Ninjafy for accounting firms

Scale beyond the hour. Own what your firm knows.

Every firm can buy the same AI. Yours should know your clients, work your way, and stay yours.

September BAS prepared for 14 clients3 GST questions flagged for your review
Ready
2 new clients onboardedID checked, engagement letters signed
Done
Thursday's 9 client meetings preppedNotes and open items in each invite
Done

The shift

Same AI for every firm. Not the same firm.

01The hour caps your best people.

Growth has meant hiring faster than good accountants can be found. Teammates give every person in the firm more capacity.

02The model is a commodity.

Whatever you subscribe to, the firm down the road can have tomorrow.

03Your know-how is the edge.

How you review, advise and price, captured once, improving with every client.

Fits the practice you already run
XeroXero Practice ManagerFYIKarbonOutlookTeamsOneDrive and SharePointGoogle Drive

Nothing to migrate. Teammates log in where your people already work, with the access you give them.

Two kinds of firm

Every firm can buy the same AI. Within three years there will be two kinds of firm.

One rents tools and gets busier. The other owns teammates that learn the firm and get better every quarter. The difference shows up first in BAS month, then on the P&L, then on the sale price.

Compounding chaosRented, scattered
Copilot×12ChatGPT Plus×?ClaudeGeminiclient files in a personal accountsomeone's prompt doc+ the ones nobody counted

Client context dies with the tab. Every BAS starts from nothing, so nothing gets better.

Nobody can say who pasted what. Client data in personal accounts, with no list, no owner and no audit trail.

The hour stays the ceiling. More tools, the same billable hours, the same burnout every BAS month.

The method walks out the door. When a senior leaves, how your firm does things leaves with them.

Illustrative · the typical pile

Compounding capabilityOwned by the firm
Your firm's operating model✓ Owned by you
ContextYour clients, standards & approved learning
GovernanceSign-off limits, permissions & audit trail
People + digital teammatesEvery quarter starts ahead of the last.
Swap in better technology. Keep what your firm has learned.
MODELS
OpenAIGeminiClaudeOpenAIGeminiClaude
APPS
XeroOutlookSheetsDriveSlackStripe
THIS QUARTEREarly firms are teaching their teammates now.

Every BAS cycle they run adds approved lessons, sharper routines and cleaner files.

NEXT QUARTERThey start from there. You start from zero.

Rented tools reset every session. An owned team keeps every lesson your partners approve.

AT SALEA buyer pays for what the firm knows.

Owned routines, client knowledge and an audit trail are assets. A pile of subscriptions is not.

Run Ninjafy ScanFive minutes to see where your firm sits.

Meet the crew

Four teammates. A partner signs off.

Each one reports to someone in your firm, works in the tools you already use and is measured on one number. Start with one.

Compliance
WorkingReconciling 6 Xero files with unmatched bank lines

Stirling

Bookkeeping and BAS

Reconciles, prepares BAS and workpapers, and chases what's missing. Lodges nothing.

Reports to
Client manager
Measured on
BAS ready a week early
Works in
XeroMicrosoft 365
Onboarding
WorkingCollecting prior-year returns for 2 new clients

Maven

Client onboarding

New client in: engagement letter, ID checks, prior-year files and Xero access, without a partner chasing.

Reports to
Practice manager
Measured on
Days to fully onboarded
Works in
XeroOutlook
Partners
WorkingDrafting follow-ups from today's 4 client meetings

Pepper

Partner's EA

Every meeting prepped, every follow-up sent the same day, every promise to a client tracked.

Reports to
Managing partner
Measured on
Follow-ups sent same day
Works in
OutlookSlack
Advisory
WorkingAnswering 11 client questions from the shared inbox

Don

Client questions and advisory

Answers routine questions from the file, and spots clients who need an advisory conversation.

Reports to
Advisory partner
Measured on
Advisory meetings booked
Works in
OutlookXero

A ninja in action

Start with one routine. Make next quarter better.

YOUR FIRMIllustrative product walkthrough

How Ninjafy works

Your teammates, your rules. One screen.

01Connect what you run

Xero, Microsoft 365 or Google Workspace, your practice software. Read-only first.

02Give each teammate a job

A role, a reporting line, one number, and limits on what it can spend or send.

03Approve, measure, improve

Anything going to a client, the ATO or a bank comes to a person. Every action is logged.

NinjafyClient services ⌄
Tasks282 tasks across 4 teammates
P
You2 waiting on you
StirlingOnline18 queued · 14 today · 52 done
MavenOnline6 queued · 4 today · 21 done
PepperOnline9 queued · 9 today · 38 done
DonOnline11 queued · 7 today · 29 done
Backlog31
MEDMaven

Send EOFY document checklists to 40 individual clients

To do26
HIGHStirling

Reconcile 6 Xero files with unmatched bank lines

MEDDon

Reply to 11 client questions in the shared inbox

In progress4
HIGHStirling

Prepare September BAS for 14 clients

HIGHMaven

Onboard 2 new clients: ID, engagement letter, Xero access

Waiting7
HIGHWaiting on youStirling

Review 3 BAS with GST coding questions

MEDWaiting on youPepper

Approve follow-ups from Tuesday's 4 meetings

Done214
HIGHPepper

Prepped Thursday's 9 client meetings

MEDDon

Flagged 4 clients with a cash-flow dip for an advisory call

Governed from day one

Nothing reaches a client without a person. Everything is on the record.

