AI for small accounting, mortgage broking & migration practices
Save hours every week with AI — without putting client data at risk.
We help small Australian firms choose the right AI tools, set them up safely, and train the team. Plain English, fixed prices, and a person checking anything that matters.
Your safe AI setup
- Business-grade AI plan — no training on your data by default
- Written AI use policy your staff have read
- Client data kept out of personal accounts
- A person reviews anything sent to clients
- Templates for the tasks that eat your week
Sound familiar?
Your team is probably already using ChatGPT.
On free and personal ChatGPT plans, conversations can be used to train OpenAI's models unless each user switches it off. A client's tax file number pasted in there is a decision nobody meant to make.
Everyone says AI will change your industry. Nobody says what to do on Monday.
You don't need a strategy deck. You need three or four tasks that take less time next week, set up properly.
You can't afford a mistake with client information.
Confidentiality duties in your professional code don't shrink because your firm is small — and since 1 July 2026, AML/CTF reforms bring more firms under privacy rules.
How it works
Start free. Only go further if it's worth it to you.
1. Free AI safety check
A 30-minute conversation about how your team uses AI today. You get a one-page summary of risks to fix and time-savers to try. No obligation.
2. Safe AI setup
We choose and configure a business-grade AI tool, write your AI use policy, train your staff, and build templates for your real day-to-day tasks. Fixed price, agreed upfront.
3. Ongoing support
A monthly retainer for questions, reviewing new tools before you adopt them, and automating more of your workflow as you grow.
The experience behind the advice
in enterprise IT — handling client data where it's non-negotiable.
Previously at
The habits that protect a global bank's client data are exactly what a five-person practice needs — explained plainly and priced for a small firm. That background is why we take your clients' information as seriously as you do.
Built for firms like yours
Each industry has its own rules and its own time-sinks. We start from both.
Accounting & bookkeeping practices
Client emails, meeting notes and document chasing — without breaching confidentiality.
Learn moreMortgage & finance brokers
Fact-find summaries, client updates and lender research — with your judgement still in charge.
Learn moreMigration agents
Checklists, client updates and evidence organisation — without risking passports and health data.
Learn moreWe're honest about what AI can't do.
We built and measured an AI system that answers questions about real company financial reports. It does well — and it still gets about one in five multi-step questions wrong. Human experts do better. That's why everything we set up keeps a person reviewing anything that goes to a client, a lender or a regulator.
Read the case studyof 1,490 multi-step financial-report questions answered correctly by our best AI setup
scored by human experts on the same benchmark
Measured on ConvFinQA, a published research benchmark (EMNLP 2022). Our method and results are public on GitHub.
Why Highly Distinguish
Banking-grade habits
Our background is enterprise systems at global banks, where client data handling is non-negotiable. We bring the same habits to a five-person office.
Plain English — and 中文
No jargon, no hype. We can train your team and explain the risks in English or Mandarin.
Fixed prices
You know the cost before we start. No surprise invoices for 'a few more hours'.
Local and accountable
We're an Australian company with an ABN and a phone number that a person answers.
Common questions
Is free ChatGPT safe to use with client information?
On ChatGPT Free, Plus and Pro, conversations can be used to improve OpenAI's models by default. Each user can switch this off under Settings → Data controls, but it's per person and easy to miss. ChatGPT Business and Enterprise plans don't use your data for training by default. Even on a business plan, you still need clear rules about what may be shared.
My firm turns over less than $3 million. Does the Privacy Act apply to me?
Many small businesses are exempt, but not all. There are exceptions — and since 1 July 2026, firms that become AML/CTF reporting entities must follow the Australian Privacy Principles for information handled for AML/CTF purposes. Your professional code's confidentiality duties apply regardless of size. Removing the small business exemption is also under discussion in the government's next round of privacy reforms. Check your position with your professional body or a lawyer.
Will AI replace my staff?
AI makes certain tasks much cheaper. The firms that do well use the saved time for the work clients actually value — judgement, relationships, getting it right. We help you decide which tasks to automate and which to keep human.
Do I need to be technical?
No. If you can use email, you can use what we set up. We do the configuration and train your team.
Do you give legal or compliance advice?
No. We implement technology and point out risks we see, with links to the official guidance. For advice about your specific obligations, speak to your professional body or a lawyer.
Find out where you stand in 30 minutes.
Free, no obligation, and you'll leave with a one-page summary you can act on — whether or not you work with us.