PDF Invoice OCR to Accounting System
Automatically extract data from PDF invoices using OCR and push it straight into your accounting system. No manual data entry, no transcription errors, no wasted hours.
Financial Plan Annual Review Trigger
A scheduled workflow scans your client database for reviews due, sends personalised booking invitations, creates adviser tasks, and prepopulates review agendas with live portfolio data. No client falls through the cracks, and no compliance deadline gets missed.
Website Form to CRM with Instant Alert
Automatically push every website form submission into your CRM, tag it by source, and ping the right sales rep within seconds. No more leads sitting in an inbox nobody checks.
CRM to Accounting Invoice Sync
Automatically generate invoices in your accounting software the moment a deal closes in your CRM. No retyping customer details, no mismatched line items, no delayed billing.
Escalating Overdue Payment Reminder Sequence
Automatically chase overdue invoices with a structured sequence that escalates from friendly email to SMS to team alert, so you never have to make an awkward collections call again.
Post Call AI Summary and CRM Update
When a sales call ends, AI reads the full transcript and writes structured notes to your CRM within seconds. Key objections, budget signals, next steps, and competitor mentions are captured every time, with zero typing from your team.
Vendor Agreement Intake and Comparison
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
Superannuation Fund Rollover Tracking
Automatically monitor super rollover status across platforms like Netwealth, Hub24, and BT Panorama. Get notified when funds land, flag overdue transfers before they cost your clients real money, and keep every record updated without logging into a single portal.
New Client Access Provisioning
Automatically set up portal logins, shared folders, communication channels, and email list memberships the moment a new client is signed. No manual steps, no forgotten permissions, no "I can't find the folder" emails.
New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
Insurance Needs Analysis Document Generator
After a fact find meeting, your CRM data feeds straight into needs analysis formulas and produces a branded PDF document in under two minutes. No spreadsheets, no copy pasting, no formatting.
Commission Reconciliation and Split Calculation
Automatically parse commission statements from insurers and product providers, match each payment to the originating adviser, apply contractual split percentages, and push reconciled figures to your accounting system. Discrepancies get flagged before they become lost revenue.
Expiring Contract Renewal Alerts
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
Automated P&L Summary for Monthly Close
Automatically pull your P&L data from your accounting platform, calculate variances against budget, generate an AI written executive summary, and deliver a branded PDF to stakeholders on the same day the books close.
Daily Sales Pipeline Health Alert
An automated daily check that scans your CRM for stalled deals, flags at risk opportunities by severity, and delivers a prioritised summary to your sales team before anyone has to ask.
Lender Rate Change Monitor and Client Impact Alert
A scheduled workflow tracks lender rate movements, identifies which clients in your book are affected, calculates their repayment impact, and alerts you before they hear about it on the news.
AFSL Breach Register and Reporting
When a compliance breach is logged, an automated workflow timestamps it, categorises severity, notifies the right people, kicks off remediation tasks with deadlines, and updates your AFSL breach register. Significant breaches trigger immediate escalation to the compliance committee.
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