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Brainstorm Session 12: Competitor Feature Audit & Gap Analysis

Date: 2026-04-16 Objective: Verify Finnest covers competitor feature sets across 13 systems

Systems Audited

# System Category Status
0 RatesCalc Rate Calculation / Award-Aware Billing Audited
1 Staffd Onboarding Audited
2 SmartAI Recruitment AI Audited
3 MakeSure Verify ID Verification Audited
4 Fasttrack360 Core HR + Payroll (labour hire) Audited
5 Flare HR Super Onboarding Audited
6 DBIT/DPAY Payroll Audited
7 Xero Invoicing/Payroll Audited
8 Bullhorn ATS/CRM (from 5-system gap analysis) Audited
9 2cloudnine Workforce Mgmt (from 5-system gap analysis) Audited
10 3B Onboarding Onboarding (from 5-system gap analysis) Audited
11 idibu Job Posting (from 5-system gap analysis) Audited
12 Whatfix Digital Adoption (from 5-system gap analysis) Audited

Consolidated Gap Register

CRITICAL Gaps (Must fix — blocks competitive parity)

# Gap Found In Finnest Module Description Effort
C1 Compliance auto-blocking Fasttrack360 All modules Non-compliant workers must be AUTOMATICALLY blocked from rostering, timesheets, payroll, and invoicing. Not a bolt-on check — must be architectural, woven into every domain's write path. Fasttrack's deepest moat. High
C2 Super onboarding workflow Flare HR finnest_onboard + finnest_payroll TFN declaration (ATO NAT 3092 digital form with check-digit validation), super fund choice (USI/ABN lookup, stapled super check via ATO API, SMSF collection, default fund assignment, SuperStream registration), bank details (BSB validation, split-pay support). Must be a single "new starter pack" wizard crossing domain boundaries. High
C3 DVS integration MakeSure finnest_onboard Document Verification Service — the Australian government's authoritative verification backbone. Verifies documents directly against issuing authority databases (passports via DFAT, licences via state registries). Without DVS, Finnest can only verify a document LOOKS valid, not that it IS valid. Requires accreditation via Attorney-General's Dept or gateway provider. High
C4 Liveness detection MakeSure finnest_onboard Selfie anti-spoofing (passive liveness: detect printed photos, screen replays). Without this, CompareFaces is vulnerable to high-quality photo submissions. Integrate SDK (Amazon Rekognition Face Liveness, iProov, or similar). Medium
C5 Award interpretation for billing side Fasttrack360 finnest_clients Even if KeyPay handles PAY rates, Finnest must understand WHEN penalties/OT apply for BILLING. Otherwise charge rates don't mirror pay rates and margin calculations are wrong. Need award-awareness on the billing side, not just pay side. High
C6 Timesheet-to-invoice automation Fasttrack360, DBIT, Xero gap finnest_payroll + finnest_clients Approved timesheets must auto-generate client invoices at the correct charge rate (including penalties matching pay penalties). This is THE killer feature for labour hire billing. High

HIGH Priority Gaps (Important for market competitiveness)

# Gap Found In Finnest Module Description Effort
H1 Single-record candidate-to-employee lifecycle Fasttrack360 finnest_recruit → finnest_people Candidate becomes employee without re-entry. If recruit and people are separate modules with data handoff, there's friction. Need seamless promotion: candidate.promote_to_employee() that creates the people.employee record from recruit data. Medium
H2 Interview scheduling + calendar sync SmartAI finnest_recruit Google Calendar/Outlook sync, self-service candidate booking links, automated reminders, panel coordination, video interview link generation. Replace Calendly natively. Medium
H3 Job board multi-posting + ingestion SmartAI, idibu finnest_recruit Post one job to SEEK, Indeed, LinkedIn simultaneously. Ingest applications directly from boards. Two-way status sync. Table-stakes for staffing agencies. Medium
H4 Client hierarchy (4+ levels) Fasttrack360 finnest_clients Parent company → division → site → cost centre → department. Cost centres drive billing and reporting. Essential for enterprise labour hire. Medium
H5 Split billing from timesheets Fasttrack360 finnest_timekeep + finnest_payroll Single shift across multiple cost centres at different charge rates. One timesheet entry → multiple pay lines + multiple invoice lines. Operationally critical. Medium
H6 Margin visibility at placement level Fasttrack360 finnest_clients Real-time pay-rate vs charge-rate margin per worker per shift. Must be visible on dashboards, not buried in reports. Medium
H7 Credential/qualification verification via registries MakeSure finnest_compliance Connect to external registries: AHPRA (health), state trade boards (electrical, plumbing), university records. Verify credentials are REAL, not just that the document looks valid. High
H8 Xero/MYOB accounting integration Staffd, Xero, DBIT finnest_payroll + finnest_clients Push invoices to Xero/MYOB. GL journal sync. Super payment reconciliation. Near-universal requirement for AU staffing. Medium
H9 Ongoing monitoring / re-screening MakeSure finnest_compliance Continuous visa monitoring (re-check VEVO periodically), police check re-screening, credential re-verification on schedule. Not just point-in-time checks. Medium
H10 Analytics dashboard + source tracking SmartAI finnest_recruit Time-to-fill, source effectiveness (which job board produces best candidates), pipeline conversion rates, recruiter activity metrics, fill rate per client. Medium

