One assistant for every client’s file.
AccuMate works inside your practice. It knows each client, explains their figures, drafts the work, chases what's missing and waits for your sign-off.
Coastal Café Pty Ltd
Company · Client · Cafés and restaurants
- Financial Year End
- 30 Jun
- Next Due
- 28 Oct 2026
- Open Requests
- 2
- Contact
- Mia Tran · Director
$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.
Ask in plain English.
About a client, a group or a document. AccuMate answers from the client’s own records, and every answer lists the sources it used.
- Answers cite the ledger, documents and emails
- Scoped to one client, so answers stay on their file
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.
One record for every client.
Facts, people, documents and history together. Each fact keeps a link to where it came from, so nobody has to ask twice.
- Entities, people and groups in one place
- Every fact traceable to its source
Coastal Café Pty LtdASIC extract · 12 Mar
Mia TranOnboarding form · 4 FebIt reads the books before it trusts them.
AccuMate checks the ledger before it builds anything on it. Every coded line shows its confidence. Low confidence comes to you.
- Connects to Xero. No data migration, no new ledgers
- Referred items wait for a person
Drafts wait for your sign-off.
Tasks and jobs move through set stages. AccuMate prepares the work, and anything that leaves the practice waits for a registered practitioner’s sign-off.
- Named sign-off before anything goes out
- A full audit trail of every AI action
- Data Gathered
- Draft Prepared
- Cross-Checked
- Your Sign-OffWaiting on you
- Sent to Client
Ask clients for what is missing.
Messages and information requests go out under your brand, in plain language. Replies and files come back to the client’s record.
- White-labelled under your firm’s brand
- Requests track what is answered and what is not
A few things before we finish your quarter
Hi Mia, we need three things from you. Reply here or upload them, whichever is easier.
- Loan statement · September
- Receipt · coffee machine
- Lease renewal letter
Use AccuMate from your phone.
Clients, work, comms and the assistant, designed for the phone first. Ask about a client between meetings and approve on the way back.
Good morning,
Jo.
What are we still waiting on?
AccuMateTwo things. 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.
Four steps to get started, with no data migration.
- 01
Connect Xero
Once, for the practice. The books stay where they are.
- 02
Meet your clients
AccuMate reads each client’s file before you ask it anything.
- 03
Let it draft
The work and the replies, prepared and cross-checked.
- 04
Review and sign
You approve. Nothing goes out without you.
AccuMate is in invite-only alpha, and some of what you see here is still being built. Ask us what's ready for your practice today.
Book a 20-minute walkthroughSee it on your own clients.
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.