We set up AI inside your existing Xero, Sage, QuickBooks, or FreshBooks — so client documents arrive organised, deadlines get flagged early, and month-end prep happens without you chasing anyone.
The average SA bookkeeper spends 40% of their week on tasks that don't require their expertise — and can't afford the R50k enterprise AI tools the big firms use.
Reconciliations, closing entries, accountant packets, client reports — every month the same manual cycle. It never gets faster.
Writing, sending, and following up on overdue invoice emails takes hours. Hours you could be billing. Claude does all of it — and waits for you to approve before sending.
Every February the same scramble. Client docs missing, checklists sent late, prep running behind. There's a better way to run the season.
Each one was designed from real accountant pain points. Claude prepares everything — you approve before anything goes out.
Pulls data from your accounting software, reconciles accounts, and assembles a review-ready packet for you or your client.
QuickBooks · Xero · Sage · FreshBooksIdentifies overdue invoices, drafts professional follow-up emails, and queues them for your approval before sending.
QuickBooks / Xero / Sage · Google WorkspaceAnalyses current receivables and payables to produce a forward-looking cash summary every Monday morning.
QuickBooks · Xero · Sage · FreshBooksGenerates a personalised document checklist per client and drafts reminder emails with what's still outstanding.
Google Workspace · DocuSignPulls employee data, calculates gross-to-net summaries, and flags any anomalies before you finalise the run.
QuickBooks · Xero · SageAssembles engagement letters, FICA requirements, and info-gathering forms into a ready-to-send DocuSign pack.
DocuSign · Google WorkspaceWeekly digest of cash position, overdue receivables, upcoming deadlines, and client flags — in your inbox before 8am.
QuickBooks / Xero / Sage · Google WorkspaceGenerates a plain-English profitability summary per client or service line from your accounting software data.
QuickBooks · Xero · Sage · FreshBooksNo IT team required. No new software to learn. We do everything — you just approve before anything goes out.
We map your biggest time drains — month-end, invoicing, tax prep — and decide which workflows will save you the most hours first.
We link Claude to your accounting software — QuickBooks, Xero, Sage Business Cloud, or FreshBooks — plus Google Workspace and DocuSign. Nothing installs on your machine or your clients' systems.
A sole trader bookkeeper needs different workflows to a 5-person CA firm. We tailor everything to how you actually work.
We walk you through the whole setup. Claude does the work, you approve. Nothing sends, posts, or pays without your sign-off.
Month-end used to take me two full days. Now I review a packet that's already prepared and approve the client email. It's about 3 hours total.— What we're building toward for every client
All packages include your first month of Claude. You own the setup — cancel Claude any time without losing your configuration.
SARS submission dates, VAT periods, PAYE cycles. We built Taxza.fyi around the SA financial calendar — so your Claude workflows are configured the same way, not from a US template.
Claude prepares and queues — you review and approve. Nothing sends to a client, nothing posts to your accounting software, without your explicit sign-off.
From your first call to a fully operational AI setup in less than a week. No IT project, no consultant fees, no disruption to your practice.
We built free SARS-aligned calculators and compliance tools used by thousands of SA taxpayers — so we understand the IRP6 deadlines, VAT201 cycles, and EMP501 pressure your clients put on you. This isn't a generic AI reseller pitch. We know your world.
20 minutes. No commitment. We'll show you exactly which workflows save you the most hours.