Powerful tools designed to simplify tax, automate your finances, and give you complete clarity over your business numbers. all connected to Xero in real time.
Your always-on Tax co-pilot. Ask any tax or tax question and get a clear, contextual answer in seconds. Based on your actual Xero data, not generic advice.
Continuously analyses your transactions and financial activity to detect tax obligations, cashflow risks, and opportunities in real time. Can generate reports, post journals, create assets in Xero, and send invoices. All through natural-language chat.
You get the guidance of a tax advisor without the $200/hour bill. available any time, responding in plain English.
Smart automation that turns daily transactions into organised, accurate, and meaningful financial records.
Auto-codes expenses against the correct accounts, applies NZ GST rules, flags unusual activity, and maintains a clean transaction inbox with confidence scoring and bulk-approval tools.
Reduces manual coding time, eliminates costly errors, and keeps your books audit-ready without constant manual intervention.
Clear visibility into what you'll owe before deadlines arrive. So you can plan, not panic.
Calculates your live GST position and provisional tax estimates using real-time Xero data, updating automatically as transactions come in.
Gives you weeks not hours to prepare. Set funds aside in advance and eliminate the stress of last-minute tax bills.
A structured system for organising your income so every dollar has a clear purpose.
Automatically separates funds into dedicated buckets for GST, tax, owner pay, and operating expenses. With default NZ-appropriate allocations you can customise.
Prevents overspending, builds financial discipline, and ensures the important payments are always covered when they fall due.
Smarter oversight for the assets and loans that shape your long-term financial position.
Tracks assets, calculates depreciation using NZ IRD rates, posts depreciation journals to Xero, and handles home office apportionment logic automatically.
Ensures your asset register is accurate, your depreciation is correctly applied, and your tax position reflects your real business costs.
Generate professional PDF financial reports through a simple chat request. No Xero navigation required.
Produces 15 distinct financial reports on demand, including P&L, balance sheet, cashflow statements, GST summaries, and more. Delivered as PDFs directly through the chat interface.
Your accountant gets clean, accurate reports without chasing you. You understand your financial position without interpreting raw Xero data.
For bookkeepers and accountants managing multiple clients. A single dashboard to oversee them all.
Provides a portfolio-level view across all client organisations, with the ability to lock periods, export workpapers, and drill into any client's data with full context.
Reduces the overhead of managing multiple Xero accounts and gives advisors the oversight they need to deliver proactive, high-quality client service.
Built-in guidance that supports you while you work. So you build financial knowledge over time, not just get through today's task.
Surfaces plain-English explanations of tax terms, rules, and decisions at the moment they're relevant to you.
Reduces reliance on outside advice for everyday questions and builds genuine financial literacy within your team.
