Stop Chasing Clients for Receipts. Let Automation Do It.
Backbone Automation builds the systems that chase documents, track deadlines, and onboard clients — automatically.
Where the Work Is Leaking
Endless Manual Follow-Ups
Chasing the same clients every quarter for receipts and statements.
Deadline Pressure
BAS and tax lodgement dates tracked manually across dozens of clients.
Slow Onboarding
New client intake eats hours that should be billable.
The Backbone Blueprint
Every Backbone for Accounting package follows our Backbone Blueprint — Assess your current client and document workflow, Architect the right system for your practice size, then Automate it live within 5–10 business days.
Backbone for Accounting & Bookkeeping
Never Miss a Deadline
For solo bookkeepers / small practices
- Automated Document Chase-Up (receipts/statements)
- Deadline Alert System (BAS/tax lodgement tracking)
- Setup + 7 days tuning support
No more manually chasing 40 clients for receipts every quarter — the system does it for you.
Practice Automation Stack
For established practices, 3–10 staff
Everything in Tier 1, plus:
- AI Client Intake Agent
- Appointment Booking & Reminder Bot (tax season scheduling)
- Automated Invoice & Payment Reminders
- Monthly monitoring + workflow tuning
Your admin time drops, your billable hours go up — the system handles the back-and-forth.
Full Practice Operations
For multi-partner firms / larger practices
Everything in Tier 2, plus:
- Receipt & Statement Data Extraction (OCR-based)
- Client Portal + Status Dashboard (white-labelled)
- Compliance Deadline Drift Monitoring across all clients
- Priority support
This replicates what firms pay $500+/month for in practice management add-ons — built around exactly how your firm operates.
All prices in AUD and exclude GST. Tier 3 final quote confirmed after your Free Operations Audit. No lock-in on monthly plans — cancel anytime with 30 days' notice.
Questions You're Probably Asking
Is client data handled securely?
Yes — all systems are built with encrypted data handling and comply with Australian Privacy Principles (APPs).
Does this replace our practice management software (Xero Practice Manager, etc.)?
No — it works alongside it, automating the manual chase-up and intake work your software doesn't handle.
Can this scale across busy tax season periods?
Yes — the system is built to handle seasonal volume spikes automatically.
Ready to stop chasing clients manually?
No lock-in contracts. No jargon. Just systems that work.