Financial services
AI & Workflow Automation for Financial Services
Accounting firms, banks and financial services businesses run on experienced people. Their weeks disappear into chasing documents, moving data between systems and answering the same questions from the file. We find that work and put technology to it, with your people keeping sign-off.
The work we usually find.
None of it needs a qualification. All of it is currently done by someone who has one.
Chasing client documents
Bank statements, receipts, signed engagement letters. Requested, followed up, and filed against the right job when they arrive.
Client onboarding
Identification, engagement letters and know-your-customer checks collated into a pack that a person reviews, rather than assembles.
Reconciliation and exceptions
Transactions matched against the records you hold, with the ones that need a human flagged and the rest cleared.
Routine client correspondence
“Where is my return?” and “what do you need from me?” answered from the file, drafted for approval where it matters.
Data between systems
Practice management, the ledger, the CRM and the document store, kept in step without anyone re-keying.
Compliance and reporting drafts
Records collated into draft workpapers, reports and lodgement checklists for a qualified person to finish.
The shared inbox
Every message read, identified and routed to the right person or job, with the routine ones acknowledged straight away.
Where your people stay in control.
In a regulated business the question is never whether AI can do the work. It is whether you can show who approved it, what it saw, and what it sent. We build for that question first.
Advice, judgement and anything that carries a signature stay with your people.
Nothing reaches a client without an approval step where the stakes call for one.
Every action is logged and can be checked. Trust is earned by being verifiable, not by being clever.
Hosted in Australia. We walk your compliance and IT people through exactly what is stored, where, and for how long.
Where a Working Week usually starts.
One piece of work, on your own records, running by Friday.
Accounting practices
Document chasing for year-end and BAS. Onboarding packs assembled for review. The shared inbox read and routed so the accountants aren't.
Banks and lenders
Application files checked for completeness before a person reviews them. Routine customer requests acknowledged and logged. Status questions answered from the systems of record.
Advice and wealth
Meeting preparation collated from the file. Review notes drafted for the adviser to edit. Follow-ups tracked so nothing waits on someone's memory.
Start small. Prove it on your own work. Then decide.
30 minutes
An insight call.
With Jake or Ben. A straight answer on whether it is worth going further.
5 days · fixed price
A Working Week.
A workshop with the people who do the work on Monday. A working prototype on your own process by Friday, with a quote in writing.
Ongoing
A partnership.
Built into the systems you already use. Your people keep sign-off. We stay responsible for what we built.
