Back to AI Employee
What Can Your AI Employee Do?
Real use cases from real Australian businesses. Your AI Employee is not a chatbot; it connects to your systems and takes action.
Trusted by Australian accounting and bookkeeping practices
This Is Not ChatGPT. This Is Not a Chatbot.
ChatGPT gives you suggestions. Your AI Employee takes action. It connects to your Xero, your email, your LinkedIn, your WordPress. It creates professional PDFs, DOCX reports, and XLSX spreadsheets that rival anything a human assistant would produce. The…
Read more ↓Show less ↑
ChatGPT gives you suggestions. Your AI Employee takes action. It connects to your Xero, your email, your LinkedIn, your WordPress. It creates professional PDFs, DOCX reports, and XLSX spreadsheets that rival anything a human assistant would produce. The quality of documents, proposals, and financial reports will genuinely surprise you.
Executive Assistant
Included in base plan
-
Email Triage and Drafting
Reads your inbox, categorises messages by priority, drafts professional replies in your tone, and flags urgent items for your attention.
Learn more → -
Document Creation
Creates proposals, reports, letters, and presentations in PDF, DOCX, XLSX, and PPTX. The quality of reports and documents will genuinely surprise you;…
Learn more → -
Calendar and Scheduling
Manages your calendar, schedules meetings, sends reminders, and handles rescheduling. Works with your existing calendar system.
Learn more → -
Daily Business Summaries
Sends you a morning briefing via Telegram with key emails, upcoming meetings, overdue tasks, and important updates across all your systems.
Learn more → -
Meeting Prep and Follow-Up
Prepares briefing notes before meetings with client background, recent correspondence, and key talking points. Drafts follow-up emails after.
Learn more → -
Research and Competitor Analysis
Researches competitors, market trends, and industry news. Compiles findings into structured reports with actionable insights.
Learn more →
Read more ↓Show less ↑
The core of your AI Employee. These capabilities come standard with every deployment.
Transcribes meetings via Deepgram, extracts action items, and drafts follow-up emails. Real example: full meeting transcription with structured action list in one session.
Researches prospects, then generates branded 5-8 page sales proposals and pitch decks from a single prompt. Real example: prospect research and a polished 5-page branded proposal in one session.
Document Creation
Creates proposals, reports, letters, and presentations in PDF, DOCX, XLSX, and PPTX. The quality of reports and documents will genuinely surprise you; polished, professional output that rivals what a skilled EA would produce. Tailored to your branding.
Voice-Driven Workflows
Dictate tasks via Telegram voice messages. Your AI Employee transcribes, understands context, and acts. Hands-free operation for when you are on site, in the car, or between meetings.
Client Communication Management
Manages client communications across email, tracks response times, ensures nothing falls through the cracks, and maintains your professional tone.
Meeting Transcription and Action Items
REAL
Proposal and Pitch Deck Generation
REAL
Finance & Bookkeeping
Finance Skills add-on
-
Xero Health Check
Runs a comprehensive health check across all your Xero accounts. Flags overdue invoices, unreconciled transactions, and missing data.
Learn more → -
Invoice Creation and Sending
Creates invoices in Xero with the correct line items, tax codes, and contact details. Sends them directly to your clients via email.
Learn more → -
Payment Tracking and Chasing
REAL
Learn more → -
Bank Reconciliation
Assists with bank reconciliation in Xero. Matches transactions, categorises expenses, and flags items that need your review.
Learn more → -
Bill Processing and Approval
REAL
Learn more → -
GST/BAS Preparation Support
Categorises expenses for GST, generates reports for BAS preparation, and ensures your books are organised for tax compliance.
Learn more →
Read more ↓Show less ↑
Real results from deployed AI Employees. These are tasks performed in actual client sessions.
Tracks overdue invoices and sends professional payment reminders. Real example: chased an $11,000 overdue invoice with a single prompt.
Analyses, cleans up, and processes bills. Real example: cleaned up 4 draft bills and processed 3 supplier bills in one session.
Cross-checks every transaction against your chart of accounts and GST rules. Real example: caught 20 miscategorised expenses and $142 in incorrect GST claims that a professional bookkeeper missed. Read the case study.
