AI powered platforms built for real-world impact.
Fewer chasers. Faster lodgements. Safer client data.
Sharktech helps Australian accounting, bookkeeping, tax, SMSF and financial advice firms cut the admin around client work. AccrualOS automates enquiries, onboarding and document chasing, Business Intelligence shows WIP and lock-up, secure AI agents take on repetitive drafting, and our local team protects your client data.
30 minutes with our local team. A written, costed plan before you commit.
Accounting firms reduce administration by automating enquiries, onboarding, document requests and reminders, and by giving partners live WIP and lock-up data instead of manual reports. Sharktech delivers this through AccrualOS, Business Intelligence dashboards and secure AI agents that draft routine work for accountants to approve, backed by cybersecurity and managed IT.
Document requests and reminders handled automatically.
Partners see current data, not month-end reports.
AI agents, cybersecurity and managed IT behind it all.
Accountants did not train to chase bank statements in October. Yet every lodgement season, skilled staff spend hours on reminders, onboarding paperwork and status emails, while partners wait for month-end to see WIP and lock-up. Since 1 July 2026, accountants providing designated services also carry AML/CTF obligations, adding client due diligence records to the pile. Automation takes the repetitive work off your team. Sharktech Global is an Australian AI tech lab, the Sharktech AI Tech Lab, with offices in Liverpool, New South Wales and South Yarra, Victoria. We design, build and run our own AI platforms and support accounting and finance across Liverpool, Parramatta, Campbelltown, Penrith and across Sydney, Melbourne, Brisbane, Newcastle, Wollongong and Geelong.
Client data, fraud risk and compliance obligations are growing together for Australian accounting and finance firms.
Notifiable data breaches were reported by legal, accounting and management services in 2025.
Of 1,205 breach notifications in 2025 were caused by malicious or criminal attacks.
Accountants providing designated services came under AML/CTF obligations, including client due diligence.
Privacy policies must explain significant automated decisions that use personal information.
Five capabilities from one local team. Start with one, and they connect as you grow, because we build software as well as support it.
Where it helps here: WIP and lock-up you only see at month end.
Where it helps here: repetitive drafting between client work.
Where it helps here: chasing clients for documents every lodgement season.
Where it helps here: client financial data and payment redirection fraud.
Devices, accounts, Microsoft 365 and backups with one Australian help desk.
Real problems. Delivered through Sharktech. Numbers you can check.
Staff send the same reminder emails and calls again and again, and returns stall waiting on one missing statement.
AccrualOS sends automated document requests and reminders, tracks what is outstanding against your compliance calendar, and shows the team exactly which clients are holding up which jobs.
Documents received before deadline, hours spent chasing
Enquiries wait until someone is free, and onboarding means engagement letters, ID and forms passed back and forth by email.
AccrualOS answers enquiries with an AI assistant that never gives tax advice, books appointments, and runs onboarding with forms, engagement letters and reminders in one flow.
Enquiry response time, days to onboard a new client
Partners find out about write-offs and slow debtors after the damage is done, because the numbers sit inside the practice management system.
We connect your practice management and accounting data into Business Intelligence dashboards for WIP, lock-up days, debtor days, realisation and recoverability by partner, client and service line.
Lock-up days, write-offs, report preparation time
Collecting identity and ownership documents, keeping records and scheduling re-verification is new manual work for many firms.
We automate the collection of due diligence documents, checklists, record keeping and re-verification reminders, so evidence is complete and easy to retrieve. Your AML/CTF program and decisions remain with your firm.
Client files complete, records retrievable on request
Engagement letters, status emails, meeting notes and summaries take accountant time that could be billed.
AI agents deployed inside your Microsoft 365 environment draft letters, emails and meeting summaries from your templates and records, for an accountant to review and approve before anything is sent.
Drafting hours per week, drafts approved without rework
Firms hold tax file numbers, bank details and identity documents, and criminals impersonate firms and clients to redirect payments.
We assess you against the Essential Eight, enforce multi-factor authentication, configure email authentication to stop spoofing, review mailbox rules and run phishing simulations for partners and staff.
