These are candidates for the flagship jobs in the playbook. They are not a verified fit for every business, and we do not invent prices.
Microsoft 365 + Copilot
Documents & knowledge
Good for: Company knowledge in SharePoint/OneDrive with permissions · Drafting in Word/Outlook where your files already live
Not for: Businesses not already in the Microsoft ecosystem · Accounting-specific workflows
Works with: Best if your business already runs on Outlook, Word and Teams.
Official pricing · Data handling
Alternatives: Google Workspace, Notion · Disclosure: No commercial relationship. Category candidate, not a verified fit for every business. · Reviewed 2026-10-19
Google Workspace + Gemini
Documents & knowledge
Good for: Shared Drive as a lightweight Company Brain · Drafting in Gmail/Docs where your team already works
Not for: Deep Microsoft-ecosystem shops · Line-of-business accounting tasks
Works with: Best if your business already runs on Gmail, Docs and Drive.
Official pricing · Data handling
Alternatives: Microsoft 365, Notion · Disclosure: No commercial relationship. Category candidate, not a verified fit for every business. · Reviewed 2026-10-19
Notion + Notion AI
Knowledge base
Good for: A structured Company Brain with owners and last-updated dates · Role cards, rules pages and checklists in one place
Not for: Heavy document/email workflows · Financial records
Works with: Works alongside either Microsoft or Google stacks as the knowledge layer.
Official pricing · Data handling
Alternatives: SharePoint, Google Drive + Docs · Disclosure: No commercial relationship. Category candidate, not a verified fit for every business. · Reviewed 2026-10-19
ChatGPT (business plans)
General assistant
Good for: Feedback grouping, drafting and analysis tasks with pasted context · Testing a use case before buying anything specialised
Not for: Anything with customer personal data unless your plan’s data terms cover it · Unattended or automated sending of any kind
Works with: Standalone; check the data-handling terms of the specific plan before business use.
Official pricing · Data handling
Alternatives: Claude, Gemini, Microsoft Copilot · Disclosure: No commercial relationship. Data-handling and training settings differ by plan and change over time — verify on the official page, not here. · Reviewed 2026-10-19
Good for: Receipt capture and bank reconciliation with suggested matches · A shared view for you, your bookkeeper and accountant
Not for: Tax judgment — that stays with your accountant · Non-financial knowledge
Works with: Common in AU/NZ/UK small business; your accountant’s familiarity matters most.
Official pricing · Data handling
Alternatives: QuickBooks, MYOB · Disclosure: No commercial relationship. Category candidate, not a verified fit for every business. · Reviewed 2026-10-19
Good for: Document capture with category suggestions and exception review · US-centric small business accounting workflows
Not for: Tax judgment — that stays with your accountant · Non-financial knowledge
Works with: Common in the US; your accountant’s familiarity matters most.
Official pricing · Data handling
Alternatives: Xero, MYOB · Disclosure: No commercial relationship. Category candidate, not a verified fit for every business. · Reviewed 2026-10-19