Syed Samir Ahmad, CA ANZ · Founder & CEO, Genius Accounting Solutions

AI Finance Automation,
Built for Australian SMEs

Claude AI, Connected Directly to Your Xero

Automate your AP coding, AR follow-up, and financial reporting in seconds, not hours. Running live in our own practice. Also specialising in 5B compliance automation for ASX and NSX junior explorers.

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CA ANZ Chartered Accountant MBA Qualified 22 Years Finance & Technology NAB  ·  ANZ  ·  Wesfarmers Powered by Agentic AI. Enterprise depth at SME cost.
10+ hrs
Lost Weekly
To manual invoicing & data entry
30+ days
Debtor Delays
Average payment lag without automation
3+ systems
Manually Synced
Xero, CRM & ecommerce reconciled by hand
$0
Duplicate Entry
Cost of re-entering data once integrated
Certifications & Credentials
Salesforce Certified Administrator Salesforce Administrator
Salesforce Certified Platform App Builder Platform App Builder
Salesforce Certified Agentforce Specialist Agentforce Specialist
Xero Blue Partner Xero Blue Partner
Xero L2 Certified Professional Xero L2 Professional
Technology Partners
Breadwinner — Xero + Salesforce Integration Partner Breadwinner Partner
Before & After

Sound Familiar? The Finance Admin Grind

While you're manually entering invoices, your competitors are already automated.

Accounts Receivable: Shopify to Xero
✕ Before
Manual invoicing
Sales orders from Shopify re-entered manually into Xero, hours later or the next day
→
✓ After
Instant & automatic
Every Shopify order auto-creates a draft Sales Invoice in Xero in real time
Accounts Payable: Purchase Orders
✕ Before
30+ mins per PO
Purchase Orders typed manually from supplier emails or procurement requests
→
✓ After
Auto-generated
Draft Purchase Orders created automatically in Xero from your procurement workflow
CRM to Finance: Salesforce to Xero
✕ Before
Double entry
Deals closed in Salesforce, then manually re-entered into Xero by your finance team
→
✓ After
Seamless sync
Salesforce opportunities auto-create Xero invoices on close. No human touch required.
Our Solutions

Finance Integration Solutions

Purpose-built integrations for Australian SMEs running Xero

Problem

Shopify orders are manually re-entered into Xero. Finance staff spend hours on data entry instead of adding value.

Solution

We build a real-time integration between Shopify and Xero that automatically creates draft Sales Invoices and Purchase Orders as transactions occur.

Outcome

Zero manual data entry. Accurate, real-time financials in Xero every time an order is placed.

Xero API Shopify Sales Invoices Purchase Orders Real-time sync
Problem

Your sales team closes deals in Salesforce but finance still manually re-enters every invoice into Xero, causing delays and errors.

Solution

We integrate Salesforce with Xero so that when an opportunity is marked as Closed Won, a draft invoice is automatically created in Xero with all the correct details.

Outcome

Faster invoicing, fewer errors, and your finance team focused on collections, not data entry.

Salesforce CRM Xero API Auto-invoicing Closed Won sync
What is a Digital Systems Health Check?

A comprehensive review of everything your business uses digitally. Not just accounting, but your entire digital toolkit: Xero, CRM, payroll, inventory, ecommerce, project management, and every SaaS subscription you're paying for.

We assess each tool against three questions: Is it being used to its potential? Is it still the right tool for where your business is now? Is it integrated with the other systems it should be connected to?

What you get
  • A written report with a prioritised improvement roadmap
  • Quick wins you can act on immediately
  • Cost savings from tools that should be retired
  • Opportunities to unlock value from systems already paid for
Investment
Health Check $1,500 – $3,000
Xero Salesforce SaaS Audit Digital Roadmap Ideal entry point
AI-Powered Finance Workflows: Team Training and Adoption

Many Australian businesses know they should be using AI in their day-to-day finance work but haven't made the transition. The barrier isn't awareness. It's knowing where to start, and having someone credible show them how it works in a real accounting context.

Syed Samir Ahmad is a CA ANZ with 22+ years in finance who uses AI in his own practice daily: processing receipts, building financial templates, drafting client documents, managing reporting at scale. These are live workflows, not theoretical examples.

Training formats
  • Discovery Session (30 min): Understand your team's workflows and identify where AI can save the most time
  • Single Working Session (2–3 hrs): Two or three specific workflows built and demonstrated live on your actual systems
  • Workshop Series (4 sessions): Finance document workflows, email management, reporting tasks, and building a sustainable AI system
  • Team Training (Half-day): Group session for 3–6 team members with live hands-on exercises
Investment
Single Session $500 – $800
Workshop Series $2,000 – $3,000
Team Training $2,500 – $4,000
AI Workflows Finance Teams Xero Automation Practical Training SME Focus
How It Works

Your Finance Automation Journey

From first conversation to live integration in as little as 2–4 weeks

💬
Discovery
We map your current finance workflows and identify where automation will have the biggest impact
📐
Design
We design a practical, cost-effective solution tailored to your exact business processes
⚙️
Integration Build
We build your custom Xero integration, configured precisely to how your business works
✅
Testing & Go-Live
We thoroughly test every workflow before going live, ensuring accuracy across all your transactions
🙋
Ongoing Support
We're available to support you as your business grows and your needs evolve
Measurable Impact

Results Our Clients Achieve

Real outcomes from Australian SMEs after integrating their finance systems

⏱
10+ hrs Saved Weekly
Equivalent to a part-time finance hire
📈
40% Faster Collections
Invoices raised instantly, not days later
⚡
2–4 wks Time to Go Live
Fast results, not long IT timelines
❌
Zero Duplicate Entry
Data flows automatically between systems
📋
Xero Certified Partner
Deep Xero API expertise you can trust

Not sure where to start?

Let's map out your finance workflow in a 30-minute discovery call. No preparation needed. Bring your current setup and we'll identify the highest-impact changes.

📅 Book a Discovery Call