Accounting & Bookkeeping
Automation for accounting practices. Private. Managed. Production ready.
Your firm runs on manual processes that should already be automated. Questionnaire chasing, uncoded transactions, client reminders, monthly commentary, document search. Ditto builds the system that automates the work and keeps your team focused on advising clients.
The work that bogs down every practice
Every CA/CPA firm with more than a handful of clients deals with the same grind, every single week.
EOFY chasing
End of year questionnaire workflows that take weeks of chasing before a single job can start
Uncoded transactions
Uncoded transactions coming back from offshore teams with no way to catch exceptions at scale
Client reminders
Staff spending hours on client reminders for tax deadlines, GST returns, and overdue lodgements instead of advising
Manual commentary
P&L commentary written by hand every month for every client
No work visibility
Practice managers with no visibility of where work actually sits week to week
Status enquiries
Clients calling to ask "where is my return?" because there is no self serve dashboard
Tax return prep
Tax return preparation that involves manually pulling data already sitting in your accounting and practice management platforms
Document hunting
Staff searching document folders manually to find client documents, engagement letters, and prior year workpapers
Siloed data
No way to ask a simple question across your practice data without opening four different systems
Examples of what we build
Every practice is different. These are the kinds of systems we design, build, and manage for firms like yours. Your deployment is scoped to your workflows, your platforms, and your approval rules.
End of Year Questionnaire Automation
- Automated distribution at the right time
- Intelligent follow up sequences
- Attachment capture and validation
- Automatic job creation in practice management on complete response
Work Planning & Job Management
- Manages preparation, review, and finalisation stages
- Weekly work plans generated automatically
- Real time practice management job status visibility
- Partners and managers see what needs attention
Tax Return Pre Population
- Pulls from completed EOFY reports in your accounting platform
- Cross references practice management client records
- Pre populates 80%+ of tax return fields
- Hours of preparation reduced to minutes
Client Portal & Live Dashboards
- Real time financial dashboard access
- Tax due date visibility for clients
- Monthly reports with automated commentary auto prepared
- Clients stop calling for status updates
Transaction Coding
- Connects to your accounting platform via OAuth 2.0
- AI categorises against the firm chart of accounts
- Staff reviews and approves before write back
- Catches exceptions offshore teams miss
Financial Narrative Reporting
- P&L, balance sheet, cashflow commentary
- Flags variances, trends, anomalies
- Client ready PDF with firm branding
- Generated in seconds, not hours
Client Notice Automation
- Monitors practice management due dates and return statuses
- AI drafts personalised reminders
- Three modes: draft only, approve then send, full auto
- Full audit trail on every notice
Document Search
- Searches across your connected document storage and cloud drives
- Find client documents, engagement letters, and workpapers by asking in plain English
- Summarise document contents without opening them
- Detect expiring engagement letters and flag for renewal
Chat Assistant
- Natural language queries against your accounting, practice management, and document data
- Read actions execute instantly
- Write actions require human confirmation
- Searches across all connected systems including document storage
- Tenant aware: knows firm, currency, timezone
Architecture
Security by design
- Australian data sovereignty (locally hosted infrastructure)
- Pull, process, discard: no client data persisted
- Private processing: no data logged, no third-party access
- OAuth 2.0 with scoped tokens: firm controls access
- MFA, role based access, full audit trail
- Firm can disconnect with one click at any time
The system does the work. Humans approve the consequences.
Every write action requires explicit staff confirmation before it executes. The interface shows a preview, the staff member says Approve, Edit, or Reject. Nothing goes out the door without a human saying yes.
Full audit trail
Every action logged: who triggered, who approved, when, what changed. Supports ATO, IRD, and TPB compliance.
Progressive trust
Start in draft only mode. Move to approve then send as confidence builds. Full auto for routine items when the firm is ready.
Role based access
Partners see everything. Managers approve. Staff review and flag. Configurable per firm.
Getting started
- Start with a free discovery call. We map your workflows and tell you honestly whether automation makes sense right now.
- Phased approach: begin with one service, prove the value, expand when ready.
- Fully managed: we handle infrastructure, updates, and ongoing support so your team can focus on clients.
- No long term commitment. If it is not delivering value, you are free to walk away.
The Ditto Connect platform
Every deployment runs on Ditto Connect, the secure middleware we deploy and manage for you. Each firm gets an isolated environment with dedicated credentials, configuration, and complete data separation. You never touch infrastructure.
We configure currency, timezone, services enabled, approval modes, and user roles to match your practice.
Let's scope it for your practice
Every firm is different. Book a discovery call and we will walk through your specific workflows.
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