Build your AI office, department by department
Create specialised AI roles, organise them into departments and coordinate defined workflows inside the tools your team already uses, with visibility and human control.
The operating model: supervise, delegate, report
Each department runs like a real team: a manager that owns the outcome and the specialist agents it delegates to. You give one instruction; they coordinate the rest and report back for your approval. Switch between departments below, from ready-made templates to teams you build yourself.
Finance
Keep the books current with a structured finance team. A Finance Manager owns the monthly close while leads run bookkeeping, payables, receivables and compliance.
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Finance Manager
Owns the monthly close, triages incoming finance work, and delegates each part to the right team.
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Bookkeeping Lead
Keeps the ledger current and delegates reconciliation and day-to-day bookkeeping.
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Reconciliation Agent
Matches bank activity against the accounting system and flags exceptions for review.
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Ledger Agent
Categorises transactions and posts routine journal entries.
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Accounts Payable Lead
Owns money going out and delegates invoice capture and payments.
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Invoice Processing Agent
Extracts supplier invoices and matches them to purchase orders.
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Payment Agent
Schedules approved payments and reconciles them once they clear.
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Accounts Receivable Lead
Owns money coming in and delegates billing and collections.
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Billing Agent
Raises and sends customer invoices from agreed terms.
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Collections Agent
Chases overdue accounts and reconciles incoming receipts.
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Compliance Lead
Owns tax and reporting and delegates filings and month-end statements.
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Tax Agent
Prepares GST and VAT workings and flags filing deadlines.
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Reporting Agent
Builds management reports and month-end financial statements.
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Tech
Ship software with a structured engineering team. A Project Manager drives delivery while the Tech Lead directs coding agents.
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Project Manager
Triages incoming product and engineering work, delegates to the right specialists, and reports progress back up.
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Tech Lead
Breaks technical work into implementable subtasks and assigns engineering work to the team.
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Full-Stack Engineer
Implements new product features across APIs, UI and tests, then reports completed changes.
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Full-Stack Engineer II
Fixes defects, refactors unstable areas, improves performance and hardens existing systems.
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DevOps Lead
Owns delivery and reliability, and delegates release and infrastructure work to its team.
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Release Engineer
Cuts releases, manages versioning and rollout, and rolls back on failure.
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Infrastructure Agent
Provisions cloud infrastructure as code and keeps environments in sync.
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Code Review Lead
Owns code quality, and delegates security and standards reviews to its team.
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Security Reviewer
Audits changes for vulnerabilities, secrets and unsafe dependencies.
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Standards Reviewer
Checks style, conventions and lint rules, then requests changes.
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QA Lead
Owns quality assurance, and delegates test automation and regression checks to its team.
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Test Automation Agent
Builds and maintains automated end-to-end and unit test suites.
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Regression Tester
Re-runs suites on each change and reports regressions before release.
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Marketing
Drive growth with a coordinated marketing team. A Marketing Manager owns the outcomes while leads run content, analytics and social.
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Marketing Manager
Owns growth outcomes, triages campaigns, and delegates work to content, analytics and social.
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Content Lead
Owns the content pipeline and delegates copy and search optimisation.
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Copywriter Agent
Drafts landing copy, emails and ad variations from a brief.
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SEO Agent
Researches keywords and optimises pages for search.
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Analytics Lead
Owns measurement and delegates reporting and insight.
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Reporting Agent
Pulls campaign metrics into scheduled dashboards.
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Insights Agent
Spots trends and recommends where to spend next.
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Social Media Lead
Owns social presence and delegates scheduling and community.
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Scheduling Agent
Plans and publishes posts across channels.
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Community Agent
Monitors mentions and drafts replies for your review.
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Blog Publishing
Research, write and ship posts with a small editorial team. A Managing Editor owns the calendar while leads run research, editorial and publishing.
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Managing Editor
Owns the editorial calendar, triages topics, and delegates research, writing and publishing.
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Research Lead
Owns topic research and delegates sourcing and fact-checking.
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Topic Research Agent
Finds angles and builds outlines backed by sources.
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Fact-Check Agent
Verifies claims and citations before drafting begins.
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Editorial Lead
Owns drafting and delegates writing and copy-editing.
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Draft Writer Agent
Turns approved outlines into full drafts.
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Copy Editor Agent
Edits for clarity, tone and house style.
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Publishing Lead
Owns publishing and delegates formatting and release.
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SEO Formatter Agent
Adds metadata, headings and internal links.
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Publishing Agent
Schedules and pushes posts live to the CMS.
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Customer Support
Resolve customer messages with a coordinated support team. A Support Manager owns response times while leads run the shared inbox, escalations and help content.
