AI for finance teams · Australian SMEs

Let AI do the busywork in your finance team.

I review your finance processes, automate the routine work and set up AI agents that catch errors, so your numbers are ready sooner and you can trust them.

See what AI can do Book a free 30-minute call

CPA Australia15+ years in financeWorks with Xero, MYOB and ERP systems

Messy inputs in, checked numbers out. You review, AI does the typing.

Where AI helps most

Review the process. Automate it. Let AI check the work.

Most businesses get the biggest gains from three things, in this order.

Step 1

Review the process

Before automating anything, I map how the work really flows and remove the steps that add nothing. Automating a bad process only makes mistakes faster.

Step 2

Automate the routine

Invoices, account reviews, accruals and reports run on their own, on the systems you already use.

Step 3

Catch errors with AI agents

An AI agent checks every transaction and balance: duplicate invoices, wrong coding, missing accruals, unusual movements. Your team reviews only what it flags.

What AI can do

Six jobs AI can take off your team's plate

Each of these is already running in a real finance team I manage.

Read supplier invoices and prepare accruals

TodaySomeone keys figures in from PDFs.

With AIInvoices are read and the schedule is filled, ready for you to check.

Reconcile card spend without chasing receipts

TodayEmails back and forth every month.

With AIStaff snap receipts in an app, managers approve, the rec builds itself.

Roll your board pack forward in one click

TodayCopy last month's file and fix every link.

With AIChange the month and every table and chart updates.

Keep balance sheet reconciliations up to date

TodaySpreadsheets rebuilt by hand, and items get missed.

With AIBalances pulled from your ledger each month, with gaps flagged.

Answer your team's "how do I" questions

TodayEvery system question lands on one person.

With AIAn assistant trained on your own procedures answers first.

Turn numbers into reports people read

TodayManagers wait for finance to send a spreadsheet.

With AIDashboards and plain-English commentary, on request.

Keeping AI under control

AI prepares. Rules check. You approve.

The question I hear most from business owners is: what if AI gets it wrong with our money? Every setup I build keeps AI away from the decisions that matter.

AI never moves your money.Payments, posted journals and changes to supplier bank details always need a person's approval.
Rules decide, not guesswork.Checks run as fixed rules that give the same answer every time. AI explains what was flagged.
Only the data a task needs.AI works on the extract it needs, in tools approved for your business data.
Every number is traceable.Your accountant or auditor can follow any figure back to its source and who approved it.

A supplier invoice, step by step

Received

RulesPO match, duplicate and bank-detail checks

Matched

PersonApprover with the right authority

Approved

PersonPayment release · can't be undone

Paid

AI's role

Reads the invoice, explains each flag and guides your team to resolve it.

It never moves an invoice to the next step.

Example: management report pack

A monthly pack managers actually read

This sample pack for a bakery business was built with AI from the month's numbers: where each dollar of sales goes, what moved profit away from plan, product and channel performance, and the cash decisions ahead. It works on any screen and is rebuilt each month in a fraction of the usual time.

One-page overview with plain-English highlights
Variance to budget, colour-coded better or worse
Product, marketing, channel and cash views
Tap or hover any chart for the detail

Open the sample pack ↗

Illustrative only: figures are assumed to show the format.

Monthly Pack · Overview

Monthly Pack

OverviewProductsMarketingChannelsCash

Sales▲ vs plan

Gross profit▲ vs plan

Wages▼ vs plan

Cash▲ vs last month

Actual vs budget

BetterWorse

Marketing spend and profit

Practical, not theoretical

AI that actually works in a real month-end

Plenty of people can talk about AI. I use it every month in my own finance team, and every tool I build has been through real month-ends, real exceptions and plenty of trial and error. You get the setup that works in practice, not a demo.

Built and tested in a live finance function, not a lab
Designed around the exceptions: credit notes, split invoices, late accruals
A person always approves: AI prepares, your team signs off
Uses tools you already pay for where possible

How a tool gets builtv1 → live

TryVersion 1 handles clean invoices
FoundBreaks on credit notes and split invoices
FixRules added for each exception
LiveRuns every month with a review sign-off

A typical build, from first try to monthly use.

Could this work in your business?

Book a free 30-minute call and I'll show you where AI would save your team the most time.

Book a free call Take the health check

The details · Services

Senior finance judgement, delivered with modern tools

Engage me for a defined project or on a part-time retainer. Work is delivered remotely, with on-site visits for set-up where it helps.

RETAINER

Fractional Financial Controller

A part-time controller who owns the close, the controls and the reporting, for a fraction of a full-time salary.

Month-end close and balance sheet reviews
Cash flow forecasting and working capital
Management accounts and board reporting
Auditor and tax adviser liaison

MONTHLY

Remote bookkeeping

Day-to-day books kept up to date, prepared with AI and reviewed by a CPA every month.

Bank reconciliations and coding
Payables, receivables and payroll
BAS preparation and month-end

See bookkeeping packages

PROJECT

Close & reconciliation automation

Replace the manual steps in your month-end with flows that run on your existing systems.

Bank, card and balance sheet reconciliations
Accrual and prepayment schedules
Invoice capture and approval workflows

PROJECT

Reporting & dashboards

Reports your managers can open and read themselves, refreshed without copy and paste.

