Your team is doing $135k/year of work that shouldn't exist.
Manual document chasing. Repetitive data entry. Senior accountants writing reminder emails. We find where your hours are going, put a number on it, and eliminate it with AI built for your practice.
USD $2,800 · 100% credited toward implementation within 14 days
Sound familiar?
None of this is your team's fault. These are system problems, and system problems have system solutions.
Chasing documents
Your team sends the same reminder email four times before a client responds. Every cycle. Every client. Every year.
Manual data entry
Invoices, receipts, bank feeds. Someone is copying numbers between systems that should talk to each other automatically.
Month-end chaos
BAS, VAT, year-end. The same bottleneck every quarter. Partner review becomes the chokepoint that delays everything downstream.
No room for advisory
You know advisory is higher margin. But your senior people are underwater in compliance admin they shouldn't be touching.
We don't sell AI. We sell recovered time and margin.
Before we build anything, we audit. We map where your hours go, put a cost on each workflow, and rank automation opportunities by speed to value. You get a full roadmap. No guesswork. No vague strategy.
Implementation Timeline
A structured approach to transforming your firm's workflows
Discovery call
30 minutes. We confirm fit, understand your workflows, and identify where the real pain sits before either of us commits to anything. If it's not right for you, we'll say so.
AI Workflow Audit
Two weeks. We go deep into your operations. We look at document handling, data flows, client communication cycles, and month-end close to quantify the cost of every manual process and map every viable automation opportunity.
Findings presentation
We present your audit report: wasted hours, cost per workflow, automation shortlist, and a prioritised implementation roadmap. You have everything you need to act, with or without us.
Implementation (optional)
If you choose to move forward, we build it. Your audit fee is credited in full against the implementation cost as long as you sign within 14 days. No hidden costs. No scope creep.
The AI Workflow Audit
A fixed-price, two-week engagement that gives your firm a clear picture of where AI and automation can save time, reduce cost, and create capacity.
USD $2,800
You keep the full report and roadmap regardless of whether you proceed. Most clients recoup the audit fee before implementation even starts.
What's included:
- Stakeholder intake and business context review
- Full workflow mapping with time and cost analysis
- Identification of repetitive and error-prone tasks
- Prioritised AI and automation opportunity matrix
- Quick win recommendations for immediate impact
- Full implementation roadmap (what first, what next, what later)
- ROI model and business case, specific to your firm
- Recommendation of the right implementation tier
Three tiers. One right fit for your practice.
The audit tells us which tier is right. You're not choosing in the dark.
Starter
One workflow. Fast results.
Best for smaller firms or a first pilot. One high-value workflow, implemented and running within weeks. Low risk, fast feedback.
Growth
Multi-workflow transformation.
The main offer. Multiple workflows, real operational change, and measurable time and cost recovery across your practice.
Scale
Firm-wide rollout.
For firms ready for broader transformation. Multi-team rollout, deeper integration, and ongoing optimisation at scale.
Real Firms. Real Numbers. Modelled Outcomes.
We've run AI workflow audits across firms of different sizes. Here's what the math typically looks like.
What if a 15-person firm could avoid $180K in hires... and still grow 35%?
What if a 22-person firm could cut cost-per-client from $142 to $60... without raising fees?
What if a 9-person firm could unlock $319K in advisory revenue... without hiring a single advisor?
"Their reporting is real-time. Yours takes three weeks."
23 filing errors. 9 spreadsheet versions. $340K in regulatory exposure.
This works if your firm looks like this.
We work best with practices at the inflection point, big enough to have real operational drag, motivated enough to fix it.
The Ideal Fit
- Australian or UAE-based accounting practice
- 10 to 40+ staff on compliance and advisory work
- Running on Xero or QuickBooks Online
- Owner, partner, or director-led buying process
- Obvious operational inefficiency with manual handoffs
- Growth goals that current capacity can't support
- Interest in advisory without adding headcount
- BAS, VAT, or year-end still causing recurring pain
Questions we always get.
Every month you wait costs you margin.
We find it. We put a dollar value on it. We build the AI to fix it.
15 minutes. Just a conversation to see if the math makes sense.