Accounting and bookkeeping practices
Do the job once. Get the SOP your team follows and your AI can read.
The tricky bank rec comes round every month-end, and how your senior does it right has never been written down.
She does the rec once with Steptree recording. Steptree writes the checklist, with screenshots under the steps and the judgement calls she flags.
A partner approves it. New starters follow the checklist, and staff ask Steptree AI how your practice does it in Xero, MYOB or wherever the file lives.
Free plan: 300 AI credits a month and two recordings, no card. Claude can connect on any plan.
The mechanism
One rec on your screens becomes your practice's checklist
She works one rec while Steptree records it
In any app on Windows or Mac: the ledger, the lodgment portal and the workpaper software alike. She can stop and flag why, like the threshold she applies or the client whose file works differently.
Password fields are never recorded, and emails and card numbers are stripped from typed text.
Steptree writes the checklist, and a partner approves it
The goal, the steps in order with screenshots under them, and the judgement calls she flagged. Edit it like a doc. Nothing is published until a partner approves it.
New starters follow it, and staff ask Steptree AI
The checklist sits in one library with folders, tags and comments. Staff open it, or ask Steptree AI in the Steptree App how your practice does the rec.
Connect Claude and it reads the same checklists, on any plan.
What comes back
The checklist carries the judgement calls, not only the clicks
A rec, written the way your practice does one
Where to start
Four jobs worth a checklist before busy season
- The bank rec
- The same sequence across however many client files, twelve times a year. The task with no documented procedure — people just learn it by watching someone who already knows how.
- Chasing the missing statement
- Who is outstanding, what they were asked for, and the follow-up that should have gone out Tuesday.
- BAS preparation
- Gathering the figures and keying them off the workpaper. Review and lodgement stay with your registered BAS agent.
- Client onboarding
- Engagement letter out, ledger set up, chart of accounts adjusted to your practice's way, software links connected.
One rec proves the checklist holds up. A subscription writes down the chasing, the onboarding and every other job the practice repeats, so busy season runs from checklists, not memory.
Questions
What a partner asks before anyone presses record
- Is this AI doing the accounting?
- No. Steptree writes down how your practice already does the work, and a partner approves it. The professional work stays with the person registered to do it.
- Who is responsible for what the checklist says?
- You are, as with any procedure your practice writes. It stays a draft until the owner, a manager or an admin publishes it. Advice and anything signed or lodged stay with a qualified person.
- Will it record our lodgement and workpaper software?
- Yes. Steptree records any app on Windows or Mac, so Xero, MYOB, QuickBooks Online, the lodgment portal and the workpaper software all land in the same checklist.
- Does my senior bookkeeper have to stop working to document the rec?
- No. She works the rec she was going to work anyway with recording on, and stops for a few seconds where there is a call worth explaining. The checklist is written from the recording afterwards.
- Can staff ask how the practice does something?
- Yes. In the Steptree App, Steptree AI answers from your practice's own checklists. Claude can read the same library once you connect it, on any plan.
- What does it cost to find out?
- Nothing. The free plan has 300 AI credits a month and two recordings, no card needed. That is enough to record one rec and read the checklist it becomes. Paying is what documents every job the practice repeats, before busy season.
Next
Where to go from here
What a finished checklist holds
Goal, steps, screenshots and judgement calls.
What is never recorded
Password fields, and card numbers in typed text.
What a practice pays
Per user, free to try with no card.
Your first checklist, from your own rec
Record the rec your senior does best, and read back the checklist it becomes. Free gives you 300 AI credits a month and two recordings, no card: enough to prove it before busy season.
