We wire your jobs, your inbox, your paperwork and your books together, then keep it running. Built for Gold Coast trade and small business. Fixed quotes in writing, nothing locking you in, your data stays yours.
Most small businesses run a job app, an inbox nobody reads, a folder of receipts and a ledger that's months behind, and none of them talk to each other. We connect the lot.
Enquiries become jobs, jobs become run sheets, crews know where they're going. Quotes and invoices raised from the job, not retyped into it.
Receipts read themselves, bank lines get matched, invoices chase themselves politely. Everything lands in Xero as drafts for your accountant, not around them.
Email, Microsoft 365, backups, security basics and device monitoring, managed on a flat per user price so it just works.
A fixed price cleanup of your bank statements and paperwork, delivered to your accountant as an organised, reconciled file. You see exactly what shape your books are in before spending a cent on automation.
Your job scheduling, Xero and Microsoft 365 connected into one portal under your own branding. Delivered within three weeks, with a walkthrough and 30 days of adjustments included.
Six software assistants work your inbox, receipts, reconciliation, scheduling and invoice reminders every day, with a monthly health report. Hosting and AI costs included, one price, no surprise usage bills.
The same automation we run on our own group's books every morning, not a demo, a working system.
Everything here is built and running, not a roadmap. Every job is scoped to your setup and quoted fixed, in writing, before we start: if it takes us longer, that's our problem. Ask and you'll get the number.
| Tool | What it does |
|---|---|
| Client portal | Your own branded portal: support & ticketing, jobs, documents and books in one place, connected to your Xero |
| Bookkeeping AI | Receipt capture, transaction coding suggestions and reconciliation drafts, everything landing in Xero as drafts for your accountant |
| Books Recovery | Bank statements collected, parsed and reconciled into an accountant-ready file, from a quick tidy to a full end-of-year handover |
| Daily assistants | The six assistants above, working your inbox, receipts, reconciliation, scheduling and reminders every day with a monthly health report |
| Firmus platform | Purpose-built secure client apps: digital intake forms, consent capture, encrypted Australian-hosted storage, role-based review and a full audit trail |
| Custos | Our DVA claims app, always free for veterans, family and volunteer advocates |
| Marketing automation | Facebook and social post scheduling plus bulk email and newsletter campaigns from the portal CRM, consent-based and Spam Act compliant |
| Managed IT & security | Microsoft 365 setup and hardening, MFA, device management, backups, hardened UniFi networks, website security, Essential Eight baselines |
| Governance packs | Incident response and data-breach plans, security policies and staff awareness, the evidence grant applications and cyber insurers ask for |
We're not a tax agent or BAS agent, and we don't pretend to be. Books Recovery is careful data
preparation delivered to your accountant, every classification we make is a draft for them to
determine. We'll never offer to "do your BAS" or "sort your GST"; that's their job, and we make it easier.
Your data is yours. Exportable in full, any time you ask, no fee. The software is licensed
while you subscribe, if you leave, you take your data with you.
No surprise bills. AI and hosting costs are included in the retainer. If a third party cost
changes (a Microsoft licence, SMS beyond your quota), it's passed through at cost, never marked up.