A automation and integration for a finance business tackles one specific leak: time gets worked but never captured, a client call not logged, a scope creep never raised, a fixed fee that quietly grew, and data gets re-keyed between your practice, accounting and reporting tools by hand. It is slow, it ties up staff time, and every uncaptured hour and every re-key is margin that slips out of the firm and gets discovered too late to bill. 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
Time gets worked but never captured, a client call not logged, a scope creep never raised, a fixed fee that quietly grew, and data gets re-keyed between your practice, accounting and reporting tools by hand. It is slow, it ties up staff time, and every uncaptured hour and every re-key is margin that slips out of the firm and gets discovered too late to bill.
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.
The integrations and automations that capture time and move data between your systems without hand work. Activity in Karbon and Xero flows into time and billing so worked time is captured rather than forgotten, engagement data from Ignition flows through to jobs and invoices, and the handoffs that used to depend on someone remembering to update the other system just happen. Where a tool has no clean connector, we build the path that works, with error handling so nothing fails silently.
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 week one, the double entry and the missed captures start disappearing: worked time and data land in the right system without a person re-typing them, freeing hours and closing a whole class of billing leakage.
Month three. By month three the flow between your tools runs itself, your WIP is cleaner because time is captured as it happens, and your staff are doing review and client work rather than data entry and reconciliation.
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 automation and integration 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.