MEDIUM Priority Gaps (Competitive enhancements)

# Gap Found In Finnest Module Description Effort
M1 Automated re-induction scheduling Staffd finnest_learn Yearly auto-scheduled re-inductions for compliance training. Push re-induction to existing staff. Low
M2 Competency reviewer workflow Staffd finnest_learn Assign qualified reviewer to verify training completion. Auto-notify reviewer. Low
M3 Client onboarding workflow Staffd finnest_clients Dedicated CLIENT (not employee) onboarding — portal with forms, insurance cert distribution, agreement signing. Medium
M4 Bias detection / anonymised screening SmartAI finnest_recruit Hide name/age/photo for anonymised shortlisting. Flag biased language in job descriptions. Regulatory trend in AU. Medium
M5 AI candidate rediscovery SmartAI finnest_recruit Automatically surface existing database candidates when new job created. "You already have 12 matching candidates." Medium
M6 Drip campaigns / nurture sequences SmartAI finnest_reach Multi-step outreach sequences for passive candidates over weeks/months. Low
M7 Digital identity wallet MakeSure finnest_onboard Candidate-held verified ID profile, re-usable across employers. QR/link sharing. Medium
M8 PEP/sanctions screening MakeSure finnest_compliance Politically Exposed Persons and sanctions list screening for AML/KYC. Third-party API (World-Check). Low
M9 100-point identity check scoring MakeSure finnest_onboard Configurable point-value per document type, calculate total for AML/KYC compliance. Low
M10 Outbound webhooks for customers Staffd finnest_core Let customers subscribe to platform events (new hire completed, timesheet approved, etc.). Modern platform expectation. Medium
M11 Labour hire licensing compliance Fasttrack360 finnest_compliance Track VIC, QLD, SA, ACT labour hire licence requirements per state. Low
M12 Portable LSL scheme reporting Fasttrack360 finnest_payroll QLD, VIC, ACT, SA portable long service leave schemes. State-specific accrual and reporting. Medium
M13 Consent management MakeSure finnest_core Formal consent capture (not just audit logging) with APPs-compliant wording. User-facing consent step. Low
M14 Custom form builder Traffio, Staffd finnest_safety or new Configurable forms for site inspections, checklists, audits. Replaces Typeform for field data collection. Medium

LOW Priority Gaps (Nice-to-have, future phases)

# Gap Found In Finnest Module Description Effort
L1 AI job description writer SmartAI finnest_recruit AI generates/improves job ad text. Low
L2 OCR for scanned CVs SmartAI finnest_recruit Parse image-based/scanned resumes via OCR. Low
L3 Multi-language CV parsing SmartAI finnest_recruit Parse CVs in languages other than English. Low
L4 Video interview integration SmartAI finnest_recruit Auto-generate Zoom/Teams links for interviews. Low
L5 Salary packaging / novated leasing Fasttrack360, Flare finnest_benefits Employee salary packaging and novated lease management. Medium
L6 Benefits/perks marketplace Flare finnest_benefits Discounted gift cards, health insurance, financial wellness. Medium
L7 Digital adoption platform Whatfix Built-in In-app walkthroughs. Agent-as-tutor replaces this (Session 9). Low
L8 Assignar integration Staffd Integration layer Field service management platform popular in construction/civil. Low

