Why I built Jazhi instead of switching to another tool

I’ve been a registered tax agent for about a decade. I run a small Australian practice (Tax Tracker Pty Ltd) that handles BAS, income tax, and the everyday compliance work that pays the bills.

Every quarter, like every other agent in this country, I spent more time moving CSVs between five tools than I spent thinking about the actual numbers. After a few years of that, I stopped looking for a better tool and started writing one.

The gap I kept hitting

There are three jobs in a BAS quarter:

1. Get the bank data in.
2. Categorise it correctly and compute the BAS.
3. Coordinate the work. Chase clients for documents, track which BAS is at which stage, send the cover emails, mark them lodged.

Plenty of tools do one or two of these jobs well. Most struggle with job three. The reconciliation work has good options. The coordination work, less so.

Job 3 is where my hours went. The kanban board lived in my head. The reminder schedule lived in Outlook. The “did I email this client yet?” lived in my sent folder. The email I had to write at 9pm to chase the missing receipt was a fresh draft every time, even though I had written essentially the same email four hundred times before.

What I wanted, in order

1. A pipeline view of every BAS this quarter, showing which client, which stage, and how overdue.
2. Reconciliation that learns from my training rules, not just generic vendor patterns.
3. Email drafts that already know the client’s name, ABN, period, and what stage their BAS is at, so I can edit and send rather than write from a blank page.
4. A reminder system that respects opt-outs (some clients ask not to be chased), runs on dry-run mode the first time so I can sanity-check it, and uses my own Gmail or Outlook so replies route to my real inbox.
5. Export to PDF and Excel that looks like work product, not software output.

What Jazhi is

Jazhi is the missing layer. It handles all three jobs, but the work it leans hardest on is job 3: the practice layer most reconciliation tools skip.

It is built by a registered tax agent. That matters because the design decisions are made by someone who actually lodges BAS, not by someone who has to disclaim being one. The TASA Code of Professional Conduct binds me regardless of what the SaaS terms say. You can feel that in the product when you use it.

What it isn’t

• It isn’t a ledger replacement. Your existing ledger stays where it is.
• It isn’t magic. The AI does specific, bounded jobs (suggesting categories for unknown transactions, drafting emails). Every output is reviewable, every line carries a confidence score and an edit history.
• It isn’t a finished product. We are early. The honest version of this pitch is that the platform does the BAS-and-practice work today and is growing into more.

Why publish all this

The honest pitch is simple: the person who built this lodges BAS for paying clients every quarter, and uses it himself. If you want to see whether it fits your practice, the trial is free for 14 days and refunds run for thirty days after that.

If you are a practitioner who is tired of the same five-tool dance, you are my audience. Drop me a line.