All data is encrypted in transit and at rest. We follow NZ Privacy Act 2020 and Australian Privacy Principles. Your business data stays yours and never trains third-party models without your explicit consent.

Does it fit our compliance obligations?

Builds are aligned with FMA conduct obligations and AML/CFT record-keeping. At discovery we map your specific obligations before anything is built.

How long until we see results?

Most projects go live in two to six weeks. You will see a working system early.

Accounting and Professional Services

Your team should advise clients, not chase documents.

Previewlabs builds automation for NZ accounting and advisory firms: client onboarding, AML and KYC workflows, document collection and processing, and recurring reporting. Aligned with FMA conduct obligations and AML/CFT record-keeping, and built around Xero, MYOB, and the tools your team already runs on.

The problem, plainly.

Every new client means the same chase: documents, IDs, signatures, reminders. Month-end means the same reports, assembled by hand. Your best people spend their hours on work a system should do, and compliance record-keeping makes all of it slower.

What we automate

Client onboarding. Engagement letters, document requests, and reminders that run themselves until the file is complete.

AML and KYC. Identity collection and verification workflows with the records kept where your obligations require them.

Document processing. Data extracted from statements, invoices, and source documents instead of retyped.

Recurring reporting. The month-end and quarter-end packs your clients expect, assembled automatically for review.

Built around your tools

Xero, MYOB, your practice management software, and your document store. For accountants, bookkeepers, advisers, mortgage brokers, and insurance agents.

How it works.

01 · Discover

We map how work really happens.

02 · Build

We deploy into your existing stack.

03 · Stick

We stay three months after launch.

Pricing is scoped after a free discovery call.

Compliance sensitive? Everything on this page can run on infrastructure you control, with NZ or AU data residency. See Private AI

Questions, answered.

All data is encrypted in transit and at rest. We follow NZ Privacy Act 2020 and Australian Privacy Principles. Your business data stays yours and never trains third-party models without your explicit consent.

Every engagement starts with a conversation.

Book a free 30-minute discovery call. We will look at your operations, identify what is worth automating, and tell you honestly whether we are a fit.