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 under