AI and process delivery
AI that works in your month-end, not just in a strategy deck.
For owner-led and growing firms with a lean finance team. We build the workflows, train your people and stay until it runs without us.
Sound familiar?
- Month-end drags on, and the same reports get rebuilt by hand every time.
- The owner can't see cash more than a few weeks out.
- The team tried ChatGPT, but nothing stuck in the real workflow.
- The numbers arrive, but nobody has time to explain what they mean.
Five workflows we build with you.
Proven patterns, adapted to your systems and owned by your team. Built around the tools you already use, including Xero and Excel.
Month-end commentary pack
Variance explanations and management commentary drafted from your ledger in minutes, then reviewed by your team.
13-week cash flow forecast
A rolling cash view that refreshes from your accounting system, so surprises show up weeks early.
Management and board pack
One consistent monthly pack, generated from the same numbers every time.
Payables, receivables and reconciliations
AI-assisted matching that cuts manual work down to the genuine exceptions.
Driver-based forecast
A forecast built on the handful of drivers that actually move your numbers, refreshed monthly.
Start small, prove it, then scale.
Step 1, two weeks
Health Check.
We map your month-end, cash and reporting workflows, find the highest-value AI opportunities and cost the upside.
Fixed fee.
Step 2, months one to three
Build.
We build the first workflows with your team, wire them into Xero and Excel, and leave you with working automations you can run.
Step 3, ongoing
Embed.
A monthly retainer to keep building, training and refining until the change runs without us.
From AU$2,000 a month + GST.
Clear data rules from day one.
Agreed in writing. What goes into AI tools, and what never does.
Human review. A person checks every output before anyone relies on it.
Yours to keep. Every workflow is documented, so your team owns it when we step back.
Portrait forthcoming, black and white
Who leads delivery
To be announced.
Co-founder and AI/process delivery lead.
She spent 14 years in finance across Deloitte, McDonald's and PwC, in Australia and Pakistan, working in controllership, FP&A and reporting. She knows month-end from the inside, which is why the workflows she builds hold up against real ledgers and real deadlines.
Certifications
- Claude Certified Associate
- Xero Advisor Certified
- CPA Australia or CA ANZ AI credential
Backed by Tariq Munir on strategy, with the same method used for enterprise clients.
Start with a two-week Health Check.
You'll know where AI saves time in your finance function, what it takes to get there, and whether a retainer makes sense.
Get in touch