Coverage Summary by Competitor

Staffd (Onboarding)

  • Finnest covers: 90%+ of features, exceeds on AI verification and multi-industry compliance
  • Gaps to address: Re-induction scheduling (M1), competency reviewer (M2), client onboarding workflow (M3), Xero/MYOB integration (H8)

SmartAI (Recruitment AI)

  • Finnest covers: Core AI matching and scoring. Scout agents are competitive.
  • Gaps to address: Interview scheduling (H2), job board multi-posting (H3), analytics dashboard (H10), bias detection (M4), candidate rediscovery (M5)

MakeSure Verify (ID Verification)

  • Finnest covers: Document classification, field extraction, face comparison, cross-reference. AI pipeline is sophisticated.
  • Gaps to address: DVS integration (C3), liveness detection (C4), credential registry verification (H7), ongoing monitoring (H9), PEP screening (M8)

Fasttrack360 (Core HR + Payroll)

  • Finnest covers: Broad module coverage exceeds Fasttrack on AI agents, mobile, asset management
  • Gaps to address: Compliance auto-blocking (C1), award-aware billing (C5), timesheet-to-invoice (C6), single-record lifecycle (H1), client hierarchy (H4), split billing (H5), margin visibility (H6), portable LSL (M12)
  • This is the most important competitor. Fasttrack360 (now Bullhorn-owned) is the direct incumbent for AU labour hire.

Flare HR (Super Onboarding)

  • Finnest covers: General onboarding workflows
  • Gaps to address: Super onboarding workflow (C2) — this is a CRITICAL gap. TFN + super + bank as a single cross-domain wizard.

DBIT/DPAY (Payroll)

  • Finnest covers: KeyPay integration handles payroll processing
  • Gaps to address: Finnest must own the labour-hire-specific layer: rate cards, timesheet-to-invoice, margin tracking. DPAY doesn't do this either.

Xero (Invoicing/Payroll)

  • Finnest covers: Native billing is planned. Xero is an accounting sync target.
  • Gaps to address: Xero API integration (H8) for invoice push and GL sync. Priority 1.

Five-System Suite (Bullhorn + 2cloudnine + 3B + idibu + Whatfix)

  • Finnest covers: 85%+ natively, plus AI agents, AMS, mobile suite that the five systems don't offer
  • Remaining gaps: Payroll (KeyPay Phase 1), CRM depth (Bullhorn ecosystem), digital adoption (agent-as-tutor)

Impact on Finnest Architecture

C1: Compliance Auto-Blocking — Architectural Change Required

This is the most significant finding. Compliance status must GATE every downstream action:

Worker tries to be rostered → check compliance → BLOCK if non-compliant
Worker submits timesheet → check compliance → FLAG if expired since roster
Timesheet sent to payroll → check compliance → HOLD if non-compliant
Invoice generated → check compliance → WARN if worker was non-compliant during period

Implementation: The finnest_compliance module must expose a Compliance.check/2 function that every module calls before write operations. This is not a middleware — it's a domain service called explicitly by roster, timekeep, payroll, and clients modules.

# In finnest_roster
def assign_worker(shift, worker, org) do
  case Finnest.Compliance.check(worker, shift.required_credentials) do
    :compliant -> proceed_with_assignment(shift, worker)
    {:non_compliant, missing} -> {:error, :non_compliant, missing}
    {:expiring_soon, creds} -> {:warning, :expiring_soon, creds, proceed_with_assignment(shift, worker)}
  end
end

This is a READ across domain boundaries (compliance → roster), which is allowed for reference data in our architecture. Not an event — a synchronous check.

C2: Super Onboarding — Cross-Domain Orchestration

A Tier 2 workflow agent (Oban) that orchestrates: 1. TFN declaration form → finnest_payroll stores 2. Super fund choice → finnest_payroll stores + SuperStream registration 3. Bank details → finnest_people stores 4. Fair Work Information Statement → finnest_onboard tracks acknowledgement 5. Employment contract → finnest_people stores + e-signature

This is the first genuine cross-domain workflow. Use the event-driven orchestration pattern from Session 3.

