Airclerk began by building AI workflow software for insurance. Through that work, we developed deep practical experience in document-heavy regulated workflows, frontier models, human-in-the-loop processes and auditability. The market moved quickly - and so have we. The company is new; the team isn't - Dan, Matt and Ed have been shipping platform implementations together since the SaaS wave, and Dan and Ed later crossed paths with Adam inside Salesforce itself. Based in New Zealand, working across Australia, and with select international clients.
Dan, Matt and Ed were part of Trineo - one of New Zealand's most successful cloud-platform implementation partners through the SaaS wave of the late 2000s and 2010s. Trineo was acquired by Traction on Demand in 2021, which Salesforce itself later acquired - the chain that brought Dan and Ed inside Salesforce in 2022, where Adam was already working in enterprise sales.
Between them, Dan, Matt and Ed shipped more than one hundred projects at Trineo, for organisations from 3 staff to 20,000 - across insurance, wealth management, retail, agriculture, advertising, sports and more. The lesson that came up on every one of them: the technology is the easy part. What makes an implementation stick is the change around it - who does what differently once the system is live.
At Salesforce, Dan was a Senior Director and Ed a Technical Director in Professional Services - Adam was on the enterprise sales side, and the three crossed paths on shared accounts. Dan left in mid-2023 to build Airclerk full-time; Ed followed at the end of January 2026. Same lesson, seen from the vendor side this time. Airclerk is that lesson, applied to Claude.
Claude and other frontier platforms are increasingly becoming the application layer. The product moat for standalone AI wrappers is eroding quickly.
Our conviction is that the opportunity is not to compete with Claude, but to help financial and professional services firms implement it safely and effectively. That requires deep industry context, governance discipline, and the ability to build the rails underneath - connectors, MCPs, orchestration, evidence and approvals. That is what Airclerk does now.
Between them, Dan, Matt and Ed sat across the partner-firm leadership, the bespoke-integrations practice and the architecture team at Trineo. Dan and Ed later crossed paths with Adam inside Salesforce, on shared accounts - the platform side of the same industry. All four are now early to Claude implementation in regulated NZ and AU finance.
Cofounded and grew Trineo into one of NZ's most successful cloud-platform implementation partners (acquired in 2021), then went on to Senior Director in Salesforce's own Professional Services organisation. Knows the power of an ecosystem from both sides - now doing the same with Claude.
Adam was already at Salesforce in enterprise sales when Dan and Ed arrived in 2022, and they crossed paths on shared accounts - work that put him in front of some of New Zealand's most well-known and regulated organisations. The same regulated-buyer table, seen from the vendor side.
Two decades across backend systems, integrations, AI workflows and production engineering. Part of Trineo's bespoke-integrations practice - the team that built the complex custom integrations behind enterprise cloud rollouts when off-the-shelf wasn't enough. Builds the rails that turn a Claude demo into something a regulated firm can run on.
Multiple patents, 30+ years building software at the frontier - Trineo-era architecture among them, then Technical Director in Salesforce's own Professional Services organisation until early 2026. The depth that lets us make confident calls about what AI should and shouldn't be doing inside a regulated workflow.
Forcing users into another portal is a losing strategy. The workbench is the model - Claude first, but the principle holds whichever platform wins.
Integration, governance and trust are the durable layers.
One workflow running safely in production is worth ten polished pilots.
Local insurers and FS organisations should not be left waiting for a US vendor's roadmap.
A 30-minute conversation is the best way to find out whether the Readiness Sprint is the right starting point for your organisation.
Airclerk was founded by Dan Fowlie (co-founder and CEO), Adam Saywell (co-founder and CRO), and co-founders and technical implementation specialists Matt Wratt and Ed Groenendaal. Dan, Matt and Ed worked together for years at Trineo, one of New Zealand's most successful cloud-platform implementation partners through the SaaS wave, acquired in 2021. Dan and Ed later crossed paths with Adam inside Salesforce itself, on shared accounts - Adam was in enterprise sales, Dan and Ed in Professional Services.
No. Dan, Matt and Ed shipped more than one hundred projects together at Trineo during the SaaS wave, for organisations from 3 staff to 20,000 — across insurance, wealth management, retail and other sectors. Dan and Ed then spent time inside Salesforce's own Professional Services organisation, where they crossed paths with Adam on shared accounts - Adam was in enterprise sales. Two rounds of the same regulated-buyer table, from both the partner and the vendor side, is why Airclerk treats the human side — change management, operating model and governance — as the hard part, not the technology.
Insurance — brokers, insurers and MGAs — is our strongest practice, and we have active clients in accounting and professional services firms. We also work across regulated financial services, including wealth management and financial advice, and partner with early adopters in banking and lending, where the same disciplines apply.
Airclerk began by building AI workflow software for insurance. Six months in, it was clear the application layer was about to be absorbed by the frontier platforms — so we refocused on the implementation layer beneath them: the workflows, governance and assurance that make Claude stick in a regulated firm.