Live firm — KoruAi

The firm that runs itself. And the bolt-ons you get to switch off.

We built a real automated accounting firm — KoruAi — and proved it with real clients. Now we hand you the same brain. Not theory. We already built it.

Join the workshop — $899 Get the AI-Ready Firm Roadmap

Proof, not theory

Less than 1% of accounting firms are structured to receive automation.

Most think they are. They're not. SOPs live in someone's head. Roles are vague. Workflow is reactive.

But here's the part nobody's saying out loud: the software you pay for to paper over that chaos is about to be absorbed. The bolt-on tier — the glue apps wrapped around an API — gets superseded the moment AI can call that API and build the workflow itself.

A feature request to Xero takes a roadmap and a year. A feature request to your firm's AI takes a sentence.

How it works

Foundation first. Always.

There's a way in at every level. Start with the roadmap. Step up to the workshop. Then build for real.

Roadmap free Workshop $899 Foundation $12,000 Implementation Ongoing $2,500+/mo
Start here · $899

The $899 workshop

$899

We hand you the brain and walk you through step one — live. You'll leave knowing exactly how an automated firm gets built, and able to have a go yourself. Or you get back to running your firm, and we build it for you.

Self-serve · Build it yourself
Join the workshop
Stage 1 · $12,000 + GST

Foundation

The parts only you can build — roles, SOPs, workflow planning, annual plan. We coach you through it. Eight sessions over four months. This is mandatory. Not because we're difficult. Because it's the only way the automation holds.

4 months · 8 sessions
Stage 2 · Scoped per firm

Implementation

Our team builds the full technical stack and deploys it into your practice. FYI automation, Xero + XPM workflow, AI-Brain, KPI dashboards. You don't touch the tools. We handle it.

Done for you
Stage 3 · From $2,500/month

Ongoing

After go-live, we stay. New automations as the firm grows. AI updates. Continuous improvement. The system keeps getting better without you having to think about it.

Monthly · Keeps evolving

"The technology only works when the firm is ready to receive it. We make sure it is."

Live firm — KoruAi

Not theory. Running right now.

We built theautomatedfirm model inside KoruAi — a real accounting firm with real clients. Every automation we ship is proven there first.

Live in KoruAi
The KoruAi jobs dashboard — a live Kanban board of GST jobs by state, with due dates and staff assignments

The KoruAi jobs board — every GST job, every state, staff and due dates visible live (client names shown here are illustrative)

The GST pipeline, automated end-to-end
Six states. Every task triggered, templated, and followed up — no one picks up the phone.
Live in KoruAi
01
Data in
02
Reconcile
03
Prepare
04
Client Query
05
Review
Your team
06
File
Your team

Green — AI drives it end to end. Orange — your team reviews it and hits file. That's the human element, and it never goes away.

Weekly build log — theautomatedfirm, shipping in KoruAi
This weekWired the IRD gateway into Tax Management — provisional tax surfaced weeks before the letter lands.
Last weekFive KoruAi skills live: payroll, invoicing, payables, provisional tax, Companies Office filing.
2 weeks agoThe onboarding cascade — a new client sets themselves up; the firm just reviews.
3 weeks agoGST pipeline finished — every state automated, every follow-up triggered automatically.
70%
of standard operating procedures automated
5 min
to produce financials after year end
20
real estate agent clients on the stack today

What's inside the 70%

Not a vague number. Here's exactly what's running.

  • GST returns — start to filed, every state triggered, no one chasing.
  • Annual accounts — client checklist through to signed financials.
  • Client onboarding — the client sets themselves up; the firm just reviews.
  • Payroll — every pay run, on time, untouched.
  • Invoicing & payables — coded, matched, ready to pay.
  • Provisional tax — surfaced weeks before the IRD letter lands.
  • Companies Office filing — checked against the register and filed, automatically.
  • Client follow-ups — nobody waits on a reply; the system chases until it lands.

"AI handled the speed; real accountants made sure it was right — and gave me my selling day back."

— Tracy, real estate agent, KoruAi client

The apps, not just the engine

Built and proven in KoruAi. Now rolling out to Implementation clients.

The Reviewer PWA — a mobile app for swiping through recode and reconcile proposals

Reviewer PWA — swipe through proposals from a phone (client names shown here are illustrative)

The client-facing PWA — receipt capture, monthly report, and query messaging in one app

Client app — receipts, monthly report, and query messaging in one place (illustrative)

See it running live in a real firm →

The onboarding problem

Every firm dreads this. We made it disappear.

Onboarding a new client is one of the biggest time-sinks in any firm — chasing IRD numbers, setting up practice management by hand, hunting down the old accountant, hoping nothing gets missed. It shouldn't take days. Here, it's one form. Here's exactly what happens the moment they hit submit.

1
They tell us who they are
Legal name, IRD number, date of birth — their XPM client record exists before the call even ends.
2
They tell us their structure
Company, trust, LTC, rental property — each becomes its own linked entity in XPM, entered once, never re-typed.
3
They tell us if they're GST registered
And how often. Their GST job is created on the right cadence and is running from day one — no admin, no setup.
4
They tell us who did their books before
With permission, the ethical clearance letter goes out to their old accountant automatically, the same day.
5
We request authority to act
Inland Revenue tax agent access is requested straight away, so we can file for them from day one.
6
We check the Companies Office
Any existing companies they hold are found and linked into their file automatically — nothing asked twice.
＋
Coming soon: AML
Identity verification folding into the same flow, so onboarding stays one step — never a chase.
7
Their jobs go live
GST and Annual Accounts jobs are created and the welcome email is sent. They're a working client before we've even properly met.