C5 + C6: Award-Aware Billing + Timesheet-to-Invoice

The billing module must understand award penalty timing (not just pay rates):

Timesheet: John worked Saturday 8am-4pm at Woolworths
  Pay side (KeyPay): base_rate × 1.5 (Saturday penalty) = $53.21/hr
  Bill side (Finnest): charge_rate × 1.5 (matching penalty) = $78.75/hr
  Margin: $25.54/hr

  Auto-generated invoice line:
    Client: Woolworths Minchinbury
    Worker: John Smith
    Date: Saturday 17 Apr
    Hours: 8
    Rate: $78.75/hr (incl. Saturday penalty)
    Amount: $630.00

This requires finnest_clients to have a PARALLEL award-awareness to finnest_payroll. Not full award interpretation — just penalty timing rules (when does Saturday penalty apply? When does overtime kick in?). The rate card stores the charge-rate multipliers that mirror the award penalty structure.


Updated Module Requirements

Based on this audit, the following features should be added to the module inventory:

finnest_compliance (additions)

  • Compliance auto-blocking API (Compliance.check/2) consumed by all modules
  • DVS integration (document verification against issuing authorities)
  • Credential registry verification (AHPRA, state trade boards, university records)
  • Ongoing monitoring scheduler (re-check VEVO, police, credentials on schedule)
  • Labour hire licensing compliance (VIC, QLD, SA, ACT)
  • PEP/sanctions screening integration
  • 100-point identity check scoring

finnest_onboard (additions)

  • Super onboarding wizard (TFN + super + bank as single flow)
  • TFN declaration digital form (ATO NAT 3092 compliant, check-digit validation)
  • Super fund choice workflow (USI lookup, stapled super check, SMSF, default fund)
  • Bank account collection (BSB validation, split-pay support)
  • Liveness detection in selfie capture flow
  • Fair Work Information Statement + Casual Employment Information Statement delivery
  • Consent management (APPs-compliant)

finnest_recruit (additions)

  • Interview scheduling with calendar sync (Google, Outlook)
  • Self-service candidate booking links
  • Job board multi-posting (SEEK, Indeed, LinkedIn, Jora)
  • Inbound application ingestion from job boards
  • Recruitment analytics dashboard (time-to-fill, source tracking, conversion rates)
  • Candidate-to-employee promotion (seamless record creation in finnest_people)
  • Bias detection / anonymised screening mode
  • AI candidate rediscovery
  • AI job description writer

finnest_clients (additions)

  • Client hierarchy (parent → division → site → cost centre → department)
  • Award-aware charge rate management (penalty timing mirrors pay penalties)
  • Timesheet-to-invoice automation (approved timesheets → invoice lines)
  • Margin visibility per worker per shift (real-time, on dashboard)
  • Split billing (single shift → multiple cost centre invoice lines)
  • Client onboarding workflow (forms, insurance certs, agreement signing)
  • Xero API integration (push invoices, GL sync)
  • MYOB API integration

finnest_payroll (additions)

  • Super fund management (SuperStream, clearing house integration)
  • Portable long service leave reporting (QLD, VIC, ACT, SA)
  • TFN declaration lodgement to ATO
  • Salary packaging / novated lease deductions (future)

finnest_learn (additions)

  • Automated re-induction scheduling (yearly recurrence)
  • Competency reviewer workflow (assign reviewer, auto-notify)
  • Safety alert push via LMS

finnest_core (additions)

  • Outbound webhook system (customer event subscriptions)
  • Consent management framework (APPs-compliant)

Competitive Position After Closing Gaps

Capability Fasttrack360 Finnest (with gaps closed) Advantage
Core HR 8/10 9/10 Finnest (AI-enhanced)
Recruitment 7/10 (+ Bullhorn) 9/10 Finnest (AI agents)
Onboarding 7/10 9/10 Finnest (AI verification + super onboarding)
Rostering 8/10 9/10 Finnest (AI optimisation)
T&A 8/10 9/10 Finnest (offline, NFC, GPS)
Payroll 9/10 (native) 7/10 (KeyPay) → 9/10 (Phase 2 native) Fasttrack initially, parity later
Invoicing/Billing 9/10 9/10 (with C5+C6) Parity
Compliance 8/10 10/10 (with C1+C3+H7) Finnest (multi-industry, AI-powered)
Mobile 6/10 9/10 Finnest (agent chat, offline, NFC)
AI Agents 0/10 10/10 Finnest — unmatched
Multi-Industry 3/10 9/10 Finnest — unmatched
Asset Management 0/10 9/10 Finnest — unmatched
ID Verification 0/10 9/10 (with C3+C4) Finnest — unmatched


