AI Automation Specialist, Claude, Accounting Workflows

Role Overview

• Design, build, deploy, and maintain AI-powered bookkeeping and accounting agents using Claude and related technologies
• Develop intelligent workflows that automate repetitive accounting and operational processes
• Build modular, multi-agent systems that work together as a scalable platform
• Continuously identify opportunities to expand automation and improve business efficiency
• Rapidly translate business ideas into practical, production-ready AI solutions
• Build AI systems to automate transaction coding and categorization, bookkeeping workflows, receipt and document processing, data extraction and validation, client information gathering, RFI workflows, reporting processes, time recording and billing support, and workflow escalation and exception management
• Design human-in-the-loop workflows where AI performs initial processing and accounting professionals review exceptions
• Develop confidence scoring, audit trails, and continuous learning mechanisms to improve AI accuracy over time
• Integrate AI solutions with accounting platforms including Xero, Xero Practice Manager, MYOB, QuickBooks, Zoho, and Odoo
• Build integrations with CRM systems, document management platforms, communication tools, APIs, and internal business systems
• Design secure, scalable, and reliable automation infrastructure with appropriate governance and access controls
• Support the ongoing evolution of an AI-first accounting platform intended for long-term commercial use
• Work directly with leadership to prioritize, prototype, and deliver new AI capabilities
• Participate in planning sessions and iterative product development
• Recommend new automation opportunities and process improvements proactively
• Contribute to the long-term product vision, architecture, and AI strategy

Requirements

• Proven experience building AI-powered workflows, agents, or automation systems (at least 2-3 years)
• Strong experience with Claude and Claude Code
• Experience designing and deploying agent-based or multi-agent systems
• Strong understanding of LLMs, prompt engineering, and AI application development
• Experience building practical AI solutions for real business environments
• Hands-on experience with Python, APIs, workflow automation platforms, and system integrations
• Strong understanding of workflow architecture, process optimization, and systems design
• Ability to independently design, build, deploy, and continuously improve automation solutions
• Excellent analytical, troubleshooting, and problem-solving skills
• Strong written and verbal English communication skills.

Tech Stack

• Python