The AI-Ready Firm Roadmap

Your firm's value drops fast if it's still running on manual admin. This roadmap maps every stage of a modern accounting firm — onboarding, GST, annual accounts, tax, review — and shows you exactly what's automatable now, and what's coming next.

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Firm name

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Firm size

Sole practitioner

2–10 staff

10+ staff

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Tailored for a sole practitioner firm.

From the roadmap

Setup of the brain

Get your firm's knowledge, tone, and client data into one place an AI can actually use.

Onboarding

New clients set up, engaged, and structured — without you touching a spreadsheet.

Do the work — GST + annual

The compliance grind, automated end to end, reviewed instead of done by hand.

Check your inbox at and confirm your email — that's what unlocks the full roadmap (all 7 phases) and future updates.