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AI Automation Agency · Serving Sydney · NSW

AI automation agency
for Sydney businesses.

SideKick Studio is an AI automation agency working with Sydney businesses. We build systems that eliminate the repetitive admin slowing your team down - client onboarding, document generation, data entry, application forms, and CRM workflows. Delivered remotely from our Brisbane and Melbourne studios.

AB
AG
CH
★★★★★

Trusted by businesses across Sydney and Australia

Serving Sydney

Remote delivery · NSW-wide

What we automate for Sydney 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.

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

Most Sydney 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 · Sydney

The admin we take off
your Sydney 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.

How We Work

From discovery to live
in 2–3 weeks.

No drawn-out consulting engagements. We scope the highest-ROI task, build it, and hand it over - with no upfront payment.

1

Free discovery call

A 30-minute call to map where your Sydney team loses the most time. We identify the highest-ROI task to automate first - no commitment.

2

Build & test

We build the automation into the tools you already use and test it against your real workflows - so it works on day one, not after months of tweaking.

3

Handover & support

You get full documentation and a system your team owns. Pay only once you're satisfied - backed by our 60-day money-back guarantee.

✦ 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 Sydney clients say.

Get the same results →
J

Jay Kasthuri

SportsFit Physio, Sydney

★★★★★

"Easy to work with, I gave him our problems and he found amazing ways to solve them through AI."

14 hours → 1 hour

admin per week

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
Sydney businesses.

Does SideKick Studio work with Sydney businesses?
Yes. We work with Sydney businesses remotely from our studios in Brisbane and Melbourne. Automation is built, tested and handed over online, so distance makes no difference to the result - most of our delivery happens over calls and shared screens regardless of city.
What types of Sydney businesses do you work with?
We work with professional services firms, financial advisors, mortgage brokers, accountants, law firms, and growing businesses across Sydney and New South Wales. If your team does repetitive admin, data entry, or document processing, we can automate it.
What does an AI automation agency actually build?
An AI automation agency builds the systems that run your repetitive work end to end - client onboarding flows, document generation, data sync between platforms like Xplan, Xero and Salesforce, CRM follow-ups, compliance records, and application form completion. We scope the highest-ROI tasks, build and test the automation, then hand it over with full documentation.
What can AI automation do for my Sydney business?
AI automation eliminates the repetitive tasks that slow Sydney 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 Sydney?
Yes - financial advisors and planning firms are one of our primary client types in Sydney. 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 Sydney 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.
Case Studies

Real automations,
real time saved.

View all case studies →