Audit evidence workflows
For a national audit firm: expenditure testing, bank-statement parsing, planning documents, and evidence trails, built to audit-methodology standards.
AI workflow automation · Perth and Australia
Workflow automation that plugs into what you already run.
Approvals, handoffs, reporting, document processing, and orchestration across your CRM, ERP, inboxes, and job systems. We automate the multi-step work that eats staff hours, with human checkpoints where decisions matter, and we do it without rebuilding your tech stack.
The test
If it breaks, does real work stop?
That is our bar for workflow automation. These are not demos: they run inside your business, touch real records, and staff depend on them. So we build for reliability first: explicit failure handling, audit trails, and human approval on anything that moves money, sends externally, or changes records.
Each workflow is priced individually before the build starts, so the return on investment is a calculation, not a hope.
Real examples from client work
Finance document processing
Bank-statement extraction, recurring-debit classification, and refinance authority workflows for a payments business.
ERP and reporting automation
Mining ERP reporting, invoice matching, and payroll batch workflows for an information-systems provider.
Media production workflows
Reporting automation, supplier-data checks, PowerPoint deck production, filing, and QA for a media company.
Market monitoring and desk notes
ASX summaries, market monitoring, and desk-note drafting with secure information capture for an equities firm.
Environmental reporting
Report drafting, public-data checks, field-data tables, and approvals research for an environmental consultancy.
AI document processing
Documents in, checked data out.
- What you send. Bank statements, invoices, supplier documents, audit evidence and planning files, as PDFs, scans or email attachments.
- What the system does. Reads each document, pulls out the figures and fields you need, classifies them, and matches them against your records, such as invoices against purchase orders.
- Where a person checks. Anything uncertain or out of tolerance is flagged for review instead of being passed through. Your staff approve before anything moves money or changes a record.
- What you get back. Structured data in your system or spreadsheet, a list of exceptions to look at, and a record of what was read and from where.
How it works
From annoying workflow to production system.
- Assess. We map the people, files, systems, risks, and expected return. If the workflow will not pay back, we tell you here.
- Design. Model choice (OpenAI, Claude, or open source), tool access, review points, failure handling, and cost controls, in writing.
- Build the pilot. Connected to your real systems, tested against your real examples. Most pilots ship in under 30 days.
- Ship and support. Documentation, training, quality measurement, and improvement after launch.
Next step
Bring us the workflow your team complains about.
In 30 minutes we will tell you whether it can be automated, roughly what it would cost, and what the payback looks like. If several workflows are competing for investment, start with a fixed-price AI Review.
Book a 30-minute call