Xero practice accounts
Connect the practice and client ledgers that power your firm's reporting, workflows and decision making.
Australian-hosted · SOC 2 aligned
The AI operating layer for your accounting practice.
AccountBox.ai, powered by Oli, connects with Xero, FYI, ATO, CRM and email to run the work behind your practice. From BAS and workpapers to tax, month end and client follow-up, your team gets more done with less admin.
Trusted by forward-thinking firms across Australia. No client data used for training.
Practice-level capability
The operating work behind your firm.
Bring practice operations, people, billing and reporting into one connected layer powered by Oli.
XPM
Practice managementXPM
Keep jobs, tasks, deadlines and client status aligned with Xero Practice Manager.
Microsoft
Bring inboxes, calendars and client communications into the practice workflow with Microsoft 365.
ATO
Regulatory connectivityATO
Keep tax, lodgement and regulatory context connected to the work your practice needs to complete.
Dropbox
Search stored files and client documents so Oli can pull the right evidence straight into the work.
FYI
Document connectivityFYI / DMS
Connect documents, files and practice records so Oli can find the right evidence when work is reviewed.
Client-level capability
The work your clients need to get done.
Connect each client's Xero account and give your team the context to deliver recurring compliance, tax and cashflow work with confidence.
Xero client accounts
Connect each client's Xero account securely so work starts with current ledgers, transactions and financial context.
ATO compliance
BAS
Bring together GST activity, reconciliations and supporting data to prepare a review-ready BAS workflow.
Payroll workflow
STP
Keep payroll reporting organised with structured checks, exceptions and clear hand-offs for your team.
Tax workflow
TAX Works
Coordinate tax work from source data through to review, with the context and evidence your practice needs.
Cashflow visibility
Cashflow
Turn live client data into a clear view of cash position, movement and the actions that matter next.
Client close workflow
Month End
Standardise close processes, chase missing information and surface the items that need attention.
Practice intelligence
Oli connects jobs, client records, financial data, documents and communications.
Client communications
Turn technical findings into clear, on-brand emails and updates ready for review.
Meet Oli
Not a chatbot. A practice agent.
Oli is grounded in your firm's live systems and approved Australian sources — actionable for BAS preparers, tax teams and reviewers.
Practice AI inside your firm's systems
01
Live ATO feed
See activity statement summaries, amounts owing, PAYG instalments, outstanding lodgements and ICA/ITA balances without opening the portal.
02
Workpapers that think with you
Ask inside BAS, STP, TAX and month-end workbooks. Oli reads the grid and review checks, then drafts the next step.
03
Documents found and sent
Search your practice DMS, open or summarise PDFs, then view, email the client or hand off to the team in one flow.
04
Xero analysis, cache-first
Answer GST and coding questions, explain P&L and balance sheet context, summarise supplier spend and flag bank anomalies without constant live pulls.
05
Client-ready correspondence
Create engagement letters, Activity Statement emails and formal letters on letterhead, ready for Outlook review.
06
Australian research you can trust
Use approved sources including ATO, ABR, ASIC, Fair Work, state revenue and AASB — not open-web guesswork.
Review checks
Checks beside the numbers.
Built-in checks run next to BAS, STP, TAX and month-end workpapers. Your practice can add its own rules too.
Are bank accounts reconciled at period end?
Do wages payable, super and PAYG balances look right?
Does the ATO balance match the balance sheet?
Are BAS-excluded items showing anomalies?
Are GST-free expenses coded correctly?
Are loan repayments allocated to the loan account?
Add-ons
Keep delivery moving without leaving AccountBox.
CRM / Job syncOutvoice debt collectionPayment reminders
How it fits your stack
One operating layer. Three ways it works for your firm.
AccountBox.ai sits above your practice systems, client work and custom workflows — then helps Oli complete the work and return it to the right place.
AccountBox.ai + Oli
The practice operating layer
Practice
Systems that run your firm.
Xero practice accounts
Practice & client ledgers
- XPM
XPM
Jobs, tasks & deadlines
Microsoft
Email & communications
- ATO
ATO
Tax, lodgements & obligations
Dropbox
Stored files & documents
- FYI
FYI / DMS
Documents & practice records
Clients
Compliance delivered per client.
Xero client accounts
Live ledgers & transactions
BAS
GST activity & reconciliations
STP
Payroll reporting & checks
TAX Works
Source data through to review
Cashflow
Position, movement & actions
Month End
Standardised close workflow
Custom
Configured to how you work.
