For accounting & bookkeeping firms
Clear the admin pile — without handing client financials to a generic chatbot.
Keecore AI helps accounting and bookkeeping teams clear the admin drag — document chasing, BAS reminders, client emails, repeat questions — set up, locked down and managed by an actual Microsoft 365 security firm. You don't need another tool to learn. You need the busywork gone, safely.
Where your team loses time
- Clients send documents late, incomplete, or across too many channels.
- Staff repeat the same reminders for BAS, payroll, invoices and missing records.
- Partners and bookkeepers lose time answering the same recurring client questions.
- Late-payment chasing and messy invoice follow-up create cash-flow pressure — for you and your clients.
Your clients trust you with their financial lives. AI done carelessly is a data-leak waiting to happen — and a generic chatbot has no idea what it's allowed to touch. That's exactly the risk we're built to control.
What Keecore AI does
It sits beside the software you already use — email, calendar, files, your accounting platform — and handles the busywork. Your team always reviews important work and stays in control.
- Drafts client reminder emails for missing documents or upcoming deadlines, in your firm's voice.
- Summarises client email threads — what they've sent, what's still missing, the next action — before staff open the file.
- Prepares BAS, payroll, EOFY and lodgement reminders from your firm's approved language.
- Answers staff questions from your approved process notes and internal checklists.
- Turns approved templates into plain-English client explanations.
Use case examples
Document collection follow-up
Polite, on-brand reminders for missing receipts, payroll data, bank statements or tax documents — chased consistently without manual effort.
Client email thread summaries
What's in, what's missing and what's next — captured before anyone opens the matter.
Deadline reminder drafts
BAS, payroll, EOFY and lodgement reminders, prepared in your firm's voice and surfaced before they're due.
Internal checklist assistant
Staff find the right process or template without interrupting a senior team member — answered only from your approved sources.
Australian small businesses are paid 6.6 days late on average — even on invoices that do get paid. That's cash flow sitting in someone else's account because a reminder didn't go out on time. Keecore AI drafts the follow-ups, so nothing slips.
Source: Xero Small Business Insights (XSBI), Dec quarter 2025.
Why "secured by a security MSP" matters here
Most "AI setup" providers say they'll keep your data safe. We're a Microsoft 365 security firm — it's literally our day job.
- Least-privilege by design — the agent only touches what it's explicitly allowed to. Read-only where it should be.
- Human-in-the-loop — it drafts; your team approves and sends. Never auto-sends, never publishes.
- Security pass on every deployment — we review data handling and permissions and get your sign-off before go-live. Non-negotiable.
- Audit visibility — a clear record of what the agent did, not a black box.
- Built by Keecore — an Australian M365 / Intune / Entra ID security MSP. We run our own operations on Keecore AI before we sell it to you.
"We didn't demo it. We deployed it on our own MSP first."
How it works
- Free AI Readiness & Security Audit (30 min) — we confirm fit, what's safe to automate, and what a managed setup looks like for your firm.
- Engineer-led setup — we provision, connect and lock down your instance. Least-privilege permissions, security pass, your sign-off.
- Team training — we train your staff to actually use it, so it sticks.
- Ongoing management — monitoring, tuning and support every month. We run it; you get the value.
Book your free AI Readiness & Security Audit →