New clients: No upfront obligations — pay once you're satisfied. 60-day money-back guarantee
Services Results About Workflow Automation Financial Advisors ↳ Xplan Application Forms Book a free call ↗
AI Automation · Brisbane · Fortitude Valley

AI workflow automation
for Brisbane businesses.

SideKick Studio is a Brisbane-based AI automation agency. We build systems that eliminate the repetitive admin slowing your team down — client onboarding, document generation, data entry, application forms, and CRM workflows. Based at The Precinct in Fortitude Valley.

AB
AG
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★★★★★

Trusted by businesses across Brisbane and Australia

Brisbane Office

The Precinct, Fortitude Valley QLD

What we automate for Brisbane businesses

Client onboarding & fact-finding
Document generation & population
Application form automation (Xplan)
Data entry & platform sync
CRM automation & follow-ups
Compliance documentation

If your team does it repeatedly, we can automate it.

Brisbane businesses are growing fast.
Manual admin shouldn't hold them back.

Most Brisbane businesses spend 20–40% of their team's time on work that could be automated — data entry, document preparation, chasing information, and copying between systems. That's time that should go to clients, growth, and the work only humans can do.

20–40%

of team time spent on automatable admin

2–3 wks

to go live with your first automation

0

upfront payment — pay when satisfied

AI Automation Services · Brisbane

The admin we take off
your Brisbane team's plate.

Every task below is one your team handles manually today. Each one can be fully automated — integrated into the tools you already use.

Client Onboarding

Automated digital intake forms, document requests, welcome sequences, and CRM setup. New clients are system-ready from day one — no manual chasing.

60 min 40 sec

per new client

Document Generation

Auto-populate proposals, reports, agreements, and client-facing documents from your CRM or database. Eliminate manual copy-paste — every time.

Data Entry & Platform Sync

Eliminate double-entry between your CRM, accounting software, and other platforms. Data flows automatically — entered once, updated everywhere.

Application Form Automation

For financial advisors: auto-fill investment, super, and insurance application forms from Xplan data. Hours of manual entry done in under 45 seconds.

Hours 45 sec

per application form

Compliance Documentation

Auto-generate compliance records, create audit trails for every client interaction, and ensure every process follows the same documented steps.

CRM Automation & Follow-ups

Meeting summaries, automated follow-up sequences, pipeline updates, and AI assistants connected directly to your CRM. Nothing falls through the cracks.

✦ Xplan    ✦ Salesforce    ✦ HubSpot    ✦ Xero    ✦ MYOB    ✦ Microsoft 365    ✦ SharePoint    ✦ DocuSign    ✦ AdviserLogic    ✦ Make    ✦ n8n    ✦ Google Workspace    ✦ Xplan    ✦ Salesforce    ✦ HubSpot    ✦ Xero    ✦ MYOB    ✦ Microsoft 365    ✦ SharePoint    ✦ DocuSign    ✦ AdviserLogic    ✦ Make    ✦ n8n    ✦ Google Workspace   

What Brisbane clients say.

Get the same results →
A

Alex Barr

Morgan Wealth Management

★★★★★

"Had a great experience with these guys. Raghave automated forms we used to manually fill out for every new client. His AI automations work like a charm — great handover documentation too, which is rare, and the automations now trigger follow-up actions across other systems. Makes things so easy."

40 min → 35 sec

per new client form

A

Adriana Grant

Newhaven Group

★★★★★

"We love working with Raghave. He is incredibly responsive, works at speed, and always gets the job done. His solutions are efficient, reliable, and have made a real difference to our workflows. Would highly recommend to anyone looking for reliable automation solutions."

60 min → 40 sec

per application form

FAQ

Questions from
Brisbane businesses.

Is SideKick Studio based in Brisbane?
Yes. SideKick Studio is based in Brisbane at The Precinct in Fortitude Valley, QLD. We work with Brisbane businesses in person and with clients across Australia remotely.
What types of Brisbane businesses do you work with?
We work with professional services firms, financial advisors, mortgage brokers, accountants, law firms, and growing businesses across Brisbane and Queensland. If your team does repetitive admin, data entry, or document processing, we can automate it.
What can AI automation do for my Brisbane business?
AI automation eliminates the repetitive tasks that slow Brisbane businesses down — client onboarding, document generation, data entry between platforms, CRM updates, compliance documentation, application form completion, and follow-up sequences. Your team focuses on clients and growth while the automations handle the paperwork.
Do you work with financial advisors in Brisbane?
Yes — financial advisors and planning firms are one of our primary client types in Brisbane. We automate client onboarding, SOA and ROA document population, Xplan application form completion, compliance documentation, and data entry between platforms like Xplan, Xero, and Salesforce.
How long does it take to get started?
Most Brisbane clients are live with their first automation within 2–3 weeks. We start with a free 30-minute discovery call to map your highest-ROI tasks, build and test, then hand over with full documentation.
How much does AI automation cost?
We charge per project with no upfront obligations — you pay once you're satisfied with the result. We also offer a 60-day money-back guarantee. Book a free discovery call and we'll scope your requirements and provide a fixed quote.