Your billable hours are spent on admin, not clients. We build AI that drafts reports, processes documents, onboards clients, and handles the repetitive work that drags down utilisation rates across accounting, legal, and consulting firms.
Tell us what you need. We will tell you exactly what we can build, what it costs, and how fast.
Every tool below is custom-built for your business. Not a generic platform. Not a template. Software that works exactly how you work.
AI pulls data from your systems, populates templates, cross-references figures, and generates draft reports in minutes. Financial reports, compliance documents, board packs, client summaries.
Feed in contracts, invoices, statements, or compliance docs. AI extracts key data, flags anomalies, and populates your systems. No more manual data entry from PDFs.
AI handles ID verification, document collection, engagement letter generation, and AML/KYC checks. New clients go from first contact to fully onboarded in hours, not weeks.
AI trained on your firm policies, procedures, precedents, and templates. Staff ask it questions instead of interrupting partners. Onboard new hires 3x faster.
AI reads incoming emails, categorises by urgency, client, and topic, drafts responses for routine queries, and flags items needing partner attention. Inbox zero without the effort.
AI tracks billable activities, categorises time entries, generates invoices based on engagement terms, and follows up on overdue accounts. Recapture the revenue you are currently writing off.
Free strategy call. No jargon, no hard sell. We will tell you exactly what we can build, what it will cost, and how long it will take.
We work with accounting firms, law firms, management consultants, financial planners, engineering consultancies, architects, and any B2B professional services business with document-heavy workflows.
You define your report templates and data sources once. When a report is needed, AI pulls the latest data, populates the template, runs consistency checks, and generates a draft for partner review. What used to take hours takes minutes.
Yes. All processing happens within your secure environment. We implement role-based access controls, audit trails, and encryption. Data never leaves your control and we comply with Australian Privacy Principles.
Most projects range from $5,000 to $20,000. A document extraction tool starts from $5,000. A comprehensive system covering reporting, onboarding, and knowledge management is typically $15,000 to $25,000.
Yes. We integrate with Xero Practice Manager, MYOB, WorkflowMax, Actionstep, Leap, SILQ, FYI Docs, and most cloud-based practice management platforms.
Our extraction tools achieve 95% or higher accuracy on structured documents like invoices, statements, and standard contracts. Semi-structured documents like legal correspondence typically achieve 85 to 90% accuracy with human review on exceptions.
If your partners spend 10 hours a week on admin at $300 per hour, that is $156,000 a year in lost billable time. Even recovering 30% of that is $46,800 annually against a one-off build cost of $10,000 to $20,000.
Most tools are live within 2 to 4 weeks. Simple document extraction or a knowledge bot can be running in 1 to 2 weeks. Full practice automation takes 3 to 5 weeks.
Yes. We train AI on your specific documents, templates, terminology, and workflows. It learns your firm voice and can draft communications that match your standards.
Every project includes 30 days of free support after launch. We also offer managed AI services from $500 per month for firms that want ongoing optimisation, retraining, and feature additions.
"Literally within hours I was getting leads. Blown away with every bit of work from Source Digital - speed, quality and just a real good bloke to deal with."
"Within 2 hours he had a full plan & quote ready. The final project delivery was absolutely phenomenal - 100 times better than we could have ever imagined."
"Source Digital did an exceptional job building our Shopify site. Visually appealing, user-friendly, works across all devices. The final product exceeded our expectations."
Book a free strategy call. We will assess your operations, identify the highest-ROI automation opportunities, and give you a fixed-price quote within 48 hours.