Client document intake
Clients are guided to send exactly the right documents, and the AI extracts and organises the data.
- Now
- endless email back-and-forth
- With AI
- clean data, first time
For New Zealand accountants and bookkeepers
Every accounting practice has the same bottleneck and it isn't the work — it's waiting on clients. Chasing records before a deadline is a job that consumes junior time, generates no revenue, and has to be done anyway. Then when the records arrive, they arrive as a shoebox of PDFs.
You already know the value is in advisory. The obstacle is that compliance work absorbs the capacity advisory would need. Document intake, coding, chasing and first-draft reporting are the biggest chunks of that compliance load, and all four are automatable now.
A starting blueprint for your practice, assembled from the workflows that fit this trade. It isn't a fixed package — we shape it around how you actually work — but this is the shape it usually takes.
Clients are guided to send exactly the right documents, and the AI extracts and organises the data.
Customers book themselves into real availability, and reminders cut the phone-tag completely.
Every enquiry gets an instant, human-sounding reply and a nudge toward booking — even after hours.
Polite, personalised reminders fire on their own until an invoice is paid — no awkward phone calls.
Modelled on a 5-person operation at NZ$130/hr — roughly typical for New Zealand accountants and bookkeepers.
These are indicative figures, computed from typical hours for each workflow at the team size and charge-out rate shown — not a promise, and not measured from your business. Change the inputs on the blueprint builder to model your own numbers.
Proof, not a pitch deck
Quarvois our own platform, running a real New Zealand business every day: quoting, scheduling, invoicing, bank reconciliation and a full set of accounts, with an AI manager called Torq sitting across the whole thing. It runs on our own GPU hardware in New Zealand — so the data never leaves the country, and there's no per-token bill to a US API.
That's the difference between a consultancy that talks about AI and one that ships it. Everything on this page is something we've actually had to make work in production.
Yes, and it's usually the fastest payback. It knows who owes what before which deadline, escalates politely over time, stops the moment records arrive, and tells you who's genuinely stuck. It's the least popular job in the practice and it's fully automatable.
It reads what comes in — invoices, receipts, statements — extracts the fields and files or codes them, flagging anything ambiguous for a human instead of guessing. We built exactly this into our own product: documents auto-file by type, and anything the system isn't sure about goes to a review queue rather than being silently assumed.
To the data-entry part of the revenue, over time — yes, honestly. Which is the argument for owning the automation rather than waiting for it. The practices that come out ahead are the ones that let it eat the compliance grind and reinvest that capacity in advisory, where clients actually value a human.
Ring either of us directly. You'll speak to the person who'd actually build it — no gatekeeping, no discovery call before anyone technical shows up.
Andrew
Founder & engineer
Builds the AI systems — including Quarvo, running a real NZ business every day.
021 149 5933Elliot
Engineer
Automation, integrations and getting it working inside your existing setup.
021 332 699Rather write it down? Use the form below.
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Tell us what eats your week and we'll come back to you personally with what we'd build — no obligation, New Zealand based, usually same day.