AI Finance Specialist · Melbourne
I help Australian SMEs use AI to take repetitive work off the finance team, then turn the numbers into reports and models that are easy to read and act on. Practical, controlled, and measured in hours saved and decisions made.
What I take off your plate
Most SMEs don't need a new system. They need the work between their systems to stop landing on one person's desk.
Weekly reconciliations done line by line, with errors found by clients first.
Spreadsheets only they understand, and a close that stalls when they are away.
Gross margin by client, desk or placement is a guess until the quarter is over.
Slow debtor follow-up and a forecast that is out of date the day it is built.
Staff pasting client and candidate data into free tools, with no policy behind it.
Board and owner packs that take days to build and still need explaining.
What you get instead
The hours saved go into insight. Every report answers what happened, why, and what to do next, in plain English.
The numbers that matter, with a short written explanation of what moved and why.
See which work makes money and which doesn't, every month rather than once a year.
Change hiring, pricing or volume and see the effect on profit and cash straight away.
Know what's coming in and going out before it becomes a problem.
Test a new hire, office, contract or price change before you commit to it.
Faster turnaround on board and owner updates, without losing accuracy.
How it works
Each step is fixed in scope and price, and each one earns the next. You can stop after any of them.
I map how your finance and operations work actually runs and measure where the hours go.
You get: a ranked automation backlog with payback
We put the top two or three workflows live, using the tools you already pay for where possible.
You get: working automations and the proof
Ongoing finance leadership with AI built in, for businesses not ready for a full-time CFO.
You get: a finance function that keeps improving
Not ready for an audit? A half-day AI for Finance Teams workshop gets your team using AI safely on their own work, with a usage policy to match.
Ask about the workshopControls first
AI makes mistakes, as people do. The answer is the same as for a new hire: clear process, clean data and someone checking the work.
Business-grade AI tools that don't train on your data, and a review against the Privacy Act before anything goes live.
Every workflow has a human review step. Reconciliations and approvals stay with your finance team.
Xero, MYOB, Microsoft 365 or Google Workspace first. New software only when it pays for itself.
We agree the hours-saved target up front and report against it.
About
I'm a Chartered Accountant with more than 15 years in finance and operations across Asia-Pacific, Europe and New Zealand. I've led regional finance and operations teams, most recently running finance and business operations across nine Asia-Pacific markets for a global recruitment services business. There I built the forecasting process, redesigned the operating model, and was the finance lead on a Microsoft Dynamics 365 rollout.
Today I also build and test AI finance agents for global AI companies, designing the forecasting and reporting scenarios they are measured against. TransforMetrics brings both sides together for Australian businesses.
AI training
Next step
Book a free 30-minute call. Tell me how your month-end and reporting run today, and I'll tell you where AI would save the most time and what insight you're missing, whether or not we work together.