In this article you will learn about Class' integration with Rhellm to generate AI Financial Reporting videos for funds including:
- Overview
- View Video Credits
- Purchase Video Credits
- Cost of Paid Lite Credits
- Create a Video
- Configure a Video
- Share and Access a Video
Overview
Class has integrated with Rhellm to provide an elevated way to communicate with clients via short, narrated videos that summarise the financial performance of an SMSF for a financial year.
These AI‑powered videos:
- Combine financial information for an SMSF from Class with client‑friendly commentary
- Highlight key aspects of a fund’s performance in just a few minutes
- Are generated directly from Class once Tax Finalisation has been completed for the relevant financial year
Key features:
- You can preview the video, including commentary and figures, before sending it to clients.
- An email of the video will be sent to the user who generated the video so that they can share it with the client
- Videos are saved in the Class Document Management System (DMS), you can use client video tag to filter in the DMS
Class businesses with at least 10 active SMSFs on Class, on the allocation date will receive a number of free Lite video credits that will expire after 30 June each year.
View Video Credits
Navigate to Business Level > Settings > Integrations Settings > scroll down to AI Videos
The number of available video credits for a Business are displayed here. Credits are only used when a video is successfully deployed.
Currently Lite videos are available, both free and paid Lite videos offer the same functionally:
- Free credits - are allocated to eligible Businesses yearly. They expire each year after 30 June if not used.
- Paid credits - are any purchased video credits. They do not have an expiry date.
Video credits are allocated based on sliding scale to eligible Businesses. Businesses with more SMSFs will receive more free video credits.
Purchase Video Credits
Navigate to Business Level > Settings > Integration Settings > AI Financial reporting videos
- Lite Video select Purchase Lite
- Select the preferred pack size (only one can be selected at a time)
- Review and confirm the purchase details
Only Access Controllers can purchase video credits in the following pack sizes.
Cost of Paid Lite Credits
The cost of Lite paid video credits below is correct as at 1 Jan 2026. Paid video credits are non refundable and do not expire.
| Lite Video Pack | Fee (Excluding GST) | GST | Fee (Including GST) |
| 5 Videos | $25.00 | $2.50 | $27.50 |
| 10 Videos | $50.00 | $5.00 | $55.00 |
| 25 Videos | $125.00 | $12.50 | $137.50 |
| 50 Videos | $225.00 | $22.50 | $247.50 |
Create a Video
The following are pre-requisites to create a video:
- SMSF is active on Class
- Tax Finalisation has been run for the relevant financial year
- User must have read/write permission to that fund
- The Business must have sufficient available video credits
Navigate to Fund Level > Periodic Processing > select Financial Year
- Click on the button AI Generate Video
- Select Generate in the dialogue box.
You can also select the Settings to view remaining video credits for the Business. - When prompted, click Allow Access to grant Rhellm permission to access the fund’s information.
You will be directed to the snapshot screen where you can preview and configure the video.
Configure a Video
Once in the snapshot screen you can complete the following steps:
- Review all scenes and commentary
- Modify the commentary for scene 1 e.g. rename fund or trustee names (defaults to first 2). Select 'Convert to speech' to save changes
- Add or select a contact to show contact details in the last scene.
- Start Deployment
Please review all details carefully in the preview before deploying, as credits are not refundable for videos generated with incorrect or incomplete information.
Additional options within the snapshot:
- Discard snapshots - Deletes the snapshot
- Reset snapshot - Updates all the figures to reflect the latest information in Class. Should be done if any changes are made in Class to the financials.
- The snapshot will automatically expire after 5 days. This count doesn't reset if a snapshot is reset.
Once a snapshot is created it can be accessed by any other user with read/write access to the same fund.
Share & Access a Video
After you click Start deployment, the system generates the video.
When the video is ready, an email is sent to the user who initiated the deployment. This usually takes around 20 minutes.
You can share the video with your client by:
- Forwarding the email, or
- Copying and sharing the video link via your preferred communication method.
Generated videos will be saved in the Class Document Management System for that fund.
Navigate to Fund Level > Fund > Fund Documents
You can use filters to find saved videos in the DMS including the Tag 'Client Videos' or searching by date.
What's Next
Review the AI Financial Reporting Videos - FAQ