Governed AI · Finance · Data · Modelling
AI you can sign off on.
We design and build AI agents, automation, dashboards and financial models, with the controls, audit trail and governance built in from day one, not bolted on after the incident. Whether you answer to a board, or just to yourself at 10pm with a pile of invoices.
Agent run · control log · example
Capabilities
- AI strategy & governance board-ready
- AI agents & assistants with guardrails
- Finance process automation n8n · power automate
- Dashboards & analytics power bi · python
- Financial modelling forecasts · cases
Chartered Accountant
CA ANZ member holding a Certificate of Public Practice. Bound by the APES code of ethics.
Straight answers
The questions nobody else will ask you.
Are you AI compliant?
From , the Privacy Act requires businesses covered by it to disclose in their privacy policy when personal information feeds substantially automated decisions that significantly affect people. Most owners don't know which of their tools do that. We'll find out and fix it.
Did an AI product burn you?
Paid for a chatbot nobody uses? An automation that broke at month-end? A dev who vanished with your access? We untangle it, get your data and accounts back under your control, and tell you honestly what's worth keeping.
Scaling on AI without the risk?
You need someone who knows the ledger, the controls and the code, and who'll give you realistic expectations in writing before you spend a dollar. Chartered Accountant, GAICD, audit and data science. We're here for you.
What we do
Accounting rigour, engineering speed.
Most firms can either build the tech or understand the numbers. We do both, so nothing gets lost between the finance team and the code.
AI readiness & governance
Find where AI is already being used, map the risks, set the controls and give your board a clear one-page view.
Agents & automation
Invoice matching, month-end, reporting, inbox triage. Automated end to end, with approvals and a full log of every action.
Dashboards & models
Live dashboards, 13-week cash forecasts, business cases and scenario models your lender, your investors or your board will trust.
Who we work with
Owners and leaders who are done doing it the hard way.
From a sole trader to a company with a board. Different industries, the same problems: too much admin, not enough visibility, and no time to fix either.
- Trades & constructionQuotes, job costing, chasing payment
- Health, allied health & wellnessBookings, billing, practice reporting
- Childcare & educationEnrolments, fees, compliance paperwork
- Retail & e-commerceStock, margins, platform fees
- HospitalityWages, suppliers, weekly cash
- Professional servicesTime, billing, client onboarding
- Not-for-profitsGrant reporting, board packs, donors
- Crypto & digital assetsWallet reconciliations, treasury reporting, controls
- Growing companiesBoard reporting, forecasts, AI policy
Small business quick wins
The jobs you keep meaning to get to.
Small, fixed-price fixes that give you back evenings and bring cash in faster. Most take days, not months.
Invoices that chase themselves
Automatic reminders and pay-now links, so you stop ringing late payers.
Quote to invoice, automatically
Finished jobs get invoiced the same day, not three weeks later.
Xero health check
Bank rules fixed, duplicates cleaned up, reconciliation back on track.
Which jobs actually make money
A simple profitability view by job, client or service.
Your Monday cash email
One short email each week: cash in the bank, what's owed, what's due.
Duplicate & price-creep check
Catch bills paid twice and suppliers quietly putting prices up.
Receipts, sorted
Snap and forget. Receipts captured and matched without the shoebox.
A website assistant
Answers the same customer questions for you, with limits you set.
Quoting you can trust
A pricing model built from your real costs, so quotes protect your margin.
How we protect you
The controls come first. The AI comes second.
Nothing material happens without a person approving it. Payments, filings and client communications always stop for a human.
We build inside your own accounts wherever possible. Business-grade AI only, on terms that stop your data being used for training.
Every automated decision is logged. You can see what happened, when, why, and who approved it.
Fixed price, fixed deliverables, agreed in writing before any work starts. No hourly meter running.
Professional confidentiality obligations apply to everything you share. We don't name clients without permission.
Every enquiry is checked for conflicts of interest before we respond with a proposal.
How it works
No sales calls. Everything in writing.
You get a considered written answer, not a pitch, and a record of exactly what was agreed.
Tell us in writing
Use the form or the guided assistant. A few lines is enough.
Written proposal
Fixed price, scope and timeline within three business days.
Build with updates
Weekly written progress notes and a working demo you can click.
Handover pack
Documentation, controls and training so your team owns it.
Start here
AI Readiness Sprint
Fixed price. Quoted in writing.
Ten business days. A clear picture of where AI can help, where it's already a risk, and one working prototype to prove it.
- Inventory of AI tools already in use, including the free ones
- Risk and controls map for each use case
- One working automation or agent prototype on your own data
- A one-page board paper with recommendations
- A prioritised roadmap with fixed-price next steps
Questions
The things people ask first.
Is my data safe with AI?
We only use business-grade AI services whose terms stop your data being used to train models, and we build inside your own Microsoft, Google or Xero accounts wherever we can. Sensitive steps stay with a human.
What happens if the AI gets it wrong?
It will, sometimes. That's why every build has approval steps, limits and a log. The AI prepares the work, a person signs it off, and anything unusual gets flagged rather than actioned.
Do you replace my accountant or bookkeeper?
No. We make them faster. We often work alongside an existing accountant or finance team and hand over something they can run.
Which tools do you work with?
Xero, MYOB, Microsoft 365, Power BI, Power Automate, Google Workspace, n8n, Python and leading AI models. We pick what fits what you already own.
Why no phone calls?
Written briefs get better answers and leave a clear record of what was agreed. If a call genuinely helps later in a project, we'll schedule one.
Do I need a board or a big business?
No. Plenty of our work is for owner-operators who are flat out and just want the admin to stop eating their evenings. We size the work to the business.
How much does it cost?
Every job is fixed price, quoted in writing after we understand the problem. Small quick wins are a few hundred dollars; larger builds are scoped individually. No hourly meter.
Where are you based?
Australia. We work remotely with clients across the country.
Start in writing
Tell us what you're trying to fix.
A few lines is plenty. You'll get a written response within three business days.