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ryanduguid/README.md

Ryan Duguid — Accounting automation & AI agents

Public-practice accountant in Newcastle, NSW. CA ANZ Provisional Member · SAP S/4HANA certified in Financial Accounting and Management Accounting · L3 Xero certified specialist.

I build reliable, reviewable tools for Australian accounting work: AI-agent workflows, Power Query parsers, and Xero/API exports. Everything here started as work I did by hand—month-end closes, BAS quarters, and FBT year-ends.

LinkedIn

Featured projects

AI-agent skills for Australian public-practice workflows: BAS preparation, FBT year-end, Division 7A registers, STP finalisation, month-end close, and workpaper tie-outs. The skills encode the workflow and tie-out discipline, and send the agent to ato.gov.au for information that changes yearly. Claude Code, SKILL.md, AU tax workflow.

A Python command-line checker for Australian payday-super deadlines. It reads payroll or clearing-house CSVs, flags late and unpaid contributions, and estimates SG-charge exposure with the assumptions visible. Python, payroll CSV, superannuation compliance.

A Xero trial balance to Power BI-ready CSV in one command. Readable Python that shows every OAuth2 step, survives Xero's single-use refresh-token rotation, and refuses any export where debits fail to equal credits. Replaces a 10-minute manual export-and-clean per entity per month. Python, OAuth2, Xero API, Power BI.

Power Query functions and VBA modules for real month-end work: a Xero trial balance parser, an ABN checksum validator, an AU financial-year helper, and a keyed reconciliation engine for subledger-vs-GL differences. All source lives as text, never buried in a binary workbook. Power Query M, VBA, Excel.

A reproducible builder for a provenance-rich retrieval corpus of in-force Commonwealth tax legislation. It keeps source, version, licensing and distribution controls alongside the data pipeline. Python, legal data, RAG.

How I build

  • Workflow before content. Automate repeatable steps and checks; verify rates, dates and legislation against the primary source.
  • Tie out or it didn't happen. Outputs should reconcile back to their source data and expose the exceptions that need review.
  • Professional judgement stays human. Tools support review-heavy work; they do not replace professional judgement or client confidentiality obligations.

Now

Public-practice accountant exploring how AI agents can make accounting-firm workflows more repeatable without taking over professional judgement.

Contact

LinkedIn

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