RatesCalc Analysis (Added Post-Audit)

What RatesCalc Is

Australian SaaS platform built specifically for recruitment/labour hire agencies. Self-described as "Application Interface Middleware (AIM)." Sits between ATS (front office) and payroll (back office). Made Deloitte Fast 500 APAC. Serves SME to ASX/Fortune 500.

Core value: The only Australian platform with award-awareness on BOTH the pay side AND the charge/billing side. Covers all 122 Modern Awards + Enterprise Agreements.

Key Features

  • Award interpretation for all 122 Modern Awards + EBAs + PSAs
  • Pay rate AND charge rate calculated simultaneously with real-time margin visibility
  • Margin vs markup distinction (critical — agencies often confuse these)
  • Rate cards at client + job level, synced to payroll (Astute) or exported (CSV)
  • Quote generation from rate calculations (quotes → approved → flow to placements)
  • Digital signatures on contracts (Secured Signing partnership)
  • Casual, fixed-term, permanent, contractor, shift worker, apprentice pricing
  • Fixed dollar margin, gross margin %, or markup % pricing models
  • On-costs: super, WorkCover, leave loading, payroll tax
  • OCR monitoring for award definition changes
  • EBA upload service (send your EA, they interpret and load it)
  • Integrations: Bullhorn, JobAdder, Vincere, Astute Payroll, Xero/MYOB (CSV)
  • Pricing: A$99-140/user/month

Does RatesCalc Solve C5?

Yes, RatesCalc solves exactly what C5 describes — billing-side award awareness. But it's the wrong tool for Finnest:

  1. It's a standalone SaaS for consultants clicking through a UI, not an embeddable billing engine or developer API
  2. No documented public API (API page returns 404)
  3. A$99-140/user/month adds significant cost
  4. No KeyPay integration listed — you'd have KeyPay for pay + RatesCalc for billing = two award engines

The actual C5 gap is narrower than it appears:

KeyPay.calculate_rates() returns:
  { base_rate: $35.47, penalty_multiplier: 1.5, penalty_type: "saturday" }

Finnest billing module applies:
  charge_rate = client_rate_card[classification]["saturday"] 
  → $78.75/hr (client-specific Saturday charge rate from rate card)

Invoice line:
  Hours: 8, Rate: $78.75, Amount: $630.00, Margin: $25.54/hr

Finnest doesn't need a SECOND award engine on the billing side. It needs: 1. Penalty timing data from KeyPay (when does Saturday/OT/PH penalty apply) — already in KeyPay's response 2. Client rate cards with charge-rate multipliers per penalty type — already designed in finnest_clients 3. Margin calculation layer — charge_rate - pay_rate = margin per line

C5 Resolution: Downgraded from "build second engine" to "read KeyPay penalty data + apply client rate card"

Effort reduced from HIGH to MEDIUM.

RatesCalc as Reference Model

RatesCalc validates the architecture for finnest_clients: - Rate cards at client + job level ✓ (already planned) - Margin vs markup distinction ✓ (add to rate card model) - On-costs included in rate calculation ✓ (add super, WorkCover, leave loading, payroll tax to margin calc) - Quote generation from rate calculations ✓ (finnest_quotes module) - Contract/assignment letter generation from approved quotes ✓ (finnest_people contracts) - Award change notifications ✓ (compliance agent monitors Fair Work updates)


Statistics

  • Systems audited: 13
  • Total gaps identified: 34 (6 Critical — C5 partially resolved, 10 High, 14 Medium, 8 Low)
  • Architectural changes needed: 2 (compliance auto-blocking, super onboarding orchestration)
  • New integration requirements: 8 (DVS, VEVO, liveness SDK, AHPRA, Xero, MYOB, job boards, SuperStream)

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