Ask anything.
Get it done.
Nagaris runs your whole practice in one place: group engagements, onboarding, AML/CTF, billing, email, documents and team chat. Ask Nagaris works across all of it, so your team asks instead of searching.
The gap between "New Client" and "Work Started" used to be weeks. Now it's minutes.
Old Way
Five proposals, repeated data entry, weeks chasing paperwork, and sensitive data sent by email.
Trust Proposal
Company Proposal
SMSF Proposal
Sarah Smith Proposal
John Smith Proposal
“Can you send your ID?”
No reply
“Following up on your Trust proposal”
Viewed 12 days ago
“We are still waiting on your payment details”
Unopened
Nagaris way
One engagement, automatic ABR validation, client self-serve, and the work set up the moment they sign.
Proposal
Smith Family Group
ABR Validated
Trust
Company
SMSF
John
Sarah
Sign
Pay
Verify ID
Client Onboarding Completed
18 Tasks assigned
Ready in team queue
Ask Nagaris. Ask about any client, job, email or document, or hand it the work.
Client Rooms. Team chat with a room for every client, and Ask Nagaris in every room.
Group Engagements. One proposal for the whole family group, signed and paid in one flow.
Compliance Built In. AML/CTF checks, KYB and risk assessments without a separate system.
Ask anything. Hand over the work.
Ask Nagaris already knows your clients, jobs, timesheets, emails, documents and billing. At BPAG Accountants, 54 people used it nearly 2,000 times in two weeks.
Answers in Seconds. What’s overdue, over budget or unsigned, for one client or the whole firm.
Drafts the Email. Replies written from the client’s file, ready to edit and send.
You Approve. Every change and every email waits for your sign-off.
Runs on a Schedule. Morning briefs, WIP summaries and reminders, set up once.
A room for every client. A teammate in every room.
Team chat built into your practice: a room for every client, a channel for every team, and direct messages. It can replace Slack or Teams.
@Ask Nagaris. Tag it in any room and it answers with the whole client file.
Hand It the Work. Create the job, draft the email or update the client, right in the thread.
Everything on File. Every conversation sits on the client record.
Threads and Mentions. Replies, reactions, files and a mentions inbox.
One engagement for the whole family group.
Trusts, companies, SMSFs and individuals on one proposal, priced together or entity by entity.
Group-first Engagement. Every entity in one engagement letter.
Flexible Billing. The group pays together, entity by entity, or your own split.
One Signature. Clients sign once for the entire group.
Bulk Roll-Over. Roll next year’s engagements out from a template.
The signature pulls the trigger.
Client clicks “Accept”. Payment is set up, and the work is ready for your team, with jobs in XPM or straight from the engagement.
Auto-Creation. Jobs, services and budgets from the engagement.
Zero Admin Lag. Tasks assigned to your team's queue.
Payments That Match. Direct debit, card or PayID, matched to the invoice for you.
Complete Audit Trail. Every action timestamped.
Clean data, kept clean every day.
Nagaris checks entities against the ABR, then keeps Nagaris, XPM, CAS 360 and SF360 in step every day.
ABR Sync. Validate ABN, ACN, GST instantly.
Data Hygiene. Spots where XPM, CAS 360 and SF360 disagree, and helps you fix it.
Duplicate Finder. Merges the same person XPM created once per client.
TFN Self-Service. 5 ways for clients to find it without you.
Anderson Johnson
Complete full onboarding in minutes, not weeks.
Clients self-serve while they're engaged — in one guided flow.
AML/CTF, Handled. Identity checks, bank-verified ID with ConnectID, PEP & sanctions screening, risk assessments and beneficial ownership, completed by the client in one guided flow.
KYB on Any Company. ASIC extracts, directors, beneficial owners and credit checks, with the risk scored and reviews scheduled for you.
Simple Linking. Xero, MYOB, QuickBooks, ATO via guided wizards.
Conditionally Smart. Asks the right questions per entity type.
Everything else your practice runs on.
Email, documents, billing and reporting, in the same place as your clients.
Shared Mail
Every client email, shared with the team.
Smart Documents
SharePoint, searched by what files say.
Billing That Matches
PayID payments matched to invoices.
Reports You Ask For
Ask a question, save the chart.
"Nagaris is absolutely the best thing since sliced bread! The lag between client appointments and actually starting the work has been substantially reduced. I sent six ethical letters in the first day of using Nagaris!"
Donagh Chisholm
Accountant & Owner, Chisholm Accounting
Grow Your Firm. We Scale With You.
One proposal covers the whole group. Unlimited value.
Included in Every Plan
Unlimited Invoices
AML Risk Assessments
PEP & Sanctions Screening
Ethical Clearance Letters
Auto-payment Reconciliation
Profitability Tracking
Payment Processing & Add-ons
Clear rates. Pay only for what you use.
Direct debit & PayID
1% + 30¢
Capped at $5 per payment
Cards 1.95% + 30¢
ID verification
$5
Per person. Selfie, ID and watchlist checks.
Business checks (KYB)
$9–$49
Per company, based on the reports you choose.
Ask Nagaris
$1,000 credit
For new firms. Then pay as you use, with a daily limit you set.
additional client block
$99
/Month
Add 500 active clients
storage pack
$29
/Month
Add 100GB storage
Built for Complex Firms
For firms that need advanced security, compliance and dedicated migration support.
Usually responds within 24 hours