Context
Palmer's Financial Advice is an Australian financial services firm with 50+ employees and $1.25M+ AUD in quarterly revenue across 200+ client accounts. They needed to migrate their entire client book from MYOB to Kloudconnect — without disrupting services or reporting timelines.
The Challenge
Financial data migrations are where things go very wrong, very quickly:
- Regulatory reporting deadlines don't pause for infrastructure work
- Manual re-entry of 200+ client profiles is error-prone and expensive
- Senior accountants needed to verify every record without burning weeks on reconciliation
Approach
I designed an AI-augmented migration pipeline that automated the heavy lifting while keeping humans in the loop for verification.
- Built Python scripts with GPT-4 to extract and normalize legacy MYOB exports
- Designed Make.com workflows for bulk uploads to Kloudconnect with AI validation checkpoints
- Partnered with senior accountants for reconciliation using AI-assisted cross-referencing
- Executed the migration in staged waves to maintain continuous service
What I Built
- Python extraction layer — GPT-4 API integration for parsing and normalizing financial data
- Make.com validation pipeline — AI-powered checks that flagged inconsistencies before they hit production
- Reconciliation toolkit — cross-reference tooling for the accounting team
Outcome
- All 200+ client accounts migrated with zero service disruption
- ~70% reduction in manual data entry through AI extraction
- Inconsistencies caught before production via AI validation checkpoints
- $1.25M AUD quarterly revenue moved cleanly — zero reporting delays