Searches your email for invoices and receipts, matches them to bank transactions by vendor and amount, generates PDF receipts from email content, and attaches them to Xero. Real example: found and attached 38 missing receipts in one session. Read the case study.
Marks invoices as paid and sends receipts to customers. Real example: marked a $1,375 invoice as paid and emailed the receipt automatically.
Financial Reporting
Generates Profit and Loss statements, balance sheets, aged receivables reports, and cash flow summaries on demand from Xero data.
Cash Flow Monitoring
Monitors your cash position across bank accounts and alerts you to upcoming payments, low balances, or unusual transactions.
Expense Audit and GST Verification
REAL
Automated Receipt Matching and Attachment
REAL
Wise Banking Integration
Connects to Wise for international payments. Check balances, view transactions, and manage multi-currency accounts alongside Xero.
Receipt Sending
REAL
Marketing & Content
Marketing Skills add-on
-
Blog Post Creation
REAL
Learn more → -
LinkedIn Post Creation
Creates engaging LinkedIn posts in your voice, with relevant hashtags and calls to action. Publishes directly to your profile.
Learn more → -
Twitter/X Content Publishing
Drafts and publishes tweets and threads. Maintains your brand voice and engages with trending topics in your industry.
Learn more → -
SEO-Optimised Content
Writes content with proper heading structure, meta descriptions, keyword placement, and internal linking. Built for search engines and readers.
Learn more → -
AI Image Generation
Generates custom images for blog posts and social media using Google Gemini AI. No stock photos needed.
Learn more → -
Content Calendar and Strategy
Plans your content calendar, suggests topics based on industry trends, and maintains a consistent publishing schedule across all channels.
Learn more →
Read more ↓Show less ↑
Content creation and publishing capabilities used by real deployed AI Employees every week.
Writes SEO-optimised blog posts and publishes them directly to WordPress. Real example: 3 blog posts per week, published automatically.
Creates 15-20 second vertical video ads for Meta and Instagram. Real example: produced 6 ad creatives (3 stills and 3 videos) with competitor analysis and Meta 20% text rule compliance in one session.
Builds full MVP websites and deploys them live. Real example: built complete websites for a mortgage broker and a CFO consulting firm, deployed to Cloudflare Pages with iterative UX refinement.
Full video production from slide creation through AI narration to final assembly. Real example: a 7-minute video produced from scratch, with slides, ElevenLabs voiceover, and professional editing.
Email Newsletter Drafting
Drafts email newsletters with engaging subject lines, structured content, and clear calls to action. Ready for your review and send.
Brand Voice Consistency
Learns your brand voice, tone, and style. Every piece of content sounds like you wrote it, whether it is a blog post, email, or social update.
Video Ad Production (Meta Reels)
REAL
Website Creation and Deployment
REAL
YouTube Video Production
REAL
Research & Analysis
Included in base plan
-
Market Research
Competitor intelligence, market sizing, and opportunity analysis compiled into actionable reports.
Learn more → -
Industry Trend Analysis
Monitors your industry for emerging trends, regulatory changes, and opportunities you should know about.
Learn more → -
Compliance Updates
Tracks regulatory and compliance updates relevant to your industry. Summarises changes and their impact on your business.
Learn more → -
Client Background Research
Researches prospective clients before meetings. Company background, recent news, key personnel, and conversation starters.
Learn more → -
Data Analysis
Analyses data from spreadsheets, CSVs, and documents. Finds patterns, creates summaries, and presents insights clearly.
Learn more → -
Report Generation
Creates structured reports with charts, tables, and executive summaries. Exports to PDF or other formats as needed.
Learn more →
Read more ↓Show less ↑
Your AI Employee can search the web, analyse documents, and compile research into structured reports.
Communication
Multi-channel outreach capabilities
-
AI Voice Receptionist
REAL
Learn more → -
Outbound AI Phone Calls
Makes outbound phone calls for lead qualification, appointment booking, and follow-ups using Twilio and ElevenLabs AI voice technology.
Learn more → -
SMS Sending
Sends SMS messages for appointment reminders, payment follow-ups, and quick client communications.
Learn more → -
Email Campaigns
Drafts and sends targeted email campaigns. Personalises each message based on recipient data from your CRM.
