A compliance automation for a finance business tackles one specific leak: a job cannot start until the client sends the bank statements, the loan documents, last year's figures, so a junior chases, then a partner has to ask personally, and the job sits half-open for weeks. Multiply that across every client at a deadline and you have work in progress frozen, lodgement dates at risk, and the whole firm waiting on paperwork nobody wants to chase. 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
A job cannot start until the client sends the bank statements, the loan documents, last year's figures, so a junior chases, then a partner has to ask personally, and the job sits half-open for weeks. Multiply that across every client at a deadline and you have work in progress frozen, lodgement dates at risk, and the whole firm waiting on paperwork nobody wants to chase.
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.
A platform that watches every engagement against what is outstanding and what is due, and chases it before it becomes a problem. It tracks the documents and information each job is waiting on, the lodgement and reporting deadlines behind them, chases the client automatically when something is late, and alerts the responsible manager with the full context. It works alongside your Karbon workflows and Ignition engagements, so document collection and deadlines are monitored continuously rather than discovered in a panic before a due date.
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 you can see, at a glance, which jobs are waiting on the client and which are ready to progress, across every engagement, instead of trusting a spreadsheet someone updates when they remember.
Month three. By month three the automated chasing has closed most of the gaps that used to stall jobs, missing documents are the exception rather than the norm, and a deadline becomes a report you run rather than a scramble of last-minute emails.
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 compliance automation 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.