For accounting practices

Less keying.
More judgement.

Preekie works as staff under your registered agent, across the routine workload of your whole client portfolio. Your people review and sign. Preekie does the preparation, on every file, at the same time.

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The problem it addresses

Capacity, not effort.

Practices are not short of care. They are short of hours, and experienced people are hard to find. The routine preparation work is what consumes the hours, and it is the part that follows rules rather than requiring judgement.

What Preekie takes on

Watches every client file and tells you who has stopped entering transactions, ranked by deadline.
Checks coded transactions against your chart of accounts, your rules and past decisions, and flags what looks wrong.
Bank, payment processor and control account reconciliations.
Source document checks, with a report of what is missing for you to chase.
BAS preparation with each label traced to the ledger behind it.
Period close run as a job, with tasks, dependencies and carried-forward items visible.

What stays with your people

Every approval, with a fresh authenticator code at the moment of signing.
Anything tax-affecting, routed only to a registered agent or a nominated reviewer.
Judgement calls Preekie holds rather than guesses, grouped into one short list.
The client relationship. Preekie never contacts a client except with wording you approved.
Lodgement, through your existing channel.

Your firm, your rules

Your procedures become the rules.

Your review checklist, your coding conventions, your thresholds and the treatments you have settled on for particular clients stop being knowledge in someone’s head. They become rules Preekie follows on every job, for every client, and they are visible and versioned.

Firm level

Procedures

The checklist and thresholds that apply to every client you run.

Client level

Profile

GST basis, reporting cycle, standing instructions and known quirks.

Precedent

Past decisions

What was decided before, who decided it, and on what basis.

Law

Australian rules

Maintained centrally. Your rules can be stricter, never looser.

Sizing

Priced by client companies.

Practice plans are sized by the number of client companies in the account, with users unlimited. Small covers up to 25 companies, medium 26 to 100, and large beyond that.

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Less keying.More judgement.