AI for accounting firms
The back-and-forth,
handled.
Leading accounting firms trust NexionOps to run their client communication — collecting documents, answering questions, following up — so their people can focus on the work that matters.
- ✓ 2024 Trial Balance
- ✓ Bank statements — all accounts
- • Motor vehicle logbook chasing
- • Superannuation confirmation chasing
Hi Sarah, thanks for the statements. To finalise your 2024 return we still need your motor vehicle logbook and super confirmation. A quick reply with those attached is all we need…
Trusted by Australian accounting firms
NexionOps is AI built for the way
accounting firms actually work.
One assistant for the conversations your team never has time for — from end-of-year document collection to the everyday client questions that pile up. It starts with the chase, and grows into your firm's front desk.
Collect
It reads the client's file, works out exactly what's missing, and chases until everything's in — on its own.
Answer
When a client has a question, it replies in your firm's voice — accurate, considered, instant.
Follow up
Nothing slips. It tracks every thread and escalates the moment a reply goes quiet.
“We stopped writing chase emails. The documents just arrive, and our juniors spend their time on actual accounting.”
— Partner, Yongxin Accounting
Built to be trusted with client work.
Full audit trail
Every message, attachment and decision logged and searchable.
7-year retention
Records kept to the standard your compliance obligations require.
Encrypted throughout
Protected in transit and at rest, with role-based access.
Australian-handled
Built for AU firms and the way they're required to work.