AI AUTOMATION • FINANCE SYSTEMS • INTEGRATION ARCHITECTURE
AI and finance systems automation for Australian businesses that have outgrown manual work.
I help operators remove repetitive finance and operational work across Xero, SimPRO, Zapier and connected platforms. I do the strategy, build the system, prove the ROI, and stay close enough to make it work in production.
Why this matters
Most teams do not have a people problem. They have a systems problem.
Every hour spent rekeying invoices, chasing approvals, exporting data, reconciling systems, or answering repeatable finance questions is expensive operating drag. Good automation does not just save time. It improves control, visibility, response speed, and confidence in the numbers.
I work with businesses that already know the pain is real and want someone who can translate operational friction into deployed systems and measurable return.
Core engagements
Three ways I help clients remove operational drag.
Finance Automation
Accounts payable, reconciliations, workflow approvals, compliance support, Xero and MYOB process redesign, and finance data pipelines that reduce manual handling.
AI Agent Systems
Purpose-built AI agents for AP, AR, payroll, reporting, budgeting, compliance, and operational monitoring with clear rules, escalation paths, and business context.
Integration Architecture
Zapier, APIs, webhooks, cross-platform data flows, exception handling, and system-to-system design that keeps operational and finance tools in sync.
Who I work best with
Best fit
- Australian businesses with finance-heavy workflows
- Multi-system environments with operational and accounting tools
- Leaders who need ROI before committing to change
- Teams feeling pain from approvals, rekeying, reconciliations, or status chasing
Why clients hire me instead of a firm
- I bridge strategy and implementation myself
- I model value commercially before building
- I understand Australian finance and compliance realities
- I work hands-on in the actual systems, not just in slides
Selected results
Proof packaged like an operator, not a brochure.
AP workflow redesign with OCR, AI prompts, and exception handling
A manual invoice process was redesigned into a production AP pipeline with OCR capture, PO matching logic, job number routing, and exception handling before final posting.
Finance function transformed with a roster of specialist AI agents
Built and deployed a coordinated AI agent environment covering AP, AR, payroll, cash flow, forecasting, compliance, reporting, and operating monitoring.
Cross-system backbone linking operational data to finance systems
Designed integrations for data export, transformation, value remapping, reconciliation, and monitoring across operations and accounting platforms.
Automation roadmap packaged into a board-ready investment case
Built the financial model, implementation phases, initiative scoring, and executive narrative to support budget approval and deployment sequencing.
How I work
A premium consulting process without the strategy-to-build handoff gap.
Diagnose
Map the workflow, friction points, exception paths, and commercial impact.
Model
Define the target state, system design, and ROI case before build begins.
Build
Implement in the actual environment with real data, real constraints, and practical controls.
Stabilise
Refine the workflow, handle edge cases, and make the system dependable in production.
Positioning
A CFO who can actually build the automation strategy he recommends.
That combination matters. Commercial value gets clearer, priorities get sharper, and implementation decisions get better when the person designing the roadmap also understands the finance consequences and the technical execution.