AI for SMSF & Accounting Practices

Put AI to work in your practice — without the hype.

Westringia AI is a boutique implementation agency for Australian SMSF administrators and accounting firms. We find the two or three places AI actually saves time, and ship working tools in weeks.

Book an AI Audit — A$4,500 See how it works

Fixed price

No hourly games

2–6 weeks

Per engagement

AU-based

Onshore delivery

Practice-first

Class / BGL / Xero

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Who we help

For the 10–50 person practice that keeps running out of hours.

SMSF administrators, accounting firms, and hybrid practices across Australia. You already know where AI should help — you just don’t have the time to figure out how, or the appetite to hire a Big-4 consultancy to tell you.

Westringia walks in, shadows your team for a day, finds the two or three workflows that are bleeding hours, and ships working tools that plug into Class Super, BGL Simple Fund 360, Xero, MYOB and the tools you already run.

Fixed scope. Fixed price. Shipped in weeks.

SMSF admin Boutique accounting Bookkeeping teams Financial advice practices

Sound familiar?

Common bottlenecks

New-fund onboarding takes hours per client.

Paper-heavy packs, duplicate data entry, chasing trustees for missing signatures.
Reconciliations still eat junior time.

Bank and broker statements pre-coded by hand, exception by exception.
Compliance correspondence piles up.

Contribution-cap warnings, pension-minimum reminders, annual letters. All templated. All manual.
Your SOPs live in people’s heads.

Staff ask the same questions three times a week. Nothing is searchable.

See what we fix first

How we engage

Three ways to work with us

Start with an Audit to find the real wins. Ship them as fixed-price sprints. Keep improving with a monthly retainer.

AI Opportunity Audit

The front door. Map the opportunity, ranked by ROI.

A$4,500

fixed, 2 weeks

Half-day onsite (or remote) workshop
3–5 staff workflow shadow sessions
Tool & stack review (Class / BGL / Xero / email)
Top 5 opportunities ranked by ROI, effort, risk
Written report + 90-minute readout
Concrete Tier 2 proposal included

Book an Audit

A$2,500 founding-client rate for the first 5 firms.

Most chosen

Implementation Sprint

One workflow, shipped and handed off.

A$12k–A$28k

fixed, 3–6 weeks

Fixed scope, fixed price, signed one-pager
One measurable outcome per sprint
Plugs into your existing tools — no rip & replace
Staff training + written SOPs on handover
30 days of post-launch tuning included
50% upfront, 50% on acceptance

See example sprints

Most practices start with reconciliation or onboarding.

Fractional AI Team

Ongoing partner after your first sprint.

A$3.5k–A$7.5k

per month, 3-month min

Monthly tuning, evals, and improvements
New use cases as they surface
Model upgrades when frontier models change
Monitoring + exception review
"Practice office hours" for staff questions
Quarterly strategy review with the principal

Talk about a retainer

Billed monthly in advance. Cancel with 30 days’ notice.

Catalogue

Example sprints we’ve scoped

Each sprint is fixed-scope and fixed-price. These are the ones we see requested most often.

SMSF Onboarding Assistant

~2.5 hrs / fund

Extracts member, trustee, and contribution data from messy new-fund packs into Class / BGL-ready structured data.

Statement Reconciliation

~15 hrs / week

AI pre-codes bank and broker transactions against the chart of accounts. Humans approve exceptions.

Trust Deed & Pension Review

~1 hr / deed

Extracts key clauses, pension details, nominations. Flags inconsistencies before they hit the auditor.

Client Correspondence Agent

~6 hrs / week

Drafts annual compliance letters, contribution-cap warnings, pension-minimum reminders. Staff approve and send.

Audit Pack Preparation

~3 hrs / fund

Gathers, labels, and indexes fund documentation into an auditor-ready package automatically.

Practice-wide Internal RAG

Daily friction

Staff chat over firm SOPs, fund checklists, prior advice files, and templates. No more “ask Sarah”.

How it works

From kickoff to working tool — in weeks, not quarters.

A transparent, de-risked path from the first conversation to an AI workflow your team actually uses every day.

01

Audit

2 weeks

We shadow your team, review your stack, and rank the top 5 AI opportunities by ROI, effort, and risk. You get a written report and a concrete proposal.