Book a free 30-minute consultation for your practice
Pick a time for a video call about the admin in your accounting or bookkeeping practice. There is no charge and no obligation. AI for Accountants is part of the Yes AI group, and the call is with a Yes AI consultant.
Choose a time
30 minutes by video. Times are shown in your time zone.
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What we look at
Where staff hours go
Supplier bill entry, bank feed coding, chasing clients for documents, BAS preparation and month-end. We ask how many client files you run and which jobs pile up at quarter end.
Your ledger and practice software
Xero, MYOB, QuickBooks or a mix across clients, plus any practice management tool. We check what each system allows through its API and what would still need a person.
Review and sign-off
How coding suggestions and drafted client emails would be checked before they reach a ledger or a client, and how that fits your engagement letters and your obligations as a registered agent.
A first task to test
One workflow to trial on a small set of files, with a time measure before and after. If your volumes are too low for automation to pay back, we will say so.
Before the call
No preparation is required. A few rough numbers make the call more useful: how many active client files you look after, how many BAS lodgements you do each quarter, how many supplier bills come in each month and how long month-end takes. If you have a time report from your practice management software, have it open.
If you would rather write first, use the enquiry form or call (03) 9003 0111. The consultation is about your practice workflows. It is not tax, accounting or financial advice.
Questions about the consultation
Is the consultation free?
Yes. The 30-minute consultation has no charge for practices or finance teams of any size, and booking it commits you to nothing.
Who will I speak with?
A consultant from the Yes AI group, the Melbourne company that builds and supports AI for Accountants. The calendar invitation comes from the Yes AI team calendar and includes the video link.
Which times can I book?
Weekday start times from 9am to 6:30pm Melbourne time, at least two hours ahead, excluding Victorian public holidays. Each time is shown in your own time zone, for example Brisbane (AEST) or Perth (AWST).
Do I need to share client data?
No. Leave client names, TFNs and financial figures out of the booking form and the call. Describe the workflow in general terms, or use a made-up client.
Who from the practice should attend?
A partner or principal who makes software decisions, plus the practice manager or senior bookkeeper who runs the work day to day. For an in-house finance team, the financial controller is usually enough.
How do I change or cancel?
Reply to the calendar invitation or call (03) 9003 0111. Reminder emails arrive before the call, plus an SMS if you give a mobile number.