Short answer
New Zealand AI automation agencies include Levy Street (Wellington), Automate AI (Wellington), EmbedAI (Kāpiti Coast), Lumen Business Solutions (Auckland), Avtrix (Taupō) and Tribe Technology Partners (Auckland, Christchurch and Hawke’s Bay). Choose by the systems you run and how exceptions are handled: ask each to show how an automation connects to Xero or Microsoft 365, what happens to items it cannot process, and who maintains it.
- Twelve New Zealand providers were checked on 20 October 2026; six of the eleven others publish prices.
- Published entry prices start at NZ$500 for a single automation, excluding GST.
- Choose the provider that shows where failed and uncertain items go, not just the happy path.
- Levy Street uses fixed rules first, a model only for messy input, and an exception queue.
- Inland Revenue requires records kept 7 years, and approval before storing them offshore, including cloud.
AI automation is mostly plumbing with a model at the messy steps: reading an email or invoice, checking it against rules, and putting the data into Xero, a CRM or a job system without anyone retyping it. Here are the New Zealand agencies that say they build that kind of automation. If the work needs software that chooses its own next steps, see our guide to AI agent developers in New Zealand.
New Zealand AI automation agencies compared
As listed on each provider’s own website on 20 October 2026. Prices exclude GST.
| Provider | Based in | What it says it offers | Published proof | Prices published | Suits |
|---|---|---|---|---|---|
| Levy Street | Wellington | Workflow automation, AI integration, document processing | APL Property agent | No | Multi-system work where errors are costly |
| AI Solutions NZ | Christchurch | Workflow automation, chatbots and voice agents | Testimonials | Yes, from NZ$2,000 setup | Small businesses starting with one workflow |
| AI Workflows Agency | Auckland | AI workflows, smart assistants, fractional Chief AI Officer | Named case studies | Yes, discovery NZ$2,500 | SMEs wanting strategy and build together |
| Automate AI | Wellington | Xero automation and document processing on monthly plans | Named NZ case studies | Yes, from NZ$99 a month | Owners who want it run for them |
| Avtrix | Taupō | Invoice, approval and data automation; API integrations | Anonymised project summaries | Yes, from NZ$500 | Fixed-price single automations |
| DFK Orb360 O’Halloran | Auckland | AI automation from a chartered accountancy | None published | No | Clients who want their accountant involved |
| EmbedAI | Kāpiti Coast | Automations and agents built into your existing stack | Named case studies | Yes, from NZ$2,500 | Trades, property and field operations |
| Ez-AI | Auckland | Automation across Xero, simPRO, HubSpot and Microsoft 365 | Anonymised project summaries | Yes, from NZ$500 | Businesses of 5 to 50 staff |
| Harkness AI | Christchurch | Claude connected to Xero and other tools, draft-only | Named case studies | No | Teams that want Claude working in Xero |
| Lumen Business Solutions | Auckland | AI accounting automation for Xero, MYOB and QuickBooks | Named case study | No | Finance teams with heavy reconciliation |
| Tribe Technology Partners | Auckland, Christchurch, Hawke’s Bay | Microsoft 365 workflows alongside managed IT | Named success stories | No | Microsoft 365 businesses wanting one IT partner |
| Virtual Blue | Auckland | Intelligent automation, RPA and AI agents for finance and operations | No named clients | No | Finance and back-office teams |
Provider profiles
Levy Street
Levy Street is a Wellington AI engineering company that builds AI workflow automation with fixed rules wherever possible, a model only where input is messy, and an exception queue so every item ends done, queued for a person or rejected. It connects AI to business systems such as Xero, MYOB and Microsoft 365, and measures document processing field by field on your own documents. Its engineers built the Property Management Agent for APL Property, which triages email and processes orders.
AI Solutions NZ
AI Solutions NZ is a Christchurch business that maps processes and builds automated workflows for follow-ups, lead routing, invoice reminders and approvals, with alerts when an automation fails. It also builds chatbots and voice agents, and lists workflow automation from NZ$2,000 setup.
AI Workflows Agency
AI Workflows Agency is an Auckland consultancy founded by Anthony Dahya that designs AI workflow automation and smart assistants and offers fractional Chief AI Officer support. Builds start with at least 10 hours of discovery at NZ$2,500, and its case studies include a semi-automated GIS process for Vodafone.
Automate AI
Automate AI is a Wellington agency that runs Xero automation on monthly plans: orders become invoices, payments are matched, and supplier bills are read and drafted in Xero for approval. Its document processing checks GST and totals, sends low-confidence items to a person, and starts at NZ$299 a month.
Avtrix
Avtrix Software Solutions is a Taupō company whose business automation captures, validates and routes invoices and forms, and connects Xero, MYOB, CRMs and job systems through their APIs. Its pricing page lists single automations and integrations at NZ$500 to NZ$5,000, fixed price.
DFK Orb360 O’Halloran
DFK Orb360 O’Halloran is a chartered accountancy with Auckland offices in Newmarket and Rosedale that offers an AI automation specialist service: process analysis, document processing automation and integration with accounting systems.
EmbedAI
EmbedAI is a Raumati Beach company on the Kāpiti Coast that builds automations and agents into a client’s existing CRM, dispatch system, accounting software and shared inbox; one case study is a capacity calendar on live Simpro data for a joinery firm. It keeps a person reviewing anything that touches customers or money until a system proves reliable, and lists prices from NZ$2,500.
