Bamboo Works

AI Automation Specialist (Claude & Accounting Workflows)

Remote, United States remote Entry $1,400 - $1,600
remote Technology & IT Salary listed Curated
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About the role

About the Client
We’re helping an innovative accounting technology business find an AI Automation Specialist to help build the next generation of AI-powered bookkeeping and accounting systems.
The business is investing heavily in AI to transform how accounting firms operate—leveraging intelligent agents, workflow automation, and modern AI technologies to reduce manual work, improve accuracy, and enable accountants to focus on higher-value advisory services.
This is a unique opportunity to help shape the architecture of an AI-first accounting platform from the ground up.
The Role
We're looking for a highly capable AI Automation Specialist who can design, build, and continuously improve AI-powered bookkeeping and accounting workflows.
This is not a traditional automation role. We're looking for someone who understands both technology and business processes—someone who can identify automation opportunities, architect intelligent solutions, and rapidly turn ideas into production-ready systems.
You'll work closely with leadership to develop scalable AI agents, integrate business systems, and build automation frameworks that can evolve into a commercial AI platform.
Role Details
Commitment: Full-Time
Working Hours: Australian working hours
Location: Fully Remote
Engagement: Independent Contractor
Start Date: ASAP
Monthly Rate: US$1400-1600 (can be higher, depending on level of experience)
What You'll Do
AI Agent Development (Core Focus)
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
Accounting Workflow Automation
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
Systems Integration & Platform Development
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
Collaboration & Continuous Improvement
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
What We're Looking For
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
Ideal Candidate Profile
This role is ideal for someone who:
Thinks beyond individual automations and designs complete business systems
Naturally identifies opportunities to improve operational efficiency
Enjoys solving complex business problems through AI and automation
Can move quickly from concept to working solution
Balances technical excellence with commercial thinking
Operates independently with a high level of ownership and accountability
Is comfortable working directly with leadership in a fast-moving environment
Communicates technical concepts clearly to non-technical stakeholders
Takes a practical, outcomes-focused approach to AI rather than building technology for its own sake
If you enjoy building intelligent systems that create measurable business impact, you'll thrive in this role.
Recruitment Process
Initial Interview
Client Interview
Technical Assessment (if deemed necessary)
Offer & Onboarding
Originally posted on Himalayas

Interview prep

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Role
Technology & IT Accounting API integration CRM Data Analysis Figma remote

Likely questions

  1. Tell us about work you have done that is close to the AI Automation Specialist (Claude & Accounting Workflows) role.
  2. How would you approach your first 30 days at Bamboo Works?
  3. Which of Accounting, API integration and CRM have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Accounting, API integration and CRM.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the AI Automation Specialist (Claude & Accounting Workflows) role because I can bring practical experience in Accounting, API integration and CRM, learn the team quickly, and contribute to the outcomes Bamboo Works needs from this hire.

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