AI agents
for accountants &
financial advisers
GreenGraph.ai builds secure, compliant AI agents for Australian accounting firms, tax practices and financial advisers. Our agents prepare tax returns, collect client documents and onboard new clients — reducing administration, augmenting offshore workloads, and giving your team time back to focus on clients.
AI agents that take on
your firm's admin
Each agent runs one high-volume workflow from start to finish, and hands anything that needs judgement to your people.
Tax return preparation
Prepares individual tax returns from your client's documents and last year's return, flags what has changed or is missing, and passes each return to an accountant to review and approve.
Client document collection
Requests and tracks the documents each client needs to provide, and files them in the right client folder, so work starts from a complete file.
Client onboarding
Turns a signed engagement letter into a ready-to-work client file: the client record, the document folders and the first tasks, with no re-keying.
An assistant that knows your clients
Ask about a client, a return or your team's workload in plain English, and get answers drawn from your firm's own records.
The window to act on AI is open.
But not forever.
Agentic AI is already delivering dramatic gains for early adopters in accounting and financial services. The cost of inaction compounds every day.
Agentic AI is here
AI that can reason, plan, and execute multi-step tasks autonomously is no longer a future concept. Businesses adopting it now are pulling ahead fast — and the gap is widening weekly.
Financial SMBs have low AI adoption
Most accounting practices, advice firms and other non-tech-first SMBs struggle with where to start. Small IT budgets mean new tools often get deprioritised. GreenGraph is designed to solve this — demonstrating value fast, at an affordable entry point.
Offshore models are evolving
Offshore teams have long carried high-volume back-office work. Agentic AI now amplifies that model — augmenting your existing teams to lift quality, speed up turnarounds, and get more value from the resources you already rely on.
Eight ways AI agents move
your business forward
We implement at the pace you want to change, locking in value at every step and building confidence as we grow together.
AI Trusted Partner
Agentic AI partners that supplement your business expertise. Think of our agents as trusted advisors in your field.
Flatten Tax-Season Peaks
AI reduces peak-season demand on accountants by preparing high-volume, lower-complexity tax returns for them to review.
Revenue & Margin Growth
Surface untapped revenue opportunities, upsell triggers, and margin improvement levers across the business.
Employee Engagement
Free teams from low-value tasks, surface performance opportunities, and align work to meaningful outcomes.
Compliance-Ready
Secure, auditable, transparent solutions built with compliance as a first-class citizen — not an afterthought.
Cost Reduction
Replace manual reporting, compliance checking, and data wrangling — cutting operating costs significantly.
More Time for Clients
Removing non-value-add tasks so you can focus on the relationships and conversations that grow your business.
Phased Approach
We implement at your pace, demonstrating positive ROI at every phase before moving to the next opportunity.
Three advantages no competitor combines
GreenGraph.ai sits at a unique intersection that enterprise vendors and generic AI tools cannot replicate.
We Care
We guide you through your entire AI adoption journey. Flexible to your individual business needs, we build at the pace of change you're comfortable with — not the pace of our sales targets.
Demonstrate Value, Fast
Implementation overheads are negligible for visible and measurable gains. Our goal is to show positive ROI as quickly as possible — typically within the first engagement phase.
Security & Compliance First
Trust in our products is priority #1. We bring a unique background in delivering solutions to some of the world's toughest compliance environments. Your data never leaves your control.
Built for accounting & financial
services firms with 5–200 people
Underserved by enterprise tooling, yet carrying enterprise-level compliance obligations. We close that gap.
Accountants & Tax Practices
During tax season, AI agents collect client documents and prepare high-volume, lower-complexity tax returns, while your accountants focus on complex returns and advisory work.
Financial Advisers
Automate Statement of Advice (SoA) drafts and client onboarding, surface upsell opportunities, and reduce the administrative burden on your advisers.
Wealth Managers
AI agents that handle portfolio reporting, client onboarding documentation, and compliance monitoring — freeing advisers to focus on relationships.
SMSF Advisory
Navigate complex compliance landscapes with AI that keeps up with regulatory changes and surfaces issues before they become problems.
Insurance Brokers
Streamline claims triage, policy renewals, and client communications with intelligent agents that learn your processes.
Boutique Lenders
Automate credit assessments, document processing, and risk flagging so your team handles more volume without more headcount.
See GreenGraph.ai
in action
Every solution we build is tailored to your business. Get in touch and we'll walk you through what's possible for your specific needs — no off-the-shelf packages, no pressure.