Ez-AI
Ez-AI is an Auckland business run by engineer Skene Bennellick that automates work across Xero, simPRO, HubSpot, Shopify and Microsoft 365, such as reading clearance-report PDFs into simPRO with doubtful fields flagged. Its typical price for an automation is NZ$500 to NZ$5,000, fixed.
Harkness AI
Harkness AI is a Christchurch consultancy that connects Claude to Xero with only the access needed, leaving out payments and journals, so invoices, bills and quotes arrive as drafts for approval. It has also built a custom PayHero integration.
Lumen Business Solutions
Lumen Business Solutions is an Auckland software and Zoho consultancy that builds AI accounting automation for Xero, MYOB and QuickBooks users, covering reconciliation, invoice coding and month-end preparation after a paid workflow review. It says it does not give bookkeeping, tax or accounting advice.
Tribe Technology Partners
Tribe Technology Partners is a managed IT provider with offices in Auckland, Christchurch and Hawke’s Bay that builds workflow automation in Microsoft 365, such as turning job requests into Microsoft Lists entries with attachments filed in SharePoint, and adds AI for tasks such as sorting email.
Virtual Blue
Virtual Blue is an Auckland automation firm that automates finance processes such as prepare-to-pay, order-to-cash and record-to-report with RPA and AI agents. It says it has completed more than 100 implementations across New Zealand and Australia.
Do you need an agency at all?
Not always. Check three cheaper routes first.
- Your software’s own AI. Xero says JAX automates work “from capturing bills to reconciling transactions” inside Xero.
- Packaged software. Accounts payable products such as Ferret Software, a Hamilton company, handle invoice capture, approvals and export to Xero, MYOB and other systems.
- A platform your staff run. Zapier, Make or n8n cover simple rule-based hand-offs between apps.
Use an agency when work crosses several systems, input is messy, or exceptions need a designed queue.
How to choose: match the provider to the work
| If your work is | Look for | Ask to see |
|---|---|---|
| Supplier invoices into Xero or MYOB | Extraction with GST checks, posted as drafts | Accuracy on 50 of your own invoices |
| Job requests and quotes in ServiceM8 or simPRO | Builders with field-service API experience | A live connection to your job system |
| Approvals and filing in Microsoft 365 | Microsoft-focused IT partners | Who maintains flows when staff leave |
| Reconciliation and month-end in an accounting practice | Accounting automation with a qualified reviewer | How exceptions reach the person who signs off |
| Work across five or more systems | Engineering teams with integration monitoring | Alerts and a runbook for API changes |
Map the process first with our workflow mapping template, and for an independent view of any quote, ours included, book an assessment.
Red flags in an automation proposal
- No exception path. Ask where failed and uncertain items go.
- Payments with no approval. Payments, write-offs and journal postings should wait for a person.
- Savings with no baseline. Ask how today’s time per item was measured.
- Automating a broken process. Tribe’s own advice is to tidy a process first, then automate it.
- No named maintainer. Integrations break quietly when vendors change their APIs.
New Zealand rules for automated records
- Privacy. The Privacy Commissioner says that if a provider processes personal information on your behalf, you remain responsible for it.
- Tax records. Inland Revenue requires records kept for at least 7 tax years, and approval for you or your cloud provider if they are stored offshore.
- Xero data. Xero’s developer terms prohibit using data obtained through its APIs to train AI or machine learning models.
- Funding. The AI Advisory Pilot co-funds a small business’s AI roadmap and its implementation, up to $15,000, through the Regional Business Partner Network; it was reported as extended to 30 June 2027.
Sources
- Workflow Automation, AI Solutions NZ, accessed 20 October 2026
- Workflow Automation for NZ SMEs, AI Workflows Agency, accessed 20 October 2026
- Case Studies, AI Workflows Agency, accessed 20 October 2026
- Xero Automation, Automate AI, accessed 20 October 2026
- AI Document Processing, Automate AI, accessed 20 October 2026
- Business Automation, Avtrix Software Solutions, accessed 20 October 2026
- Pricing, Avtrix Software Solutions, accessed 20 October 2026
- AI Automation Specialist, DFK Orb360 O’Halloran Chartered Accountants, accessed 20 October 2026
- AI Integration and Automation for NZ Businesses, EmbedAI, accessed 20 October 2026
- Custom AI and automation, Ez-AI, accessed 20 October 2026
- AI automation pricing in New Zealand, Ez-AI, accessed 20 October 2026
- Xero AI integration, Harkness AI, updated 6 October 2026
- AI Accounting Automation, Lumen Business Solutions, accessed 20 October 2026
- Workflow Automation Solutions for Kiwi Businesses, Tribe Technology Partners, accessed 20 October 2026
- How We Help, Virtual Blue, accessed 20 October 2026
- Virtual Blue home page, Virtual Blue, accessed 20 October 2026
- Accounts Payable Automation, Ferret Software, accessed 20 October 2026
- AI in accounting: JAX, Xero, accessed 20 October 2026
- Pricing and policy updates FAQ, Xero Developer, accessed 20 October 2026
- Working with third-party providers, Office of the Privacy Commissioner, accessed 20 October 2026
- Record keeping, Inland Revenue, accessed 20 October 2026
- Government to extend AI advisory pilot for small business, Inside Government NZ, 22 September 2026
Written by the Levy Street team in Wellington. Last updated 19 October 2026.