AI Automation Specialist (Claude & Accounting Workflows)
About the Client We’re helping an innovative accounting technology business find an AI Automation Specialist to help build the next generation of AI-powered bookkeeping and accounting systems. The business is investing heavily in AI to transform how accounting firms operate—leveraging intelligent agents, workflow automation, and modern AI technologies to reduce manual work, improve accuracy, and enable accountants to focus on higher-value advisory services. This is a unique opportunity to help shape the architecture of an AI-first accounting platform from the ground up. The Role We're looking for a highly capable AI Automation Specialist who can design, build, and continuously improve AI-powered bookkeeping and accounting workflows. This is not a traditional automation role. We're looking for someone who understands both technology and business processes—someone who can identify automation opportunities, architect intelligent solutions, and rapidly turn ideas into production-ready systems. You'll work closely with leadership to develop scalable AI agents, integrate business systems, and build automation frameworks that can evolve into a commercial AI platform. Role Details Commitment: Full-Time Working Hours: Australian working hours Location: Fully Remote Engagement: Independent Contractor Start Date: ASAP Monthly Rate: US$1400-1600 (can be higher, depending on level of experience)
What You'll Do
AI Agent Development (Core Focus) Design, build, deploy, and maintain AI-powered bookkeeping and accounting agents using Claude and related technologies Develop intelligent workflows that automate repetitive accounting and operational processes Build modular, multi-agent systems that work together as a scalable platform Continuously identify opportunities to expand automation and improve business efficiency Rapidly translate business ideas into practical, production-ready AI solutions Accounting Workflow Automation Build AI systems to automate:Transaction coding and categorization Bookkeeping workflows Receipt and document processing Data extraction and validation Client information gathering Request-for-information (RFI) workflows Reporting processes Time recording and billing support Workflow escalation and exception management Design human-in-the-loop workflows where AI performs initial processing and accounting professionals review exceptions Develop confidence scoring, audit trails, and continuous learning mechanisms to improve AI accuracy over time Systems Integration & Platform Development Integrate AI solutions with accounting platforms including:Xero Xero Practice Manager MYOB QuickBooks Zoho Odoo Build integrations with CRM systems, document management platforms, communication tools, APIs, and internal business systems Design secure, scalable, and reliable automation infrastructure with appropriate governance and access controls Support the ongoing evolution of an AI-first accounting platform intended for long-term commercial use Collaboration & Continuous Improvement Work directly with leadership to prioritize, prototype, and deliver new AI capabilities Participate in planning sessions and iterative product development Recommend new automation opportunities and process improvements proactively Contribute to the long-term product vision, architecture, and AI strategy
What We're Looking For
Must-Haves Proven experience building AI-powered workflows, agents, or automation systems (at least 2-3 years) Strong experience with Claude and Claude Code Experience designing and deploying agent-based or multi-agent systems Strong understanding of LLMs, prompt engineering, and AI application development Experience building practical AI solutions for real business environments Hands-on experience with Python, APIs, workflow automation platforms, and system integrations Strong understanding of workflow architecture, process optimization, and systems design Ability to independently design, build, deploy, and continuously improve automation solutions Excellent analytical, troubleshooting, and problem-solving skills Strong written and verbal English communication skills Nice-to-Haves Experience within accounting, bookkeeping, financial services, or fintech Experience automating accounting or finance workflows Experience with Xero, Xero Practice Manager, QuickBooks, MYOB, Zoho, or Odoo Experience building SaaS products or internal business platforms Experience developing AI products intended for commercialization Experience with cloud infrastructure, databases, webhooks, and event-driven architectures Ideal Candidate Profile This role is ideal for someone who: Thinks beyond individual automations and designs complete business systems Naturally identifies opportunities to improve operational efficiency Enjoys solving complex business problems through AI and automation Can move quickly from concept to working solution Balances technical excellence with commercial thinking Operates independently with a high level of ownership and accountability Is comfortable working directly with leadership in a fast-moving environment Communicates technical concepts clearly to non-technical stakeholders Takes a practical, outcomes-focused approach to AI rather than building technology for its own sake If you enjoy building intelligent systems that create measurable business impact, you'll thrive in this role. Recruitment Process Initial Interview Client Interview Technical Assessment (if deemed necessary) Offer & Onboarding