You will get an invoice and document capture automated into Xero, QuickBooks or your ERP
Rising Talent
Project details
Invoices arrive by email. Someone downloads them. Someone codes them. Someone keys them into the accounting system. Nobody owns any of it, and it quietly eats hours every week.
I automate the whole path: capture from the inbox, extract the line detail, apply the coding rules your business already uses, and queue it for approval before anything posts.
The approval step stays. Finance automation without a human gate is how you spend a week reconciling something you cannot explain.
BUILT FOR
Xero, QuickBooks, MYOB and most ERPs. Works with Outlook, Gmail, OneDrive, Google Drive and Dropbox as sources.
I automate the whole path: capture from the inbox, extract the line detail, apply the coding rules your business already uses, and queue it for approval before anything posts.
The approval step stays. Finance automation without a human gate is how you spend a week reconciling something you cannot explain.
BUILT FOR
Xero, QuickBooks, MYOB and most ERPs. Works with Outlook, Gmail, OneDrive, Google Drive and Dropbox as sources.
What's included
| Service Tiers |
Starter
$900
|
Standard
$1,800
|
Advanced
$3,200
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Frequently asked questions
3 reviews
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VT
Vlad T.
Aug 10, 2026
Business Process Automation review of one manual workflow
Asked for a review of one manual workflow and got a detailed answer, including which parts were not worth automating. That candour was 20X the fee on its own. Simon explained the reasoning in plain language rather than jargon and gave a realistic sense of effort. Delivered ahead of time. Recommended.
VT
Vlad T.
Aug 7, 2026
AI Strategy session: help us work out where to start with AI
Clear, practical AI strategy session. Simon spent the first half asking about how the business actually runs rather than talking about tools, which is what made the second half useful. We came away with a realistic 90 day sequence instead of a wish list. The follow up note was short and to the point. Good communication throughout.
VT
Vlad T.
Aug 7, 2026
AI Automation Opportunity Review for a services business
Booked Simon for a short consultation on where to start with AI automation and got far more out of it than expected. He asked better questions than we did and pushed back on the process we assumed was the obvious one to fix, with a clear reason. The written summary afterwards was concise and actually usable. Straightforward to work with and no overselling. Would hire again.
About Simon
AI Automation Consultant | AI Strategy | AI Agent Development
Melbourne, Australia - 2:42 pm local time
🔹 𝟯𝟱𝟬+ organisations supported on AI automation, AI strategy and AI agent builds
🔹 $𝟯𝟭𝟬𝗠+ in measured value created
🔹 𝟭𝟬𝟬+ hours a week returned to one property group through AI automation
🔹 𝟭𝟬 𝘁𝗼 𝟮𝟬 hours a week saved per person on a typical AI automation build
🔹 𝟱𝟬% faster execution across sales, onboarding and operations
🔹 𝟳 𝘆𝗲𝗮𝗿𝘀 leading AI automation and AI strategy delivery as founder of Flowstate
🔹 𝟮𝟬 𝘆𝗲𝗮𝗿𝘀 in product and operations before this
"Within six months, our team was spending less time on manual work and more time on the things that actually drive growth." Farouk Ismail, CEO, Pay Later Travel, on the AI automation and AI agent systems we built for them. That AI automation programme returned 1,438% on what they invested in it.
Here is what I have learned running AI automation projects. Most technical people jump straight to the build, because building is what they are good at, and nobody stops to ask whether that was the right problem to solve. My background is product management and engineering, so I size the problem before anyone writes a workflow. That is the difference between AI automation that is still running in a year and AI automation that gets switched off in month three.
Recent AI automation and AI strategy work.
🔹 𝗥𝗶𝗴𝗵𝘁 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗚𝗿𝗼𝘂𝗽, Sydney. AI automation of property enrichment, over 100 hours a week returned.
🔹 𝗣𝗮𝘆 𝗟𝗮𝘁𝗲𝗿 𝗧𝗿𝗮𝘃𝗲𝗹, Sydney. AI agent systems across their go-to-market.
🔹 𝗪𝗵𝗶𝘁𝗲 𝗕𝗮𝘆, Sydney. AI automation closing the gap between client acquisition and candidate delivery.
🔹 𝗕𝗼𝗻 𝗖𝗵𝗮𝗿𝗴𝗲, 𝗖𝗣𝗔𝗣 𝗗𝗶𝗿𝗲𝗰𝘁 and 𝗚𝗿𝗮𝗻𝗱 𝗖𝗿𝘂. CRM lifecycle AI automation.
🔹 𝗥𝗠𝗜𝗧 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆, Melbourne. AI strategy on live enterprise data.
🔹 𝗟𝗶𝘃𝗶𝗻𝗴 𝗯𝘆 𝗗𝗲𝘀𝗶𝗴𝗻 and 𝗔𝘂𝗱𝗶𝗲𝗻𝗰𝗲 𝗚𝗿𝗼𝘂𝗽. AI automation across retail and media.
𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢
🔹 AI strategy and AI automation roadmaps. An AI strategy scored against where you stand now, a prioritised 90 day plan, and a straight answer on what to automate first.
🔹 AI agent development. AI agent builds and AI automation that own a process end to end, with a human approval step, inside the systems you already run.
🔹 Business process automation. Invoicing, reconciliation, quoting, onboarding, intake and reporting. I cost the manual process in hours, then build the AI automation for the part that pays.
🔹 AI workers for a named job. A library of 100+ AI agent roles, each one an AI automation across sales, finance, operations, client success and HR.
🔹 Fractional AI leadership. Senior AI strategy and AI automation ownership without the full-time hire.
🔹 AI automation inside your stack. Xero, HubSpot, GoHighLevel, Salesforce, n8n and Make.
🔹 AI strategy training, so your team runs the AI agent after handover.
𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛
🔹 Owners and executives who write the AI automation brief.
🔹 Businesses carrying real operational load, usually $1M or more in turnover, and 15 or more staff for the AI strategy and AI automation work.
🔹 Professional services, financial services, property, insurance, construction, healthcare administration, logistics and manufacturing, where AI automation gives back the most hours.
The best AI agent projects start with a job nobody owns, not a tool to configure.
𝗛𝗢𝗪 𝗜𝗧 𝗥𝗨𝗡𝗦
🔹 First I find where the hours go. A structured look at your processes and your stack, which produces an AI maturity score, an AI strategy on one page, and a ranked list of AI automation opportunities.
🔹 Then I build one AI automation, usually inside a week, inside the systems you already use.
🔹 Then we measure that AI automation in hours returned to your team, not in features shipped, and move to the next AI automation on the ranked list.
🎯 If a process eats hours every week and you are not sure whether it needs AI automation, an AI agent, or just deleting, send me the detail and I will tell you which, and what it saves.
Steps for completing your project
After purchasing the project, send requirements so Simon can start the project.
Delivery time starts when Simon receives requirements from you.
Simon works on your project following the steps below.
Revisions may occur after the delivery date.
Connect and configure
I connect your inbox and accounting system, then set up capture, extraction and your coding rules.
Test against real invoices
We run your actual documents through it and tune the exception queue until the error rate is low enough to trust.