Built on enterprise-grade cloud, or fully on-premise
AWS
Microsoft Azure
Google Workspace
Connects with the tools your firm already uses
Built for Financial Services Firms
We audit your firm, find the workflows eating your team's time, and build the AI agents that fix them.
AUTOMATE THE
WORK. GROW
THE FIRM.
What We Actually Do
We map your firm, build the systems that take work off your team, and keep sharpening them. Three steps, and no retainer until you've seen the value.
We map every workflow that eats your team's time, document chasing, data entry, compliance, onboarding, and score where the real bottlenecks live.
No off-the-shelf tools. We build custom AI agents that fit how your firm actually works, wired into your systems, in your voice, doing the job the way you would.
We deploy live, train your team, and sharpen the system every month. It gets smarter the longer it runs inside your firm.
Our Capabilities
The workflows that quietly eat hours across accounting, bookkeeping, advisory and broking firms. We build agents for the ones that matter most to you.
Auto-request and follow up on missing client documents.
Pull figures from receipts, invoices and bank statements.
Track every lodgment and obligation before it's late.
Collect details, run checks and set up new clients fast.
Match transactions and flag anything that doesn't line up.
Turn raw numbers into clear, client-ready reports.
Draft personalised emails and updates in your voice.
Score and route new enquiries automatically.
Generate scoped proposals from a few quick inputs.
Turn calls into tasks, follow-ups and clean records.
Send, track and chase signatures end-to-end.
Sort, prioritise and draft replies to client mail.
How We Work
We don't hand you a tool and walk away. We go deep before building, so every system is specific to how your firm actually runs.
We learn your firm, your stack, and where the time really goes.
We map and ICE-score every process to find the highest-value wins.
We build agents around your real bottlenecks, not a template.
We launch live and train your team to actually run it.
We sharpen the system as your firm changes and grows.
Why Empire9
Built on enterprise-grade cloud, or fully on-premise
AWS
Microsoft Azure
Google Workspace
Connects with the tools your firm already uses
Data Security
You handle sensitive financial information, so security isn't bolted on at the end, it's how we design every system from the first day.
Built on Australian Microsoft and Azure infrastructure, your data doesn't leave the country.
For firms that need it, we run AI locally on your own hardware, sensitive client data never leaves your building.
We request only the scoped, read-only access a task needs, never broad admin credentials.
Human review on consequential actions, full ownership of every system, and handling aligned with the Privacy Act.
Local & On-Premise
Some firms hold information too sensitive to send to any cloud. For them, we build and install local AI infrastructure, a Mac Mini or Mac Studio running open-source models, configured on-site.
The agents run entirely on your own hardware. Client data never touches an external API, never leaves your office, and stays fully under your control, without giving up the automation.
The Only Move That Matters
Get in touch. We'll talk about your firm, your bottlenecks, and where automation would actually pay off. No pitch, no pressure.
Get in touchNo commitment required · For financial services firms
We connect with the tools your firm already uses.