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Support Manager
Owns response times, triages incoming messages, and delegates each case to the right team.
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Inbox Lead
Owns the shared inbox and delegates triage and replies.
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Triage Agent
Categorises and routes incoming tickets by topic and urgency.
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Reply Draft Agent
Drafts responses from past threads for your review.
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Escalations Lead
Owns complex cases and delegates routing and follow-up.
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Escalation Agent
Routes hard issues to the right owner in Slack.
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Follow-up Agent
Chases open tickets until they are resolved.
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Knowledge Lead
Owns help content and delegates articles and handoffs.
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Knowledge Base Agent
Keeps help articles current from resolved tickets.
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Handoff Agent
Summarises context when a case goes to a human.
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People / HR Ops
Run people operations with a coordinated HR team. An HR Manager owns the employee experience while leads handle onboarding, records and internal comms.
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HR Manager
Owns the employee experience, triages requests, and delegates each part to the right team.
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Onboarding Lead
Owns new-hire setup and delegates paperwork and scheduling.
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Document Collection Agent
Gathers and files new-hire documents.
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Scheduling Agent
Books orientation and first-week sessions.
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Records Lead
Owns employee records and delegates updates and contracts.
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Records Agent
Keeps employee records current in your sheets.
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Contract Prep Agent
Prepares offer letters and contracts from templates.
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Comms Lead
Owns internal comms and delegates announcements and answers.
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Announcements Agent
Drafts and sends team updates.
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Policy Q&A Agent
Answers common HR questions from your handbook.
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Design your office in four steps
From your first department to approving the finished work, building your AI office is always the same four steps.
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01
Create your departments
Start from a ready-made department or configure one around a specific business function.
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02
Add specialised AI support
Define the responsibilities, approved skills, files and systems each role can use.
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03
Assign work and files
Give the supervisor a task or workflow in plain business language and attach the relevant files.
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04
Review progress and outcomes
Track progress, inspect completed work and approve important actions before they proceed.
See how a Finance workflow moves from intake to review
A Finance Manager receives the instruction, works out which roles the task belongs to and coordinates them across the systems your finance team already runs on. The completed work comes back with the supporting detail behind it, and anything unclear or outside the approved workflow is raised as an exception for you to decide on rather than settled quietly in the background.
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01
Documents arrive
Invoices, statements or supporting files are added to the workspace.
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02
Work is coordinated
The Finance Manager routes each part of the task to the relevant specialised role.
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03
Defined work is carried out
Approved information is extracted, checked and prepared inside connected systems.
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04
Exceptions are highlighted
Anything incomplete, unclear or outside the approved workflow is flagged.
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05
The outcome returns for review
The user receives a summary, supporting details and any required approval points.
More capacity, more structure and clearer control
The same work still gets done, and now it arrives organised, traceable and waiting on your decision rather than your effort.
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More capacity
Repetitive coordination stops landing on your team, so their attention goes back to judgement calls, customers and the priorities only they can set.
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More structure
A process lives in the workspace instead of in one person's head, so the same work runs the same way next month without being explained again.
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Clearer control
You can see what ran, which files and systems it touched, and what is waiting on your approval before anything is finalised.
Put AI to work without abandoning the systems your team already uses
OfficeDesk.ai is designed to carry out defined work using approved files and connected business tools.
Questions about the AI office
What is OfficeDesk.ai?
OfficeDesk.ai is an AI-powered operations team that works alongside your own. Instead of one general chatbot, it runs specialised, department-based AI support, supervised by you, that connects to the tools your business already uses and carries out the routine back-office work.
How does the delegation model work?
You hand a task to the AI supervisor. It breaks the work down, delegates each part to the department that owns it, the work is carried out across your connected tools, and the results report back up for your review. One instruction in, one coordinated outcome out.
Which tools does it connect to?
OfficeDesk.ai connects to the SaaS tools businesses already run on, including Xero, QuickBooks, Gmail, Outlook, Slack, Google Drive and Sheets, Jira and Dropbox. Your AI-powered departments work inside these tools, so there is nothing to migrate.
What can it do first?
The flagship workflow is autonomous bookkeeping and bank reconciliation. OfficeDesk.ai reconciles transactions and keeps your books current, with a human sign-off wherever you want one, so finance stops being a weekly scramble.
Do I stay in control?
Yes. You supervise. Your AI-powered operations team does the manual heavy lifting while you review updates and approve anything that matters. Every action is logged and traceable in a transparent activity history.
How do I get started?
Take the two-minute AI Readiness Assessment to see which areas of your business to start with, or start a free trial and connect your first tool.
See where it fits your operations
Take the two-minute AI Readiness Assessment for a readiness category and recommended starting areas, or start your free trial and connect your first tool.