LedgerCopilot: an AI accounting assistant for Australian firms

Case study

  • Live production SaaSStatus
  • MYOB AccountRightIntegration
  • Human-approved, none autonomousWrites

We built LedgerCopilot — an AI accounting assistant for Australian firms on MYOB AccountRight — as a production, multi-tenant SaaS where the AI proposes and a human always approves. Copilot chat, bank reconciliation, and practice billing in one place, with every write gated behind explicit sign-off. It's live today at ledgercopilot.ai, not a demo.

The problem: bookkeeping eats the hours firms should bill

Australian accounting firms running MYOB AccountRight lose hours a week to work that's repetitive but too risky to automate blindly: reconciling bank statements line by line, classifying transactions, chasing down billable time. Generic AI tools can't safely touch live client books — one wrong autonomous write against a real ledger is a compliance problem, not a convenience. Firms needed an assistant that could read and propose, but never act alone.

What we built

Not a chatbot bolted onto MYOB — a full workflow spanning the accountant's week:

CapabilityWhat it does
AI Copilot ChatAsk questions about your MYOB data in plain English — instant answers on invoices, contacts, and account balances.
Human-in-the-LoopEvery write action requires explicit approval. Proposals are reviewed before they touch a client's books — nothing executes autonomously.
Bank InboxImports bank statements in CSV, OFX, QIF, or CAMT.053 formats, with AI-powered categorisation that learns from correction rules.
Practice BillingTracks time, manages a service catalog, and generates professional invoices sent directly to clients as PDFs.
Audit TrailImmutable logging of every action — who approved what, and when — built for compliance review.

Production-grade, not proof-of-concept

The details that don't show up in a feature list:

  • Multi-tenant from day one — a marketing site plus a React SPA product, backed by Supabase, running behind a Cloudflare tunnel.
  • MYOB AccountRight integration — real accounting-software data in, real proposed actions out, not a synthetic sandbox.
  • Approval-gated by design: the Review Queue sits between every AI proposal and the client's actual books — the architecture makes autonomous writes structurally impossible, not just policy-discouraged.
  • Enterprise security: bank-grade encryption, SOC 2 compliant infrastructure, and Australian data residency.

The proof

MeasureResult
StatusLive production SaaS at ledgercopilot.ai / app.ledgercopilot.ai
Accounting integrationMYOB AccountRight
Bank statement formatsCSV, OFX, QIF, CAMT.053
AI-proposed writes executed autonomouslyNone — human-approved only
ComplianceSOC 2 compliant infrastructure, AU data residency

The point

LedgerCopilot is what "we build it, you own it" looks like for a regulated workflow: an AI layer that speeds up real accounting work without ever taking the wheel on a client's books. See how we wire AI into existing systems →

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