An AI Audit That Shows What AI Can Actually Do for Your Business
Kiwi businesses don't have the budget to get AI wrong. Our AI audit looks at how your team works, finds where automation will save the most time and money, and gives you a prioritised roadmap with rough build costs and a payback estimate for each item (we quote before any build starts).
Everyone's Talking About AI. Few NZ Businesses Know Where to Start.
New Zealand's smaller market means tighter margins and less room for expensive mistakes. You can't afford to buy five SaaS tools, spend three months on integration, and discover none of it fits how your team operates. An audit shows what fits before you spend a dollar on deploying AI.
What We Look At
We dig into how your business runs day to day and identify where automation will save time and money.
Workflow Mapping
We trace how work moves through your business, from first enquiry to invoice. If your team is copying data between Xero and spreadsheets, we'll find it.
Time and Cost Analysis
We put dollar figures against every manual process: current cost in staff hours, estimated automation cost, and how long until it pays for itself. You get practical numbers you can plan a budget around.
Compliance Review
Every recommendation is checked against the NZ Privacy Act 2020, and we list the AI risks each one carries, such as customer data going into a third-party tool. If you're in a regulated sector, we flag the rules that apply upfront: the FMA for financial services, the Dental Council or Medical Council for health, the Commerce Commission for consumer-facing businesses.
Priority Scoring
We prioritise every opportunity by how much time it saves, how much it costs, and how quickly your team can adopt it, then hand you the short list.
Tech Stack Assessment
The tech stack review covers what you're already running: Xero, Google Workspace or Microsoft 365, your CRM, your booking system and any AI systems already in use. Some of the tools you need are ones you're already paying for.
Implementation Roadmap
You get a prioritised roadmap with rough build costs and a payback estimate for each item (we quote before any build starts), laid out as a 90-day plan that names who on your team needs to be involved.
Why Smart NZ Businesses Start With an Audit
In a market where every dollar counts, an audit makes sure you invest in the right things first.
Protect Your Budget
NZ businesses can't afford to spend on tools that don't fit. An audit tells you exactly what's worth paying for before you commit.
Quicker Wins
When you know which process to automate first, results come fast, and most systems go live 2–4 weeks after the build starts.
Privacy Risks Flagged Early
We check each recommendation against the Privacy Act 2020 and flag the privacy risks. If your sector answers to a regulator (the FMA for financial services, the Dental Council or Medical Council for health, the Commerce Commission for consumer-facing businesses), we cover those rules too.
A Plan You Can Act On
You get a short document setting out a prioritised roadmap with rough build costs and a payback estimate for each item (we quote before any build starts), ready to hand to your team on Monday.
Industries We Work With in New Zealand
Professional Services
Accounting firms, law practices, and consultancies across Auckland, Wellington, and Christchurch. We audit how you handle client onboarding, invoicing through Xero, and document workflows, and flag every hour of admin that should be automated.
Trades and Construction
Builders, electricians, and plumbers running lean crews. We look at quoting, job scheduling, supplier orders, and how paperwork gets from the job site to Xero. In a tight labour market, automation means you grow without hiring another office admin.
Healthcare
GP practices, dental clinics, and physio providers. We audit appointment booking, patient follow-ups, referral management, and claims processing. We check each recommendation against the Privacy Act 2020 and the Health Information Privacy Code 2020 and flag the privacy risks. A Christchurch dental practice now spends 10 fewer hours a week on confirmation calls, because reminders and confirmations go out automatically.
Hospitality and Tourism
Hotels, restaurants, tour operators and activity providers. We audit booking workflows, guest communication, review management and seasonal staffing, so your team gets through peak season without burning out.
How the Audit Works
Five business days from kickoff to a finished plan, and most of the work happens on our side.
Kickoff Call
A 30-minute call to understand your business, team, and tools. We'll ask about Xero, your CRM, and the manual work that frustrates your team most.
Deep Dive
We review your workflows in detail, talk to the people doing the work, and look at your tech stack. For regulated industries, we check the rules that apply: the FMA for financial services, the Dental Council or Medical Council for health, the Commerce Commission for consumer-facing businesses.
Analysis and Scoring
Each opportunity then gets scored on the same framework: time saved, cost to implement, and how easy it is for your team to adopt. The highest-value, lowest-effort items go to the top.
Roadmap Delivery
You receive a clear report with an executive summary, the audit findings and a prioritised roadmap with rough build costs and a payback estimate for each item (we quote before any build starts), plus a video call to walk through everything and answer questions.
What NZ Businesses Get From an Audit
An audit points you at three things: the hours you can win back, how fast the work pays for itself, and a short list of what to do first. Results vary by business, so the audit estimates yours process by process.
Frequently Asked Questions
Everything you need to know about our services, implementation, and results.
We map your key workflows end to end: how enquiries come in, how jobs get scheduled, how invoicing runs through Xero, and where staff move data between systems by hand. Each process gets scored for automation potential, and you get a prioritised roadmap with rough build costs and a payback estimate for each item (we quote before any build starts).
The price depends on your team size and how complex your operations are. We scope your audit on the free consultation call and confirm the price before any work starts.
An AI auditor reviews how your business runs and how it already uses AI, then says where artificial intelligence fits and where it adds risk. Our audit is an operational review: it gives no formal assurance opinion of the kind an external auditor signs on your accounts.
Yes. We ask which AI tools your staff use and what business data goes into them, then check how that data is handled against the Privacy Act 2020. The report covers data governance for those tools and which outputs need human oversight before they reach a customer.
Yes. We work with businesses from 5 to 200 staff. Where our case studies tracked time, clients save between 6 and 12 hours a week, and results vary by business.
The Privacy Act 2020 governs how personal information is collected, stored, and used. If you use AI on customer data, patient records, or financial information, the principles that matter are collection and purpose (IPPs 1–4), security (IPP 5), and disclosure overseas (IPP 12), which applies only when an overseas party uses the data for its own purposes. Client data for anything we build is hosted on servers in Australia, covered under IPP 5. The audit also looks at staff pasting customer data into tools like ChatGPT. We check each recommendation against the Privacy Act 2020 and flag the privacy risks, and for patient records we add the Health Information Privacy Code 2020.
Yes. Xero has more automation built in than most teams switch on. The features we find sitting unused are bank rules, repeating bills and invoice reminders, plus the Xero-to-CRM integration nobody set up.
Professional services, trades and construction, healthcare, hospitality, tourism, retail, and real estate. A plumber in Christchurch has different automation needs from an accounting firm in Auckland, so we shape each audit to the sector.
Five business days. The kickoff call is 30 minutes, the deep dive takes one to two hours, and the rest is our work. You get the report and a walkthrough call at the end of the week.
Both. The report is yours to action with your own team, another provider, or us. Implementation is a separate engagement, with no obligation or lock-in.
Get Clarity on Where AI Fits Your Business
Book a free 60-minute consultation and we will tell you honestly whether an audit is worth it for your business. If your processes are already tight, we will say so.