Document chasing
Requests for statements, receipts and signatures go out, follow up on their own, and show what’s still missing.
Accounting · bookkeeping · CFO advisory
Stop chasing documents and re-keying data. Get your team’s hours back.
Forsa AI finds the manual work costing your practice the most hours, builds the fix with your team, then runs it and keeps improving it.
Request your free sessionTasks firms like yours automate
Coding and reconciliation
Bank lines are coded by your rules the same way every time; anything unclear goes to a person, never guessed.
BAS and month-end prep
Source documents, open items and workpapers are pulled together before the reviewer opens the job, so review time goes on judgement.
Re-keying between systems
Client data is entered once and carried between your ledger, practice manager and workpapers.
“21% of Australian SMBs spend 21–40+ hours a month on financial admin, and 42% missed opportunities because of it.”
How it works
- Step 1
Scope it, free
Spend 30–45 minutes with our AI agent on one process your team does by hand. You keep the proposal pack: what we’d build, how it would work, and a guide to the cost.
- Step 2
Build it with us
Our engineers build it with your team, a stage at a time, starting from your pack.
- Step 3
Run and improve it
We keep it live and improving as your firm changes, with your data hosted in Sydney.
From 10 December 2026, firms covered by the Privacy Act must say in their privacy policy where software makes, or substantially helps make, decisions that significantly affect people. Read our free guide →
Start with one process.
Bring one process your team does by hand every month. Use your business email and we’ll send a link that starts your free scoping conversation.