An AI Employee for Financial Advisers & Accountants
XoomAgent™ automates data entry, compliance paperwork, client reporting and review prep — freeing your advisers and accountants to focus on advice and client relationships.
Sound Familiar?
The pressures stacking up in your business
Data entry swallows billable hours
Rekeying figures between source documents, spreadsheets and software is slow, manual and error-prone.
Compliance paperwork piles up
Producing and maintaining advice documentation and records is time-consuming and easy to fall behind on.
Client reporting is manual
Pulling together statements and review packs by hand delays clients and frustrates staff.
Review prep is repetitive
Preparing for client reviews means the same gathering and summarising of data every cycle.
AI Automations
How XoomAgent™ works in financial services
The automations that remove the most time and risk from your week.
Document Data Extraction
Pull figures from statements, invoices and forms straight into your systems with review checkpoints.
Compliance Documentation
Assemble and maintain advice and record-keeping documents from your templates, ready for sign-off.
Client Reporting
Generate client statements and review packs automatically from your data, on schedule.
Review Preparation
Gather and summarise each client's position ahead of reviews so advisers walk in prepared.
Client Communications
Draft and send updates, reminders and follow-ups on brand, with the right disclaimers.
Anomaly & Exception Flagging
Surface unusual transactions or data that needs a human to check before it's processed.
Onboarding & Fact-Find
Collect new-client information and documents through a guided, secure intake.
Example Workflows
What an automated workflow looks like
Statement → reconciled data
- 1Document received from client or institution
- 2Agent extracts and structures the data
- 3Figures matched and exceptions flagged
- 4Clean data pushed to your software
- 5Accountant reviews exceptions only
Quarterly client review pack
- 1Agent pulls latest client data
- 2Performance and position summarised
- 3Report generated from your template
- 4Adviser reviews and personalises
- 5Pack sent to client on schedule
Your XoomAgent™ starting build
The modules we typically deploy first for financial services businesses.
Built for financial services data
- Dedicated, isolated infrastructure for sensitive financial data
- No model training on client financial data
- Australian data sovereignty and Privacy Act–first handling
- Full audit trails to support your compliance obligations
- Permissioned access scoped to each workflow
- Human review checkpoints on anything that affects advice or records
A real Australian team behind your financial services AI
We don't hand you software and walk away. XoomAI's Australian, security-led team scopes, builds and manages XoomAgent™ around the way your financial services business actually runs — and keeps improving it.
- Sector-aware setup & integration
- Privacy-first, audited data handling
- Ongoing tuning & optimisation
- Australian-based support
FAQ
Financial Services AI — your questions answered
Keep Exploring
More on XoomAgent™ & services
Ready to put an AI employee to work in your financial services business?
Book a free AI Workflow Audit. We'll map exactly where XoomAgent™ saves your team time — no obligation.
Prefer to talk now? Call 1300 040 225 or email ai@xoomcloud.com.au