Australian accounting firms sit on more live financial data than almost any other profession, and most of the week still goes to assembling it. Pulling the P&L, formatting the board pack, chasing the same overdue invoices, rebuilding the monthly review package client by client. The work that needs your judgement gets whatever time is left.
Renly changes that ratio. It is a governed runtime for AI agents: pre-built agents that read your clients' live Xero data, draft the outputs your firm sells, and wait for a named human to approve anything before it touches a system of record. Every action carries its provenance: who asked, which model acted, who approved, what happened.
Watch it work
This walkthrough was recorded for Australian accounting firms. It shows agents working on live Xero data end to end.
Prefer the full series? Watch the complete playlist on YouTube.
What the agents actually do
Board pack from the live P&L, in about 90 seconds
Ask the finance agent to analyse a client's Xero P&L, flag unusual variances, and build a board-ready report. The agent reads the live data through the Xero connector, writes the commentary, and assembles the deck. Work that takes an experienced accountant half a day comes back in about 90 seconds, ready for your review and your letterhead.
The monthly review package, without the two days
P&L, balance sheet, cash flow, and KPIs with commentary, produced as a Word and Excel package from live Xero reports. What used to be two days of monthly close assembly per client becomes about five minutes of agent time plus your review. Multiply that across a client book and the capacity you get back is a new service line.
Receivables chased, with you in control
The agent pulls the aging report, buckets the overdue accounts, and drafts prioritised collection emails in Outlook. Nothing sends until you approve each one. Two to three hours of AR admin becomes a few minutes of approving drafts. The same pattern covers drafting invoices and recording payments in Xero: the agent prepares, you approve, then it acts.
The pattern behind all three: agents draft, humans approve, and the runtime records the whole chain. Your firm moves faster without giving up the thing your clients pay you for, which is professional accountability.
Why governance matters more in an accounting firm
Your clients trust you with their financials. A consumer AI assistant on a personal account has no answer when a client, a partner, or a professional body asks what the AI did with that data. Renly does:
- Named attribution. Every action ties to a specific staff member, agent, and model. No anonymous actions on client data.
- Approval gates. Writes to Xero, Outlook, and other systems of record wait for a human. Drafts are previews until someone accountable says yes.
- A tamper-evident audit trail. A SHA-256 hash-chain records who asked, which model acted, who approved, and what happened, on every plan.
- Your Microsoft world. Staff sign in with Microsoft Entra ID. Agents work on your Outlook, Teams, SharePoint, and OneDrive through OAuth permissions your admins approve, inside your own Microsoft 365 tenant.
- Data isolation. Each organisation's data is isolated, encrypted with AES-256-GCM, and never used to train models.
Built for firms, not just for finance teams
Renly ships 101 pre-built agents across 22 industries, including a dedicated Accounting & Tax library, and 31 production connectors with 307 tool actions. For an accounting practice that means the same governed runtime covers client reporting from Xero or QuickBooks, engagement communication in Outlook and Teams, and document work in Word and Excel, without stitching together point tools.
Pricing starts free for small teams, with Pro and Pro Plus per-seat plans and an Enterprise tier that adds fail-closed governance and bring-your-own-model. Signup takes a work email; there is nothing to install for standard connectors.
See it on your own Xero data
Book a demo for your firm, or start free with a work email and connect Xero in minutes.
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