We set up AI inside Xero, Karbon, FYI and the rest of your stack for records chasing, file notes and first drafts. For NZ accounting and bookkeeping practices. You keep the judgement. AI does the first draft.
Fixed prices. Nothing billed by the hour.
None of this needs a qualified accountant, but it usually lands on one.
Year-end, GST and provisional tax all start with the same email: "we still need your bank statements".
Reading, filing and answering client email against the right job, many times a day.
File notes after meetings, engagement letters, and the "what your numbers mean" email.
The bank rec lines the rules didn't catch, and tidying source documents from Dext or Hubdoc.
New-client paperwork and AML/CFT customer due diligence: collecting ID, checking it, keeping the record.
When is provisional tax due? What can I claim? How do I send you receipts?
These are illustrations of the kind of thing we build, not results from a client. What fits your practice depends on how it runs, which is what the audit works out.
A Karbon or FYI job checklist sends a polite reminder sequence for missing records, escalates on a schedule, and stops when the document lands in the client's folder. In this example the partner gets one weekly list of who is still outstanding, instead of the team tracking it in their heads.
Stays with a person: deciding when a client needs a phone call instead of another email.
A business-tier notetaker records the client meeting (with the client's consent), writes the file note into the client record, and drafts the follow-up email from your approved template.
Stays with a person: reading the draft, fixing it and pressing send.
The engagement letter is drafted from the proposal, the ID request goes out, and the documents are filed against the client. AI pre-fills the customer due diligence record from what came back.
Stays with a person: the AML/CFT risk call and the record. AI collects and organises; the firm decides.
Xero, Karbon and Dext are all adding AI features of their own. Most of the work is switching on and tuning what you already pay for, then joining the pieces that don't talk to each other. We only add a new tool when there is a gap nothing in your stack covers.
We don't resell software and we don't take commission. If the right answer is a setting you already have, or a $30 app, that's what we'll tell you.
Stop after any step. Nothing is billed by the hour.
Free
Six quick questions about how your week runs. You get a read on five areas and a plan for what to do first.
Take the check →$700 + GST
An interview about how the work really moves, then a written plan: your opportunities ranked, notes on where each tool keeps client data, and a build plan with fixed prices. The fee is credited in full against an Implementation booked within 60 days.
About the audit →from $1,500 + GST
We build what the audit recommends, test it and hand it over. You get a fixed written quote before any work starts.
About implementation →from $1,000/month + GST
One new automation each month, plus upkeep, fixes and tool changes for everything built. Cancel with 30 days' notice.
Talk about a partnership →Staff already using ChatGPT with no rules? Our free AI usage policy guide has an outline you can adapt.
Yes, with care. Use business-tier tools with training turned off, know where each tool stores data, and keep client-identifiable information out of free consumer chatbots. Check your professional body's current guidance on technology and confidentiality too. The audit includes a data note for every tool it recommends.
You may not. We usually start with what's already in your stack. The gaps tend to be between tools: the email that should become a Karbon task, the file note that should land in FYI. If a setting and a $20 app solve it, the audit says so.
No. It can help collect ID documents, chase what's missing and pre-fill the record. The risk assessment and the decision stay with the firm and your compliance officer.
Don't trust it on tax rules. We use AI for drafting, sorting and chasing, and nothing we build sends anything to a client or IRD without a person checking it first.
The audit starts with one interview, and we write it up. Build work can wait for a quieter month. The audit fee is credited against an Implementation booked within 60 days of delivery.
The check is free. The Opportunity Audit is $700 + GST. Implementation starts from $1,500 + GST with a fixed written quote. A Partnership is from $1,000/month + GST and covers a new automation each month plus upkeep of what's built.
Possibly, but not through us. The Government's AI Advisory Pilot co-funds work done by approved providers, and Even Odds is not one. If you qualify, your Regional Business Partner can connect you with an approved provider. Our funding page explains how the pilot works.
Start with the free check. If you want the full picture for your practice, book the Opportunity Audit.
The check is free and takes about three minutes. The Opportunity Audit is $700 + GST.