Your AI department.
Without the department.
Ditto builds, deploys and manages private AI for financial services firms: accounting practices, financial planners, advisers and asset managers. Single-tenant AWS per firm, Anthropic Claude in ap-southeast-2, and every write action approved by your people before it executes.
Trusted by businesses across Australia and New Zealand
AI that works alongside your team, not instead of it.
These are not concepts. They are systems running inside accounting practices and financial services firms right now, connected to Xero, XPM and the platforms you already use.
Transaction coding
Unreconciled transactions categorised against your chart of accounts. Staff review and approve before write-back.
Financial reporting
P&L commentary, variance flags and client-ready reports generated straight from your accounting data.
Workflow automation
Questionnaires distributed, responses tracked, jobs triggered. Staff stop chasing and start advising.
Client portals
Live dashboards, due date visibility and monthly reports with AI commentary. Clients stop calling.
Document search
AI searches your document storage to surface engagement letters, workpapers and client files instantly.
AI chat assistant
Natural language across all connected systems. Read actions run instantly. Write actions need approval.
Automatic email filing
ATO correspondence and client emails read, matched to the right client in your practice management system, and filed where they belong. Exceptions flagged, nothing lost in a shared inbox.
Payroll tax & WorkCover reconciliation
Wages data pulled from Xero payroll, reconciled against state payroll tax thresholds and WorkCover declarations. Discrepancies surfaced before lodgement, not after the audit letter.
BAS completion from Xero
GST and PAYG withholding drawn straight from Xero, BAS labels populated, variances checked against prior periods. Your staff review and approve, then lodge.
AI does the work. Humans approve the consequences.
Every action in the platform is split into two tiers. Nothing goes out the door without one of your people saying yes. For many partners, this is the reason they choose Ditto.
Information retrieval
- Fetching transaction lists
- Pulling reports and dashboards
- Checking client statuses and due dates
- Drafting notices (draft only)
- Generating financial commentary
Anything with consequences
- Sending a notice to a client
- Coding a transaction back to the ledger
- Updating a job status in practice management
- Publishing a report to the client portal
Full audit trail
Every action logged: who triggered it, what was generated, who approved it, when it executed. Supports ATO, IRD and TPB compliance.
Progressive trust
Start in draft-only mode. Move to approve-then-send. Eventually full auto for routine items. Your firm controls the pace.
Role-based access
Partners see everything. Managers approve. Staff review and flag. Each role configurable per firm.
Your clients' data never leaves Australia.
- →A dedicated AWS account for your firm. Not a tenant on someone’s platform, your own infrastructure.
- →Anthropic Claude served through AWS Bedrock in Sydney. No US-hosted inference, no offshore disclosure problem.
- →No consumer AI tools, no shared models, no training on your data. Ever.
- →Built to support your obligations under the Privacy Act, the TPB Code and ATO data security expectations.
Four steps. No filler.
Map the real workflows
Where time gets wasted. Where things fall through cracks. Where a machine should be doing the work.
Design before build
Integrations, security, governance. You approve the architecture before we write a line of code.
Deploy on your infrastructure
Built on Australian infrastructure, connected to your platforms, your team trained. Live in weeks.
Run, improve, expand
Monitoring, monthly reviews, model updates and new capabilities as your firm evolves. We don’t build and leave.
“Financial services firms do not need another tool subscription. They need someone who owns the outcome, the build, the infrastructure, the governance, and what happens in month six when the model changes.”
28+ years across enterprise IT, cloud and managed services · Brisbane, Queensland
Structured, collaborative, accountable.
“They worked closely with our team to understand our requirements. Their support was professional, structured, and genuinely collaborative. We walked away with a huge boost in productivity thanks to their streamlined approach.”
“They guided us through a clear implementation strategy and helped us navigate the complexities of deploying intelligent solutions. Their ability to simplify what felt overwhelming made a huge difference. We would not be operating this efficiently without them.”
“The team gave us the structure, clarity, and momentum we needed. They stepped in like part of the team, tightened our approach, and helped us move faster and smarter.”
Ready to stop doing manually what AI already handles?
Book a discovery call. We will map your workflows and tell you honestly whether AI makes sense for your firm right now.