AI Automation Specialist (Claude & Accounting Workflows)

About the ClientWe’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 RoleWe'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 DetailsCommitment: Full-TimeWorking Hours: Australian working hoursLocation: Fully RemoteEngagement: Independent Contractor Start Date: ASAPMonthly Rate: US$1400-1600 (can be higher, depending on level of experience)What You'll DoAI Agent Development (Core Focus)Design, build, deploy, and maintain AI-powered bookkeeping and accounting agents using Claude and related technologiesDevelop intelligent workflows that automate repetitive accounting and operational processesBuild modular, multi-agent systems that work together as a scalable platformContinuously identify opportunities to expand automation and improve business efficiencyRapidly translate business ideas into practical, production-ready AI solutionsAccounting Workflow AutomationBuild AI systems to automate:Transaction coding and categorizationBookkeeping workflowsReceipt and document processingData extraction and validationClient information gatheringRequest-for-information (RFI) workflowsReporting processesTime recording and billing supportWorkflow escalation and exception managementDesign human-in-the-loop workflows where AI performs initial processing and accounting professionals review exceptionsDevelop confidence scoring, audit trails, and continuous learning mechanisms to improve AI accuracy over timeSystems Integration & Platform DevelopmentIntegrate AI solutions with accounting platforms including:XeroXero Practice ManagerMYOBQuickBooksZohoOdooBuild integrations with CRM systems, document management platforms, communication tools, APIs, and internal business systemsDesign secure, scalable, and reliable automation infrastructure with appropriate governance and access controlsSupport the ongoing evolution of an AI-first accounting platform intended for long-term commercial useCollaboration & Continuous ImprovementWork directly with leadership to prioritize, prototype, and deliver new AI capabilitiesParticipate in planning sessions and iterative product developmentRecommend new automation opportunities and process improvements proactivelyContribute to the long-term product vision, architecture, and AI strategyWhat We're Looking ForMust-HavesProven experience building AI-powered workflows, agents, or automation systems (at least 2-3 years)Strong experience with Claude and Claude CodeExperience designing and deploying agent-based or multi-agent systemsStrong understanding of LLMs, prompt engineering, and AI application developmentExperience building practical AI solutions for real business environmentsHands-on experience with Python, APIs, workflow automation platforms, and system integrationsStrong understanding of workflow architecture, process optimization, and systems designAbility to independently design, build, deploy, and continuously improve automation solutionsExcellent analytical, troubleshooting, and problem-solving skillsStrong written and verbal English communication skillsNice-to-HavesExperience within accounting, bookkeeping, financial services, or fintechExperience automating accounting or finance workflowsExperience with Xero, Xero Practice Manager, QuickBooks, MYOB, Zoho, or OdooExperience building SaaS products or internal business platformsExperience developing AI products intended for commercializationExperience with cloud infrastructure, databases, webhooks, and event-driven architecturesIdeal Candidate ProfileThis role is ideal for someone who:Thinks beyond individual automations and designs complete business systemsNaturally identifies opportunities to improve operational efficiencyEnjoys solving complex business problems through AI and automationCan move quickly from concept to working solutionBalances technical excellence with commercial thinkingOperates independently with a high level of ownership and accountabilityIs comfortable working directly with leadership in a f