Learn more → -
Appointment Booking
Books appointments via phone calls or email. Checks availability, confirms details, and sends calendar invites automatically.
Learn more → -
Voicemail Management
Transcribes voicemail messages, summarises the key points, and suggests appropriate follow-up actions.
Learn more →
Read more ↓Show less ↑
Reach clients and leads through phone, SMS, email, and CRM, all managed by your AI Employee.
AI phone bot that answers calls in a cloned voice. Real example: a sports medicine clinic uses a voice AI receptionist built with Pipecat, Twilio, Deepgram, and ElevenLabs to handle patient enquiries.
HubSpot CRM Integration
Manages contacts, tracks deals, updates pipelines, and logs all interactions in HubSpot automatically. Your CRM stays current without manual entry.
Sales & CRM
Pipeline management and reporting
-
Automated Sales Pipeline Reporting
REAL
Learn more → -
Large-Scale Data Transformation
REAL
Learn more → -
Built-in Lightweight CRM
Track leads, pipeline stages, and client interactions without external CRM software. Real example: a startup built a 63-lead, 8-stage pipeline in one…
Learn more → -
HubSpot CRM Integration
Manages contacts, tracks deals, updates pipelines, and logs all interactions in HubSpot automatically. Your CRM stays current without manual entry.
Learn more →
Read more ↓Show less ↑
Automate your sales reporting, manage your pipeline, and generate proposals without manual data entry.
Pulls data from Monday.com, generates weekly branded pipeline reports with colour-coded KPIs, and delivers them by email. Real example: weekly reports delivered automatically every Saturday for 6+ clients.
Transforms thousands of records between systems. Real example: 16,411 product records transformed from Jim2 ERP to Shopify format with variant extraction and category mapping.
Built-in Lightweight CRM
Track leads, pipeline stages, and client interactions without external CRM software. Real example: a startup built a 63-lead, 8-stage pipeline in one session using the built-in database.
Industry Solutions
Vertical-specific capabilities
-
Construction and Property Development
Analyses benchmark projects, applies cost escalation using ABS and CoreLogic data, and generates branded preliminary cost assessments. Real example: a…
-
Tender Preparation and Costing
REAL
Learn more → -
Quantity Takeoffs from Drawings
REAL
Learn more → -
Variation Order Management
REAL
Learn more → -
Construction Dispute Resolution
REAL
Learn more → -
Investment Memoranda and Brochures
Learn more →
Read more ↓Show less ↑
Deep vertical expertise built from real deployments. Your AI Employee learns the specifics of your industry.
Construction and Property Development
Analyses benchmark projects, applies cost escalation using ABS and CoreLogic data, and generates branded preliminary cost assessments. Real example: a $2.4M tender with evidence-based pricing and negotiation strategy.
Analyses architectural drawings, extracts dimensions, and creates cost breakdown spreadsheets with formulas. Real example: 20 endorsed drawings analysed, 118-formula spreadsheet created, $140K underbudget identified.
Documents variation scope with area calculations, photo evidence, and branded PDFs. Delivers to clients via email. Real example: managed 8+ variations with full documentation.
Reviews inspection reports, compiles email evidence timelines, and drafts professional dispute correspondence. Real example: reviewed an 82-page defect inspection report and compiled a full evidence timeline.
Professional 8-9 page branded investor documents with financial projections, pie charts, and market analysis. Ready for distribution to investors and stakeholders.
Analyses property permit pathways, planning approvals, development feasibility, and site acquisition costs. Compiles findings into structured reports.
Retail and E-Commerce
Product data transformation, inventory management, and catalogue updates. Integrates with existing ERP systems to keep your store in sync.
Full integration with Lightspeed X-Series (formerly Vend). Manages products, sales, customers, inventory, consignments, suppliers, and promotions.
Deal Sourcing and Feasibility
Shopify Store Management
Lightspeed X-Series POS
Healthcare & Medical Practice
Custom Skills for medical professionals
-
AI Voice Receptionist
Healthcare
Learn more → -
Automated Patient Registration
Healthcare
Learn more → -
Secure Email with Virus Scanning
Office 365 email integration with ClamAV virus scanning on all attachments. Healthcare-grade protection for patient correspondence.