Power BI models built from your GL
Board packs that roll forward each period
Budget-owner reports on request

PROJECT

AI review & error detection

AI agents that check the work as it happens, so errors are caught before month-end, not after.

Duplicate and overpayment checks on every invoice
Coding and GST checks against your rules
Unusual balances and variances flagged for review
Help agent for staff ERP and process questions

PROJECT · FIXED FEE

AI governance setup

Already using ChatGPT or Copilot? Put simple rules around it before something goes wrong.

A register of where AI is used and what data it touches
Data rules: what can go into which tool
A review and sign-off checklist for AI output
A one-page AI policy for your staff

PROJECT

Systems & ERP

Get more out of the system you have, or choose and implement the right next one.

Xero, MYOB, NetSuite, SAP, Pronto, JD Edwards
Implementation and upgrade support
Chart of accounts and data clean-up

PROJECT

Costing, cash & compliance

The technical work that growing manufacturers and distributors often lack in-house.

Product costing, BOMs, overheads and PPV
R&D Tax Incentive claims and capitalisation
Payment Times Reporting, FX hedging

Remote bookkeeping

Bookkeeping done properly, and checked every month

Your books kept up to date remotely in Xero, MYOB or QuickBooks. AI does the data entry and matching, rules catch the errors, and a CPA reviews the month before you see it.

Step 1

Collect

Bills, receipts and bank transactions flow in automatically. No shoebox and no chasing.

Step 2

AI prepares

Transactions are coded and matched to the bank, using rules set up for your business.

Step 3

Rules check

Every entry is checked for duplicates, GST errors, miscoding and unusual amounts.

Step 4

CPA review, you approve

A CPA reviews the month before it's finalised. You get clean reports and a short list of questions, not a pile of queries.

MONTHLY · ESSENTIALS

Clean, current books

For sole traders and small businesses that need their books kept up to date.

Bank reconciled every week
Sales and bills coded and matched
GST tracked and checked
Monthly profit and loss and balance sheet

MONTHLY · STANDARD

Books, bills and payroll

For growing businesses with staff to pay and suppliers to manage.

Everything in Essentials
Supplier bills processed and payment batches prepared
Customer invoicing and overdue follow-up
Payroll, super and Single Touch Payroll
Quarterly BAS prepared

MONTHLY · PLUS

With a proper month-end

For owners who want numbers they can make decisions on.

Everything in Standard
Month-end accruals and prepayments
Balance sheet reconciliations
Monthly management report with commentary

Fixed monthly fee based on your transaction volume, quoted after a free 30-minute call. BAS and payroll lodgements are handled through a registered BAS agent.

Book a free call Ask about bookkeeping

Selected work

Built and running in a live finance function

These tools run every month in a heavy-industry manufacturing business where I am the Financial Controller. Details are kept general to respect confidentiality.

Expenses & controls

Corporate card reconciliation app

Problem: receipts and coding chased by email, with no clear approval trail. Built: a mobile-friendly app where cardholders upload receipts and code spend, managers approve, and finance gets a clean reconciliation.

Power AppsSharePointPower Automate

Month-end close

Balance sheet reconciliation roll-forward

Problem: prepayment and accrual schedules rebuilt by hand, where one missed invoice slips through. Built: reconciliations that pull GL detail and roll forward each period, with exceptions flagged for review.

ExcelPower QueryERP / Xero / MYOB

Accruals

Energy invoice accruals with AI

Problem: electricity and gas invoices across several suppliers keyed in manually each month. Built: an AI-assisted routine that reads the month's invoices and updates the accrual workbooks, ready for review.

ClaudeExcelInvoice platform

Board reporting

Self-rolling board report

Problem: each month's board pack started as a copy of last month's, with every link fixed by hand. Built: a parameter-driven workbook where changing the period updates every table, with history kept automatically.

ExcelPower Query

Management reporting

GL reporting model

Problem: managers waiting on finance for every cut of the numbers. Built: a star-schema model over ERP exports so budget owners can explore spend themselves.

Power BIData modelling

AI assistants

ERP help agent and AP assistant

Problem: staff questions about the ERP and payables process all routed to finance. Built: an agent that answers "how do I" questions from internal guides, with rule-based AP checks handled by automated flows.

Copilot StudioPower Automate

Earlier roles: product costing and PPV in manufacturing, R&D capitalisation and a successful R&D Tax Incentive claim, cross-border consolidation, transfer pricing, and ERP implementation.

How we work together

Start small, fix what costs you most, then scale

Step 1

Discovery call

30 minutes on how your finance function runs today and where it hurts.

Free

Step 2

Diagnostic

I map your close, systems and reports, and give you a written list of fixes ranked by payback.

Fixed fee

Step 3

Build

We automate the highest-value items first, on the systems you already pay for where possible.

Project quote

Step 4

Run & hand over

I stay on as your fractional controller, or train your team and hand over with documentation.

Retainer or handover

Finance function health check

How ready is your finance team to automate?

Nine questions, about three minutes. You'll get a score across close, reporting, controls, systems and cash, with the first things I'd look at.

Your answers stay in your browser unless you choose to send them to me.

Get in touch

Tell me what's slowing your finance team down

Book a free 30-minute call

Pick a time that suits you. No preparation needed.

Choose a time

Or email directly

nunnui20@gmail.com