AI enablement without the hype
Train your people. Build AI agents. Modernise the core.
We help Kiwi businesses adopt Microsoft AI end-to-end—from Copilot training to agentic workflow delivery.
What We Do
Agent development, AI training, licensing, accounting services, bespoke software, and team AI enablement to modernise how your business and your finance function operates.
AI Solutions
Design and build Copilot agents, Power Platform automations, Azure OpenAI apps, plus bespoke software that connects finance, ops, and reporting.
- Agentic workflow discovery and blueprinting
- Custom Copilot, Power Platform, and Azure OpenAI builds
- Integration + bespoke UI across finance and ops systems
Who We Are
We work alongside leadership and delivery teams to map high-impact automations, teach the tools, provision the licences, and keep finance + dev systems aligned. Tap into our AI training, solutions, and business-tech services to move faster with confidence.
Innovation requires more than just new software; it requires a bridge between vision and execution. We ensure that your technological leaps don't leave your operational reality behind. By harmonizing your financial constraints with your development capabilities, we create a sustainable path for growth that scales with you, not against you.
Share where your business is heading and we’ll co-design the automation journey—training your people, building agentic workflows, and making sure licensing and core systems keep pace. – Erica, Founder, MBA
Ready to move from curiosity to capability? Book a no-obligation discovery call and we’ll outline the first 60–90 day sprint across training, build, and support.
Start the conversation
Automatisation in Finance
Credit control, bookkeeping, and month-end can run smoother with automation. We tighten debtor workflows, reconcile faster, and reduce manual month-end tasks so finance teams can focus on insights instead of admin.
Expect cleaner ledgers, fewer late payments, and automated month-end packs built on Xero and your add-ons. You get governance and audit trails baked in.
We also surface alerts for overdue debtors, duplicate spend, and variances against budget so finance leaders can intervene early—without spending nights reconciling spreadsheets.
Agentic workflow solutions
Need Copilot to do more than summarise emails? We identify multi-step processes that can be delegated to Copilot agents + Power Platform flows, then design, build, and monitor them with Microsoft Graph integrations.
Engagements cover prompt libraries, data readiness, Azure OpenAI deployments, and change management so your teams trust what the agent is doing.
Training
New automations only work when teams know how to use them. We train staff on AI-enabled workflows in Xero, QuickBooks, and other finance apps so adoption sticks and errors drop.
Training covers daily tasks, controls, and prompt best practices so teams stay confident as new features roll out.
We stay with you after go-live
Once we deliver your AI or workflow build, you can optionally add an aftercare package so the solution keeps improving. Pick the level of optimisation, enablement, and support that matches your team—there’s zero obligation, just confidence that we’re here if you need us.
Every engagement includes handover packs and coaching, but some teams prefer a safety net. These three aftercare options keep us in your corner—purely optional, cancellable any time, and designed to evolve your Copilot estate at the pace you choose.
We offer three tiers of aftercare to keep your systems aligned with your goals: Basic for essential monitoring and bug fixes, Standard for proactive optimization and team enablement, or Advanced for a full-service automation squad that manages your roadmap. Choose the level that gives you the right amount of peace of mind.
Why choose ProfitPal for AI enablement?
We blend AI training, engineering, and business-system expertise. That means one partner can teach Copilot, build agentic workflows, manage licences, and keep Xero/custom apps humming. Here is what sets us apart:
- Dual expertise: MBA-level commercial insight plus MSc software engineering ensures every idea is both viable and buildable.
- Microsoft-first approach: We stay in lockstep with Microsoft 365, Azure, Copilot, and Xero ecosystems so your stack stays supported.
- End-to-end services: Training, solution delivery, CSP, and bespoke dev under one roof— reducing coordination overhead.
