Waiting for you
2drafts need your yesProfessional services · built for New Zealand
assembl OS for professional services.
For consultancies, accountants, lawyers and advisers in Aotearoa: a pipeline of public tenders, meeting minutes with actions, client onboarding with privacy and AML/CFT done carefully, and tax dates read live from Inland Revenue.
Experimental · built from tools that run today; the public version shows an Example firmExampleSimulatedDraft
The shell
Try it on the Example. Nothing here is real.
This is professional services OS running on Kestrel & Vine Advisory, a fictional business. Move between the tabs with the arrow keys, and approve a draft to see what changes. Nothing is sent.
assembl OS for professional services
Experimental · built from tools that run today; the public version shows an Example firm
ExampleKestrel & Vine Advisory · Fictional, Auckland. A six-person consultancy advising small businesses on strategy and operations. Every record here is simulated: no real business, people or data.
Today
SimulatedWhat needs you today: drafts awaiting approval, dates coming up and what the team did overnight.
In draft
2being prepared by the teamSpecialists
3Flux · Onboarding · FilingOfficial sources
25last checked 2026-11-08The business, as the team sees it
Kestrel & Vine Advisory
Example · illustrative model
- FluxSales and pipeline
- OnboardingClient onboarding, privacy and AML/CFT
- FilingTax and filing dates
Agent team · in the Example
Who is doing what.
- FluxDrafting
Sales and pipeline · Level 2 · Draft
NowOpen GETS tenders for management advisory work to sift
Reads 5 official sources
Ask Flux
- OnboardingWaiting for you
Client onboarding, privacy and AML/CFT · Level 2 · Draft
NowPrivacy notice for the new client intake form
Reads 11 official sources
Ask Onboarding
- FilingWatching
Tax and filing dates · Level 2 · Draft
ReadyExplains GST, PAYE and provisional tax dates from Inland Revenue’s pages, read live, and drafts reminders for you to check.
Reads 5 official sources
Ask Filing
Waiting for a person · 2
Drafts for your call.
- Awaiting approvalSimulatedOnboarding
Engagement letter for a new Example client, ready for your read
A fixed-fee strategy review. Scope and what is out of scope are drafted; the fee and liability wording are left for you.
- Awaiting approvalSimulatedOnboarding
Privacy notice for the new client intake form
Covers each IPP 3 matter. IPP 3A wording added because the form asks permission to talk to the client’s previous adviser.
- DraftSimulatedFlux
Open GETS tenders for management advisory work to sift
Flux pulled the open notices in your service categories. Each links to its GETS page for the closing date and documents.
- DraftSimulated
Actions from the Example team hui, ready to assign
Hui wrote the minutes and listed five actions, with owners where the meeting named them. Nothing is sent until you assign them.
Trace · every step
What the team just did.
- Read
Flux Government Electronic Tenders Service (GETS)
- Read
Filing Filing GST
- Waiting
Onboarding Privacy notice for the new client intake form
- Waiting
Onboarding Engagement letter for a new Example client, ready for your read
- Read
Onboarding Principle 3: collection of information directly from subject, what to tell the individual
- Drafted
Flux Open GETS tenders for management advisory work to sift
Built from the Example’s own tasks and the official sources each specialist cites. Simulated timing.
What this OS does
Live · read live from ird.govt.nz; never filled in from memory
Tax and filing calendar
The next GST, PAYE and provisional tax dates, read from Inland Revenue’s own pages when you open it.
Reading Inland Revenue’s date pages…
Read from: Filing GST (opens in a new tab) (Inland Revenue, checked 8 Nov 2026); Payday filing (opens in a new tab) (Inland Revenue, checked 8 Nov 2026); Payment dates for provisional tax (opens in a new tab) (Inland Revenue, checked 8 Nov 2026)
The pack
What this OS adds for your industry.
Each module shows what it can do today. Proposed means designed, not built.
Live · read live from ird.govt.nz; never filled in from memory
Tax and filing calendar
The next GST, PAYE and provisional tax dates, read from Inland Revenue’s own pages when you open it.
Your own dates depend on your balance date and filing frequency. Check myIR.
Live · Pursuit runs at /pursuit; GETS is read live
Pipeline
Pursuit’s public radar for named prospects, plus open government tenders for advisory work from GETS, read live.
Outreach is drafted, never sent. Consent comes first.
Experimental · Hui runs today at /hui; its minutes are not yet filed into this OSDraft
Meetings with Hui
Drop a recording or notes into Hui and get minutes, actions with owners and an evidence pack.
Record only with everyone’s agreement.
Experimental · drafts in your browser; nothing is sentDraft
Client onboarding
An engagement letter in your own terms, and a privacy notice that covers what IPP 3 and IPP 3A ask.
Guidance, not legal advice. Fees and liability wording are yours to set.
Official sources
- Privacy Act 2020 (opens in a new tab)
- Principle 3: collection of information directly from subject, what to tell the individual (opens in a new tab)
- Principle 3A: collection of information from another source, what to tell the individual (opens in a new tab)
- IPP 3A guidance (opens in a new tab)
- Office of the Privacy Commissioner (opens in a new tab)
Experimental · checklist kept in this browser
AML/CFT checklist
For accountants, lawyers, conveyancers, real estate agents and other reporting entities: what DIA expects, ticked off as you go.
