Summary
Bamboo Works is an innovative accounting technology business seeking an AI Automation Specialist to help build next-generation AI-powered bookkeeping and accounting systems. The role involves designing, building, and improving AI workflows and systems to enhance efficiency and reduce manual work in accounting firms.
Responsibilities
- Design, build, deploy, and maintain AI-powered bookkeeping and accounting agents using Claude and related technologies
- Develop intelligent workflows that automate repetitive accounting and operational processes
- Build modular, multi-agent systems that work together as a scalable platform
- Continuously identify opportunities to expand automation and improve business efficiency
- Rapidly translate business ideas into practical, production-ready AI solutions
- Build AI systems to automate: Transaction coding and categorization, Bookkeeping workflows, Receipt and document processing, Data extraction and validation, Client information gathering, Request-for-information (RFI) workflows, Reporting processes, Time recording and billing support, Workflow escalation and exception management
- Design human-in-the-loop workflows where AI performs initial processing and accounting professionals review exceptions
- Develop confidence scoring, audit trails, and continuous learning mechanisms to improve AI accuracy over time
- Integrate AI solutions with accounting platforms including: Xero, Xero Practice Manager, MYOB, QuickBooks, Zoho, Odoo
- Build integrations with CRM systems, document management platforms, communication tools, APIs, and internal business systems
- Design secure, scalable, and reliable automation infrastructure with appropriate governance and access controls
- Support the ongoing evolution of an AI-first accounting platform intended for long-term commercial use
- Work directly with leadership to prioritize, prototype, and deliver new AI capabilities
- Participate in planning sessions and iterative product development
- Recommend new automation opportunities and process improvements proactively
- Contribute to the long-term product vision, architecture, and AI strategy
Skills
- Proven experience building AI-powered workflows, agents, or automation systems (at least 2-3 years)
- Strong experience with Claude and Claude Code
- Experience designing and deploying agent-based or multi-agent systems
- Strong understanding of LLMs, prompt engineering, and AI application development
- Experience building practical AI solutions for real business environments
- Hands-on experience with Python, APIs, workflow automation platforms, and system integrations
- Strong understanding of workflow architecture, process optimization, and systems design
- Ability to independently design, build, deploy, and continuously improve automation solutions
- Excellent analytical, troubleshooting, and problem-solving skills
- Strong written and verbal English communication skills
- Experience within accounting, bookkeeping, financial services, or fintech
- Experience automating accounting or finance workflows
- Experience with Xero, Xero Practice Manager, QuickBooks, MYOB, Zoho, or Odoo
- Experience building SaaS products or internal business platforms
- Experience developing AI products intended for commercialization
- Experience with cloud infrastructure, databases, webhooks, and event-driven architectures
Qualifications
Must Haves
- Proven experience building AI-powered workflows, agents, or automation systems (at least 2-3 years)
- Strong experience with Claude and Claude Code
- Experience designing and deploying agent-based or multi-agent systems
- Strong understanding of LLMs, prompt engineering, and AI application development
- Experience building practical AI solutions for real business environments
- Hands-on experience with Python, APIs, workflow automation platforms, and system integrations
- Strong understanding of workflow architecture, process optimization, and systems design
- Ability to independently design, build, deploy, and continuously improve automation solutions
- Excellent analytical, troubleshooting, and problem-solving skills
- Strong written and verbal English communication skills
Nice to Haves
- Experience within accounting, bookkeeping, financial services, or fintech
- Experience automating accounting or finance workflows
- Experience with Xero, Xero Practice Manager, QuickBooks, MYOB, Zoho, or Odoo
- Experience building SaaS products or internal business platforms
- Experience developing AI products intended for commercialization
- Experience with cloud infrastructure, databases, webhooks, and event-driven architectures