1. Client capture
Owners or staff send bills, bank context and voice-style notes when the transaction happens.
For accountants and GST practitioners
Fastbooks helps clients capture bills, bank rows, PDFs and voice notes. AI prepares review-ready drafts so you spend less time typing and more time approving, correcting and advising.
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See operator programDirect answer
Small-business accounts work is often slowed by missing bills, unclear bank narrations and manual voucher preparation. Fastbooks converts client inputs into structured drafts while preserving human review before posting.
Workflow
Owners or staff send bills, bank context and voice-style notes when the transaction happens.
Fastbooks prepares party, item, ledger, GST, amount, narration and payment-mode fields.
Uncertain fields are marked for review instead of pretending the entry is correct.
You approve, correct, reject or export according to the client workflow.
Accountant value
Purchase bills and expenses become drafts instead of fresh manual vouchers.
Bank rows can be suggested as receipt, payment, contra or review-needed items.
The source document stays tied to the draft so questions are visible where review happens.
Use AI preparation to handle more small clients without proportionally increasing typing staff.
Client segmentation
Fastbooks should not start with the most complex client. Start with clients where repetitive capture creates clear time savings and review can be measured.
| Client type | Why it is useful | First workflow |
|---|---|---|
| Traders and wholesalers | Repeated purchases, sales and collections. | Purchase bills plus bank receipt review. |
| Retail shops | Daily expenses and supplier bills are easy to miss. | Bill photo and expense note capture. |
| Service businesses | Invoices, collections and expenses need clear narration. | Voice/text notes plus bank receipts. |
| Small manufacturers | Freight, packing, labour and supplier bills create recurring entry work. | Purchase bill and adjustment review. |
Practice leverage
Use Fastbooks to collect documents and prepare drafts before monthly review.
Use bank-row drafts to reduce manual classification and exception follow-up.
Keep GST treatment reviewable while reducing missing-bill and late-entry chaos.
Train owners or staff to send source context so your team receives structured drafts.
Positioning
The best pitch is not that Fastbooks removes accountants. The stronger pitch is that accountants stop doing the lowest-value typing work and become the control layer for many more businesses.
FAQ
No. The workflow is designed for accountants to review, correct and approve. AI prepares drafts; the professional keeps control.
By reducing typing and client follow-up, an accountant can manage more clients or spend more time on review, GST and advisory work.
That is the intended workflow. Clients or staff capture bills, bank rows and notes early so the accountant receives structured drafts instead of scattered messages.
Yes. Fastbooks can sit before the final accounting system as a preparation and review layer. Export/sync options should be confirmed during onboarding.
Start with clients who send many purchase bills, bank statements, payment screenshots, expense notes and GST-related questions every month.
The intended model supports an accountant-led review queue where junior staff or clients prepare inputs while the accountant reviews exceptions and final treatment.
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