Custom templates
Built to your firm's standards
Review rules
Your checks beside the numbers
CRM / Job sync
Keep delivery moving
Outvoice debt collection
Chase and recover faster
Payment reminders
Automated, on-brand nudges
Custom integrations
Connect the rest of your stack
Data flows both ways — AccountBox.ai reads from each system and writes results back, with every action logged for full auditability.
How it works
From messy data to reviewed results.
WORKFLOW_ENGINE
HUMAN_IN_THE_LOOP: TRUE
REV. 1.0.4
FIG 01CONNECT
One client question — ask all your systems at once
Connect XERO, XPM, ASIC, ATO, Documents and more. AccountBox.ai brings the firm's platforms together so Oli can find the context your team needs in one place.
FIG 02AUTOMATE
Start with a template
Use a standard template or customise the workflow to your firm's requirements, processes and review preferences.
FIG 03REVIEW
Let Oli find, create and check your work
Oli finds the right information, creates the work your practice needs and checks it against your rules before it reaches your team for review.
Security & compliance
Enterprise-grade trust, built in from day one.
Accounting runs on trust. AccountBox.ai is engineered so you can adopt AI without compromising client confidentiality or professional obligations.
Hosted in Australia
All data is stored and processed onshore, keeping your practice aligned with local data-residency expectations.
Encrypted end to end
Data is encrypted in transit and at rest, with strict role-based access across your firm.
Never used for training
Client information is never used to train public models. Your data works only for you.
Full audit trail
Every assistant action is logged, so you always know what was done, by whom, and when.
Simple pricing
Every firm gets everything. You just pay per user.
There are no feature tiers. Every plan includes the complete AccountBox.ai platform — all connectivity, every workflow and Oli. The more of your team on board, the lower the per-user rate.
1–5 users
Team
Everything in AccountBox.ai for a small, hands-on team.
$89AUD / user / month
+ $1,000 AUD one-off setup fee
Email & chat support
Everything included
- Full Xero, XPM, ATO, ASIC, FYI, SuiteFiles, Dropbox & Microsoft connectivity
- Every client and practice workflow — BAS, STP, tax, month-end & more
- Oli AI assistant with review checks beside your workpapers
- Custom templates*, review rules and firm-specific configuration
- Practice insight reporting and audit trails
6–15 users
Practice
The same full platform with volume pricing as your team grows.
$79AUD / user / month
+ $1,000 AUD one-off setup fee
Priority support & onboarding
Everything included
- Full Xero, XPM, ATO, ASIC, FYI, SuiteFiles, Dropbox & Microsoft connectivity
- Every client and practice workflow — BAS, STP, tax, month-end & more
- Oli AI assistant with review checks beside your workpapers
- Custom templates*, review rules and firm-specific configuration
- Practice insight reporting and audit trails
16+ users
Firm
Best per-user rate for established firms rolling out across teams.
$69AUD / user / month
+ $1,000 AUD one-off setup fee
Dedicated success manager
Everything included
- Full Xero, XPM, ATO, ASIC, FYI, SuiteFiles, Dropbox & Microsoft connectivity
- Every client and practice workflow — BAS, STP, tax, month-end & more
- Oli AI assistant with review checks beside your workpapers
- Custom templates*, review rules and firm-specific configuration
- Practice insight reporting and audit trails
*Custom templates involve an additional cost, quoted separately depending on complexity.
All pricing is indicative, per user per month and in Australian dollars, plus a one-off $1,000 AUD setup fee. Your per-user rate is set by your total team size. Implementation and custom integrations may be quoted separately.
Trusted by practices
Firms are getting their time back.
“AccountBox.ai handles the reconciliation and BAS prep that used to eat our juniors' weeks. We've redeployed that time into advisory work clients actually pay for.”
Sarah Nguyen
Principal, Meridian Accounting
“The fact that it's Australian-hosted and never trains on our data made the compliance conversation easy. Adoption across the team was almost immediate.”
David Alvarez
Managing Partner, Coastline Advisory
“It drafts client emails in our tone, backed by the actual numbers. Our clients think we've hired three more people.”
Priya Sharma
Director, Ledgerworks CA
70%
less time on routine bookkeeping tasks
3.5x
faster BAS and tax preparation
100%
data hosted onshore in Australia
24/7
AI assistance for your whole team
Get started
See AccountBox.ai on your own data.
Book a 30-minute demo and we'll walk your firm through a live workflow — from connecting your ledger to reviewing AI-drafted output.
- Tailored to your practice size and stack
- No credit card, no commitment
- Security and onboarding questions answered