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About the role
Key responsibilities & impact- Build and implement AI agents and automations for accounting and administrative processes
- Build billing automation that pulls reports from XPM, analyses data, and prepares draft client bills for review
- Build email automation workflows that read incoming client emails and draft accurate responses for team review
- Automate repetitive day-to-day processes based on team pain points and priorities
- Connect AI tools and business systems through APIs and integrations
- Monitor, troubleshoot, and refine automations for accuracy and reliability
- Document workflows so the team can use and maintain them
- Work with management and accountants to understand needs and identify automation opportunities
Requirements
What you’ll need- Proven experience building and implementing AI agents and automations in a live business environment
- Ability to build automations that pull and analyse XPM reports to prepare draft client bills
- Ability to build automations that read incoming client emails and generate draft responses for review
- Ability to automate repetitive day-to-day administrative processes
- Hands-on experience with LLM tools such as Claude, ChatGPT, or Microsoft Copilot
- Experience with automation platforms such as Make, Zapier, n8n, or Power Automate
- Strong understanding of APIs, integrations, and structured data
- Strong research and problem-solving skills
- Excellent written English and ability to explain technical solutions clearly to non-technical users
- High attention to detail when working with financial and client data
- Experience with Xero Practice Manager (XPM), Xero, or other accounting practice software (nice to have)
- Experience supporting an Australian accounting or professional services firm (nice to have)
- Experience with Microsoft 365 and Outlook automation (nice to have)
- Must disclose any existing ongoing roles or client work
- Must reflect this engagement on LinkedIn as “Independent Contractor”
Benefits
Comp & perks- All roles are 100% remote and work from home
- Flexible schedule management as an independent contractor
- Opportunity to work with AI and technology initiatives at an Australian accounting and business advisory firm