Bunya AI builds Bunya Command Centre, the practice operating system for Australian financial advice firms.

Most advice firms run on a patchwork of CRM, spreadsheets, email and point tools. The work between each step of the advice process is where time goes and things slip. Bunya brings it into one client record and one workflow, from first meeting to implemented advice, with the evidence kept as the work happens.

AI prepares the work, such as file notes, fact-find inputs, Statement of Advice request packs and review packs. A person on the firm’s team checks and approves every step. Command Centre is installed in the firm’s own Microsoft 365 and owned by the firm, and it is shaped around how the firm already works through a Blueprint agreed before rollout.

Two optional add-ons extend it: Broadcast HQ for marketing and client communications, and Bunya Voice for calls, meetings and follow-up.

Bunya AI is a small Australian team working with established and growing advice firms, from single practices to multi-office firms and licensee groups. Customers include Regional Prosperity, a regional Victorian advice firm, and Falcon Financial Advisers on Sydney’s Northern Beaches.