Accounting & business advisory
Chasing clients for documents and re-typing them eats hours your team should spend advising. We take that work away without weakening quality or control.
First pilot: Zero-Chase Intake
Independent. Vendor-neutral. Built for mid-market leaders.
iGenAI helps accounting, legal, financial advisory, manufacturing, construction, healthcare and wholesale businesses work out where AI will genuinely help — and what to avoid — before money goes into technology, vendors or implementation.
See It Working
A working tour of the iGenAI agent suite — from contract review and AI cost control to a website enquiry answered and replied to in about three minutes. Every screen in the reel is the real product.
Who We Help
Whether you sell advice or move product, the problem is the same: skilled people buried in repetitive work. iGenAI knows where AI pays off in each of these industries — and where it doesn’t.
Chasing clients for documents and re-typing them eats hours your team should spend advising. We take that work away without weakening quality or control.
First pilot: Zero-Chase Intake
Draft bills sit on partners’ desks for weeks while cash waits. We get bills out faster — without touching professional judgement or trust money.
First pilot: Prebill Autopilot
AI can cut admin and improve client service — but advice businesses need clear rules and the right starting point before they move.
Start with a briefing
Customer orders typed into your system by hand; quotes built line by line against changing supplier prices. We automate the paperwork between the sale and the floor.
First pilot: Zero-Key Order Desk
Progress claims checked by hand against tight legal deadlines; paperwork chased before anyone’s allowed on site. We do the grind, your team signs off.
First pilot: Progress Claim Autopilot
Referrals arrive by fax and email, get typed in by hand — and some never become bookings. We fix that. Clinical decisions always stay with your clinicians.
First pilot: Zero-Leak Referrals
Quotes priced by hand against out-of-date supplier prices — slow quotes lose jobs, and stale prices quietly eat your margin. We help you quote faster, at the right price.
First pilot: Quote-to-Order Autopilot
The method works anywhere: find the task eating the most skilled hours, prove the fix on your own systems, then decide.
Start the conversation →Where We Start
In every industry there’s one piece of admin that eats more skilled hours than anything else. That’s where we start: a fixed-price pilot on the systems you already use. Nothing changes without a person approving it, we measure where you’re starting from in Week 1, and you see exactly what improved — on your own work — before committing to anything ongoing.
Accounting
Client documents requested, chased up, read and entered into Xero / MYOB / Karbon — your staff only see the ones that need a human.
Measured: hours spent chasing and typing
Legal
Draft bills built from your practice system, sent to the right partner, and edits chased automatically.
Measured: days from work finished to bill sent
Construction
Subcontractor claims checked against the contract, variations and retention, with the payment schedule drafted inside the legal deadline. Site-compliance and cost-report pilots follow the same pattern.
Measured: days to process each claim
Manufacturing
Emailed customer orders read, checked and entered into your system as draft sales orders — anything unusual goes to a person.
Measured: minutes per order + mistakes per order
Healthcare
Incoming referrals read, checked and entered into your practice system; incomplete ones chased so no patient slips through.
Measured: days from referral to booking + how many never get booked
Wholesale
Quote requests priced against your current supplier prices and margin rules; the quote and order drafted for your approval.
Measured: hours from request to quote + pricing accuracy
Every pilot has a fixed price, runs on one small part of your business, and ends with a one-page report showing exactly what changed — so you decide whether to keep going based on results, not promises.
Discuss a sector pilotWhy Now
Australian mid-market businesses are being squeezed from three directions at once: customers expect faster service, good people are hard to find, and AI tools are showing up in daily work before most leadership teams have decided the rules.
For the people running the business, the question is not which tool to buy first. It’s where AI will actually make a measurable difference, what could go wrong, and how to decide — before money, time and credibility are spent.
Why iGenAI
iGenAI is built for Australian mid-market businesses that want straight answers — what’s worth doing, what it should return, and what to avoid — before choosing tools, vendors or delivery partners.
Built for board and leadership conversations, not generic technology training. We talk business impact, risk and readiness — in your numbers, not tech-speak.
