Accounting practice automation that chases for you
Practice Autopilot takes the repetitive admin out of an accounting or bookkeeping firm: chasing clients for documents, filing what comes in, and reminding everyone about deadlines.
What gets automated
Document chasing
Clients get polite, scheduled reminders listing exactly what is still outstanding, until it arrives.
Filing
Documents received are filed into the right client folder in your own Google Drive.
Deadline reminders
Reminders ahead of lodgement and job deadlines, for your team and your clients.
Status at a glance
See which clients are complete and which still owe you paperwork.
How setup works
- We map your current job types, document checklists and deadlines.
- You approve the message templates and reminder schedule.
- We connect your email and Google Drive and switch the automation on.
- We monitor and adjust it with you in the first weeks.
Offer cash-flow automation to your clients
Accountants can also recommend Cash-Flow Autopilot to clients on Xero. Talk to us about partner terms.
Pricing
Prices in AUD, excluding GST. Same numbers in NZ$ for New Zealand.
Frequently asked questions
Where are client documents stored?
In your own Google Drive. We only access what the automation needs to run.
Does it replace our practice management software?
No. It works alongside your existing tools and handles the chasing, filing and reminders around them.
Is this suitable for firms of any size?
Yes. It is designed for accounting and bookkeeping practices of every size, from sole practitioners to multi-partner firms, in Australia and New Zealand.
Do you approve messages before they go out?
Yes. You approve every template before anything is sent, and you can change or switch off any automation at any time.
Is there a lock-in contract?
No. Monthly plans can be cancelled any time. See our refund and cancellation policy.
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