Ready to put AI agents to work in your business?
AI that runs accounting client onboarding end to end
Onboard every new accounting client in days, with documents collected, identity verified, and the ledger set up before a registered accountant signs off.
A new client says yes
A client accepts your proposal. The AI agent opens the onboarding workflow and sends a branded engagement letter for signature.
Collect documents and verify identity
The AI agent requests the records you need, prior financials, bank details, payroll data, ABN, and runs your proof-of-identity steps to verify the new client before any work begins.
Set up the ledger and the ATO nomination
It creates the client file in Xero or MYOB, connects bank feeds, sets the chart of accounts, and prepares the ATO agent nomination so the client can link your firm.
Chase whatever is missing
It follows up on any missing information by email or SMS, around the clock, so onboarding never stalls on a half-finished form or an unsigned letter.
Automation works with
Before Briick
Leads slip through while your team is busy
Every new client eats a week of partner and admin time to set up.
Documents arrive in scattered emails and get chased by hand.
Identity checks and the ATO agent nomination slip through the cracks.
Client financials get copied into whatever tool happens to be open.
Onboarding stalls whenever a client forgets a form or a signature.
After Briick
Every lead gets a response in minutes, automatically
New clients are onboarded in days, with the same steps every time.
The AI agent collects and organises every document in one place.
Proof of identity and agent nomination are built into the workflow.
Client data stays in your firm's own secure store.
Follow-ups run around the clock until the file is complete.
By the numbers
Document collection and follow-up
Your client data stays in a database you own
To onboard a new client, with sign-off
Works while you sleep
How it works. Set up once. Runs forever.
Map your onboarding steps
We turn your firm's onboarding checklist, from engagement letter to ledger setup, into a Briick Workflow.
Connect your stack
Connect Xero or MYOB, your document store, and your email so the AI agent can act across them.
Set your compliance checkpoints
Decide where a registered accountant reviews and signs off, and how proof of identity is recorded for each new client.
Go live
The AI agent runs onboarding for every new client, and @Briicky reports progress in Slack, Teams, or WhatsApp.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
The AI agent runs your proof-of-identity steps and records what was done, then routes the file to a registered accountant. The Tax Practitioners Board requires registered agents to verify a new client's identity before providing services under TPB(GS) 42/2022, and confirms that ATO client-to-agent linking does not replace that obligation. The verification stays your firm's responsibility; the AI agent makes sure it happens and is logged every time.
Into your firm's own secure store, a private database your practice controls. The AI agents reason over that store to run onboarding, so client financials are never fed into a public AI model, and your firm owns the AI infrastructure and the records it holds.
No. It runs the repeatable steps around onboarding, collecting documents, verifying identity, setting up the ledger, and chasing gaps, so your team spends time on advice and review. A registered accountant signs off every file before work begins. For how to evaluate onboarding automation, see our guide on how to automate client onboarding for your accounting firm.
Yes. The AI agent creates or takes over the client file in Xero or MYOB, connects bank feeds, and works alongside your document store and email. It acts across the tools your firm already runs.
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