Annual accounts
in 5 days.
Prepared by AI. Reviewed by AI. Working inside your firm’s own software like a staff accountant — and we say so openly. You stay the reviewer and the responsible professional.
Your year-end pipeline, cleared.
Send the job. AI prepares it, AI reviews it, and the finished work is ready in your system for your sign-off.
Annual accounts
Financial statements, workpapers and tax return preparation for companies, trusts, partnerships and sole traders.
Learn moreGST returns & BAS
GST for New Zealand clients and BAS for Australian clients — reconciled and prepared, ready for your review and lodgement.
You lodge. We never file with IRD or the ATO.
Learn moreBookkeeping clean-up
Messy ledgers, unreconciled banks, or scanned cash books, invoices and receipts — turned into clean, reconciled books.
Manual and paper records welcome.
Learn moreThe same job. A different way of doing it.
Onboard it like a new staff accountant. Then just send jobs.
Give access
Add us as a user in your ledger software, document storage and practice manager — exactly as you would a new hire.
YOU · ONCEWe tailor the AI
A person sets the AI up on your firm’s policies, templates and workpaper style. Engagement letter signed before the first job.
THE ONLY HUMAN STEPAI prepares, AI reviews
AI prepares the job inside your portal, then AI reviews it. Any missing information is asked for by email.
AI · WITHIN 5 DAYSYou review & sign off
The finished job is in your system. You review, sign off and lodge — we never contact your clients or file returns.
YOUR FIRMAI does the work. You sign off.
We say it on the front page: every job is prepared by AI and reviewed by AI. No one in a back office signs it off — your firm stays the reviewer and the responsible professional, as it always has been.
Statement attached and agreed to ledger. One query raised by email and answered by the firm. Cleared for partner review.
Workpapers in your style. Ready to review.
At sign-up the AI is set up on your firm’s policies, templates and workpaper format — so every job lands looking like your own team did it.
- Financial statements in your firm’s template
- Full workpapers with source documents linked
- Tax return prepared, ready for your review
- A written list of queries and how each was cleared
The work happens in your portal.
You control the access, exactly as you would for any staff member — and you can remove it at any time.
Work done in your system
Everything is prepared inside your own software and storage — no downloads to our servers, PCs or laptops. The information needed for each job is sent to our AI provider for processing.
You control access
We join as a user, like any staff member. Remove that access at any time and we can no longer see anything.
Email only
Every query and update comes in writing, so there’s a clear record — and prices stay low.
Your clients stay yours
We never contact your clients, and never file or lodge with IRD or the ATO.
Test us on a real job. Free.
Send us one full annual accounts job. Judge the quality, the speed and the workpapers before you spend a cent.
Send your free first jobPer job, on enquiry
- Priced no higher than outsourcing offshore
- Invoiced per job — no subscription, no lock-in
- Not happy? We fix it free
- Firms of any size, in NZ and Australia
- GST/BAS and bookkeeping clean-up quoted per job
Is any human involved in preparing the work?
No. A person is involved only at sign-up — setting up access and tailoring the AI to your firm’s policies — and if something isn’t working. Day-to-day jobs are prepared by AI and reviewed by AI. Your firm reviews and signs off.
Which software do you work with?
Any ledger software, document storage and practice management system — Xero, MYOB, QuickBooks and others. We can also process scanned cash books, invoices and receipts.
How does the 5-day turnaround work?
The clock starts when we have access and the job. If we need information from you, we ask by email and the clock pauses until you reply.
Do you need IRD or ATO access?
You can give us online access as you would a staff member, or simply supply the tax information. Either way, you lodge — we never file anything.
What does the free first job include?
One full annual accounts job for one entity, prepared and reviewed exactly as a paid job would be. An engagement letter is signed before we start.
What if we’re not happy with a job?
Tell us by email what needs changing and we fix it free.
Clear your year-end backlog this week.
Tell us your software and the job you’d like done. We’ll reply by email with the engagement letter and how to give access.
hello@annualsai.co.nz