One client record
The whole household in one place: people, trusts and companies, with documents, meetings and history together.
Keep clients moving. From first meeting to implemented advice.
Bunya Command Centre runs the advice work in one place. AI prepares the prework between each step. Your people review it, decide and approve it.
- Built in your own Microsoft 365
- A person approves every step
- Made for Australian advice firms
Preparing today’s work…
Bunya Command Centre
One place for the advice work. Built in your Microsoft 365.
One record for every client, one workflow for every piece of advice, and AI that prepares the work so your team can spend its time on judgement.
Bunya Command CentreIllustrative dataWhy Command Centre
Built for the way advice actually moves.
Not a generic CRM with AI bolted on. Command Centre is built around the work between the first meeting and implemented advice.
Explore Command Centre ↗AI prepares the prework
File notes, fact-find inputs and SoA request packs, drafted the same careful way every time.
A person approves every step
AI-prepared work waits for your team. Advisers keep the strategy and product judgement.
Built in your Microsoft 365
Records, documents and approvals sit in your firm’s own tenancy, alongside Outlook, Teams and SharePoint.
Your team
Better days. For every role in the firm.
Command Centre changes the work differently for each role. Pick one to see where it helps.
Approve the work. Don’t assemble it.
Walk into meetings prepared. File notes and follow-up arrive as drafts for you to check.
Step by step
Every step of the journey. Decided by you.
Four stages, one evidence trail
Every new client, start to finish, with an owner at each step. Documents are filed to the client as they arrive.
Client onboarding ↗Clear the prework between the strategy meeting and the SoA. Questions go back with context, not as a new email chain.
SoA preparation ↗From sign-off to advice in place, with each task owned and tracked until it’s done.
Advice implementation ↗Reviews that start on real dates, not from someone noticing, with consent tracked every cycle.
Reviews & fee consent ↗When someone asks what was done, the evidence is already there, with gaps flagged early.
Compliance & evidence ↗
01 / 05
Bunya preparing
Documents received
Discovery call
Fact find · prepared
Fact-find inputs drafted from the discovery call. Gaps flagged for the adviser.
Owner · AlexWaiting for you
02 / 05
Bunya preparing
Strategy meeting
File note approved
SoA request pack · ready
Strategy notes, fact find and documents in one pack. Ready for Jordan.
Adviser checkedParaplanning
03 / 05
Bunya preparing
Advice signed
Tasks created
Implementation · in progress
Every implementation task has an owner. Nothing left hanging.
Owner · SamDue Friday
04 / 05
Bunya preparing
Review date approaching
Fee consent cycle
Review · in 6 weeks
Sample Household. What’s changed since last year is ready to check.
Service level · GoldPrepare
05 / 05
Across every stage
Approval recorded
Documents filed
Evidence · on the record
File notes, approvals and documents kept with each client.
Client recordReady if asked
Customer story
“The attraction was a practical approach tailored to financial advice, rather than automation for its own sake.”Kane Leersen · Organisation Leader & Personal Financial Adviser, Regional Prosperity Financial Advice
Already at work in Australian advice firms
Questions
Questions about Bunya. Straight answers.
About Bunya, AI and your data. More in the full FAQ.
01What is Bunya?
Bunya AI builds Bunya Command Centre, the practice operating system for Australian financial advice firms. Command Centre is financial planning and practice management software that helps take clients from first meeting to implemented advice, with AI preparing the work and advisers approving every step, inside the firm’s own Microsoft 365 environment.
02Which parts of the advice journey does it cover?
Four stages, in order: client onboarding, SoA preparation, advice implementation, and reviews and fee consent. At each one, Bunya prepares the prework and your team checks it before anything moves on. Compliance and evidence run across every stage.
03How is it different from a CRM?
Client records are part of the foundation. Command Centre is built around the work between the first meeting and implemented advice: fact finds, file notes, SoA requests, handovers and approvals, with AI helping prepare that work for your team to review.
04Can AI make changes or send things without us reviewing them?
AI-assisted record changes are presented for confirmation before saving. Advice drafts, marketing content and eligible meeting follow-up require human review before use or sending.
05What does “built in your own Microsoft 365” mean?
The system is delivered into your firm’s Microsoft environment and built around your agreed processes. Your contract defines the delivered components, documentation and ownership terms. Security & your data ↗
Keep every client moving.
One meeting covers the demo and a conversation about how your firm works. How getting started works ↗