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Jul 17

Beat the Bookkeeping Backlog: Live AI Workshop for Bookkeepers & BAS Agents

July 17, 2026 2:00 am @ 2:00 am - 4:00 am

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A live 2-hour workshop showing Australian bookkeepers and BAS agents how to use AI to cut reconciliation, categorisation and admin tasks.

The work that used to take hours, now takes seconds.

Bookkeepers and BAS agents in Australia are drowning in the same three things: bank reconciliation, transaction categorisation, and chasing clients for documents. Adding more clients used to mean adding more staff. That equation is breaking.

In this free 2-hour live workshop, we will show you how a private and secure dedicated AI, your own AI sitting on top of Xero, MYOB or QuickBooks, handles the repetitive work so your team can focus on advice, review and client relationships.

This is not a generic “future of AI” talk. It is a working session with live demos on real bookkeeping workflows: bank feeds, GST coding, BAS prep, document chasers and live client reporting. You will see exactly what we deploy for Australian bookkeeping firms, all hosted on Australian servers, a dedicated private server for each client, with data that never leaves Australia and is never used to train another model like ChatGPT and Claude.

⭐⭐⭐⭐⭐ Agentive is rated 5 out of 5 on Trustpilot. “I’ve been using Agentive for a few months now and am finding it so helpful in my bookkeeping business. The level of support provided has been fantastic.” — Tasha Palmer, Bookkeeping Business Owner

What you will walk away with:

  • A clear picture of where AI actually saves time in a bookkeeping practice in 2026
  • A live demo of few bookkeeping and BAS agents processes
  • A “document chaser” workflow that follows up clients for missing receipts and invoices
  • How to turn a one-off process into a reusable skill your team can runs them every time
  • A practical view of compliance, data sovereignty and the Privacy Act for AI in accounting
  • A live Q&A with the Agentive® founding team

Who should attend:

  • Owner-operators of bookkeeping firms
  • Bookkeepers and BAS agents
  • Senior bookkeepers and practice managers
  • Accountants who run bookkeeping as part of their service mix
  • Firms growing client books faster than headcount

Numbers are limited so the Q&A stays useful. Reserve your seat.

Venue

  • Online Event

Organizer