It’s two weeks before the BAS deadline and half your clients still haven’t sent their receipts. AI agents chase the documents, track every lodgement date, and send the reminders you’re too busy to write – so your team bills for advisory, not admin.
Start Free — No Credit CardIt’s March and your inbox is 90% follow-up emails you’ve already sent twice. Clients swear the bank statements are “coming tomorrow.” BAS lodgements are stacking up, EOFY prep hasn’t started, and your team is spending more time on data chasing than actual accounting. Billable hours disappear into admin. Manual reconciliation errors lead to restatements. Staff trapped in data entry can’t do the advisory work clients value at $150-300/hour.
Every client gets their document request on time. Outstanding items are tracked and chased automatically – first reminder, second reminder, escalation to you only when it actually needs your attention. BAS dates, EOFY deadlines, and lodgement windows are monitored across your entire client base. Your team gets back to the work clients actually pay for.
The admin that eats your billable hours, handled automatically so your practice can scale without hiring another office coordinator.
AI agents email clients requesting outstanding documents – bank statements, receipts, prior-year returns – and track exactly what’s come in and what hasn’t. When a client finally sends that shoebox of receipts via email or Drive, the agent matches it to the right file automatically. No more manually ticking off checklists.
BAS quarters, EOFY lodgement windows, PAYG instalments, FBT returns – every compliance date tracked across your entire client base. The agent flags the clients who are behind before the ATO deadline, not the day after you’ve missed it.
Personalised reminders sent on your behalf with the client’s name, their specific outstanding items, and the actual deadline bearing down on them. Escalating tone built in – polite first nudge, firmer second, then a “we need this by Friday or we can’t lodge on time” final. No more copy-pasting the same email to 50 clients.
Incoming documents are automatically categorised – receipts, bank statements, invoices, tax forms – and filed into the correct client folder in Google Drive or OneDrive. No more manual sorting.
AI agents read client spreadsheets, flag the numbers that don’t add up, reconcile figures against prior periods, and generate the summary reports you’d normally spend a Friday afternoon preparing. Hours of manual review compressed into minutes.
Whether you’re managing 50 clients or 500, the agent knows exactly where each one sits – documents received, review in progress, ready to lodge, overdue. It surfaces the ones that need your attention today so nothing slips past lodgement.
No IT team needed. No coding. Just tell the agent what to handle.
Link your Google Workspace – Gmail, Google Drive, and Calendar (or Outlook and OneDrive). The agent accesses client folders, reads email, and tracks your schedule. Credentials are encrypted and stored securely in your isolated environment.
Define workflows in plain English – “request tax documents from any client who hasn’t submitted by March 1, follow up weekly, escalate to me two weeks before the ATO deadline, send BAS reminders on the 15th of every quarter month.”
Outstanding records get requested on schedule, follow-ups send automatically, and deadline reminders land in client inboxes without you drafting a single email. Tax season stops feeling like a fire drill.
Designed for Google Workspace – Sprigr Team works directly with Gmail, Google Drive, and Google Calendar. Also supports OneDrive and Outlook for firms on Microsoft 365.
AI agents take the repetitive compliance admin off your plate – the work that eats billable hours but nobody wants to do. They chase clients for outstanding documents, track BAS and EOFY deadlines across your entire client base, send escalating reminders, classify and file incoming documents, and generate workflow status reports. It’s like having a dedicated practice coordinator for every single client.
Yes. AI agents send document checklists to every client, track what’s been received versus what’s still outstanding, and send escalating reminders as lodgement deadlines approach. At-risk clients get flagged to your team with enough lead time to act. The annual EOFY scramble becomes a managed, trackable process instead of a fire drill.
The AI agent sends personalised emails to clients requesting specific documents (bank statements, receipts, prior-year returns). When documents arrive via email or are uploaded to a shared Drive folder, the agent matches them to the client record, classifies the document type, and updates the checklist. Outstanding items are followed up automatically on a schedule you define.
Yes. Each firm gets an isolated environment with encrypted credentials. Documents are processed within your connected Google Workspace or Microsoft 365 – data never leaves your existing storage. Every action the agent takes is logged in a complete audit trail, giving you full visibility and compliance documentation.
No. Most accounting firms are up and running in under an hour. Connect your Google Workspace or Outlook account, tell the agent what to handle in plain English, and it starts working. No coding, no IT team required. You can start with one workflow (like document collection) and add more over time.
Every Sprigr customer gets physically isolated infrastructure. Your client data is never stored alongside other companies. Credentials are encrypted at rest, and every agent action is logged with a complete audit trail. Your data stays yours.
AI agents built for accounting firms. Up and running in under an hour.
Start Free — No Credit Card