I help financial planners, accountants, and professional services firms implement AI that saves hours per week on document production, client communications, and practice workflows — without the complexity.
Every week, your team spends hours drafting Statements of Advice, writing file notes, preparing review summaries, and producing client correspondence. The structure is predictable. The compliance requirements are known. The information is already in the fact-find.
And yet someone sits down and writes it from scratch, every time.
AI tools like Claude can produce quality first drafts in minutes — but only if they're configured properly for your practice. Off-the-shelf prompts get you 60% of the way there.
I don't run generic AI training sessions. I build working AI systems configured for your practice, then train your team to use them.
I map your workflows, build custom AI projects configured for your specific licence, compliance framework, and document templates, and create a tailored prompt library for your most time-consuming tasks. Your team has a working system within a week.
Hands-on sessions using your actual workflows — not hypothetical demos. Your team leaves with the skills and confidence to use AI daily, plus a library of tested prompts they can use immediately.
AI capabilities change. Legislation changes. Your processes evolve. I keep your system current, add new prompts as you discover new use cases, and make sure the quality of outputs stays high.
For practices ready to go further — API-connected tools, automated data flows, and bespoke applications that integrate AI directly into your existing tech stack.
SoA drafting, file notes, client reviews, product comparisons, scope of advice documentation. Configured for your AFSL and licensee requirements.
Workpaper preparation, client correspondence, tax return review notes, engagement letters, advisory reports.
Contract review summaries, client advice letters, matter file notes, research memos.
Proposal drafting, client deliverables, internal documentation, meeting summaries.
We start with a conversation about your practice. I learn your workflows, your pain points, and where your team spends the most time on repeatable work. No cost, no obligation — this is about understanding whether AI implementation makes sense for you.
I configure your AI system — custom project instructions built around your compliance framework, document templates, writing style, and approved processes. I create a prompt library tailored to your specific tasks and train your team on how to use it.
The first version is never the final version. Over the first month, your team uses the system on real work. I refine the instructions based on what's working, add prompts for edge cases, and make sure the outputs match your standards.
Every system I build follows a clear principle: AI drafts, the adviser decides. This is exactly how ASIC expects AI to be used in financial services.
I don't just set up the technology. I make sure the governance around it is right too.
Aligned with ASIC's RG 255 and the best interests duty. AI produces drafts — your team reviews and signs off.
Business-tier AI plans, anonymisation protocols, and data handling rules configured from day one.
Conversation logs and process documentation that satisfy seven-year retention requirements.
Aligned with ASIC REP 798 and the Australian Government's AI Safety Standard.
I'm Jamie Reed, based in Perth, Western Australia.
I come from a tax accounting background and I've built my career in financial services. I understand the compliance pressures, the documentation burden, and the reality of running a practice where every hour counts.
I also run Nexus Reporting, a cryptocurrency tax reporting service that handles complex reconciliation work for accounting firms nationally. I built that business by being the specialist that firms outsource to when the work requires expertise they don't have in-house — and that's the same approach I take here.
I use AI daily in my own work. Not as an experiment — as core infrastructure. When I saw what properly configured AI systems could do for document-heavy practices, I started building the same systems for others.
That's what Applied AI Implementation is. Practical AI systems for professional services firms, built by someone who understands the work they're designed to support.
Send me a message about your practice and I'll be in touch to arrange a no-obligation 30-minute consultation. No pitch deck, no upsell — just an honest conversation about whether AI implementation makes sense for you.
Or email me directly at jamie@appliedaiimplementation.com.au