Whether you are a reporting entity depends on what you do, not your job title. This checklist never decides it.
Official sources
- AML/CFT (Department of Internal Affairs) (opens in a new tab)
- A guide to complying with the AML/CFT Act (September 2026) (opens in a new tab)
- AML/CFT information for accountants (opens in a new tab)
- AML/CFT information for lawyers and conveyancers (opens in a new tab)
- AML/CFT information for real estate agents (opens in a new tab)
- AML/CFT frequently asked questions for DIA reporting entities (opens in a new tab)
- Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (opens in a new tab)
Proposed · live lookup needs NZBN_API_KEY; the register links work now
Company lookup
Looks up a client or supplier on the NZBN register, with links to the Companies Register.
Entity details only. Directors are people, so they are not pulled into this OS.
Proposed · needs XERO_CLIENT_ID and XERO_CLIENT_SECRET
Xero cash and pulse
A cash position and a weekly pulse from the firm’s own Xero, read only.
Today the catalogue’s Xero module works through a Xero connector you add to your own Claude. This OS does not connect to Xero yet.
Experimental
People
Employment agreement drafts, leave questions and process steps with Aroha, each citing the official page it used.
Information and drafts, not legal advice. Provided by the People module (lib/people/module.ts).
The Workforce
Specialist agents, grounded in official sources.
Workforce is the agent team inside the OS. Each specialist reads official New Zealand pages live, cites the source and date for every claim and fact-checks its own draft. Drafts are not legal advice.
ExperimentalLevel 2 · Draft
Flux Sales and pipeline
Finds public opportunities, qualifies fit from public facts and drafts follow-ups inside the anti-spam rules. Nothing is sent.
Official sources
ExperimentalLevel 2 · Draft
Onboarding Client onboarding, privacy and AML/CFT
Drafts engagement letters and privacy notices, and walks reporting entities through what DIA expects, from pages it reads live.
Official sources
- Principle 3: collection of information directly from subject, what to tell the individual (opens in a new tab)
- Principle 3A: collection of information from another source, what to tell the individual (opens in a new tab)
- IPP 3A guidance (opens in a new tab)
- Office of the Privacy Commissioner (opens in a new tab)
- Privacy Act 2020 (opens in a new tab)
- AML/CFT (Department of Internal Affairs) (opens in a new tab)
- AML/CFT information for accountants (opens in a new tab)
- AML/CFT information for lawyers and conveyancers (opens in a new tab)
- AML/CFT information for real estate agents (opens in a new tab)
- AML/CFT frequently asked questions for DIA reporting entities (opens in a new tab)
- Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (opens in a new tab)
ExperimentalLevel 2 · Draft
Filing Tax and filing dates
Explains GST, PAYE and provisional tax dates from Inland Revenue’s pages, read live, and drafts reminders for you to check.
Official New Zealand sources this OS cites
- Government Electronic Tenders Service (GETS) (opens in a new tab)
- Three steps to ensure you are not spamming (opens in a new tab)
- What anti-spam law means for businesses (opens in a new tab)
- Privacy Act 2020 (opens in a new tab)
- Office of the Privacy Commissioner (opens in a new tab)
- Principle 3: collection of information directly from subject, what to tell the individual (opens in a new tab)
- Principle 3A: collection of information from another source, what to tell the individual (opens in a new tab)
- IPP 3A guidance (opens in a new tab)
- Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (opens in a new tab)
- AML/CFT (Department of Internal Affairs) (opens in a new tab)
- AML/CFT information for accountants (opens in a new tab)
- AML/CFT information for lawyers and conveyancers (opens in a new tab)
- AML/CFT information for real estate agents (opens in a new tab)
- AML/CFT frequently asked questions for DIA reporting entities (opens in a new tab)
- Filing GST (opens in a new tab)
- Payment dates for provisional tax (opens in a new tab)
- Payday filing (opens in a new tab)
- Charging GST (opens in a new tab)
- Tax Administration Act 1994 (opens in a new tab)
- New Zealand Business Number register (opens in a new tab)
Free tools that feed it
Price
What it would cost when it opens.
Workforce plan
NZ$20 a month
Modules for this OS
NZ signals radar
Included in the Workforce plan
Watches public New Zealand signals (tenders, Parliament, regulators) and ranks what matters to your business.
Live · in assembl’s own Pursuit; partial, some feeds are being repaired
NZ compliance skills
+NZ$10 a month
Flags what to check in your drafts against the Privacy Act 2020, the Consumer Guarantees Act, food control plans and the Building Act and LBP rules.
Draft · guidance, not legal advice
NZ business lookup
+NZ$10 a month
Looks up a business on the NZBN register and the Companies Office: status, directors and addresses.
Experimental
Xero cash & business pulse
+NZ$10 a month
A cash position, a 14-day cash forecast and a weekly business pulse from your own Xero account.
Experimental · read only; skills still being written
HR (Aroha)
+NZ$10 a month
Drafts employment agreements, leave answers and process steps under New Zealand employment law, for your review.
Draft
New Zealand dollars, including GST. This plan is on a waitlist only: nothing monthly can be bought yet. Any 3 modules: pay for 2. The cheapest of every three priced modules you pick is free. (Proposed)
What the labels on this page mean
- Example
- A fictional business. No real client data.
- Simulated
- The screen works on fictional data only.
- Draft
- Written by an agent for a person to check. Not advice.