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ACCOUNTANT AI SUITE

Chameleon AI for
Accounting firms.

AI that works before you do:
Capture enquiries, qualify clients, onboard clients, collect documents, book meetings, and keep work moving from start to finish.
Less admin. Less chasing. More advisory.

Custom AI Agents for Accountants

AI built around your practice.
Not the other way around.

Most of your effort sits in the back office.
Onboarding, BAS prep, reviews, year-end, ATO queries, billing, compliance.
You cannot scale that with people alone. You tell us what takes your team's time.

Chameleon builds AI to handle it.
Powered by the same platform used by banks, lenders, and large accounting networks.

New client onboarding

Engagement letters, ID verification, ATO authorisation forms, accounting software access requests, fee proposals. Automated. Parallelised. New clients fully set up in days, not weeks.

BAS preparation orchestration

Automated client reminders, missing-data flagging, draft prep queues, partner approval routing. Quarterly chaos becomes a managed pipeline.

Year-end coordination

Confirmations, work papers, partner reviews, client sign-offs. The entire cycle runs in order, without chasing.

Bookkeeping triage

Detect uncoded transactions, anomalies, and gaps.
Route issues to the right team member with context.

Client review preparation

Pull data from systems like Xero or MYOB,
highlight issues and opportunities, prepare meetings in advance.

Compliance tracking

TPB CPD tracking, AFSL obligations, ASIC company maintenance, lodgement dates. Nothing missed. Everything tracked.

Xero / MYOB / QuickBooks integrations

Pull, push, surface, alert. Whatever your practice needs.

Lead and work routing

Leads, enquiries, and matters routed to the right partner based on entity, industry, or service line.

If a process eats your team's hours, we'll scope an agent for it.
Built on the Chameleon platform. Hosted on AWS Australia. Privacy Act compliant.


 

INVESTMENT

Start with the workflow that matters most.
Expand from there.

Starting JUST
$5,000

Minimum implementation and R&D fee.
Followed by a monthly or annual subscription based on your use case.
 

 
Subscription Includes
  • Security and privacy by design
  • Built-in compliance guardrails
  • Full auditability and control
  • Hosting, monitoring, and maintenance
  • Continuous upgrades as AI evolves

Designed for extensibility

The platform is built to grow with you. As you start seeing results, you can expand these agents across more parts of your business without rebuilding from scratch.

Not one-off builds

Your agents run on a platform that keeps them secure, scalable, and continuously improving. Every upgrade to the platform benefits your agents automatically.

Runs on Chameleon

The same governed execution platform used by regulated financial institutions. Enterprise-grade infrastructure, sized and priced for your business.

Or start simple. Keep reading.

 Your team should not be answering the same questions all day.

Most enquiries do not need a senior accountant.
They need a quick, accurate response.

"How much for a BAS?" "Can you take over my tax?" "Do you handle crypto?"

Chameleon AI handles it for you.
Answers common questions instantly
Qualifies enquiries
Books meetings only when needed
Passes the right context to your team

What this means
Fewer interruptions | Better use of senior time | Faster response to clients | More focus on high-value work

The Standard Offering

Money Mate.
Your AI front desk on your website.

$275 one-time setup. Cancel anytime. All prices AUD ex GST.


Plans designed for solo accountants and small practices, up to 200 conversations/month. For higher volumes or more complex needs, see Custom Agents above.

Features

Money Mate
$149/mo
For practices with a website they like
Most Popular

Money Mate + Website
$199/mo
For practices wanting a complete digital front
Money Mate AI agent on your site
✓
✓
Mini intake + qualification
✓
✓
Calendar booking (Google + Outlook)
✓
✓
Live key dates and ATO updates
✓
✓
Tax calculators
✓
✓
Dashboard + analytics
✓
✓
Live Google Reviews integration
—
✓
Professional accountant website
—
✓
Hosting + SSL included
—
✓
No-code CMS — update content yourself
—
✓
Pre-built service pages and resources
—
✓
 
Money Mate
$149/mo
For practices with a website they like
✓Money Mate AI agent on your site
✓Mini intake + qualification
✓Calendar booking (Google + Outlook)
✓Live key dates and ATO updates
✓Tax calculators
✓Dashboard + analytics
—Live Google Reviews integration
—Professional accountant website
—Hosting + SSL included
—No-code CMS
—Pre-built service pages and resources
Most Popular
Money Mate + Website
$199/mo
For practices wanting a complete digital front
✓Money Mate AI agent on your site
✓Mini intake + qualification
✓Calendar booking (Google + Outlook)
✓Live key dates and ATO updates
✓Tax calculators
✓Dashboard + analytics
✓Live Google Reviews integration
✓Professional accountant website
✓Hosting + SSL included
✓No-code CMS — update content yourself
✓Pre-built service pages and resources
Preview Agents and Website
Live in an Hour

Sign up. Configure.
Go live.

 

Configure your branding

Services, fees, FAQs, turnaround times. Five minutes. That is all we need.

 

Connect your calendar

Google or Outlook. Money Mate books discovery calls directly into your schedule.

 

Embed and go live

Drop it on your site or launch with ours. Your AI front desk is live, fielding enquiries around the clock.

FAQ

Got questions?
We've got answers.

Does this work with my website?

Yes. Money Mate drops onto any site. Don't have one? Take the $199 bundle.

What CRMs and accounting software do you connect to?

For the standard offering, common practice CRMs. For deeper Xero, MYOB, QuickBooks, or practice management integrations, that's a Custom Agent.

Will it sound like a robot?

No. We feed your services, key dates, fees, and FAQs into it so it sounds like your firm.

Can I see the conversations?

Every one. In your dashboard.

Can I edit Money Mate?

You update your content anytime; it picks up changes automatically. The AI tuning we manage.

Is this compliant?

Hosted on AWS Australia. Bank-grade encryption. Privacy Act compliant. Every conversation logged. Client data never used to train AI models.

What about the standard plan limits?

Designed for SMB practices up to 200 conversations/month. We'll let you know in your dashboard if you're approaching the cap. Higher-volume practices should be on Custom Agents anyway.

What's the setup fee for?

Account provisioning, branding, agent tuning, and our QA pass. One time.

How much does a Custom Agent cost?

Depends entirely on scope. Simple single-workflow agents start around $5K setup; complex multi-system orchestrations are higher. Ongoing platform costs scale with usage. Talk to us about what you need and we'll scope it properly.

sales@digitalchameleon.ai
Level 11 / 66 Clarence Street NSW 2000
ABN 53 637 906 248
Privacy Policy

 

Business Hours

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