  • ApprovalsNothing is lodged, paid or sent to a client without the sign-off of the person who owns it.
  • BudgetsEvery teammate has a spending limit. No surprise bill in the morning.
  • Client dataAccess by role, nothing in personal AI accounts, and an audit log on every action.

SOC 2 aligned audit logging, certification in progress. Ready for the Privacy Act's automated-decision disclosure rules (APP 1.7 to 1.9), which start on 10 December 2026.

Stirling has 14 BAS ready for client sign-offSeptember quarter · workpapers attached
14 clients
3 have GST coding questions. Stirling has held those back for your review.
Approved by the client manager. 11 sent for client sign-off, 3 held for GST review.
Audit logToday
  1. 07:02Stirling matched 212 bank lines in 6 Xero files
  2. 07:18Maven sent 2 engagement letters for signature

How we start

Built around your calendar. Protected while we build.

No three-month program dropped on you in BAS season. One teammate, one job, timed for your quieter weeks, and nothing reaches a client until a partner says so.

WEEKS 1 TO 2Map one job

We sit with the people who do it today, write down how your firm does it, and set the one number it will be measured on.

WEEKS 3 TO 6Prove it on test clients

The teammate works read-only on a set of clients you choose. Your team reviews every output against what they would have done.

WEEK 7 ONGo live, then add the next

Live on that job with partner sign-off in place. Add the next teammate when your calendar allows, and pause over your peaks.

While it is being built

  • Read-only first. No write access to Xero or your practice software until you approve it.
  • Test clients only. Nothing is sent to a client, the ATO or a bank during the build.
  • Your systems, your data. It runs inside your Microsoft 365 and Xero, never in a personal AI account.
  • On the record from day one. Every read, draft and approval is in the audit log.

Yours to keep

You're building your own asset. And it compounds.

Your context, your methods and your teammates accumulate quarter after quarter, and every bit of it belongs to the firm. It is the part of your AI a buyer's diligence will actually value.

Client knowledge

Every file note, preference and history, in one place your whole team can use.

Your methods

How you review, advise and price, written once as skills every teammate follows.

Your routines

BAS quarter, EOFY and onboarding, run the same way every time.

The record

Every action and approval, ready for a partner, a reviewer or a buyer.

Any model, swapped as better ones arrive. Export everything, any time. If you leave, it leaves with you.

Then take it to your clients

Run it inside the firm. Then sell it as a service.

Once your teammates are running your firm, the same crew can run your clients' bookkeeping, payables and reporting, as a new service under your name.

Founding firms

We're choosing a few firms to build this with. Not for.

Founding firms work directly with our founders and engineers, decide which accounting skills we build first, and keep everything their teammates learn.

Talk to us about founding

What teammates have done elsewhere

3.2x

Daily output at a Melbourne agency running 11 teammates across 6 teams, from 6.6 to 20.9 tasks a day, measured since July.

19%

Response rate in a sports facilities business's first 30 days with one teammate. 76 emails, every one approved by a person, none sent automatically.

Results from customers in other industries, anonymised. We have not yet published an accounting firm's results.

Ninjafy Scan

Find where AI pays in your firm. Five minutes.

We read your website, ask what we can't see, and hand you a board-ready briefing.

Run Ninjafy Scan
  1. Enter your website
  2. Confirm what we found
  3. Get your board briefing

Questions partners ask.

Will it lodge with the ATO?

No. Teammates prepare. Your registered agents review and lodge.

Where does client data go?

It stays in your systems. Teammates work with access by role, and every action is logged. We'll show you exactly where it runs before you start.

Do we have to change software?

No. Teammates work inside Xero, Microsoft 365 or Google Workspace and the tools you already run.

What about busy season?

We start in your quieter weeks with one teammate on one job, and pause over your peaks. No three-month program in BAS season.

What protects us while it's being built?

Read-only access, test clients you choose, nothing sent to a client, the ATO or a bank, and an audit log from day one.

Are you SOC 2 certified?

Not yet, and we won't say we are. Our audit logging is SOC 2 aligned and certification is in progress. We'll walk your team through our current controls and subprocessors.

Will it replace our people?

No. It gives the people you have, and the ones you're hiring, more capacity. Your accountants do the judgement work. Teammates do the preparation.

Scale beyond the hour. Start with one teammate.

A 30-minute call to map the job that's costing your partners the most time.