Industries we serve

Finance

AI for finance teams and CFOs

An in-house finance team closes the books every month on top of the daily work. Accounts payable keys and codes supplier invoices and answers supplier statement queries.

• Month-end close
• Supplier invoices
• Customer payments

Banking

AI consulting for banks and lenders

Banking runs on documents that have to be right. Credit assessors read payslips, bank statements and valuations for every loan application.

• Credit files
• AML alerts
• Regulatory reporting

Insurance

AI consulting for insurers and brokers

Insurance runs on documents and deadlines. Claims arrive by email, phone and portal with photos, invoices and reports attached, and a person sorts each one before an assessor reads it.

• Claims intake
• Claims correspondence
• Submissions and wordings

Real estate

AI consulting for real estate and property finance

Property lending runs on files. A broker collects payslips, bank statements and tax returns and keys them into a lender's application.

• Loan applications
• Credit papers
• Covenant reporting

Accounting

AI consulting for accounting firms

An accounting practice runs on documents that clients send late and in every format. Staff chase bank statements, receipts and loan papers, code them into Xero or MYOB, and rebuild the same workpapers from last year's file.

• Client document collection
• Coding and reconciliation
• BAS and tax workpapers

Audit

AI consulting for audit firms

An audit file is built from documents that the client sends in every format. Staff request invoices, contracts, bank confirmations and minutes and match each one to a sample item by hand.

• Evidence requests
• Sample testing
• Journal testing

Asset and wealth management

AI consulting for wealth managers and super funds

Wealth management runs on documents written for one client at a time. Paraplanners build each Statement of Advice from a fact find, platform data and product research.

• Statements of Advice
• Fee consents
• Client and member reporting

Payments and fintech

AI consulting for payments and fintech

Payments and fintech businesses carry a compliance workload that grows with every customer. Analysts collect identity documents, company extracts and beneficial owner details by hand before an account opens.

• Customer and merchant onboarding
• Transaction monitoring alerts
• Disputes and chargebacks

Construction

AI consulting for construction companies

Construction businesses do not have a technology problem. They have an hours problem.

• Estimating and tendering
• Progress claims and variations
• Supplier invoices

Trades

AI consulting for trade businesses

Trade businesses lose jobs on the quote and lose margin on the admin. The quote takes four days because the owner does it at night.

• Quoting
• Scheduling and dispatch
• Job sheets to invoices

Logistics

AI consulting for logistics and freight companies

Logistics runs on documents that nobody wants to touch. Orders arrive as emailed PDFs and get keyed into the WMS.

• Order entry
• PODs and consignment documents
• Carrier and supplier invoices

Manufacturing

AI consulting for manufacturers

Manufacturers carry more repeated admin than almost any other sector. Custom quotes priced by hand from drawings.

• Custom quoting
• Production planning
• Quality and compliance records

Wholesale

AI consulting for wholesalers and distributors

Wholesale margins are thin and the admin is heavy. Orders come in by email, phone and PDF and get keyed by hand.

• Order entry
• Pricing and quoting
• Supplier invoices and landed cost