminders escalate on a schedule. Your team sees a live dashboard of what's outstanding — and only steps in for genuinely stuck cases. Lodgements happen on time.
Before
Deadline reminder sequences
Someone on your team maintains a spreadsheet of due dates. Each quarter, they manually email clients about upcoming BAS or tax return deadlines. Some clients are reminded, others are missed. Lodgement failures and late fees create avoidable disputes.
After — 4 hrs recovered/week
Every client reminded automatically, every time
Deadlines are pulled from your practice management system. Reminder sequences fire automatically — 30 days out, 14 days, 7 days, and day of. Clients arrive prepared. Late lodgements drop. And nobody on your team has to maintain a reminder spreadsheet ever again.
Before
New client onboarding
A new referral comes in. Someone sends a welcome email. Then an engagement letter. Then a software invite. Then a data collection request. Each step waits for the last. Three weeks later, the client is finally set up and wonders why it took so long.
After — 6 hrs recovered/week
Onboarding completes in days, not weeks
A single trigger kicks off the entire onboarding sequence — welcome message, engagement letter signature, software access, data collection form. Each step fires when the previous one is complete. Clients are fully set up within 3–5 business days with zero manual coordination from your team.
What We Build
Personalised document request sequences sent automatically to each client, with secure upload links and escalating reminders. Your team sees real-time status across all active clients — no chasing, no spreadsheets.
Automated multi-stage reminders triggered from your practice management system — BAS, income tax, SMSF lodgements, and more. Every client, every deadline, every time. Late lodgements and avoidable penalties become a thing of the past.
A sequenced onboarding flow triggered the moment a new engagement is confirmed — welcome, engagement letter, software access, data collection. New clients are fully set up in days, not weeks, and your team never has to manually coordinate a single step.
Management reports, cash flow summaries, and year-end packages assembled and delivered automatically when the underlying data is ready. Your accountants review and sign off — they don't spend hours pulling numbers together from separate systems.
Common Questions
Yes. We build integrations with XPM (Xero Practice Manager), MYOB Practice, Xero, FYI Docs, and most other tools in the Australian accounting stack. We don't ask you to change your software — we build automation layers that sit across your existing systems and make them work together. If your tool has an API or export capability, we can work with it.
We recommend booking your strategy call well before peak season so systems are live and bedded in before the pressure hits — not launched during it. Most practices deploy in the quieter months (January–February or July) and arrive at tax season with their document collection and deadline reminders already running. That said, if you need something deployed quickly, our typical timeline from audit to live is 2–4 weeks.
Client data stays in your systems. We don't build pipelines that pull sensitive financial data into external AI platforms for processing. Automation logic runs on infrastructure you control or on enterprise-grade automation platforms with SOC 2 compliance. Secure upload links use time-limited tokens. Every deployment is reviewed against your practice's obligations under the Privacy Act and relevant professional standards.
Get Started
Book a free 30-minute strategy call. We'll map your workflows, identify where automation creates the biggest impact, and give you a clear picture of what's possible — no obligation.
Book Your Free Strategy CallNo pitch, no invoice, no follow-up pressure. If we're not a good fit, we'll tell you.