Frankie
Partner-level review, in minutes not hours
frankie helps accounting firms across New Zealand and Australia automate tax review inside FYI, helping firms scale without adding headcount.
Problem
Every set of annual accounts needs a senior review before it reaches the client, and that job lands on partners: the most experienced, most stretched people in the firm. In peak season they're the bottleneck, and hours that should go on client advice get spent checking work. frankie had proven the concept with an internal GPT prototype, but needed a production-ready platform that was secure, consistent and capable of running across hundreds of firms.
Solution
Caitlyn powers frankie’s automated tax review workflow. Once draft accounts are completed in FYI, every review happens automatically before a partner ever sees the file.
Key elements of the solution include:
An unattended workflow
An automated step inside another product, not a chat assistant waiting for questions.
Built on trusted tax legislation
The full NZ Income Tax Act 2007 and Master Tax Guide, around 4,000 pages of exactly what a senior reviewer checks against.A ten-point compliance review
Every set of accounts checked across ten NZ tax compliance areas, from depreciation to loss continuity and imputation credits.Actionable review report
Minutes later, the accountant gets a clear list of review points to fix. A human always makes the final call.Secure by design
The whole pipeline runs in frankie's own AWS account in Sydney. Client financials never leave their environment.
Impact
The result isn’t simply faster reviews. It’s a fundamentally different way of scaling tax expertise across the firm.
The review a partner used to do line by line now happens before the file hits their desk, so the final review takes minutes rather than hours. During testing, it picked up real errors in accounts headed for sign-off.
Junior accountants see partner-level review points on their own work every time, turning every job into training.
Within weeks of the 2026 compliance season starting, frankie's review became the busiest workload on the entire Caitlyn platform.
Partner and reviewer time reduced
30–40%
Accountant time reduced
20–25%
Tax compliance areas checked, every review
10
“Firms tell us it catches the things a partner would catch. That's the bar. Getting that in minutes instead of hours changes how you run a busy season.”
Heidi Seal
General Manager
Caitlyn works invisibly behind the scenes. Accountants never interact with another AI tool, they simply receive a completed review inside their existing workflow.
Caitlyn works invisibly behind the scenes. Accountants never interact with another AI tool, they simply receive a completed review inside their existing workflow.
Technology
frankie’s review workflow runs entirely inside its own AWS environment using the Caitlyn platform. Draft accounts are automatically assessed against New Zealand tax legislation, with a structured review report returned directly into the existing workflow. Client financial data never leaves frankie’s environment.
Learn more about frankie at frankietherobot.com