Helping Australian accounting, consulting, financial planning and advisory firms automate the work and focus on the client.
Professional services firms face a structural challenge: their product is time, and time is finite. AI doesn't change that — but it does change how much of that time is spent on high-value work versus administrative burden. The firms getting the most from AI are those that have made a clear-eyed assessment of where their most talented people are spending their time on tasks that don't require their expertise.
New client onboarding involves significant data collection, document gathering, conflict checking and engagement setup. AI can automate the majority of this process — from initial enquiry through to signed engagement letter and matter setup — reducing onboarding time from days to hours.
Engagement letters, reports, proposals, standard correspondence and internal documents can all be significantly accelerated with AI. We build AI drafting tools that are trained on your firm's style, templates and standards — producing outputs that require minimal editing rather than starting from scratch.
AI can dramatically accelerate research tasks — market analysis, regulatory research, precedent review, competitor analysis — by synthesising large volumes of information and surfacing the most relevant insights. This is particularly valuable for advisory and consulting practices.
AI time recording tools can analyse activity data (emails, documents, meetings, phone calls) and auto-populate time entries with reasonable accuracy. For firms that struggle with time recording discipline, this can have a significant impact on revenue capture.
Automated generation of client reports, performance summaries and market updates — branded to your firm and personalised to each client's portfolio or situation — can free up significant adviser time while improving the client experience.
The most successful professional services AI implementations we've seen share one characteristic: they started with the most time-consuming, lowest-value task in the firm's workflow and automated it completely before moving on. Identify your highest-volume administrative task and start there.
We deploy commercially available AI products. We don't build bespoke AI, and we don't run standalone training workshops.
A structured planning engagement producing a prioritised 12–24 month roadmap of commercial AI products to adopt, in what order, at what cost, and with what expected outcomes.
Our core service. We select, deploy, configure, and integrate commercially available AI products — Microsoft 365 Copilot, ChatGPT Enterprise, Claude for Business, Gemini, Salesforce and HubSpot AI features — into your existing systems. We do not build custom AI.
Workflow automation using commercial platforms — Zapier, Make, n8n, Power Automate — often with AI steps included. Scoped, built, tested, and handed over with documentation.
A monthly retainer for ongoing support of your deployed AI stack. Delivered predominantly by our own AI assistant with human escalation. From $500/month.
A free, no-obligation discovery call to understand your business, identify where AI can help, and explore what working together might look like.
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