Klaris
Wealth Structure Mapping: From 4 Hours to 15 Minutes
The Challenge
What they were facing
Australia has over 653,000 self-managed superannuation funds managing more than $1.05 trillion in assets. Add to that hundreds of thousands of family trusts, corporate trustees, and multi-entity investment structures — and you have an enormous population of Australian families whose financial lives are genuinely complex, and whose advisors are trying to manage that complexity with spreadsheets.
We saw this problem firsthand through our work with financial advisors and accountants. When a client had a trust that owned a company that held property, and an SMSF that held shares, and a personal portfolio on top of that — understanding how everything connected required hours of manual mapping. Advisors were creating bespoke diagrams in Visio or Lucidchart. Families couldn't visualise their own wealth structure without a lengthy meeting.
The financial planning and accounting software market had no solution for this specific problem. Tools like Xero, MYOB, and QuickBooks were excellent at transaction management but weren't built to visualise entity relationships. The gap was real, significant, and completely unaddressed.
Our Approach
How we solved it
Understanding the Problem Deeply Before Writing Code
Before any development began, we spent time with financial advisors, accountants, and SMSF specialists to map the exact workflows they were using and the specific failure points. This research phase defined the core product requirements: entity relationship mapping, real-time scenario modelling, integration with existing accounting platforms, and a user interface that was clear enough for clients — not just advisors — to navigate.
Building the AI Wealth Visualisation Engine
The core of Klaris is an AI-powered engine that ingests entity data — trust deeds, SMSF details, company structures, beneficial ownership records — and generates interactive, visual wealth maps. The AI layer handles the logic of entity relationships (who is a trustee of what, which entities hold which assets, how distributions flow) and surfaces the connections that would otherwise take hours to trace manually.
Accounting Platform Integrations
Klaris integrates natively with Xero, MYOB, and QuickBooks — the three platforms that dominate Australian accounting practices. This means financial data flows directly into Klaris without manual data entry, and wealth maps stay current as transactions are recorded.
Advisor and Client Dashboards
We built two distinct user experiences within Klaris: an advisor dashboard with full structural editing capabilities, scenario modelling tools, and client management features; and a client-facing view that presents a clean, visual summary of the wealth structure without the underlying complexity.
The Results
What we achieved
15 min
Mapping Time (from 4 hours)
3
Accounting Integrations
653K+
SMSFs in Addressable Market
Live SaaS
Serving Advisors Nationally
Klaris is now a live SaaS product serving Australian financial advisors and accountants. The platform has compressed a process that once took half a workday into a 15-minute workflow, with data that stays current through live accounting integrations. We built Klaris because we saw a real gap in the market — and because we believe AI should be doing the work that doesn't need to be done by humans.
Results achieved for this specific client. Individual outcomes vary based on industry, starting position, competition, engagement scope, and market conditions. Past performance does not guarantee future results.
“Klaris started as a question: why is there no good tool for this? We'd watched enough advisors and accountants wrestle with the same manual process to know the gap was real. Building it was the hard part — but getting the wealth visualisation engine right, and making it genuinely useful for advisors rather than just technically impressive, was what we focused on. We're proud of what Klaris has become.”
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