A client asks why a number moved. AccuMate reads their ledger, their documents and their emails, and gives you the answer with its sources.
Why is cash down this quarter?
AccuMateTwo things moved it. A coffee machine bought on 14 Aug for $8,800.00, and Harbour Events hasn't paid invoice INV‑0412 for $4,140.00. It's now 38 days overdue.
Ledgers, documents, emails, people, due dates and history flow into one profile for each client. Every answer, draft and request starts from it.
Coastal Café Pty Ltd
Ask a question about the client. AccuMate answers from the client’s own records and shows you where each part of the answer came from.
Coastal Café Pty Ltd
Company · Client · Cafés and restaurants
$48,210.55
Ask AccuMateAbout this clientWhat's still outstanding for the September quarter?
Two things are missing: the September statement for the business loan, and a receipt for the 14 Aug equipment purchase.
I've drafted a request to Mia for both. It's waiting for your review.
Plain questions, answered from the client's own file. Every answer shows its sources, so checking it takes one click.
Why are wages up $3,120.00 this month?
AccuMateA new casual, Lena Park, started on 2 Sep. Her pay accounts for the full $3,120.00. Everyone else was paid the same as in August.
Facts, people, documents and history in one place. Each fact remembers where it came from.
Coastal Café Pty LtdASIC extract · 12 Mar
Mia TranOnboarding form · 4 FebAccuMate prepares the work and the reply. Nothing reaches a client or the ATO until a registered practitioner signs off.
Requests go out under your brand, in plain language. The replies and files come back to one place.
A few things before we finish your quarter
Hi Mia, we need three things from you. Reply here or upload them, whichever is easier.
Ask about a client from the car park. Check what's due before the meeting. Approve a request between appointments.
Coastal Café
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Bayside Rowing ClubClub or Society · ClientYour data lives in Microsoft Azure's Australia East region. Production access is limited to team members located in Australia.
Your client data is never used to train general AI models, and never sold or shared.
Nothing reaches a client or the ATO without a registered practitioner's sign-off.
AccuMate is invite-only while we work closely with a small number of Australian practices. The pilot is free for three months during alpha, and we reply to every request within 48 hours.