BAS Pro is an AI-powered assistant that automates and simplifies Business Activity Statement (BAS) preparation. It helps accountants and bookkeepers complete BAS faster, more accurately, and with less manual effort.

It’s built for accounting firms, bookkeepers, and finance teams who manage BAS for clients — whether you’re working solo or in a larger firm.

What sets it apart from other AI tools is its support for the end-to-end accountant and bookkeeping workflow, starting from client communication before you kickstart BAS review, to remind clients to ensure books are reconciled and settled.

We will then facilitate efficient and accurate review of transactional data for the period, seamlessly integrating with Xero to make relevant adjustments.

BAS Pro also allows you to communicate and send email notifications to your clients when lodgement is done by using the provided email template and filling out the necessary details.

Here is your complete guide to getting started with BAS Pro

Sign up, connect Xero, and the tool will automatically start analysing your BAS data.

If you are a current Dashboard Insight user, simply follow the steps below.

No, it’s designed to be intuitive. If you can complete a BAS manually, you’ll find this much simpler.

Yes. We offer quick-start guides, live demos, and online training sessions.

Yes. You can import prior period transactional data for review by connecting your accounting platform for automatic syncing. No manual import.

BAS Pro simplifies and automates the BAS review process from start to finish.

Yes. You remain in control of all lodgments. The AI automates the heavy lifting, but final review and approval stay with you.

Absolutely. It scales easily - small or large, BAS Pro adapts to your firm’s workflow. Our tool can process as many transactions and line items as you have.

Yes. You can manage multiple client profiles, each with separate BAS data and history. The tool also has the capability to send client notifications, emails, and communication requesting supporting data and documents.

On average, firms report cutting BAS prep time by 80%, especially for repeat clients and routine lodgements. If 1000 transactions take one user 1.5 hours to review, with BAS Pro, you can get it done within 15 minutes, giving you more time to focus on client communication and advisory work.

It automates Pre-BAS client communication, including sending email reminders to complete, close, and reconcile Xero transactions. BAS Pro also automates error detection such as entry misclassification, GST miscalculations, outlier amounts, and missing information.

Yes, the tool supports both frequencies.

At present, the tool automatically calculates and reconciles GST. We’re actively developing additional capabilities to support the reconciliation of PAYG and other BAS components.

Yes. It connects seamlessly with Xero. In the future, we are going to integrate with Quickbooks and MYOB.

Yes. You can switch between clients or entities easily from the same dashboard.

Yes. BAS Pro supports multiple Xero organisations simultaneously. You can switch between client profiles within the same dashboard and manage reviews, communications, and lodgement statuses independently for each entity.

BAS Pro generates one consolidated journal entry that summarises all accepted changes for the selected review period. This ensures cleaner records in Xero, easier reconciliation, and a clear audit trail — without cluttering your ledger with multiple journal entries.

BAS Pro does not perform full bank reconciliation checks. It reviews reconciled transaction-level data in Xero to identify GST misclassifications, outlier amounts, missing or incomplete entries, and other coding inconsistencies.

Duplicate payments or misallocated transfers may be flagged if they result in unusual or inconsistent transaction patterns, rather than through direct reconciliation logic.

The current BAS Pro release checks these accounts if GST has been tagged.

BAS Pro’s AI analyses transactions based on historical coding patterns and data consistency within Xero. It does not yet read or verify attached source documents (such as invoices or receipts).

When a suggested correction is accepted, BAS Pro creates a manual journal entry in Xero to reflect the adjustment. It does not recode transactions at the individual line level, as this is not supported through Xero’s API.

At the moment, reports aren’t customisable. However, you can easily export the report for further formatting or presentation outside the platform.

Yes. Data security is a top priority — all information is encrypted in transit and at rest.

Data is securely hosted on Australian servers that comply with local data protection regulations.

It’s fully cloud-based — no downloads or installations required.

Yes. We comply with the Australian Privacy Principles (APP) and the Privacy Act 1988.

No. Your data is never shared or used for model training. The AI only works with your data within your secure environment.

All data is securely hosted on Australian servers in compliance with local data protection regulations. Information is encrypted both in transit and at rest, and users access the platform through standard secure login.
BAS Pro automatically adds a note to any adjusted Xero transaction, maintaining a transparent audit trail for all changes.

Users have full control over their firm and client data, including the ability to permanently delete records. When an account or connection is disconnected, all associated data is automatically deleted within 30 days.

It compares transaction patterns, checks for account allocation and GST code mismatches, and reviews data consistency and prior data in their own accounts.

The tool achieves high accuracy through continuous learning and updates. You’ll always have the final review and sign-off.

Yes. You’re in full control — the AI suggests, you decide.

Yes. It supports a wide range of scenarios and flags anything outside typical patterns for manual review.

Our AI capabilities are continuously improving as part of our regular development cycle. However, we also release incremental updates based on client feedback and evolving needs, so new features and improvements may be introduced more frequently throughout the year.

No installation needed — just log in via your browser.

The tool works on desktop, laptop, tablet, and mobile browsers.

A stable internet connection and a modern browser (Chrome, Edge, or Safari).

You can simply reconnect, and no data will be lost. The system automatically saves your progress, allowing you to pick up exactly where you left off once the connection is restored.

There is currently no integration with FuseDocs or other document management platforms. Additional integrations are planned in future updates as outlined in the published roadmap.

Free trial until end of year! Access will be available starting Oct 24, 2025 to all waitlisters. Keep an eye out for your welcome email!

No. You can cancel anytime — no lock-ins.

Yes. All updates and feature releases are included in your subscription.

You’ll have the option to continue with a paid plan or export your data before ending your trial.

Before your free trial ends, you’ll receive an email with simple instructions to upgrade. You can easily convert your trial into a paid account within the platform. Your data, settings, and client connections will remain intact.

BAS Pro is currently offered under a free trial until the end of the year.
Details on subscription plans, pricing tiers, and licensing options for multi-entity and multi-user environments will be announced closer to the end of the trial period.

You’ll have access to email support ([email protected]) and can schedule meetings with our team during business hours for guided assistance and troubleshooting.

Yes. Our Help Centre includes video walkthroughs, FAQs, and troubleshooting guides.

Firms report cutting prep time by up to 80%, especially for recurring BAS clients.

Yes. Early error detection means fewer corrections and compliance risks.

Absolutely! Faster turnaround times and fewer back-and-forths mean happier clients.

By automating routine tasks, your team can dedicate more time to strategic advisory and expanding client relationships.

We’re expanding integrations to cover more accounting and document management platforms.

Definitely. We welcome user feedback and use it to shape future updates.