We take no commissions and sell no software. That means we can help you choose and manage vendors with only one interest: yours.
Seven sectors, each with a named first pilot: accounting, legal, financial advisory, manufacturing, construction, healthcare and wholesale — we know where the hours go.
Everything lands as plain-English business cases and next steps your leadership team can understand, challenge and approve.
What iGenAI Does
We help leadership teams work out what AI should actually do in their business: which opportunities to chase first, what they’re worth, what the risks are, and how to keep control — and we oversee the technical partners where needed.
Agent Services
Each agent solves one specific business problem, and a person always reviews its work. Take one on its own, or combine them into a roadmap.
Risk, governance and document review
AI first-pass contract review with a lawyer checklist.
View serviceCustomer success and retention
Automated onboarding, a client portal, and early warning when a customer looks like leaving.
View serviceOperations, training and knowledge capture
Capture how-to knowledge, publish step-by-step guides, run checklists.
View serviceMarketing growth and website performance
Always-on SEO that drafts everything for your approval.
View serviceAI cost control and model governance
Sends each AI task to the cheapest model that can do the job — with a savings dashboard.
View serviceSales outreach, brand consistency and pipeline
Outreach emails that sound like you — and get better as you edit.
View serviceMarket and opportunity intelligence
A research agent that scans the market you point it at — every day, to one dashboard.
View serviceDecision support for big calls
Five AI advisors and an independent chair stress-test your decision before you commit.
View serviceCompany memory and know-how
A company wiki that writes and maintains itself from your meetings and documents.
View serviceFind where AI pays off — across your whole team
An AI interviews every member of your team — one short conversation each, no accounts needed — and turns what it hears into a board-ready AI roadmap, benchmarked against proven Australian use cases.
The right starting point depends on what’s hurting most: risk, customer retention, lost knowledge, growth, AI costs or inconsistent outreach.
Explore Agent ServicesForward Deployed Engineering
Most AI initiatives fail at the two ends nobody owns — discovering the right thing to build, and getting the team to actually use it. A Forward Deployed Engineer is a senior iGenAI engineer embedded in your business who owns both ends, and the build in between.
Inside the operation, mapping how the work really happens and where it breaks.
In your environment, on your real data — governed and audit-logged.
Workshops, workflow fixes and trained champions — until the new way is the default.
Your team more capable, not more dependent. Still in use after we’re gone.
Start with a fixed-fee discovery sprint — you see the case proven on your own operation before committing to anything ongoing.
Explore Forward Deployed EngineeringDecision Clarity
Where can AI create measurable value in our firm?
Which opportunities are worth pursuing first?
What should we avoid?
How do we protect quality, trust, privacy and professional judgement?
What rules and oversight does the board need to set?
Which vendors or implementation partners should we consider?
What should be approved, funded and measured over the next 90 days?
First Offer
The AI Business Impact Briefing is a practical executive session for leadership teams that want clarity before committing to a strategy, vendor or implementation project.
Advisory Pathway
Get the leadership team on the same page about what AI means for the business.
Work out where AI can create value, where the risks are, and what matters most.
Build the plan and investment case your board can approve.
Ongoing executive guidance — without becoming another vendor.
Independent By Design
iGenAI takes no commissions and is tied to no technology. That matters when you’re deciding where to invest, which risks to accept, which partners to trust — and how to explain those decisions to your clients, your people and your board.
Insights
How AI is changing advice work, document-heavy operations and client service.
How leadership teams can set the rules before everyone starts using AI their own way.
How leaders can rank AI opportunities by measurable value.
Booking Flow
The first conversation is a short discussion to understand your business, the decisions in front of you and whether a briefing is the right next step.
Use the form below to tell us the problem, your industry and how you’d like to be contacted.
We’ll confirm we can help and suggest the best format for the session.
Once we agree who should be there and when, a calendar invite goes out.
Start The Conversation
If your leadership team is discussing AI but has not yet agreed where the value is, what the risks are, or what should happen next, iGenAI can help.