Bunya Command Centre is the practice operating system for Australian financial advice firms. It takes each client from first meeting to implemented advice in one system, and keeps them moving through annual reviews and ongoing fee consent.

Every client has one record: contact details, documents, notes and history, with the advice work running on the same record. The team sees each client’s stage, who owns the next step and what is waiting on whom. Practice managers see the workload across the team.

Between each step, AI prepares the prework: file notes drafted from meetings, fact-find inputs, Statement of Advice request packs, implementation paperwork and review packs. Each draft goes to a named person to check and approve, and who approved what is kept with the client record. Nothing goes to a client by AI alone.

Reviews start from each client’s real dates, with what has changed prepared before the meeting, and fee consent sits with the review it belongs to. File notes, approvals, documents and AI use are recorded as the work happens, so the firm can show what was done when asked.

Command Centre is installed in the firm’s own Microsoft 365 and owned by the firm. It is shaped around the firm’s own stages, roles and templates through a Blueprint agreed before rollout. Optional add-ons: Broadcast HQ (marketing and client communications) and Bunya Voice (calls, meetings and follow-up).