DeskMate · by BrightPath AI

The AI assistant built for Australian accounting practices.

DeskMate is an AI assistant for Australian accounting practices that connects with systems including Xero, MYOB, QuickBooks, the ATO, FYI, Karbon, BGL and Microsoft 365. It runs recorded workflows, answers questions across client information, drafts work for review, and records approvals in an audit log.

DeskMate

From BrightPath AI

New chat

Bank ReconciliationMatches statement lines against ledger entries

Deal Card EnrichmentEnriches a new sales deal when it is created

Create ProposalGenerates a sales proposal draft from a deal

Bills from PDFReads a supplier PDF and drafts the bill

Two-factor CheckVerifies a request before it runs

Ask DeskMate to run a skill…Send

ARAlex RiveraAdmin

Chat history

Draft an email to the team about…

Summarise this week's invoices

Search my mailbox for anything…

List my 3 most recent messages

Reconcile the March bank feed

Create a proposal for a new client

What changed for my top accounts?

Which approvals are waiting on me?

DeskMate Chat5 skills available Sydney

Hi there, Alex

I’m DeskMate, your new AI-Assistant.

Skills you can run

Start 21 days free See a skill run

What DeskMate is

An assistant that plugs into the systems your practice already runs. It does the work the way your firm does it, and answers questions across everything it can see.

Connected to your tools

Reads and writes Xero, MYOB, QuickBooks, the ATO, FYI, Karbon, BGL and Microsoft 365.

Runs your workflows

Record a job once, the way your practice already does it. DeskMate repeats those steps exactly.

Finds answers in seconds

Ask across every client and every year at once. No exports, no digging through folders.

What did Ridgeway pay in tax each year since 2021? Five returns, read straight from the ledger

Which clients hold employee share scheme interests? Checked across every client file

Who still owes us for work billed in March? Matched against the debtors ledger

Nothing reaches a client until someone says so

A draft is written

The skill does the work, then stops. Nothing sends on its own.

It waits for a person

Released from Teams or Slack by someone with the authority to sign it.

The release is recorded

Who ran it, what it touched, what it produced, who approved it.

That setting is enforced on our servers, not by the model.

Skills your team can run this week

Xero · MYOB

Bank reconciliation

Every line coded. You see only what it could not match.

Statement lineAccount

OFFICEWORKS 214514 Mar · $284.10 6-1200Office supplies

TFR IN — RIDGEWAY14 Mar · $12,400.00 1-1300Trade debtors

TELSTRA CORP15 Mar · $319.00 6-2400Telephone

AMZN MKTPLACE AU15 Mar · $96.55 No matchneeds a code

COLES 041218 Mar · $67.20 6-1400Staff amenities

ATO INTEGRATED20 Mar · $8,940.00 2-1500GST payable

UBER *TRIP22 Mar · $41.30 No matchneeds a code

DALTON & CO21 Mar · $6,050.00 1-1300Trade debtors

STRIPE PAYOUT22 Mar · $2,118.44 1-1200Bank clearing

412 lines matched2 to review

Xero · ATO

BAS preparation

Workpaper built, figures tied back, variances flagged.

Xero · Outlook

Invoice chasing

Drafts the follow-up. Waits for approval.

FYI · Teams

Client onboarding

Collects, files, opens every task.

Xero · Excel

Month-end close pack

Numbers, commentary, in the channel before stand-up.

Outlook · Teams

Inbox triage

Sorted by intent, drafted from your own answers.

Browse the full library

What four practices got back

hrs reclaimed / wk

skills in production

new headcount

days to first skill live

“We used to dread the first week of every month. Now the close pack is in our inbox before stand-up.” Managing Partner — 22-person practice, Sydney

Firm names withheld at their request. Read the four write-ups

The four things partners ask

Where does client data go?

Sydney, and nowhere else. No offshore leg to disclose, and your content never trains a model.

What if it gets something wrong?

You see it before the client does. Each skill declares how much it may do without asking.

How long until it is running?

Nine days to the first live skill across four practices.

Who signs off?

A person, every time. Each run records who ran it, what it touched and who approved it.

See how the isolation works

What it costs

Starter · 2–15 seats

$149 / seat / month

Self-serve setup, unlimited recorded skills, daily runs.

Growth · 16–50 seats

$189 / seat / month

Guided onboarding, approval queues, audit-log export.

Enterprise · 51+ seats

From $229 / seat / month

SSO and SCIM, dedicated channel, 2-hour SLA.

Compare the plans Sydney residency on every plan

Before you ask

Do we connect real client data to try it?

Yes. A trial runs against your own ledger, so the first skill you watch run is doing your own work rather than a sample. Twenty-one days, free, with no card on file.

What happens after the trial?

The skills pause. Your data stays retrievable for 30 days, then it is destroyed, backups included. There is no card on file to charge.

What counts as a seat?

Anyone who can trigger or approve a skill. People who only receive the output are not seats.

Start with one skill.

Pick the workflow that eats the most hours this week.

Start 21 days free Book a working session

21 days free · no card · no lock-in