Service · Financial services
evol·ai·tion / evolution with ai built in
Client onboarding, compliance reporting, lending and bookkeeping, automated and documented to align with APRA CPS 234 and ASIC obligations. Built and hosted in Australia, with a full audit trail on every action, so your compliance team can verify it, not just trust it.
Why us · 01
In financial services the controls are the product. We build automation that keeps data onshore, keeps a human on consequential decisions, and documents every control so ASIC and APRA obligations are supported, not assumed.
Every workflow documented and auditable, designed to align with APRA CPS 234.
Data stored and processed in Australia, never quietly routed offshore.
Human-in-the-loop on consequential decisions, with guardrails you set.
Solutions · 02
End-to-end automation across the operations that slow financial firms down, each wired to your systems with a full audit trail.
Client onboarding and KYC
Automate intake, document collection and verification, with a full compliance trail.
Compliance and regulatory reporting
Assemble and file the reports ASIC and APRA require, accurately and on schedule.
Loan origination and mortgage processing
Speed up applications, checks and approvals with a human in the loop.
Accounting and bookkeeping
Automate accounts payable, receivable, reconciliations and expense management.
Fraud detection and credit scoring
Flag anomalies and score risk, with oversight on every decision.
Wealth and investment reporting
Automate portfolio and investment reporting for clients and regulators.
Segments · 03
Accounting practices, brokers, lenders, planners and fintechs.
Free assessment, or estimate the hours and cost you would save.
Compliance · 04
Our solutions are designed and documented to support your obligations, not to make claims you cannot stand behind.
Information security management
Controls mapped to your security framework and documented for review.
Onshore data residency
Data kept in Australia, with no quiet offshore processing.
Role-based access
Least-privilege access across every automated workflow.
Full audit trail
Every automated action logged, reviewable end to end.
Incident response
Alerting and response built into every automation.
Third-party risk
Provider controls documented for your risk function.
Case study · 05
A real implementation, with the before and after stated plainly.
The challenge
A boutique planning firm spent 60% of its time on paperwork instead of clients, with manual compliance and onboarding that took up to 3 weeks.
Our solution
End-to-end automation for client onboarding, document collection, compliance reporting and regulatory filings, with full audit trails throughout.
Results achieved
Talk to our team, or see how ready your firm is in two minutes.
Outcomes · 06
Measurable improvements in efficiency, compliance and customer experience. Verify these against your own baseline before launch.
80%
Faster processing
50%
Lower op cost
3 wks to days
Onboarding time
24/7
Client self-service
Comparison · 07
Process · 08
A staged rollout with your compliance team involved at every step.
Step 01
Map workflows, volumes, risks and controls.
Step 02
Architecture, guardrails and audit requirements.
Step 03
Development, testing and measured evaluation.
Step 04
Staged go-live, monitoring and ongoing optimisation.
Custom · 09
Beyond automation, we build bespoke financial platforms tailored to your products and operational requirements.
Built around your products, rules and workflows, not a generic template.
APRA and ASIC-aligned controls and audit trails designed in from the start.
Hosted in Australia, with controls documented for your risk function.
Questions · 010
It automates onboarding, compliance, lending and bookkeeping, reducing processing time and cost while keeping a human in the loop and maintaining a full audit trail.
We design and document our solutions to align with and support your APRA CPS 234 and ASIC obligations. Final compliance sign-off rests with your firm, and we provide the documentation you need.
It depends on scope, but most automations are delivered in a staged rollout over a number of weeks, with your team reviewing at each stage.
Clients typically see large reductions in processing time and operating cost. We will estimate your specific ROI against your own baseline before you commit.
It automates applications, document collection and checks, speeding approvals while keeping a human on the final decision.
Security
Onshore data, encryption, role-based access, incident response and a full audit trail on every action, designed to align with the Privacy Act 1988, APRA CPS 234 and your ASIC obligations.
Bring us your slowest, most manual process. We will show you how to automate it, safely and compliantly.
Australian-owned · Melbourne-based team · response within one business day