Less paperwork between you and your clients.

Keep your team focused on the client. Automate the repeated admin around meetings, reviews and records.

Three places to start

File notes from meeting recordings
Turn an approved recording into a draft file note for your team to review. People check and approve the record.
Document chasing before reviews
Request missing documents, send agreed reminders and show what is still outstanding.
Client data entry into your CRM
Move approved details from forms and documents into the systems your practice already uses.

Start with one workflow.

Audit

$1,500

1 week / credited to your build

Map one repeated workflow
Measure the time and cost
A fixed scope and build price
Fee waived if nothing is worth automating

Ex GST. Credited in full if you build within 60 days.

Build

From $4,500

Fixed price / 2–4 weeks

Connect the tools you use
Build and test your workflow
Your team signs it off
30 days of fixes after launch

Ex GST. Your audit fee comes off this price.

Run

From $750

Per month / monitored

Failure alerts and monitoring
Monthly hours-saved report
Routine fixes and maintenance
Your accounts stay yours

Ex GST. Three-month minimum, then 30 days' notice.

Prices exclude GST. Omashu isn't registered for GST yet, so none is charged. AI and software usage is paid on your own accounts, at cost, with no markup.

Book a call

Questions

Does this provide financial advice?

We automate the admin around advice, never the advice itself. Your authorised team remains responsible for review and approval.

Will this work with our CRM?

We check integration access during the audit before agreeing a build.

How is client information handled?

We agree access, processing locations and retention for the workflow before launch.

Find out where your week goes.

Bring one task your team keeps repeating. We will use a 15-minute call to see whether an audit makes sense.