Practice Automation · Fixed scope, fixed price

Five products.
One standard stack.

Fixed-price automations for professional practices on Microsoft 365. Hosted in Australia. Sensitive data stays onshore.

Built for your profession

Same engineering. Different obligations.

Every profession has its own inbox risk and its own regulator. Each set of products is designed around both.

For accounting firms

Less admin. Fewer TFNs in the inbox.

  • AML Onboarding & Evidence PackNext
  • Inbox Filing ComplianceNext
  • Client Data Exposure SweepNow
  • Instruction & Bank-Change GuardNow
  • Evisent InsightsNow
Products from $1,950 setup · Practice Essentials bundle $6,250 See the products →
For financial advice practices

Licensee-ready. Fraud-resistant.

  • Advice Record FilingNext
  • Client Instruction GuardNow
  • Client Data Exposure SweepNow
  • Insurer & licensee submissionsNow
  • Complaints & Breach RegisterNow
Products from $1,950 setup · Licensee Ready bundle $3,700 See the products →
For architects & engineers

Every project filed. Every payment checked.

  • Project SetupNow
  • Project Email FilingNext
  • CPD & Registration TrackerNow
  • Bank-Change GuardNow
  • Design IP WatchSoon
Products from $950 setup · Project Foundations bundle $5,450 See the products →
For legal practices & insurance brokers

Client money protected. Every file accounted for.

  • Matter & Client Email FilingNext
  • Settlement & Payment GuardNow
  • AML Onboarding & Evidence PackNext
  • Client Data Exposure SweepNow
  • Complaints & Breach RegisterNow
Products from $1,950 setup · Client Money Protect bundle $6,250 See the products →
For real estate, construction & manufacturing

Every payment verified. Every job on file.

  • Payment & Bank-Change GuardNow
  • ID Document Exposure SweepNow
  • Job SetupNow
  • Job Email FilingNext
  • File & IP WatchSoon
Products from $1,950 setup · Job Foundations bundle $5,450 See the products →
For other practices & businesses

Not on the list? The protections still fit.

  • Payment & Bank-Change GuardNow
  • Client Data Exposure SweepNow
  • Data Breach & Complaints RegisterNow
  • Client & Job SetupNow
  • Client Email FilingNext
Products from $1,950 setup · Business Protect bundle $4,950 See the products →
Where each product is at

We only sell what we can deliver.

Of the 30 products here: 20 available now, 8 in validation and 2 coming soon. Last reviewed 29 October 2026.

Now Available now

Built on Microsoft 365 features and tools we already run. We can install it today at the published price.

Next In validation

Being piloted with a client before general release. Early access, quoted after a practice review.

Soon Coming soon

Being built. Register interest and we will tell you when it is ready; we take no payment until it is released.

Custom builds · Any industry

Not on the list? We’ll build it.

The products cover the jobs most practices share. Your business has its own. Tell us the job that eats your team’s week and we’ll scope a custom automation inside your Microsoft 365, quoted at a fixed price before we start.

  • Any industry. If the work runs through email, files, spreadsheets or forms, it can usually be automated.
  • Review first, fixed quote second. Thirty minutes with an engineer, then a written scope and price. No payment until you approve it.
  • Built and managed by us. In your own tenant, secured by the team that already looks after your IT.
Our promise

Four things that do not change, whichever product you pick.

Australian-hosted

Data that needs to stay in Australia stays here, in your Microsoft 365 tenant or our Australian Azure. Where a project genuinely benefits from a more capable overseas model, we use it only for data that is allowed to leave, with your sign-off.

Sensitive data stays onshore

Automations that handle client PII, ID, TFNs or financial data run on Australian-hosted solutions only. Rules and Microsoft-native tools first.

Fixed scope, fixed price

You know the cost before we start. Anything outside the standard stack is quoted upfront.

Security-first

Built and managed by a cyber security MSP that already looks after professional practices, not a generic automation agency. Every engineer is based in Australia: no offshore developers or helpdesk.

How it works

Four steps. No surprises.

01

Practice review

A 30-minute call to map your systems and pick the right product.

02

Fixed quote

Scope and price in writing before any work starts.

03

Install

Built in your own tenant and tested with your team.

04

Managed

We monitor it, keep it working through vendor changes and review it quarterly.

Straight answers

Questions practices ask first.

What is “practice automation”?

Small, fixed-scope automations that run inside your own Microsoft 365 tenant: filing email to the right place, flagging fraud attempts, keeping compliance evidence. Each one is a product with a published price, not a consulting project.

Why rules rather than AI?

Most of these jobs are better done with rules and Microsoft-native tools, which are predictable and auditable. Automations that handle client PII or sensitive data run on Australian-hosted solutions only, so that data never leaves the country.

Do you use AI at all?

Yes, and we are open about it. We use AI tools, including Claude, for our own internal work. The line we hold is about your data: any automation that handles client PII or sensitive data runs on Australian-hosted solutions only.

Why are some products marked “coming soon” or “in validation”?

Because we only sell what we can deliver. Products marked available now are built on Microsoft 365 features and tools we already run. Products in validation are being piloted with a client first. Products coming soon are still being built; register interest and we take no payment until they are released.

My business does not fit any of these. Can you still help?

Yes. Alongside the products we do custom builds for any industry. Send a short brief from our Custom builds page and an engineer will review it with you in 30 minutes, then quote a fixed price before any work starts.

↳ Next step

Book a 30-minute practice review.

Thirty minutes to map your systems and pick the right product. If nothing needs doing, we will tell you that.