AI agents, AI receptionists and workflow automation for Sydney businesses. We plan the work, build it and support it after launch.
Workflow automation, AI receptionists and the strategy to connect them
We scope, build and support every system for Sydney businesses that want to grow without adding admin staff.
Financial services, legal, real estate and medical practices in Sydney compete hard for clients, and every hour a fee-earner spends on admin is an hour not billed.
In Sydney's competitive market, the first business to respond wins the client. An AI receptionist answers every call instantly, qualifies the lead, and books the appointment before your competitor even checks their voicemail.
Your best people lose a large share of their day to quote follow-ups, data entry, scheduling and reporting. We build systems that take that busywork off them.
The CRM never syncs with accounting, and bookings have to be copied into the calendar by hand. We connect everything and automate the data flow between your tools.
We integrate with the tools Sydney businesses already run, including Xero, MYOB, Cliniko, Clio and PropertyMe, so your existing stack stays in place.
Every engagement starts with a free 60-minute consultation where we map your processes and pick the ones worth automating first. You see the scope and price of the AI project before any build starts.
We design every system around the Australian Privacy Principles and the regulations that apply to your sector, from ASIC obligations to healthcare data rules.
Advisers and accountants lose hours to onboarding packs, ID checks and document chasing. We build AI agents that request and check client documents, pull figures into Xero or MYOB for BAS prep, and draft the file note after a client meeting.
Intake is where a law firm loses time: conflict checks, engagement letters and chasing documents. We connect your intake form to Clio, run the conflict search and send reminders until the file is complete. A Gisborne law firm in New Zealand cut document collection from 18 days to 8 with this kind of intake automation, plus an AI chatbot answering after-hours questions on fees and timelines.
Buyer enquiries land at night and on weekends, while agents are at opens. An AI receptionist answers the call, asks about budget and timing, and books the inspection into the agent's calendar. Tenant maintenance requests get logged in PropertyMe and passed to the right tradie. A Tauranga agency cut its average lead response time from 8.5 hours to under 10 minutes.
Front-desk staff juggle calls, recalls and new-patient forms at once. The AI receptionist books into Cliniko or your practice software, sends reminders and recall messages, and collects new-patient details before the first visit. It tells every caller it is an AI assistant, and patient data is hosted on servers in Australia.
AI systems in a Sydney business follow the same rules as your staff. These three shape most of what we build.
The federal Privacy Act applies to businesses with annual turnover above $3 million and to every health service provider regardless of size. We design each system around the 13 Australian Privacy Principles, and client data is hosted on servers in Australia.
Private medical and allied health practices in NSW also answer to the Health Records and Information Privacy Act 2002 (NSW). Details an AI receptionist takes from a patient are handled as health information from the first call.
NSW law practices work under the Legal Profession Uniform Law, and financial services firms answer to ASIC. The automation handles intake, documents and scheduling. Legal judgement and financial advice stay with your people.
Invenix is based in Auckland and has no Sydney office, so meetings, workshops and training run over video. Auckland is 2 hours ahead of Sydney for all but one week a year, because New Zealand starts daylight saving a week before New South Wales. A 9am meeting in Sydney is 11am for us.
A 60-minute video call. We walk through how enquiries, bookings and paperwork move through your business and mark the steps worth automating.
You see what gets built, which AI tools and systems it uses, and the price before any work starts. Larger or regulated firms can start with our AI Audit, which takes five business days.
We build the agents and connect them to your real systems: Xero or MYOB, your CRM, calendar, project management tool and phone line. Most systems go live 2–4 weeks after the build starts.
Your team is trained over video. We then watch the first weeks of live data and adjust the rules as real enquiries come in. Support requests get a reply within one business day.
Pick one that builds what it recommends and supports it after launch. Before you sign, ask to see work that went live and a list of the systems the agency will connect to. We plan, build and support every system ourselves, so the people who scope the work are the ones who build it. Our case studies are all New Zealand businesses, and we don't name clients. On the consultation call we walk through the build closest to your industry.
A chat assistant answers whatever you type into it. An AI agent works inside your business: it reads an incoming enquiry, checks your calendar or CRM, books the job or updates the record, and hands anything unusual to a person. Both run on large language models, a form of artificial intelligence built with machine learning.
Both. If software you already pay for can do the job, such as the automation built into Zoho or Xero, we configure it and skip the custom build. Where nothing fits, we do custom AI development: agents built on models from providers such as OpenAI and connected to your own software. You see which route we recommend, and why, before the build starts.
Yes. We connect to Xero, MYOB, Zoho, Cliniko, Clio, PropertyMe and other tools with an API, and your current systems stay in place. On the first call we confirm which of your tools the AI integration will touch.
The work runs remotely from Auckland, so a practice in Newcastle, Wollongong or the Central West gets the same process as a firm in Surry Hills.
ROI depends on your call volumes and how much of your week goes on repetitive tasks, so it is different for every business. Before the build we agree what success looks like, and track it from day one. We estimate your payback on the consultation call.
Book a free 60-minute consultation. We'll map your processes and show you where you're losing the most time.
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