For Finance · Banks · Lenders · Asset Managers · Fintechs

AI Automation for Finance Teams — New Zealand + Australia

AI for banks, lenders, asset managers, brokers, and fintechs. Reconciliation, regulatory reporting, AML/KYC operations, client portfolio comms, compliance evidencing — all with the audit trail and data controls finance teams require.

Get my free AI audit

Scroll · APRA-aware · FMA-aware

01 / Pain

Finance Pain Points

Where finance teams lose the most hours.

01Reconciliation between systems and bank feeds−20 hrs/wk

02Regulatory reporting — building, checking, filing−15 hrs/wk

03AML / KYC documentation collection & review−12 hrs/wk

04Client portfolio reporting and comms−10 hrs/wk

05Audit evidencing — pulling the pack together−15 hrs/qtr

02 / What we build

What We Build For Finance

What we build for finance teams.

01↗

Reconciliation agent

Matches bank transactions to ledger entries, flags exceptions for human review, learns rules over time. Cuts a 20-hour-per-week task to 3.

02↗

Regulatory reporting assist

Pulls source data, builds the report draft against the latest template, checks against last period, flags variances for the team.

03↗

AML / KYC workflow

Document collection portal + AI review. Triages risk levels, flags PEP/sanctions hits, drafts the file note for compliance approval.

04↗

Client portfolio comms

Per-client portfolio updates drafted automatically from your data. Personalised, on-brand, partner-reviewable before send.

03 / Compliance

Compliance, Privacy & Audit

Built for regulated environments.

Every AI decision logged, every prompt versioned, every output reviewable. APRA, FMA, RBNZ, RBA-aware deployments. AU + New Zealand data residency. SOC 2 Type II-ready architectures. DPAs signed without negotiation. Customer data never used to train models.

04 / Tools

Finance Tools We Integrate

Integrated with your stack.

Core systems: Xero, MYOB, NetSuite, Workday Financials, Sage Intacct, custom GLs. Lending: nCino, ConsumerSync, custom origination platforms. Asset management: BlackDiamond, Iress, Wealth Manager. Reporting: Tableau, Looker, custom dashboards. Plus your data warehouse — Snowflake, BigQuery, Databricks.

Free 30-min
finance audit.

Compliance-aware, audit-ready. Yours to keep.

Book my finance audit