A AI chatbot for a finance business tackles one specific leak: clients ring and email their partner and senior all day with the same questions: where is my BAS up to, what did we agree last call, how much tax should I put aside, when is this lodged. Each one pulls your most expensive people off advisory work to go and look something up, and after hours the questions just bank up as unread emails. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
Clients ring and email their partner and senior all day with the same questions: where is my BAS up to, what did we agree last call, how much tax should I put aside, when is this lodged. Each one pulls your most expensive people off advisory work to go and look something up, and after hours the questions just bank up as unread emails.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a finance business, and the system is built to close it. You can see the full picture of where a finance business leaks margin on the finance industry page.
An assistant that answers client questions from your live practice data. It draws on job and workflow status in Karbon, figures and lodgement status from Xero or MYOB, and documents in FYI Docs, and answers a client in plain language on your portal, over email, or by SMS: where their work is up to, what is due, what was agreed. When a question needs judgement, it routes it to the right partner or manager with the client and context already attached, rather than a cold voicemail.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From the first week, routine status and deadline questions get answered instantly instead of interrupting your partners and managers, and after-hours client queries stop piling up as an inbox to work through in the morning.
Month three. By month three the assistant has learned the questions your clients actually ask, deflects a meaningful share of the calls and emails that used to hit senior staff, and shows you where clients are confused most often, which tells you where your communication and processes are weakest.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built AI chatbot for a finance business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.