Financial Services Firms in Australia
Reclaim 10–15 Hours a Week in 30 Days
Accounting practices. Investment firms. Wealth managers. Brokers. If your team is spending hours on manual work that should be automated — this is for you.
Still Doing It Manually?
Trusted by scaling businesses across Australia
Proven At The $100M+ Level
Still Doing It Manually?
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Before Phlo, I spent two years working inside a financial services firm managing over $100M in client assets.
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Every week I watched the same thing happen. Qualified people — accountants, advisors, operations staff — spending most of their time on work that had nothing to do with why they were hired.
Manual reports. Compliance checks done by hand. Client onboarding that required someone sitting there doing data entry. Hours of admin work that should never reach a human.
So I left and built Phlo. Not to consult from the outside. But to embed directly into firms like the one I came from and fix it properly.
100+
Partnerships
100+
Partnerships
15+
Companies Optamised
15+
Companies Optamised
10-15hrs
Avg Saved Per Week
10-15hrs
Avg Saved Per Week
100%
Fixed Price, No Surprises
100%
Fixed Price, No Surprises
What people are saying:
What people are saying:
“Phlo moved our clients from monthly reporting to daily engagement using a live dashboard and an internal AI built on their financial data. It’s transformed how clients interact with their numbers.”
“Phlo moved our clients from monthly reporting to daily engagement using a live dashboard and an internal AI built on their financial data. It’s transformed how clients interact with their numbers.”
Craig Whitton
Managing Director
3+ hrs
Saved per client, per month
24/7
Client access to live insights and AI
“The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual coordination is now structured, trackable, and far easier to manage.”
Hash Financial Group
Head of Operations
“The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual coordination is now structured, trackable, and far easier to manage.”
Hash Financial Group
Head of Operations
“The system Phlo built streamlined our investor onboarding and internal operations. What used to require manual coordination is now structured, trackable, and far easier to manage.”
Hash Financial Group
Head of Operations
“Phlo brings structure and pace to complex AI and automation projects. That makes delivery far more predictable.”
Sapien Group
Managing Director
“Phlo brings structure and pace to complex AI and automation projects. That makes delivery far more predictable.”
Sapien Group
Managing Director
“Phlo brings structure and pace to complex AI and automation projects. That makes delivery far more predictable.”
Sapien Group
Managing Director
“Phlo has been our development partner from day one, building the platform from the ground up and managing seven distinct products and features with different requirements.”
Studyfin
Founder
“Phlo has been our development partner from day one, building the platform from the ground up and managing seven distinct products and features with different requirements.”
Studyfin
Founder
“Phlo has been our development partner from day one, building the platform from the ground up and managing seven distinct products and features with different requirements.”
Studyfin
Founder
What Happens When You Book
What Happens When You Book
Here's exactly what happens when you book your free 30-minute call.
The Diagnosis Call
We spend 30 minutes mapping exactly where your team's time is going. Every manual task. Every bottleneck. Every hour that shouldn't exist.
The Diagnosis Call
We spend 30 minutes mapping exactly where your team's time is going. Every manual task. Every bottleneck. Every hour that shouldn't exist.
The Diagnosis Call
We spend 30 minutes mapping exactly where your team's time is going. Every manual task. Every bottleneck. Every hour that shouldn't exist.
Custom AI Report
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Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}
function
After the call we analyse your workflows, map every manual task, and build your custom AI opportunity report. Specific to your firm. Ready within 24 hours. Yours to keep — regardless of what you decide next.
Custom AI Report
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Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}
function
After the call we analyse your workflows, map every manual task, and build your custom AI opportunity report. Specific to your firm. Ready within 24 hours. Yours to keep — regardless of what you decide next.
Custom AI Report
1
2
3
4
5
6
7
Class ChatBot{
address public owner;
int private response;
constructor(){
owner = msg.sender;
}
function
After the call we analyse your workflows, map every manual task, and build your custom AI opportunity report. Specific to your firm. Ready within 24 hours. Yours to keep — regardless of what you decide next.
The Solution Call
Trigger
Prompts
Send Email
We come back with exactly what we'd build to fix it. Clear scope. Fixed price. No lock-in. Then you decide.
The Solution Call
Trigger
Prompts
Send Email
We come back with exactly what we'd build to fix it. Clear scope. Fixed price. No lock-in. Then you decide.
The Solution Call
Trigger
Prompts
Send Email
We come back with exactly what we'd build to fix it. Clear scope. Fixed price. No lock-in. Then you decide.
Need to Know
Need to Know