Beyond KoruAi

Not just us. Firms across NZ and Australia are running this too.

theautomatedfirm's self-serve build is already live with firms in the South Island, North Island, and New South Wales — ranging from single-partner practices to seven-partner firms. Same brain, same real XPM data, managed live in their own firm.

An Annual Accounts jobs board — one of these firms' own live workflow, running on their own XPM data

An Annual Accounts board from one of these firms — their own jobs, their own XPM data (client names shown here are illustrative)

Real clients, real results

Want to hear how it's actually working?

Don't take our word for it. The GST returns just happen. The financials just happen. That's what an accounting firm is meant to feel like — here's what that's like from the other side.

"AI handled the speed; real accountants made sure it was right — and gave me my selling day back."

Tracy — real estate agent

"I worried automation would make me less hands-on. It's the opposite — my end-of-year is done the moment the financial year closes."

Kauri — real estate agent

"This is the firm running itself — for the people who used to chase it."

The stack you switch off

The bolt-ons collapse into one brain.

Most firms bolt on a stack of glue apps — each one a UI wrapped around an API. The brain calls those APIs directly and builds the workflow itself. The wrappers have no reason to exist.

What firms bolt on today

  • ×FYI — from $4,200/yr (Elite, 5 users)
  • ×Ignition
  • ×Spotlight
  • ×Content Snare
  • ×Seamlss
  • ×Zato
  • ×…and half the Xero app store

Absorbed into the brain

One brain.

  • Calls the API directly — no wrapper needed.
  • Builds the workflow itself.
  • Surfaces the work ready to review.
$4,200/yr
— and that's just one app. The bolt-on bill that just switched off.

Your systems of record stay. Xero, XPM and the IRD gateway hold your data and your rails — the brain calls them. Only the glue tier disappears.

Your team, levelled up

Your people stop doing. They start reviewing.

The fear is that automation makes your team redundant. It doesn't. It changes what they do.

Today they do the work and coordinate the workflow — chasing, allocating, filing. Tomorrow the brain does that, and surfaces the work ready. Your people review it. That's the billable, professional, judgment act — not idle watching. They get more effective, not redundant.

More than a third of the work isn't reduced — it's lifted. From doing to reviewing.

For firms

This is for you if.

This is for you if

  • You want it done — you're motivated and ready to act
  • You're already on Xero and a practice management tool
  • You want to exit the doing and build something that runs without you
  • You understand Foundation comes before Implementation
  • You'd rather buy the next rung than book a meeting about it

— This isn't for you if

  • Sceptical of AI — you don't believe it can really do this
  • Sceptical of success — you don't believe it could work for your firm
  • Sceptical of getting your time back — you'd rather stay busy than free
  • Wanting it done-for-them with zero change on their side

"If you're sceptical, you'll talk yourself out of it. That's fine — this isn't for you."

The AI manual

Get the AI-Ready Firm Roadmap.

A map of the automated firm — the seven phases, the bolt-ons that disappear at each one, and the brain that replaces them. The manual you read to see exactly how a firm like yours runs itself.

No call. No pitch. Just the map.

Straight answers

The questions you're already asking.

No, it changes what they do. Today they do the work and chase the workflow. Tomorrow the brain does that and surfaces the work ready. Your people review it — the billable, professional judgment bit. A smaller, sharper team doing higher-value work, not a team sitting idle.
No. Xero, XPM and the IRD gateway stay — they hold your data and your rails, and the brain calls them directly. What switches off is the bolt-on tier on top: the glue apps that just wrap a workflow around an API.
That's the trap. Every bolt-on is a fixed set of doors you bend your firm to. The brain is a blank page that becomes whatever you ask. A feature request to a SaaS tool takes a roadmap and a year. To your firm's AI, it takes a sentence.
Real. We built it inside KoruAi — a live firm with real clients. Five skills run today: payroll, invoicing, payables, provisional tax, Companies Office. The GST pipeline runs itself.
No. The workshop hands you the brain and walks you through step one so you know exactly what it takes. You could have a go yourself — most won't, because you've got a firm to run. That's what Implementation is for: we build it for you.
The workshop ($899) is the front door — you see how it's built. Foundation ($12,000) is the part only you can do: roles, SOPs, workflow, the annual plan — eight sessions over four months. Implementation is where our team deploys the full stack into your firm. Foundation always comes first.
Roadmap is free. Workshop $899. Foundation $12,000 + GST. Implementation scoped to your firm. Ongoing from $2,500/month after go-live. No discounts.
They get switched off, one by one, as the brain absorbs what they do. For a small firm that's $4,000+ a year in licences gone — and that's just one app. Systems of record stay; the glue tier disappears.
More than okay. With an API into IRD we surface what's due before the letter lands — the provisional tax "punch" stops being a punch. Regulator-positive: cleaner data, on-time filing, no surprises.
Foundation is four months. Implementation follows once the firm is structured to receive it. You're not buying a faster version of the chaos — you're rebuilding the firm to run itself.

Still weighing it up? Read the roadmap — it answers the rest. Get the AI-Ready Firm Roadmap

Ready to build the firm that runs without you?

No pitch. No call to book. Start where you like — read the roadmap, or step into the workshop.

Join the workshop — $899 Get the AI-Ready Firm Roadmap

Roadmap is free · Workshop $899 · Foundation from $12,000 + GST · Implementation scoped · Ongoing from $2,500/month