500 brokers and counting: Accurateli hits major milestone

By Accurateli
25 May 2026
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The self-employed assessment platform has passed 500 users, as brokers increasingly adopt AI-powered tax return analysis and business performance insights.

Accurateli, the Australian-built platform designed to simplify self-employed income assessment for mortgage brokers, has officially surpassed 500 users.

The milestone comes less than a year after the platform's broader market launch and reflects growing demand from brokers seeking faster, more consistent ways to analyse tax returns, trusts and complex business structures.

Founded by mortgage broker Joel Wyld and SME Finance specialist Ben Callaghan, Accurateli was created to address one of the industry's most persistent challenges: accurately assessing self-employed borrowers without spending hours manually reviewing financial documents.

Today, the platform analyses individual, company and trust tax returns, identifies add-backs (both common and uncommon), highlights potential servicing issues, flags non-recurring income and produces lender-ready summaries designed to reduce rework and improve submission quality.

According to co-founder Joel Wyld, the milestone represents more than just user growth.

"Reaching 500 users is exciting, but what we're most proud of is seeing brokers gain confidence with self-employed clients," Wyld said.

"Many brokers tell us they love helping business owners but don't always feel confident interpreting complex financials. We built Accurateli to bridge that gap and make specialist lending knowledge more accessible."

The growth has coincided with the platform achieving ISO 27001 certification, an internationally recognised information security standard that has become increasingly important as brokers adopt AI-powered technology.

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"One of the most common questions we've received from day one has been around data security," Wyld said.

"Achieving ISO 27001 was a significant milestone for us because it demonstrates that security and privacy are not afterthoughts. Brokers are trusting us with highly sensitive client information, and we take that responsibility extremely seriously."

Co-founder Ben Callaghan said the business had focused heavily on practical outcomes rather than simply introducing another AI tool to the market.

"There's plenty of technology that can extract information from documents," Callaghan said.

"The real challenge is understanding what matters, identifying potential issues and presenting information in a way that's actually useful to brokers and lenders. That's where we've spent the majority of our time."

Recent platform enhancements have included expanded trust tax return functionality and a growing suite of business analysis tools designed to help brokers identify opportunities beyond residential lending.

One feature attracting particular interest is Accurateli's Business Health Check, which helps brokers uncover potential business finance conversations by analysing key financial indicators and identifying areas where business owners may benefit from additional funding solutions.

The feature also enables brokers to refer suitable opportunities through specialist business lending partners, creating an additional revenue opportunity while delivering greater value to clients.

"Many brokers already have business owners in their client base but don't always realise how many commercial finance opportunities exist within those relationships," Callaghan said.

"The Business Health Check helps surface those conversations in a way that's practical and easy to understand."

Early adopters are already reporting benefits extending beyond mortgage applications.

Ashleigh Pakis from Panache Financial said the platform had helped facilitate more productive conversations with both clients and accountants.

"One report highlighted an expense issue that was materially impacting a client's borrowing capacity," Pakis said.

"It gave us something concrete to discuss with the accountant and helped create a better outcome for the client. Having that information clearly presented made the conversation much easier."

The company says lender interest in the technology continues to grow as financial institutions look for ways to improve submission quality and reduce friction in complex self-employed assessments.

While Accurateli's immediate focus remains on supporting brokers, the founders believe the broader opportunity lies in improving outcomes across the entire lending ecosystem.

"Our goal has always been simple," Wyld said.

"If we can help brokers spend less time analysing documents and more time helping clients, everybody wins."

To celebrate surpassing 500 users, Accurateli continues to offer complimentary trial credits for new users wanting to test the platform on live scenarios.

The company also confirmed it will release an exclusive offer for attendees of its upcoming Innovation Summit presentation. The offer, valued at more than $160, will only be available to summit attendees, with the access code revealed during the event.

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