Payment & Bank-Change Guard
Stop payment-redirection fraud.
Requests to change bank details on deposits, progress claims or supplier invoices are flagged, with a call-back assigned and logged so your team verifies before paying.
Fixed-price automations for Microsoft 365 and SharePoint. Hosted in Australia. Sensitive data stays onshore.
Deposits, progress claims and supplier invoices change hands by email every day, alongside tenant ID, contracts and drawings. The businesses that move the most money are the ones targeted most.
AML/CTF Tranche 2 reaches real estate. Real estate agents who broker the sale, purchase or transfer of property must enrol with AUSTRAC, run an AML program and do customer due diligence.
What Tranche 2 means for your workflows →
Payment fraud targets construction. The AFP has warned that criminals target the sector with business email compromise and fake bank details.
Privacy Act transparency. Privacy policies must describe decisions that software makes, or substantially helps make, using personal information.
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.
Automations that handle client PII, ID, TFNs or financial data run on Australian-hosted solutions only. Rules and Microsoft-native tools first.
You know the cost before we start. Anything outside the standard stack is quoted upfront.
Built and managed by a cyber security MSP, not a generic automation agency. Every engineer is based in Australia: no offshore developers or helpdesk.
Built for Microsoft 365 Business Premium with SharePoint as your file store. Property management, job management and ERP systems on request.
Stop payment-redirection fraud.
Requests to change bank details on deposits, progress claims or supplier invoices are flagged, with a call-back assigned and logged so your team verifies before paying.
Find the ID numbers sitting in inboxes and OneDrive.
We scan email and OneDrive for licence, passport and other ID numbers from tenants, buyers and staff, report exposure by mailbox, and warn staff before the next one is sent. Scanned images need an optional OCR add-on.
Every job, listing or order set up the same way.
One form creates the job number, a SharePoint site from your template, a Teams channel and the right permissions.
Correspondence on the job, not in the inbox.
Emails with a job, property or order number file themselves to the right place, with a weekly unfiled report; a prompt before send to follow.
Early access, about a 4-week lead time: book a practice review
Know when your files walk out the door.
Alerts on mass downloads and external sharing of drawings, price lists and customer data in Microsoft 365, plus a departing-staff checklist and a monthly sharing report.
Register interest; no payment until it is released.
Products 03 and 04 together.
A consistent job structure, and correspondence that files itself into it.
Job Email Filing joins when released; the rest can start now, and the bundle price is held for 6 months. Register interest
Of the 5 products here: 3 available now, 1 in validation and 1 coming soon. Last reviewed 29 October 2026.
Built on Microsoft 365 features and tools we already run. We can install it today at the published price.
Being piloted with a client before general release. Early access, quoted after a practice review.
Being built. Register interest and we will tell you when it is ready; we take no payment until it is released.
Two of the five products, as your team would see them. Everything runs inside your own Microsoft 365.
Every product stands alone. Tick the ones that fit and the bundle discount applies itself.
All prices ex GST for businesses of up to 10 staff. Larger businesses, and files kept outside SharePoint, are quoted upfront. Agencies that need AML/CTF onboarding can add the AML Onboarding & Evidence Pack. Evisent managed clients receive 10% off setup, or the bundle price if that is lower (not both).
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.
A 30-minute call to map your systems and pick the right product.
Scope and price in writing before any work starts.
Built in your own tenant and tested with your team.
We monitor it, keep it working through vendor changes and review it quarterly.
Agencies that broker the sale, purchase or transfer of property are captured by Tranche 2 from 1 July 2026. The AML Onboarding & Evidence Pack can be added to any of these products; we quote it with the rest after the practice review.
The products run in Microsoft 365. Connecting a property management, job management or ERP system sits outside the standard stack and is quoted upfront.
Not the data that needs to stay here. Client personal information, ID, tax file numbers and financial data stay in your Microsoft 365 tenant or our Australian Azure. If a project would genuinely benefit from a more capable model hosted overseas, we use it only for data that is allowed to leave, with your sign-off and within your compliance obligations.
No. Everything installs into your own Microsoft 365 tenant. Managed clients get 10% off setup, or the bundle price if that is lower.
Thirty minutes to map your systems and pick the right product. If nothing needs doing, we will tell you that.