Learn more → -
Patient Data Protection
Patient data stays on the local server. Medicare data protection policies enforced. Dry-run-first policy ensures no action is taken without…
Learn more →
Read more ↓Show less ↑
Real capabilities deployed for an Australian sports medicine practice. Built with healthcare-grade security from day one.
Phone bot with a cloned doctor's voice handles patient enquiries, appointment requests, and general information. Built with Pipecat, Twilio, Deepgram, and ElevenLabs.
Reads referral emails, extracts patient details, and creates patient records automatically via browser automation. No manual data entry required.
Patient Data Protection
Patient data stays on the local server. Medicare data protection policies enforced. Dry-run-first policy ensures no action is taken without verification.
KEY DIFFERENTIATOR
The Power of Custom Skills
Your AI Employee is not limited to pre-built capabilities. You can train it to learn entirely new skills specific to your business.
-
How It Works
The built-in Skill Creator guides you through teaching your AI Employee a new workflow
-
Real Custom Skills in Production
Patient registration from referral emails: reads incoming referrals, extracts patient details, creates records via browser automation
Read more ↓Show less ↑
"Your AI Employee learns YOUR business, YOUR processes, YOUR clients."
How It Works
The built-in Skill Creator guides you through teaching your AI Employee a new workflow
Describe what you need in plain English. No coding, no technical setup.
Test the skill interactively until it works exactly the way you want
Once mature, schedule it to run automatically on a daily, weekly, or custom cadence
- The built-in Skill Creator guides you through teaching your AI Employee a new workflow
- Describe what you need in plain English. No coding, no technical setup.
- Test the skill interactively until it works exactly the way you want
- Once mature, schedule it to run automatically on a daily, weekly, or custom cadence
Real Custom Skills in Production
Patient registration from referral emails: reads incoming referrals, extracts patient details, creates records via browser automation
Monday.com sales reports: pulls sales data from Monday.com API, generates weekly pipeline reports for a consulting firm
Property inspection reports: processes inspection data into formatted professional reports in minutes
Enterprise data protection policies: accounting firm with 18 skills, structured risk controls, and never-share-files-publicly rules
- Patient registration from referral emails: reads incoming referrals, extracts patient details, creates records via browser automation
- Monday.com sales reports: pulls sales data from Monday.com API, generates weekly pipeline reports for a consulting firm
- Property inspection reports: processes inspection data into formatted professional reports in minutes
- Enterprise data protection policies: accounting firm with 18 skills, structured risk controls, and never-share-files-publicly rules
KEY DIFFERENTIATOR
Security & Control
Your AI Employee works within the boundaries you set. You decide what it can and cannot do.
-
Conservative Security Mode
Add extra safety guardrails to your AI Employee. Real policies from deployed clients:
-
Enterprise-Grade Infrastructure
Built for Australian businesses with Australian data sovereignty in mind.
Read more ↓Show less ↑
Conservative Security Mode
Add extra safety guardrails to your AI Employee. Real policies from deployed clients:
- "Never send emails without my approval"
- "Always confirm before making payments"
- "Never use public file sharing services" (Accounting Firm)
- "Patient data stays on local server only" (Medical Practice)
- "Structured risk explanation format for all data operations" (Accounting Firm)
- "Dry-run-first policy: verify before executing" (Medical Practice)
Enterprise-Grade Infrastructure
Built for Australian businesses with Australian data sovereignty in mind.
- Dedicated cloud instance (not shared infrastructure)
- Data stays in Australia (Sydney AWS region)
- Enterprise-grade encryption at rest and in transit
- Australian privacy law compliance
- Each AI Employee isolated on its own server
Real Results from Real Deployments
"One conversation: full week of bookkeeping caught up"
Read more ↓Show less ↑
Xero health check, invoices marked paid, bills processed, payment reminders sent. All in a single session.
"3 blog posts per week, published automatically"
SEO-optimised articles written and published to WordPress with featured images, every week, without manual intervention.
"AI receptionist answers calls in the doctor's own voice"
Sports medicine clinic with voice AI phone bot, automated patient registration from referrals, and healthcare-grade security with 14 custom skills.
