Services / Automation & AI
Automation & AI · Finance on autopilot

Less data entry. More decisions.

We automate your finance function with AI and a blend of custom code, so the routine runs itself and your team spends its time on what actually moves the business.

Example: your month-end
2 days
close, down from 9
Running itself
Bills coded
Auto
Bank recs
Auto
Reports
On schedule
⚡Bills coded by AI
✓Recs matched overnight
↗Report sent at 7am
Sound familiar?

Your team is stuck copying and pasting.

Smart people doing robot work, while the decisions wait.

“

We re-key the same data into three systems.

Every handover is another chance for a typo, and another hour gone.

“

Month-end takes over everyone's week.

Chasing receipts, matching transactions, building the same spreadsheets again.

“

We know AI could help, but where do we start?

Plenty of hype, no clear plan, and no one with the time to set it up properly.

What we automate

The routine, handled for you.

We map your finance workflows, then automate them with AI where it shines and code where it needs to be exact.

⚡

AI bill & receipt capture

Documents read, coded and filed without anyone touching them.

⇄

Automated reconciliations

Bank and payment feeds matched overnight, exceptions flagged.

▤

Reporting on autopilot

Management reports and dashboards built and sent on schedule.

◫

Systems that talk

Xero, payroll, CRM and banking connected with custom integrations.

✓

Approvals & workflows

Bills, expenses and payments routed to the right person, every time.

§

Checks & controls

Automated reviews that catch errors and keep you onside.

What it feels like

Your finance function, running itself.

Fewer manual steps, fewer errors, a faster close, and a team freed up for the work that needs a human.

Faster closeFewer errorsHours back each weekBuilt to scale
Powered by AI · Always a human in the loop

Automated today. Live insight tomorrow.

Your automated workflows keep the numbers you decide from always current. Always with a human in the loop reviewing what matters.

Step 1
Data captured
Step 2
Books updated
Step 3
Insight, live
Who you'll work with

A named team, not a ticket queue.

Zhern Lee
Zhern LeeDigital Specialist
Ashley Law-Smith
Ashley Law-SmithCo-founder & CEO · CFO Advisor
Faith Le
Faith LeSenior Accountant
Mike Mobilia
Mike MobiliaCo-founder · CFO Advisor
Nicole Mobilia
Nicole MobiliaTax Partner
Thi Nguyen
Thi NguyenSenior Accountant
Ann Le
Ann LeFinance Analyst
Aishwarya Upadhyay
Aishwarya UpadhyayHead of Content
Michele Manning
Michele ManningExecutive Assistant & Compliance Officer
★★★★★
“[ Client quote about time saved through automation ]”
[ Name ] [ Role, Company ]
Good questions

What owners ask about automation.

What can actually be automated?

Most of the repetitive work: data capture, coding, reconciliations, approvals, reporting and moving data between systems. We map your workflows first and show you where the time goes.

Is AI accurate enough for finance?

We use AI where it is strong, like reading documents, and plain code where things must be exact. Every automation has checks, and anything unusual is flagged for a person.

Will it work with our systems?

We work with Xero and the common payroll, banking and CRM tools, and build custom connections where there is no off-the-shelf option.

Do we need to replace our software?

Usually not. We automate around what you already use, and only suggest changes where they clearly pay off.

How long does it take?

Most first automations are live within a few weeks. We start with the biggest time-saver and build from there.

Is our data safe?

Yes. Access is limited to what each workflow needs, and nothing leaves your systems without a reason.

Get in touch

Let's get you where you want to be.

Tell us where you're at and where you're headed. A real person from our team will come back within one business day, no obligation.

Rather just talk?Book a free 30-minute call with our team.
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