Accounting Automation Packages | AI Leverage Brisbane

Accounting Firm Automation Packages

From quick-win workflows to complete practice automation. Choose the package that matches your growth stage.

Choose Your Automation Path

Start with a pilot workflow, scale to ongoing support, or transform your entire practice

Pilot Program

Prove automation ROI in 30 days

$1,997 one-time

Delivered in 7 days

  • ✓ SAGE Invoice Automation: Automated data extraction, duplicate detection, direct posting to SAGE
  • ✓ OCR Processing: Extract data from PDFs and images automatically
  • ✓ Smart Validation: Auto-flag exceptions, high-value invoices, duplicates
  • ✓ Daily Reports: Email summaries of invoices processed and time saved
  • ✓ 2 Weeks Support: Post-launch troubleshooting and optimization
  • ✓ Setup Included: Email trigger, supplier mapping, SAGE integration

Typical results: 5-8 hours saved weekly, payback in 2.5-4 weeks

Start With Pilot
Most Popular

Growth Package

Ongoing automation + monthly expansion

$497/month

4-month minimum · Cancel anytime after

  • ✓ Everything in Pilot, plus:
  • ✓ Unlimited Invoice Processing: No volume caps, process as many as you need
  • ✓ Choose 1 Additional Automation:
    • • Expense management automation
    • • Client onboarding workflows
    • • Timesheet-to-invoice automation
  • ✓ Executive Dashboard: Real-time metrics, AI insights, cost savings tracking
  • ✓ Priority Support: 4-hour response time on all issues
  • ✓ Monthly Optimization: 30-minute session to refine workflows
  • ✓ Quarterly Strategy Call: Identify next automation opportunities

Best for: Firms processing 50-150 invoices/week ready to scale automation

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Full Practice Suite

Complete practice automation system

$1,497/month

6-month minimum · Dedicated account manager

  • ✓ Everything in Growth, plus:
  • ✓ All Automation Modules: Invoice, expense, client onboarding, timesheet, payment processing
  • ✓ Custom Workflow Development: 2 custom automations per quarter
  • ✓ Multi-Software Integration: SAGE + Xero + MYOB + practice management software
  • ✓ Advanced Dashboard: Predictive analytics, cash flow forecasting, supplier performance
  • ✓ White-Label Option: Offer automation to your clients under your brand
  • ✓ Dedicated Account Manager: Weekly check-ins, proactive optimization
  • ✓ Staff Training: Quarterly training sessions for your team

Best for: Established firms (15+ staff) ready for enterprise-level automation

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Add-On Automations

Expand your automation capabilities with these proven add-ons (available with Growth or Full Suite packages)

Expense Management

+$297/month

Automate expense claim processing, receipt OCR, approval workflows, and direct posting to accounting software. Reduces admin time by 3-5 hours weekly.

Client Onboarding

+$397/month

Automated engagement letters, KYC document collection, client portal setup, and CRM integration. Onboard new clients in 48 hours vs. 2 weeks.

Timesheet Automation

+$297/month

Auto-capture billable time from emails/calendar, convert to invoices, send for approval, post to accounting software. Capture 15-20% more billable hours.

Payment Processing

+$497/month

Automated payment scheduling, bank reconciliation, payment reminders, and debtor follow-up. Reduce days sales outstanding by 30-40%.

Custom Dashboard

+$397/month

Executive dashboard with real-time KPIs, AI-powered insights, predictive analytics, and automated reporting. See your practice performance at a glance.

Custom Automation

Quote required

Have a unique workflow challenge? We'll design and build a custom automation solution tailored to your practice. Pricing based on complexity.

Package Comparison

See exactly what's included in each package

Feature Pilot Growth Full Suite
SAGE Invoice Automation ✓ ✓ ✓
OCR Document Processing ✓ ✓ ✓
Duplicate Detection ✓ ✓ ✓
Daily Processing Reports ✓ ✓ ✓
Post-Launch Support 2 weeks Ongoing Priority ongoing
Additional Automation Module ✗ Choose 1 All included
Executive Dashboard ✗ ✓ ✓ Advanced
Monthly Optimization Sessions ✗ ✓ ✓
Custom Workflow Development ✗ ✗ 2 per quarter
Multi-Software Integration SAGE only Up to 2 platforms Unlimited
Dedicated Account Manager ✗ ✗ ✓
White-Label Option ✗ ✗ ✓
Response Time 24-48 hours ASAP ASAP

Ready to Automate Your Practice?

Book a free 15-minute consultation to discuss which package fits your firm's needs and growth goals.

Start With $1,997 Pilot Book Consultation

Brisbane-based accounting firms receive priority onboarding