Fractional CFO
Senior financial leadership without the full-time cost.
Fractional CFOAI build & automation
AI build & automation — by a chartered accountant
We build the thing, not just talk about it: automated workflows, AI-powered tools, data pipelines, and dashboards that take work off your team and surface the numbers that matter. The difference is who's building it. An ACA-qualified chartered accountant, so the controls are right and the audit trail is clean from day one.
Who it's for
Businesses drowning in manual finance and operations work: copy-pasting between Stripe, Xero, and spreadsheets; chasing the same reports every month; making decisions on data that's scattered across systems. If you've scoped an automation or AI tool but can't find someone who understands both the technology and the finance side, that's us.
What you get
- Automated workflows. Reconciliation, invoice review, journal posting, and the repetitive month-end tasks that quietly eat days, built on n8n and Claude.
- AI-powered tools. Document processing, classification, and decision-support with human-in-the-loop checkpoints where risk demands them.
- Data pipelines and integrations. Your systems talking to each other, with the numbers landing correctly in your accounts.
- Dashboards and reporting. A single, real-time view of the metrics your business runs on, built on Supabase, Next.js, and Vercel.
- Built with R&D in mind. Where a build involves genuine technical experimentation, we document it so your accountant can assess an R&D Tax Incentive claim. We don't prepare the claim itself.
The R&D Tax Incentive angle
Building custom AI or software often involves genuine technical experimentation, and in Australia that can qualify for the R&D Tax Incentive: a 43.5% refundable tax offset for eligible companies with an aggregated turnover under $20 million. We understand the incentive and what makes a build eligible, so we keep the technical records and documentation a claim relies on as we go. We don't prepare or lodge the claim, that's for your registered tax agent, but a well-documented build makes their job far easier. Eligibility depends on your circumstances; the current rules are set out at business.gov.au and the ATO.
How it works
1. Diagnose
We map the process and the data flows, find where the time is actually going, and confirm what's worth automating before anyone writes code.
2. Design
We scope the build with a clear definition of success, whether that's hours saved, errors removed, or decisions improved, and the controls and audit trail baked in.
3. Deliver
We build it on Claude, n8n, Supabase, Next.js, and Vercel: tested, documented, and with human review where it matters. Then we hand it over working.
4. Evolve
We stay close to what we've built so it keeps running and keeps earning its place, and we keep the records that support any R&D claim the work qualifies for.
Builds run as fixed-price sprints, often alongside a retainer for ongoing oversight. Everything starts with a short call and a free Finance & Automation Health Check.
Frequently asked questions
What can you build?
Automated workflows, AI-powered tools, data pipelines, integrations, and dashboards that take work off your team and surface the numbers that matter. We build on Claude, n8n, Supabase, Next.js, and Vercel: from a Stripe-to-Xero reconciliation that saves hours a month, to an AI document-review pipeline, to a custom reporting layer that pulls your systems into one view.
Can AI development qualify for the R&D Tax Incentive?
Often, yes. Custom AI and software development that involves genuine technical experimentation can qualify for Australia's R&D Tax Incentive, a 43.5% refundable tax offset for eligible companies with a turnover under $20 million. We understand the incentive and build with it in mind, keeping the technical records a claim relies on. We don't prepare or lodge the claim itself, that's for your registered tax agent, but a well-documented build makes it far easier. Eligibility depends on your circumstances; see business.gov.au and the ATO for the current rules.
Who actually builds it?
We do. Plenty of consultants hand over a roadmap and leave. GME scopes the work, builds it, and keeps it running. The same person who understands your numbers writes the code, so there's no translation gap between the finance requirement and the thing that ships.
Will it have proper controls and an audit trail?
Yes. With five years in financial-services audit behind the build, controls aren't an afterthought. Every automation gets a clean audit trail, correct journal entries, and human-in-the-loop checkpoints where a decision carries risk. When we automate, the numbers are ones a reviewer can trace.
How do engagements work?
Most builds run as fixed-price sprints with a clear scope and definition of success, often alongside a retainer if you also want ongoing CFO or AI-officer oversight. Everything starts with a short call and a free Finance & Automation Health Check so we both know it's a fit before any code is written.
Related
Fractional Chief AI Officer
The strategy, governance, and roadmap behind the build.
Fractional CAIOSee an AI pipeline with controls and a full audit trail in our insurance claims intelligence case study.
Got something to build?
Tell us what you're trying to automate and what systems you use today. We'll come back on whether it's a fit, what a sensible first step looks like, and whether it might qualify for the R&D Tax Incentive.
Get in touch