Insights

Case studies & build notes

The specific, unglamorous problems we've automated for Australian investors and business operators — and what each one actually saved.

Case Study

Consolidating four brokerage accounts into one live portfolio view

Four accounts, four reporting formats, five currencies. Why the data normalisation layer underneath a consolidated portfolio view is harder to build than the interface sitting on top of it.

4 accounts unified 46 positions across 5 currencies

1 August 2026

 Case Study

Turning a weekly spot-check into continuous compliance data

OCR-based staff serving-compliance tracker: automatic scale reads, continuous logging, and per-staff performance data that a manual audit could never produce.

~5 hrs/week saved + new actionable staff insights

5 July 2026

 Case Study

Automating Return of Capital adjustments in ShareSight

Detecting ROC components, calculating the cost-base adjustment, and applying it directly via the ShareSight API — no more manual, holding-by-holding entry.

~2 hrs/week saved scales with holdings and distribution volume

3 July 2026