"Zero missed payment reminders"
Every overdue invoice tracked and followed up. Including an $11,000 invoice that had been sitting unpaid.
"19 skills: Monday.com, Wise, Xero, and Office 365 all connected"
Business process consultant with automated sales reports from Monday.com, international banking via Wise, and full Xero bookkeeping integration.
"18 skills with enterprise security: data protection policies built in"
Accounting firm running Xero, email, social media, document generation, and phone calls, all with structured data protection rules and risk controls.
Integrations
All integrations included. No per-integration fees.
Read more ↓Show less ↑
Xero
Accounting
Wise
Banking
WordPress
CMS
Social
Twitter/X
Social
Gmail
Office 365
Telegram
Messaging
HubSpot
CRM
Twilio
Phone
Deepgram
Transcription
Google Gemini
Image Gen
Monday.com
Project Mgmt
Pipecat
Voice AI
Cloudflare
Infrastructure
Stripe
Payments
ElevenLabs
Voice Clone
How Skills Grow With Your Business
-
Start with AI Executive Assistant
Email, documents, research, scheduling, and daily summaries. Custom pricing available.
-
Add Finance Skills
Xero bookkeeping, invoicing, bank reconciliation, GST/BAS prep. Available as an add-on.
-
Add Marketing Skills
Blog posts, LinkedIn content, social media, SEO-optimised writing. Available as an add-on.
-
Create Custom Skills
Teach your AI Employee your unique workflows using the built-in Skill Creator. No coding required.
-
Schedule Mature Skills
Once tested and reliable, schedule skills to run autonomously. Daily bookkeeping checks, weekly blog posts, monthly reports.
See Your AI Employee in Action
Book a demo or get in touch. Your AI Employee can be deployed within 1 hour.
Explore AI Employee Skills
-
AI Executive Assistant
Handles email, documents, research, scheduling, and more. Custom pricing available.
Learn more → -
Finance Skills (Xero)
Add Xero bookkeeping, invoicing, bank reconciliation, and GST/BAS prep as an add-on.
Learn more → -
Marketing Skills
Add WordPress publishing, LinkedIn posts, Google Ads, and content creation as an add-on.
Learn more → -
For Accountants
25+ use cases built specifically for Australian accounting firms and bookkeepers. Xero, BAS, GST, and more.
Learn more →
AI Employee by Profession
-
For Bookkeepers
Xero reconciliation, BAS, GST, AR/AP chasing, multi-file health checks.
Learn more → -
For Financial Advisors
SOA drafting, onboarding, review tracking. ASIC RG 255 aligned. Pilot programme.
Learn more → -
For Auditors
Sampling, working papers, evidence indexing. Independence-safe. Pilot programme.
Learn more → -
For Marketing Agencies
Client ops, content drafting, multi-channel reporting.
Learn more → -
For Builders
Quotes, variations, progress claims, supplier invoicing.
Learn more → -
For Accountants
Multi-client management, white-label reports, practice CRM, Xero Tax.
Learn more →
More detail ↓Show less ↑
We have a dedicated page with 25+ use cases built specifically for Australian accounting firms.
Frequently asked questions
Can I create my own custom skills?
Yes. Your AI Employee includes a built-in Skill Creator that guides you through the process. Describe what you need in plain English, test it interactively, and deploy it. No coding required.
Can skills run automatically?
Yes. Once a skill is mature and tested, you can schedule it to run autonomously on a daily, weekly, or custom cadence. For example, a daily Xero health check or a weekly blog post can run without your input.
What security controls can I add?
Enable Conservative Security Mode to add approval workflows. Examples: require your sign-off before sending emails, confirm before making payments, or restrict financial data to read-only access.
How many integrations are included?
All integrations are included at no extra cost. The base plan includes email, Telegram, and calendar integrations. Skill add-ons unlock more: Finance adds Xero and Wise, Marketing adds WordPress, LinkedIn, and Twitter/X.
Can my team access the AI Employee?
Yes. Every plan includes Telegram group access where your team can interact with the AI Employee using @mentions. You also get a private Telegram bot for direct one-on-one access and a web dashboard.
Your books handled. Your team on advisory.
See a dedicated AI code and reconcile a real Xero or MYOB file in 30 minutes.