Can Claude connect to PEXA?
Yes. PEXA doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is PEXA?
PEXA is Australia's main electronic property settlement platform, used by conveyancers, lawyers and lenders to prepare, lodge and settle property transactions online.
Visit PEXAWhat Claude can do with PEXA
Read or update, depending on your setup
- List workspaces and summarise settlement status and key dates
- Review settlement figures and line items and flag shortfalls
- Find workspaces with outstanding tasks or missing documents
- Summarise settlement and financial reports for a period
- Draft client updates on where each settlement is up to
Who uses it
Conveyancers
See every upcoming settlement and what still needs doing in one summary.
Property lawyers
Check settlement figures and spot shortfalls before settlement day.
Practice managers
Track settlement volumes and outstanding items across the team.
What your team can ask Claude
“List my workspaces settling in the next two weeks with their status and key dates.”
“Check the settlement figures for the Smith Street workspace and flag any shortfall.”
“Which workspaces still have outstanding tasks or missing documents?”
“Draft a short update to the purchaser on where their settlement is up to.”
“How many settlements did we complete last month?”
How it connects
There's no official Claude connector for PEXA yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside PEXA with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your PEXA data
PEXA workspaces hold settlement funds, bank details and personal information, so Helm gives Claude read only access to the workspaces it needs and never lets it change financial figures or trigger settlement.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect PEXA?
Book a 30-minute intro call and we'll show you how Claude can work with PEXA in your business.
Questions about Claude and PEXA
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