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AI Automation

AI tools built for Accountants & Business Advisors

Save hours on compliance and lift your advisory work — built on Claude AI, Xero and Lovable AI, with client confidentiality designed in.

Services

What we build

AI Opportunity Workshop

We map your firm's repetitive tasks and identify the automations that are safe, practical and worth the effort.

Secure AI Workspace Setup

Set up a business-grade AI workspace for your team with data-use controls, single sign-on and MFA, plus a shared library of approved prompts for everyday practice work.

Tax Advisory AI Tools

CFO Dashboard, Tax planning, CGT calculator comparing outcomes before and after 1 July 2027, Trust minimum tax calculator (proposed measure) with case studies, and more.

How we work

Four clear steps

  1. 01

    Discover

    We learn your processes, data and goals.

  2. 02

    Design

    We map the workflow and agree what success looks like.

  3. 03

    Build & test

    We build iteratively and test against your real scenarios.

  4. 04

    Hand over & support

    You get documentation, training and ongoing support.

Privacy by design

  • Client data masked before it reaches AI services
  • Sensitive client documents processed locally
  • Your firm owns its data and code
  • Aligned with your firm's professional and privacy obligations, including the Australian Privacy Principles

Ready to put your data to work?

Tell us what you're working on and we'll come back to you with practical next steps.

Contact us