Agree the Blueprint.
Define the workflows, connections, responsibilities and costs before the build.
BUILT FOR AUSTRALIAN FINANCIAL ADVICE FIRMS
Less time chasing client work.
More time moving it forward.
Bunya Command Centre brings client records, advice workflows, reviews and AI-assisted preparation together—so your team can see what needs attention and move the next step forward.
Built around your firm. In your Microsoft environment.
BUNYA COMMAND CENTREIllustrative data
Start here every morning
You have one front door for client priorities, advice work, reviews, and activity due.
34active records
12active reviews
47tasks due
$566,651estimated active pipeline
Your day
- 9:30 AMDiscovery — Alex ExampleTeams · recorded & transcribed
- 11:00 AMAnnual review — Sample FamilyOffice
- 2:00 PMStrategy — Taylor ExampleTeams
✦ For reviewMeeting draft prepared. Check the notes and proposed actions before assigning follow-up.
Already at work in
Australian advice firms
Read their case study ↗
ONE MEETING. A CLEAR NEXT STEP.
The conversation ends.
The work keeps moving.
See how Bunya Voice and Command Centre can connect a client conversation to the work that follows.
- 01
Capture the meeting
Start with a supported call or Teams meeting.
Bunya Voice - 02
Prepare a draft
Bring the notes and proposed actions together with AI assistance.
AI-assisted preparation - 03
Your team reviews
Check the detail, make changes and decide what happens next.
Human judgement - 04
Assign the follow-up
Give the agreed work an owner and a next step.
Command Centre - 05
Keep it in view
See the client context and outstanding work in one place.
Practice visibility
An example of a configured workflow. Supported meeting sources, AI steps and follow-up actions are agreed for your firm.
Explore connected calls and meetings ↗MEET COMMAND CENTRE
See the work.
Know the next step.
Command Centre is Bunya’s core product. Bring the client record, the work and the next action into the same view.
01 / COMMAND CENTRE
Start with what needs your attention.
Bring active work, upcoming meetings and client context into view. Open the record behind the next action.
Explore Command Centre ↗Recreated interface · illustrative data BUNYA COMMAND CENTRE Illustrative data
Clients & relationshipsAdvice & reviewsPractice visibility
THE CORE. AND EVERYTHING CONNECTED TO IT.
More than another tool.
A system around your firm.
Command Centre sits at the heart. Connect the conversations, capabilities and Microsoft tools that support the work.
Command CentreAI layerYour client context. Your firm’s workflows.
IT Self Support Portal
SharePoint
Microsoft Teams
Microsoft Apps
SkillsWorkflowsEXTEND YOUR REACH
One idea.
A complete campaign.
Broadcast HQ connects campaign creation, review and supported publishing.
Explore Broadcast HQ ↗
KEEP THE CONVERSATION CONNECTED
The call ends.
The context stays.
Bunya Voice connects supported calls and meetings to client work and follow-up.
Explore Bunya Voice ↗BUILT AROUND YOU
Your environment.
Your way of working.
Built around your firm.
Bunya is delivered in your firm’s Microsoft environment. Shape the workflows and roles around the way your team operates.
Your agreement defines the components, rights and handover. Microsoft licences, usage and ongoing services remain part of the cost picture.
Understand the model ↗CONFIDENCE IN THE MOVE
Build it together.
Put it to work.
Test the real work.
Prove representative scenarios and the migration approach with your people.
Learn and apply.
Use client video tutorials, practical tasks and agreed support to make the move.
YOUR NEXT CHAPTER STARTS WITH ONE WORKFLOW.
See what Bunya could
bring together.
Talk through your priorities in a guided demo.