AI finance staff for accounting practices and businesses
Preekie works across all your clients at once, on the ledger you already use. It checks the coding, reconciles the accounts, prepares the BAS and tells you which clients are behind — then sends every piece of work to a person for sign-off before anything leaves.
Xero and MYOB integrations coming soon.
Illustrative
At a glance
What it takes on
Preekie is built for the whole routine finance function, not one corner of it. Each kind of work is switched on only once it has passed its tests, so the list below says exactly where things stand.
Watches every client file and tells you who has stopped entering transactions, ranked by what is due next. The clients who go quiet before a deadline are the ones that cost you.
Live firstChecks every coded transaction against your chart of accounts, your rules and what was decided before. Flags what looks wrong and holds what it is unsure of.
Live firstBank accounts, payment processors, and the control accounts behind GST, wages and super.
Live firstChecks which transactions have a document behind them, and reports what is missing for you to chase.
Live firstPrepares the BAS with every label traced to the ledger, ready for the registered agent or authorised contact.
Live firstMatches bills and invoices, tracks what is owed and owing, and drafts the chasing you approve before it sends.
In developmentPrepares the pay run from the hours you supply, checks tax and super, and tracks the payment deadline.
In developmentRuns the close as a job with tasks, dependencies and a sign-off, and carries unresolved items forward in plain sight.
In developmentManagement accounts and variance commentary built from the ledger, with each figure linked to its source.
In developmentYour review checklist, thresholds and treatments become rules Preekie follows on every job, for every client.
In developmentSee how a piece of work moves through Preekie →
Preekie works on what is in your ledger. It cannot see bank feed lines that have not been entered yet, so it tells you when a client has stopped entering rather than pretending to count what it cannot see. Anything outside a live task type is still handled, with a person leading. Preekie never posts or lodges on its own.
How it works
Four steps, every time, for every piece of work.
01
Collects the transactions, documents and answers it needs, and asks when something is missing.
02
Codes, matches, reconciles, calculates and drafts — then builds the workpaper with every figure traced to its source.
03
Sends the work to a named person with the evidence, the changes since last period and what it could not check.
04
Once approved, posts to the ledger, sends the approved message, or hands the return to the registered agent or authorised contact.
Who it is for
Less keying. More judgement.
Preekie works as staff under your registered agent, across the whole routine workload of your client portfolio. Your team reviews and signs.
Every number ready. Every decision yours.
Preekie runs the routine finance work month after month and prepares what is due. You approve it, or your accountant does.
Security and control
Four controls, each of them verifiable.
Nothing is posted to a ledger or handed for lodgement until a named person approves it with a fresh authenticator code.
Every user signs in with an authenticator app. There is no password-only route into the product.
Our support team cannot see client financial data unless an account administrator grants access for a limited time, and every view is logged.
Payments are handled by Stripe. Card details go straight to Stripe and are never stored on our systems.
Plans
Two families, three sizes each. Practices are sized by client companies; businesses by users.
By client companies
| Small | Up to 25 companies |
| Medium | 26 to 100 companies |
| Large | 101+ companies |
[PRICING TO BE CONFIRMED]
By users, one company per account
| Small | Up to 5 users |
| Medium | 6 to 25 users |
| Large | 26+ users |
[PRICING TO BE CONFIRMED]
Questions
Preekie is AI finance staff for Australian accounting practices and businesses. It takes on the routine work of a finance function on top of the ledger you already use, then sends every piece of work to a person for sign-off before anything goes out.
Preekie is built for the routine finance function: transaction coding, bank and control account reconciliations, source document checks, compliance and BAS preparation, payables and receivables, payroll support, period close and management reporting. Each kind of work is switched on only after it passes its tests on real data, so what is available grows deliberately rather than all at once.
No, and no accounting app outside Xero can. Xero does not make unreconciled bank feed lines available to any external application. What Preekie does instead is notice when a client has stopped entering transactions, tell you how long the gap has run and which regular payments are missing, and rank that against the client's next deadline.
No. Preekie prepares the work and a named person approves it. In a practice that person is the registered agent or the reviewer they nominate. In a business it is the authorised person, or their accountant.
No. Preekie works on top of the ledger you already use. Your ledger stays your ledger, and Preekie writes back to it only after a person approves the work.
A named person, every time. Approval requires a fresh code from that person's authenticator app, and the approval is recorded in the audit trail with the evidence it was based on.
Preekie prepares the return and the workpaper behind it. Lodgement happens under a registered agent, or under the business's own authorised contact, once that person has approved it.
Finance staff work through tasks one after another. Preekie runs them side by side across every client file connected to the account, and hands each piece of finished work to a reviewer as it completes.
Access is by request while the first practices and businesses are onboarded in Australia. Xero and MYOB integrations are in development.
Australian accounting and bookkeeping practices running client portfolios, and small to mid-size businesses with an in-house finance person. Practices are sized by client companies; businesses by users.
Preekie is a product of CPAI Australia Pty Ltd, ACN 674 037 668, an Australian company. Its brand line is Beyond limits.
Beyond limits
Finance work has always been limited by the hours in a day and the number of people in the room. Preekie removes those limits across the whole routine workload, and keeps the judgement where it belongs — with you.
Access is by request while we onboard our first practices and businesses in Australia.
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