AI Automation Specialist (015 - 1366)

PhilippinesRemotePart-timemid

OtherAi Automation Specialist

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Quick Summary

Key Responsibilities

Build and implement AI agents and automations for accounting and administrative processes Billing automation: Build agents that pull reports from XPM, analyse the data,

Technical Tools

OtherAi Automation Specialist

Responsibilities

~1 min read

→Build and implement AI agents and automations for accounting and administrative processes
→Billing automation: Build agents that pull reports from XPM, analyse the data, and prepare draft client bills for review
→Email automation: Build workflows that read incoming client emails and draft accurate responses for team members to review and send
→Admin efficiency: Automate repetitive day-to-day processes based on the team’s key pain points and priorities
→Connect AI tools and business systems through APIs and integrations
→Monitor, troubleshoot, and refine automations to keep them accurate and reliable
→Document workflows clearly so they are easy for the team to use and maintain
→Work closely with management and accountants to understand their needs and identify new opportunities for automation

What We Offer

~1 min read

✓Proven experience building and implementing AI agents and automations in a live business environment, with the ability to build automations that can pull and analyse XPM reports to prepare draft client bills, read incoming client emails and generate draft responses for review, and automate repetitive day-to-day administrative processes.

✓Hands-on experience with LLM tools such as Claude, ChatGPT, or Microsoft Copilot

✓Experience with automation platforms such as Make, Zapier, n8n, or Power Automate

✓Strong understanding of APIs, integrations, and structured data

✓Strong research and problem-solving skills, with the ability to identify processes that can be improved through automation

✓Excellent written English and ability to explain technical solutions clearly to non-technical users

✓High attention to detail when working with financial and client data

Nice to Have

~1 min read

Experience with Xero Practice Manager (XPM), Xero, or other accounting practice software
Experience supporting an Australian accounting or professional services firm
Experience with Microsoft 365 and Outlook automation

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to: