Client documents, organised.
Request the right files, track what is missing, send appropriate reminders and prepare draft summaries. Your team reviews extracted information before using it in client work.
VISI·FLO / SERVICES
AI workflow automation for Australian service businesses.
Give repeatable admin a reliable process. We connect the tools you already use, build workflows around your team, and keep people involved where judgement matters.
Built for accountants, bookkeepers, mortgage brokers, real estate agencies, consultants and appointment-based businesses.
A PRACTICAL SCOPE
What we can help you with.
Enquiries with a next step.
Capture website enquiries, route them to the right person and record agreed follow-up in your CRM. Stop automated sequences when someone replies, books or opts out.
Routine reminders, handled.
Connect invoice and appointment information to email or SMS reminders. Check the latest status before sending, and flag exceptions so the team can act.
We scope integrations with systems such as Xero, MYOB, Google Workspace, HubSpot and n8n. Available APIs, account permissions, hosting requirements and your existing setup determine what can be connected.
ILLUSTRATIVE WORKFLOW
For an accounting practice: chase the missing item, once.
A client sends receipts and payroll information but misses a bank statement. A document workflow keeps the received files, requests only the outstanding statement and prepares a handover for the accountant. The aim is less repeated chasing and a clearer client file, measured against the practice’s starting process.
Explore accounting and broker use cases
FROM QUESTION TO WORKING PLAN
How we work together.
- 01
Map the task
We review the inputs, rules, exceptions and people involved. The operations audit identifies a practical starting point and a clear scope.
- 02
Build and test
We implement the workflow, test typical and failure scenarios, and agree when a person must review or intervene.
- 03
Hand over and maintain
You receive the workflows and documentation. Maintenance can cover monitoring, integration updates and minor adjustments as your process evolves.
Scope and pricing
Individual automations start from AU$800 setup. Monthly maintenance depends on the product and scope. The Business AI Audit starts at AU$497; a free public website scan is also available. Setup, hosting and third-party costs are identified in the proposal.
Explore current pilot scopeWhat we measure
We agree a baseline and measure the workflow itself: time spent chasing documents, first-response time, completed files or manual follow-up steps. Savings depend on task volume, exception rates and adoption.
Before we get started.
Can you work with the tools we already use?
Often, yes. We check whether your tools provide suitable APIs or webhooks and whether your account has the required access. If a direct connection is unavailable, we explain the constraints before quoting.
Who owns the automations?
You own the workflows and integrations we build. We use tools such as n8n and document the handover so your business can continue to operate and maintain them.
Do we have to automate the whole business?
No. Start with one repeatable task, agree the scope and success measures, and expand once the workflow is useful to the team.
Tell us which task keeps coming back.
YOUR NEXT CHAPTER STARTS HERE
Ready for
a little less
on your plate?
Tell us what you want to automate, where you want to be found, or how customers could use your services through AI. We’ll get back within one business day with a clear next step.
info@visiflo.ai Real people. Useful advice. No pressure.