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AI × Efficiency

One person, the output of three.

We find the repetitive work in each team and build AI workflows that do it inside the tools you already use.

What you get

Exactly what we set up for you.

Workflow audit

We interview each team and list the repetitive work that eats their week.

You get

  • A list of workflows ranked by hours saved per week
  • A recommended first workflow

Front desk, operations and finance mapped in the first week.

Inbox and enquiry triage

AI reads every email and message, sorts it, drafts a reply and routes it to the right person.

You get

  • Sorting rules for your inbox
  • Reply drafts for a person to approve

Enquiries, supplier mail and admin separated before anyone opens them.

Document collection

A checklist per client or job, with automatic reminders until everything is in.

You get

  • A clear view of what is missing for each client
  • Polite reminders sent on schedule

No more chasing the same client for the fourth time.

Data entry and reconciliation

AI pulls figures from invoices, statements and forms into your systems.

You get

  • Draft entries linked to their source
  • Exceptions flagged for a person to check

Bank lines matched to the right customer each morning.

Reports and drafts

First drafts of quotes, reports, letters and weekly updates in your templates.

You get

  • Drafts in your format
  • A person edits and signs off

A site visit report drafted from photos and voice notes.

Customer messages and follow-up calls

Automated emails, customer messages and AI follow-up calls.

You get

  • Rules for what is sent and when
  • Scripts and a full record of every contact

Every new lead followed up the same day.

Internal knowledge assistant

Staff ask how something is done, and an AI answers from your own documents.

You get

  • A private assistant that reads only your company files

New staff find answers without interrupting a manager.

Organised workspace

File structure, naming and permissions so people and AI can find things.

You get

  • A tidy shared workspace
  • A one-page guide for the team

One place for every client file, named the same way.

How it works

Four steps, with dates.

  1. Week 1

    Interview and map

    Our engineers sit with each team and map where time goes.

  2. Week 1

    Work alongside

    We do the task with the person who owns it before automating it.

  3. Weeks 2–4

    Build and go live

    Built in your tools, with an approval step. Live by around week 4.

  4. Monthly

    Measure and add the next

    A monthly hours-saved report and the next workflow.

What it looks like

One workflow, before and after

One workflow, before and afterIllustrative example: document chasing

Before

  1. 01Write a checklist for each client
  2. 02Email the client
  3. 03Check the inbox for documents, every day
  4. 04Chase again, three or four times
  5. 05Update the tracker by hand

≈ 90 min per client

After

  1. 01Checklist generated from last year's file
  2. 02Reminders sent on schedule
  3. 03Documents filed to the client folder
  4. 04Tracker updated automatically
  5. 05A person reviews only the exceptions

≈ 10 min per client

Packages

Start small, grow when it works.

Starter

First workflow

Best for: Trying AI on one painful job

  • Workflow audit
  • One workflow, fixed scope
  • Approval step, guide and support

First result: About 4 weeks

Price: Scoped after a free call

Growth

One department

Best for: A team drowning in admin

  • Everything in Starter
  • 3–5 workflows for one department
  • Monthly hours-saved report

First result: About 4 weeks

Price: Scoped after a free call

Scale

Ongoing partner

Best for: Firms rolling AI out across teams

  • A new workflow every month
  • Monitoring and improvements
  • Priority support

First result: About 4 weeks

Price: Scoped after a free call

From a recent project.

2 weeks

from first conversation to the first workflow running, for a Sydney property operator

~70%

less manual work in that back office (team estimate)

FAQ

Questions owners ask.

Will this replace my staff?+

AI takes the repetitive work. What you do with the time is your call; most firms use it to serve more clients with the same team.

Is our data safe?+

Workflows run in your own accounts and approved AI services. We agree access with you, and a person approves anything that leaves the business.

What tools do you work with?+

Mostly what you already use: Microsoft 365, Google Workspace, Xero, MYOB, HubSpot and similar. We avoid adding new software where we can.

What if the AI makes a mistake?+

Every workflow has an approval step until your team trusts it, and every action is logged so it can be checked.

Do we need technical staff?+

No. We build and maintain the workflows, and give your team a one-page guide for each.

Who maintains it?+

We do during the engagement, and we can hand over or keep looking after it monthly.

Related reading

5 property management workflows you can hand to AI this quarter

Five everyday property management jobs that AI can take off your team's plate now, what the AI does in each, and what a person should still check.

Tax season, automated: an AI checklist for accounting practices

A practical checklist of the tax-season jobs AI can take on in an Australian accounting practice, and the controls to keep client data and advice where they belong.

Talk to us

Ask our AI Agent Jarvis.

Questions about AI for your business? Jarvis answers in seconds, and can get our team on the line.

  • Answers questions about AI for your business
  • Suggests where to start in your firm
  • Gets real people on the line when you're ready

Prefer the 20th-century way? hello@aixconsulting.com.au

AI

Jarvis

AI assistant · Online

AI

Hi, I'm Jarvis. What does your firm do, and what's eating your team's time?

Jarvis is an AI and can make mistakes. A person from our team may read this chat. Privacy