Intake
Multi-source source collection
Bank statements, receipt OCR, cash entries, and payroll feed one workbook instead of scattered manual preparation.
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Solution
Australia SME Smart Accounting & Tax Solution
Intelligent bookkeeping, GST filing, and annual tax returns for Australian small and medium businesses
Australia SME Smart Accounting & Tax
Turning quarterly BAS work into a traceable accountant workflow
Workopilot consolidates bank statements, receipt OCR, cash entries, and payroll into a BAS Workbook, then brings GST risk checks, COA mapping, supplements, and accountant review into one workflow.
BAS WorkbookGST ReviewMerchant-Accountant FlowPDF Delivery
BankOCRPayrollCash
BAS Workbook
1
Smart GST Review
2
Accountant Sign-off
3
G1
1A
1B
Case Study Video
Australia Accounting Project Highlights
Project Highlights
The Australia project is not a standalone BAS calculator. It turns source collection, accountant judgement, and final delivery into a repeatable industry workflow.
Workbook
BAS Workbook as the operating core
The system creates an accountant-reviewable workbook first, then moves into BAS draft and final delivery.
Review
Smart accountant pre-review
COA/GST mismatches, Manual GST, missing account codes, and client profile conflicts are surfaced before sign-off.
Delivery
Closed-loop delivery trail
Final workbook, BAS draft, PDF export, email delivery, and version history remain tied to the same audit trail.
From merchant sources to accountant delivery
01
Source intake
Merchants upload bank statements, receipts, cash entries, payroll, or send supplements by email.
02
Workbook generation
Transactions, GST treatment, evidence, and source metadata are assembled into a BAS Workbook.
03
Smart review
Client profile, COA rules, GST treatment, and memory signals highlight review risks.
04
Accountant sign-off
Accountants can edit, confirm, request supplements, download, or re-upload workbook files.
05
BAS delivery
A locked snapshot produces the BAS draft, review fields, PDF export, and email delivery.
Validated with real sample workbooks
The workflow was tested against real Australian workbook and historical BAS worksheet patterns, with a focus on common SMB issues in hospitality and retail.
364+
Expense rows from real samples used to validate workbook parsing and review signals.
G1/1A/1B
Core BAS fields are generated from a frozen workbook snapshot for traceability.
2 apps
Merchant app for source collection and accountant app for batch review and delivery.
Product and technical moat
The architecture is designed around evidence, immutable snapshots, and accountant governance, so pilot workflows can grow into multi-client production.
Snapshot
Immutable workbook snapshots
Locked sessions create versioned BAS Forms. Reopening creates a new session instead of mutating historical output.
Memory
Governed client and firm memory
Client memory, firm rule candidates, and approved firm rules are separated to prevent unsafe overgeneralization.
Collaboration
Email and supplement workflow
Merchant invitations, trusted sender intake, inbound workbook processing, and final BAS delivery are part of the flow.
Production
Production-oriented architecture
The system is evolving around separate merchant/accountant apps, exchange packages, Postgres, and object storage.