simplefy.ai capability statement

AI Governance

Financial services · under 10 staff · Adelaide

Turner Securities

A governance question that finished as a faster way of working.

A multi-generational financial services firm came to us asking about AI governance. Working alongside their team, we found the practical opportunities first: monthly investor reporting that took more than twenty minutes of manual pivot-table work, and significant re-keying in monthly portfolio reporting.

The investor report now runs in under three minutes and the re-keying is gone. What matters more is where the capability sits. The work was built with their team rather than handed to them, so their people now take on more complex reporting themselves.

“simplefy.ai built capability within the Turner Securities team rather than simply handing us a tool. The productivity gains have created meaningful additional capacity, and we are using that capacity to grow rather than reduce our team.”

Sam Flint, Turner Securities

AI Education

Health and disability · under 10 staff · Adelaide

Support Plus

A caregiving business that got a day and a half a week back.

Support Plus is a caregiving app for unpaid carers, built around one question: what happens to the person I care for if something happens to me? Information sat in five places and moved between them by hand.

The first Build Day taught the founder to set up her own connectors, which she describes as the single biggest time saver of everything built, because everything else depends on it. From there: an email agent running three sweeps a day that pre-drafts every reply in her voice, seven scheduled agents, and a monthly content engine that produces the next month of social content for her to approve.

Her own estimate is roughly twelve hours a week back, between nine and fifteen depending on the week. She is explicit that these are her estimates of work the agents now do instead of her, not a measured time study. The human-first promise held throughout: no agent replies to a member, and every member still gets a person within ten minutes.

“My email agent is still my favourite thing, and now that I have it I cannot believe it took me that long to build it.”

Catherine McDougall, Co-Founder, Support Plus

AI Solutions

Accounting and advisory · Australia and United Kingdom

Standard Ledger

From five systems to one conversation, then from using to building.

Every new client touched five systems that did not talk to each other. Onboarding worked because people made it work: copying between systems, chasing details, and knowledge held by a handful of staff. Clients were sometimes asked for the same thing twice.

One discovery workshop mapped the process end to end and produced fifteen specification documents, written before a line of code. A three day on-site build sprint five weeks later delivered a working end to end onboarding experience by the final day, with roughly 190 automated tests and five system integrations. New clients now onboard through a normal conversation, and the system only asks for what it does not already know.

What happened next matters more. Seven custom skills went in across the firm, and a running education program including the UK team moved people from using what we built to building their own. The next build is client-facing, so their clients can see live cash position and sales in one place.

Client quote being finalised.