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Sentry AI

Free framework

The best automations to set up in finance

The finance jobs we would move to Claude or ChatGPT first: what each one does, the system it reads, and the human check that stays.

  • Eight automations, from variance commentary to debtor chase drafts
  • The system each one reads: Xero, MYOB, NetSuite, your bank feed, Outlook
  • The person who checks each one, and how to start without posting to your ledger

About ten pages: the automations with worked examples, a 30-day plan, the policy and a worksheet. Pick your first automation in one sitting.

One email with the framework attached. Nothing else unless you reply.

See it in practiceJade Financial ServicesA voice agent for an Auckland finance firm, answering inbound calls from live account data.Read the case study When you want it set up for youAI DepartmentsOne department, set up and run for you: marketing, finance, operations or customer service, in your own Claude or ChatGPT and wired into your second brain.See AI Departments

Made by Sentry AI

We are an AI consulting and development agency for New Zealand and Australia. One department, set up and run for you: marketing, finance, operations or customer service, in your own Claude or ChatGPT and wired into your second brain.

James Oldham

Every answer, skill and training day comes from James Oldham, who founded Sentry AI in Auckland and does the engineering on the work these pages describe. About James

people connected to the AI systems we run
185+
skill runs a month across client teams
1,500+

Live figures from the teams we work with, October 2026.