AI agents built for bookkeepers

Your clients swear the receipts are in the glovebox. They’re not. BAS quarters roll around like clockwork, but half the source documents don’t. AI agents chase the receipts, follow up on bank rec queries, handle payroll questions, and keep your TPB records current – so you can focus on the work that actually requires a bookkeeper.

Start Free — No Credit Card
BAS preparation
Receipt collection
Client communication
Compliance tracking
62% of time on data entry and reconciliation Bookkeepers spend nearly two-thirds of their working hours on manual data entry and bank reconciliation — repetitive tasks that AI handles in seconds.
7 weeks of capacity gained per year with AI Accounting professionals using AI tools report gaining 7 extra weeks of productive capacity annually. That’s time back for client advisory and growing your practice.
25% of revenue lost to scope creep Unbilled scope creep — answering ad-hoc questions, chasing receipts, re-doing work — averages 15-25% of project value for most bookkeeping firms.

The reality today

BAS quarters come around fast. Half the clients haven’t sent their receipts. Bank rec queries pile up with no responses. Payroll questions come in at the worst possible time – right when you’re deep in a lodgement. TPB obligations mean everything needs documenting, but there’s never enough time to document it properly. You’re spending more time chasing clients than doing actual bookkeeping. When you’re buried in reconciliation, you can’t take on new clients. Every hour of manual data entry is revenue you’re not earning.

Missing receipts Unanswered queries Deadline pressure Late lodgements

With AI agents

Receipts get chased before you even think about it. Bank rec queries go out automatically with follow-ups until they’re resolved. Payroll questions are handled without interrupting your flow. TPB records stay current because the agent documents everything as it goes. You lodge on time because the source documents are already there.

Receipts chased early Queries resolved Documents ready Lodged on time

How AI agents help bookkeepers

Every repetitive task that eats into your billable hours, automated and running in the background.

BAS Preparation Workflow

AI agents chase source documents, follow up on missing receipts, flag discrepancies in the data, and remind clients of lodgement deadlines. By the time you sit down to prepare the BAS, the hard part – getting everything from the client – is already done.

Receipt & Document Collection

Escalating reminders that start friendly at six weeks before deadline, firm at three weeks, and urgent at one week. No more spending the last day of the quarter begging clients for petrol receipts. The agent does the begging for you.

Bank Reconciliation Query Management

Unmatched transactions are identified, queries are generated, sent to the client, and tracked until resolved. No more spreadsheets of outstanding queries. The agent follows up so you don’t have to chase the same transaction three times.

Payroll & STP Queries

Employee questions about pay slips, super contributions, and leave balances – handled without interrupting your day. The agent pulls the relevant data, drafts a clear response, and sends it. You only get involved when something actually needs your expertise.

Client Onboarding & Engagement Letters

New client intake, TPB engagement letters, and scope of work documentation – generated from templates and sent for signing. Onboarding a new client no longer means an afternoon buried in paperwork.

Multi-Client Deadline Tracking

BAS, IAS, STP, super guarantee – every deadline across every client in one view. The agent knows what’s due, what’s overdue, and what’s missing. No more mental gymnastics trying to remember which client is on monthly IAS and which is quarterly.

Up and running before your next BAS quarter

No IT team needed. No coding. Just connect your tools and set the rules.

1

Connect your email and cloud accounting tools

Link your Google Workspace (or Outlook) and your accounting software – Xero, MYOB, or QuickBooks – via webhooks. Credentials are encrypted and stored securely in your isolated environment.

2

Set BAS schedules, document checklists, and reminder timing

Tell the agent which clients are quarterly, which are monthly, what documents you need from each one, and when to start chasing. Define your escalation rules in plain English – “friendly reminder at six weeks, firm at three weeks, urgent at one week.”

3

Receipts get chased, queries get answered, deadlines get met

The agent starts working through your client list. Receipts are chased, bank rec queries are sent and followed up, payroll questions are answered, and you get a clear dashboard showing exactly where every client stands before lodgement day.

Sprigr Team integrates with Google Workspace and connects to Xero, MYOB, and QuickBooks via webhooks. Your AI agents work inside the tools you already use – no switching between platforms.
See the Google Workspace Integration → Xero Automation Guide →

Frequently asked questions

How does AI help bookkeepers?

AI agents handle the repetitive communication and follow-up work that eats into your billable hours. They chase receipts, send bank rec queries, answer payroll questions, track deadlines across all your clients, and keep your TPB documentation current. Think of it as a virtual assistant that never forgets a follow-up and never lets a deadline sneak up on you.

Can AI actually prepare BAS?

The AI doesn’t lodge BAS for you – that’s your expertise and your TPB obligation. What it does is everything that comes before lodgement: chasing source documents, collecting receipts, sending reminders, flagging discrepancies, and tracking what’s still missing. By the time you sit down to prepare the BAS, the data is ready and the client has actually responded.

How does receipt chasing work?

You set your document checklists and reminder schedule for each client. The AI agent sends escalating reminders – starting friendly and getting progressively firmer as the deadline approaches. It tracks what’s been received, what’s still outstanding, and follows up until everything is in. You get a clear view of which clients are sorted and which still need attention.

Does this help with TPB compliance?

Yes. The AI agent documents all client communications, generates engagement letters for new clients, and maintains records of scope of work and service agreements. Everything is logged and timestamped, which supports your TPB obligations around record-keeping and client engagement documentation. It doesn’t replace your professional judgement, but it makes sure the paper trail is complete.

Does this work for solo bookkeepers or just teams?

Both. Solo bookkeepers often benefit the most because there’s nobody else to handle the follow-up work. The AI agent acts as your virtual admin – chasing documents, answering routine queries, and tracking deadlines across your entire client base. For teams, it standardises the process so every client gets the same level of follow-up regardless of who’s managing their file.

My clients expect a personal touch – won’t AI make my practice feel impersonal?

Your clients won’t interact with the AI directly unless you want them to. Sprigr handles your backend – categorizing transactions, sending payment reminders, generating reports. You stay the personal point of contact.

Ready to stop chasing receipts and start lodging on time?

AI agents built for bookkeepers and BAS agents. Set up before your next quarter.

Start Free — No Credit Card