Intelligent Automation combines artificial intelligence (AI), machine learning and human oversight to automate workflows while maintaining accuracy, compliance and control. In financial services, this means improving how work is completed across advice, accounting and operations - not just speeding it up.

Most providers focus on deploying tools or bots. VBP combines automation with deep financial services expertise, ensuring outputs are validated, compliant and aligned to how advice businesses actually operate. We act as the insight layer between technology and real workflows.

Yes. Our approach is technology stack agnostic, meaning we integrate into your existing platforms rather than replacing them. This allows automation to work across your current systems without disruption.

Automation can be applied across a wide range of workflows, including:

• Financial planning processes (annual reviews, insurance workflows)
• Accounting and bookkeeping tasks (BAS, ITR, document processing)
• CRM data entry and file management
• Payroll and operational workflows
• Paraplanning and document preparation

No. We design automation around your existing workflows and systems. Where improvements are identified, we work with you to optimise processes, but there is no requirement to overhaul your business to get started.

Your data remains within your environment and under your control.

Our automation solutions are designed to operate securely within your existing systems and infrastructure, without requiring external storage or duplication of client data outside agreed workflows.

Bots communicate through encrypted channels and operate within controlled environments using role-based access controls (RBAC), credential vaulting and audit logging to support security, traceability and compliance.

Client environments are segregated, permissions are tightly managed and bots only interact with the systems and data explicitly defined within their approved workflow scope.

For sensitive processes, Human-in-the-Loop (HITL) checkpoints can also be implemented to ensure oversight and validation before actions are completed.

Every automation follows a structured governance and testing framework before deployment.

This includes process walkthroughs, Process Definition Documentation (PDD), solution assessment, User Acceptance Testing (UAT) and multiple refinement cycles before production release.

Once live, all bot activity is logged to support auditability and traceability, with workflows operating under permission-based controls and role segregation principles.

Where required, Human-in-the-Loop (HITL) oversight allows VBP specialists or client teams to review and validate outputs before workflows proceed, ensuring alignment to operational and compliance requirements.

VBP also operates under ISO 27001-certified information security practices, with automation delivered through enterprise-grade platforms including Automation Anywhere.

Implementation time varies depending on workflow complexity. Ready-to-deploy bots can often be implemented within 4-6 weeks, while bespoke automations follow a structured process of discovery, testing, validation and optimization - which can take 8-12 weeks depending on the scope.

VBP has developed a library of ready-to-deploy bots designed specifically for high-volume workflows across advice, accounting and operations.

Our current ready-to-deploy automation includes:

• ITR engagement processing
• ATOmate document processing
• BAS reporting workflows
• CAS360 address changes and annual reviews
• Insurance renewal notifications
• Annual review preparation workflows
• Salesforce CRM data entry and document sorting
• Payroll superannuation processing

These automations are designed to integrate into your existing systems and can deliver immediate efficiency gains while more tailored workflows are developed. Download our Ready-to-Deploy Bot Overview here: VBP Ready-to-Deploy Bots Two Pager

While outcomes vary by business, clients typically see:

• Hundreds of hours returned to their team each month
• Meaningful reductions in processing time across core workflows
• Improved consistency, accuracy and compliance
• Increased operational capacity without additional headcount

In many cases, this translates to:

• 700+ hours returned per month
• $25K+ in monthly efficiency gains
• $300K+ annual impact delivered

The exact outcome depends on your workflows, systems and where automation is applied.

We track key metrics such as time saved, cost reduction, processing speed and workflow efficiency. This provides clear visibility into the impact automation is delivering across your business.

No. Intelligent Automation is designed to support your team, not replace it. By removing repetitive, low-value tasks, your team can focus on higher-value work such as client engagement, strategy and growth.

Access is managed through strict role-based permissions and least-privilege principles.

Users are assigned permissions based only on the work they need to perform, helping minimise unnecessary access to systems, workflows or credentials.

Access reviews are conducted regularly, and permissions are removed as part of standard offboarding and change-management procedures.

Credentials are managed securely through encrypted credential vaults and approved password management tools such as LastPass, Zoho Vault or Practice Protect.

Bots do not create, view or permanently store passwords. Access is permission-controlled and managed within the client’s approved credential environment.

No.

Bots only perform actions that have been specifically designed, tested and approved within their workflow definition.

They do not independently explore systems or access information outside their programmed scope, reducing the risk of unintended data exposure.

Yes.

Bot activity is logged within the automation environment, including workflow execution, operational actions and system events.

This creates a transparent and traceable audit trail to support governance, troubleshooting and compliance oversight.

Off-the-shelf bots are pre-built automations designed for common, high-volume workflows and can be deployed quickly. Bespoke solutions are custom-built to match your specific processes, systems and operating model.

No. VBP is technology stack agnostic. Our bots are designed to integrate into your existing systems and workflows without requiring platform replacement or major infrastructure changes.

Ready-to-deploy bots are pre-built automations designed for common workflows across advice, accounting and operations. Bespoke automation is custom-built around your specific processes, systems and operating model.

We design human-in-the-loop checkpoints into workflows based on risk, compliance requirements and operational context. The goal is to ensure accuracy and control without unnecessarily slowing the process.

Yes. Automation is designed to complement and enhance how work is delivered by VBP team members. Bots handle repetitive, high-volume tasks while teams focus on validation, judgement and client-facing outcomes.

Yes. Our model is actively managed, not set-and-forget. We continuously monitor, refine and optimise automations to ensure they evolve alongside your business and continue delivering value over time.

Generic AI tools can automate outputs, but they often lack operational context, governance and workflow integration. VBP combines automation with financial services expertise, structured controls and human validation to ensure outcomes remain accurate, compliant and aligned to how advice businesses operate.