How a YesBOS assistant is set up, trained and put to work alongside your team.
Each YesBOS assistant is built for a specific job and works inside the tools you already use, including Xero, MYOB and Inland Revenue. You are productive in days, not months. From there it cuts administrative workload and turnaround times, while people stay in control at every step.
Choose
Pick the support your team needs, across finance, HR, sales or operations, or set up a custom one. Each assistant already understands its job and the way New Zealand businesses work, so it is useful from the first day.
Pick the support you need
- • Finance Support Assistant: Xero and MYOB, GST and PAYE
- • People & HR Support Assistant: leave, payroll and payday filing
- • Sales Support Assistant: pipeline and quotes
- • Custom: your process, your rules
Train
Connect your Xero or MYOB, add your processes and set your rules. The assistant learns your chart of accounts, your customers and suppliers, and the way you like things done.
It learns your business
Connect Xero to bring in your ledger, contacts and bank feeds. Add your GST coding and approval limits. The assistant maps all of it to the way your business already runs.
Deploy
The assistant goes live across your website, email and the apps your team uses, including Microsoft Teams. It handles questions, tasks and routine jobs as they come up, so the day to day just gets done.
Works where you work
Ask in your browser, reply by email or message in Teams. There is no new app for your team to learn, because the assistant works where they already are.
Supervise
Check its work, review anything it flags and adjust the rules from one place. If it is not sure about something, it holds it for you, so people always stay in control.
You stay in control
Set approval limits, review what it has done, and correct anything once. It remembers, and every decision is logged for your accountant.
Five checks between a question and an answer.
Every answer is checked before it reaches you, so you get accurate, audit-ready output based on your real data. The result is fewer errors, less rework and consistent quality you can rely on.
Stage 1
Checked against your data
Matched to your real Xero or MYOB structure.
Stage 2
Your rules applied
Your GST coding and approval limits are applied.
Stage 3
Confidence checked
Anything it is unsure about is held back for review.
Stage 4
You sign off
You approve anything above the limits you set.
Stage 5
Logged for audit
A clean trail your accountant can review.
Your GST return, prepared and ready to review.
At the end of the period, your Finance Support Assistant codes the transactions, prepares the GST return, and reminds you about provisional tax and payday filing. It then hands everything to your accountant to review and file in myIR.
GST period summary
- GST collected$12,480
- GST paid$7,920
- Net GST payable$4,560
Coded against your Xero ledger · GST101A ready for your accountant · payday filing up to date
See the efficiency gains on your own setup.
Book a working session and we will show you exactly where YesBOS cuts workload and turnaround time in your business.
Book a Strategy Session