How to cut BAS preparation time for every Xero client while accountants keep sign-off
Prepare each client's BAS from their Xero data, reconciled and prepared, ready for your accountant to review and lodge.
Rebuild the ledger from Xero
Xero gates its General Ledger API behind the Advanced tier, so the AI agent reconstructs a general-ledger equivalent: an account-transaction listing built from Bank Transactions, Invoices, Payments, Manual Journals, and Credit Notes, gross and net, on a cash or accrual basis, exported to Excel.
Reconcile GST for the period
The AI agent reconciles GST on sales and GST on purchases across the quarter, matching the reconstructed ledger to the period totals so the figures are ready to check.
Draft the branded BAS summary
Briicky, the AI Operator, produces a BAS summary in the firm's own template and logo, populated from the finished BAS and ready for the client file.
Your accountant reviews and lodges
Your accountant checks the reconstructed ledger and the numbers, keys the BAS form into Xero Tax, and lodges with the ATO. The AI agent does not lodge and does not give tax advice.
Automation works with
Before Briick
Leads slip through while your team is busy
Each client's BAS starts with rebuilding the ledger by hand from Xero
Xero's General Ledger API sits behind the Advanced tier most small-business clients are not on
GST on sales and purchases is reconciled manually every quarter
The branded BAS summary is retyped into the firm template for each client
Preparation eats billable hours before an accountant even reviews the numbers
After Briick
Every lead gets a response in minutes, automatically
The AI agent rebuilds a general-ledger equivalent from Xero in minutes
Bank Transactions, Invoices, Payments, Manual Journals, and Credit Notes are pulled without the Advanced tier
GST on sales and purchases is reconciled for the period, ready to check
The branded BAS summary lands in the firm's own template and logo
Your accountant reviews prepared figures, then keys Xero Tax and lodges
By the numbers
Preparation time recovered per BAS
Xero data sources rebuilt into the ledger
Reviewed and lodged by your accountant
Works while you sleep
How it works. Set up once. Runs forever.
Connect Xero and your firm's files
Connect each client's Xero organisation, your firm mailbox, and your SharePoint or OneDrive so the AI agent can read the data and file the output where your team already works.
Set your BAS summary template
Load the firm's own BAS summary template and logo once. Briicky, the AI Operator, populates it from the finished BAS for every client.
Define the review and escalation lines
Decide what the agent flags for a human: GST-free items, mixed-supply coding, unreconciled transactions, and anything outside the rules. Everything else is prepared for review.
Your accountant keeps sign-off
Your registered accountant reviews the reconstructed ledger and the numbers, keys the BAS form into Xero Tax, and lodges with the ATO. The agent prepares and checks; the lodgement stays with your team.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
No. The AI agent prepares the BAS and reconciles the GST, then your accountant reviews the figures, keys the BAS form into Xero Tax, and lodges with the ATO. There is no API to write the BAS form into Xero Tax, and only a registered accountant can lodge a BAS on a client's behalf. The lodgement stays with your registered accountant.
No. The agent prepares and reconciles the numbers from the client's Xero data. It does not give tax advice and it does not make lodgement decisions. Judgement calls stay with your accountant.
Xero. The workflow is built for accounting firms whose small-business clients run on Xero. It handles quarterly BAS and the simpler monthly IAS.
Anything outside straightforward coding is flagged for your accountant rather than assumed. This includes:
- GST-free and input-taxed supplies
- Mixed-supply or partly deductible items
- Unreconciled or unusual transactions
- Cash versus accrual basis differences
Your accountant reviews every flag before the BAS is keyed into Xero Tax and lodged.
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