This mirrors the engagement model firms already use with offshore teams. We're not changing behaviours, just the cost base and margin opportunity underneath. Select a workflow, provide context, and receive a complete work packet.
Choose from Individual Tax Returns, Business Tax Returns (Company, Trust, Partnership), Bookkeeping & Reconciliation, Payroll Processing, or BAS & GST Compliance. Select the client from your entity registry.
A split-panel interface opens: a structured checklist on the left and the AI chat on the right. The checklist auto-populates from your Xero integration, pulling trial balance, bank reconciliation status, prior year data, and GST reconciliation.
Type instructions in natural language. No forms, no rigid templates
Drop files, voice notes, or meeting transcripts. The system extracts what it needs
As you provide information, checklist items auto-check in real time
Once you submit, Visory's AI agent fleet takes over. The agents process the job using configured compliance workflows, producing a complete, compliant work packet while applying your firm's rules.
Client Rules are applied automatically: preferences specific to this entity
Team Rules enforce your firm's standard operating procedures
Tax authority compliance checks (ATO, IRS) flag any conflicts with current legislation
Company tax return: ~25 minutes. BAS preparation: ~8 minutes.
Work packet returned for your firm's self-review, or alternatively Visory's human quality review team checks it before handback. Everything is immediately usable within your existing Xero workflow.
Draft Tax Return: populated in Xero Tax, ready for review and lodgement
Working Papers: trial balance mapping, reconciliations, adjusting journals
Financial Statements: P&L, Balance Sheet, Notes
Assumptions Log: every assumption documented and flagged
Variance Analysis: year-on-year comparison with commentary
"Prepayments under $5,000 should be expensed immediately rather than capitalised."
As software and services converge, those who control context will win. Every interaction teaches the agents more about your firm and clients. Instructions are proposed as reusable rules. Accept them, and they're applied automatically to all future jobs. The more jobs processed, the less context you need to provide.
Client Rules: specific to individual entities, like distribution preferences or capitalisation thresholds
Team Rules: your firm's SOPs, applied consistently across every job
Conflict Detection: rules checked against tax authority standards and flagged if they conflict
The agents process the job and run structured AI quality checks: mathematical accuracy, tax compliance, completeness, and internal consistency. Fastest turnaround, lower cost. Ideal for straightforward, high-volume returns.
After AI processing and quality review, a Visory-employed CPA/CA qualified reviewer performs a final human review. Premium per-job uplift. Recommended for complex returns, new clients, or when you want an additional layer of confidence.
Connect your Xero account, submit your first job, and experience what AI-delivered work packets look like.
Get Started →