Help us build a category-defining business at the intersection of finance, product and AI. At Visory, we’re on a mission to transform how SMEs manage their back office—combining expert services, technology, and AI to unlock real-time financial insights. Our Process, Quality & Standards team sits at the centre of that mission. This is not a typical finance operations role. We’re looking for experienced finance professionals—bookkeepers, accountants, and operations specialists—who want to do more than deliver great work. This is an opportunity to help build the systems, controls, and product features that allow our platform to scale finance services efficiently, accurately, and intelligently. Whether you're passionate about process optimisation, systems thinking, automation, or quality control, this team is where you can put that expertise to work in a more strategic and high-impact way. You’ll help power the workflows behind bookkeeping, payroll, AP/AR, and reporting—ensuring exceptional customer outcomes while shaping the platform that delivers them. If you’ve ever wanted to apply your finance background to building product, improving how teams work, and contributing to something scalable—you’re in the right place. Who we’re looking to talk to We’re keen to connect with experienced bookkeepers, accountants, and finance operations specialists who are passionate about quality, process, and systems. You might have worked in a finance team, supported process improvement initiatives, or partnered with product or operations teams to improve the way work gets done. You’ll likely bring: A strong foundation in finance operations, with hands-on experience across bookkeeping, payroll, AP/AR, financial reporting, budgeting, or forecasting. Comfort working with systems and processes—you naturally think end-to-end, identifying how each step fits into the bigger picture and where things can be improved. A systems thinking mindset—you understand how workflows, people, and technology intersect, and enjoy designing processes that scale. Experience using cloud accounting platforms like Xero or similar tools, and confidence navigating third-party apps or automation tools. Exposure to working with or alongside product and engineering teams, especially in fast-paced or tech-enabled environments. An interest in AI and automation, and how these technologies can improve accuracy, efficiency, and insight across finance workflows. A mindset of continuous improvement, always looking to increase accuracy, consistency, and impact in the way finance services are delivered. You may be a registered BAS or tax agent, or hold a CA or CPA qualification—but we’re just as interested in your experience and approach as we are your credentials. You might be involved in any of the following Execute highly technical workflows to resolve complex client finance issues and ensure rapid, accurate delivery. Provide backup support for urgent client deliverables or mentor colleagues through challenging finance tasks. Review and optimise workflows —identify inefficiencies, suggest enhancements and boost accuracy, productivity and SLAs. Maintain documentation —keep client manuals, process maps and internal guides up to date and accessible. Uphold service excellence with real-time quality checks, low error rates and exceptional customer outcomes. Design best-practice processes for bookkeeping, payroll and reporting to drive operational consistency. Collaborate on automation —work alongside Product & Engineering to embed automated checks, API integrations and AI-driven controls. Analyse trends and errors in finance workflows to proactively strengthen training, QA standards and process safeguards. Why join us? Build the future of finance operations: Help design and refine the workflows, tools, and standards that will underpin a category-defining back-office platform. Work at the intersection of finance, product and AI: Collaborate with engineers, product managers, and data teams to embed automation, streamline processes, and elevate service quality. Use your technical expertise for broader impact: Apply your finance and bookkeeping knowledge to shape how work is delivered across our marketplace—not just on one customer, but across hundreds. Grow in a cross-functional, fast-moving environment: Be part of a high-performing team that values experimentation, continuous improvement, and practical execution. Flexibility: Work in a true hybrid environment with real flexibility, with regular connection points and meaningful collaboration across the business.
