AITECHNIC × Accounting
AI Automation for Australian Accountants.
Stop doing manually what AI can do automatically. AITECHNIC helps accounting firms save 15+ hours per staff per week — with Xero-integrated workflows, client onboarding automation and AI-powered document processing.
Why AITECHNIC is different
Built by someone who worked inside the industry.
AITECHNIC was founded by Raghu Muniyappa — a Digital Strategy Director with 15+ years inside Australia's wealth management, fund accounting and banking platform sector. He has led digital transformation at HUB24, BT Financial Group and SS&C Technologies — some of Australia's most compliance-sensitive financial services platforms.
That means when AITECHNIC builds AI automation for your accounting firm or advisory practice, it's built by someone who understands ASIC compliance, AML/KYC requirements, client data obligations under the Privacy Act, and the operational reality of running a financial services practice in Australia.
No generic agency. No offshore team guessing at your compliance requirements. Just deep domain expertise applied to practical AI automation.
Founder credentials
- → 15+ years in wealth management, fund accounting & banking platforms
- → Digital transformation roles at HUB24, BT Financial Group, SS&C Technologies
- → Product Owner experience across regulated financial platforms
- → Founder of SMflow & XPScore360 SaaS products
- → Based in Cherrybrook, Sydney — serving Hills District & Greater Sydney
- → Australian citizen — Baseline Security Clearance
15+
Hours saved per staff/week
80%
Reduction in data entry
$497
Audit starting from
Xero
Native integration
What we automate for your accounting practice.
Xero Workflow Automation
Automated bank rec triggers, invoice chasing, payment reminders and journal entries. Reduces manual Xero touchpoints by 70–80%.
Xero · Make · n8n
Client Onboarding
Automated engagement letters, AML/KYC verification requests, document collection and CRM record creation. New clients fully onboarded in minutes.
DocuSign · HubSpot · Make
EOFY & BAS Preparation
Automated client checklists, document request sequences, reconciliation alerts and deadline tracking — so EOFY doesn't catch you off guard.
Xero · Ignition · Make
Document Processing
AI reads, extracts and classifies receipts, invoices, contracts and statements — cutting data entry time by 80%+.
Claude AI · Make · Google Drive
Client Communications
Automated tax time emails, quarterly review reminders, fee renewal sequences and compliance notices — sent at exactly the right time.
Outlook · HubSpot · Make
Appointment Booking
AI booking agent for client review meetings — integrates with your calendar, sends reminders, handles rescheduling automatically.
Calendly · Outlook · Make
Compliance-first approach
We understand your compliance obligations.
Every AI automation we build for financial services clients is designed with compliance in mind — not bolted on as an afterthought. We understand ASIC, AML/KYC, AFCA, CPD requirements, and the Australian Privacy Act obligations specific to financial services licence holders.
- ✓Data stays in Australian-hosted infrastructure
- ✓Privacy Act compliant — no client data leaves your systems without your control
- ✓Audit trails built into every automation by default
- ✓No AI-generated advice — automations handle admin, not regulated advice
- ✓NDA and data processing agreements available on request
ASIC Aware
Automation that respects your licence obligations
Australian Hosted
Client data stays on Australian infrastructure
Privacy Act
Full compliance with Australian privacy obligations
Audit Trails
Every automation logged and traceable
Simple pricing. No lock-in.
Fixed-price packages for financial services practices. GST not included.
AI Audit
$497
one-time
Map your firm's highest-ROI automation opportunities before committing to a build.
- ✓90-min practice workflow session
- ✓Xero integration review
- ✓ROI calculation
- ✓Written roadmap
- ✓Tool recommendations
Quick Win
$1,500–$3,000
one-time
One high-value workflow automated and running in 2 weeks.
- ✓Single workflow build
- ✓Xero/CRM integration
- ✓Testing & documentation
- ✓2-week delivery
- ✓30-day support
Practice System
$6,000–$10,000
one-time
Full automation system for your accounting practice.
- ✓3–5 workflow automations
- ✓Client onboarding flow
- ✓Document processing
- ✓Reporting dashboard
- ✓90-day support
Retainer
$750–$1,500
per month
Ongoing automation management as your practice grows.
- ✓Monthly strategy review
- ✓New workflow builds
- ✓Performance monitoring
- ✓Priority support
- ✓Quarterly roadmap
Your questions, answered.
We integrate with Xero, MYOB, QuickBooks, BGL, Class Super, Handisoft, FuseSign, DocuSign, Ignition, Karbon, HubSpot and most Australian practice management tools.
All automations are designed to process data within Australian-hosted infrastructure. We follow the Australian Privacy Act and can provide an NDA and data processing agreement on request. No client data goes to overseas servers without your explicit authorisation.
Yes. We can automate the document request, collection and initial verification steps of your AML/KYC process — while keeping the final judgement with your staff as required by your obligations.
Based on client experience, accounting firms typically save 10–20 hours per staff member per week. A 3-person firm with our Practice System often recovers 30–60 hours per week across the team.
Yes. Our founder has 15+ years in Australian financial services platforms. We understand BAS, EOFY, ASIC, ATO and Privacy Act requirements and design all automations with these in mind.
Absolutely. We serve practices of all sizes — from sole practitioners in Castle Hill and Norwest to multi-partner firms across Sydney.
Ready to automate your accounting practice?
Raghu Muniyappa — ex-HUB24, BT Financial Group, SS&C. 15+ years in Australian financial services. Based in Cherrybrook, serving Hills District and Greater Sydney.
Free Discovery Call
Talk to Raghu. No sales pitch.
Book a free 30-minute AI discovery call. We'll map your highest-ROI automation opportunities — specific to your practice or business.
- ✓ No obligation, no lock-in
- ✓ 15+ years financial services & AI expertise
- ✓ Sydney-based — Hills District & Greater Sydney