Essential Eight maturity, phishing click rate, spoofing blocked
Practice management and automation platform built only for Australian accounting and bookkeeping firms. Sharktech builds, runs and supports it, then connects it to Business Intelligence, AI agents and your wider IT.
The agent does the paperwork. Your people make the decisions.
An AI agent is software that completes a whole administrative job, such as collecting forms, drafting a report or answering an enquiry, rather than just answering a question. Sharktech designs, deploys and runs agents inside your own environment, connected to the systems you already use, with a person approving what matters.
Agents run inside your own environment with least-privilege access, a person approving every output and a full audit log. Your data is not used to train public models.
Drafts engagement letters from your templates for partner approval.
Drafts status updates and follow ups from job progress.
Summarises client meetings into notes and action items.
Checks client files for missing documents and flags gaps.
Proactive support from an Australian help desk, Monday to Friday, 9am to 6pm AEST. Wi-Fi, routers and network hardware stay with your network provider, and we coordinate with them for you.
Dashboards connected to your systems, with managed analytics to keep them accurate. Typical measures:
People you can meet. Accountability you can hold.
Client financial data deserves a partner who understands Australian obligations and turns up in person. Sharktech is Australian-led and accountable, with offices in Western Sydney and Melbourne.
Small budget. Real result in weeks. Then grow.
One secure agent on one administrative job, measured against a baseline.
Your data sources mapped and one live dashboard your team uses.
One manual process automated end to end, such as reconciliation or intake.
Essential Eight assessment, written report and prioritised roadmap.
One month of managed support so you can judge the service first.
Prices exclude GST, are indicative and are confirmed in writing after a short assessment. Starter projects are scoped to show a measurable result within two to four weeks.
AccrualOS is a practice management and automation platform built only for Australian accounting and bookkeeping firms. It brings CRM, workflow automation, client communication, onboarding, AI assistants, billing and reporting together, and is designed to work alongside your existing accounting software. Plans start from A$295 per month.
No, AccrualOS assistants and Sharktech agents handle administrative work only, such as enquiries, bookings, document requests and drafting for approval. Advice stays with your accountants.
Yes, where your practice management and accounting systems allow exports or integration, we build Business Intelligence dashboards for WIP, lock-up days, debtor days, realisation and recoverability by partner, client and service line.
Yes, we automate the collection of identity and ownership documents, checklists, record keeping and re-verification reminders. Your AML/CTF program, risk assessments and decisions remain with your firm, and we do not provide legal advice.
Most firms start with AccrualOS from A$295 per month, a workflow automation project from A$3,000, or a Business Intelligence WIP dashboard from A$5,000. Managed IT starts from A$2,500 per month for a pilot month.
Book a 30-minute discovery call with our local team. We find the admin task costing your accountants the most time and give you a written, costed plan.
Because we ship our own AI products, not just other people's. The Sharktech AI Tech Lab designs, builds and runs VCPility, AccrualOS, eTakeaway Max and Motivo360, and delivers Flagman AI safety as the exclusive Australian and New Zealand delivery partner for Perleybrook Labs. The same engineers who build those platforms design the dashboards, agents and automation we deploy for you.
We support accounting and finance firms in the finance and business districts of Sydney, Melbourne, Brisbane and Adelaide.
Managed IT is delivered remotely with on-site work arranged as needed.
Part of our professional services work, alongside law firms, engineering and architecture practices, consultancies and financial advisers.
02Manufacturing, mining, warehousing, aged care, NDIS and professional services.
P1Practice management and automation platform built only for Australian accounting and bookkeeping firms. CRM, workflow automation, client communication, onboarding, AI assistants, billing and reporting in one place, from A$295 per month.
P2CRM, marketing automation and business growth platform. Tailored for service-based businesses.
P3AI workplace safety monitoring and compliance. Real-time alerts, incident tracking, compliance reporting.
Start with the problem costing you most, whether that is chasing clients for documents every lodgement season or something else. You leave with a clear next step, not a sales pitch.
You cannot hire it. You should not have to. We deploy and run the AI and automation systems for you.