Automation & AI · Live in 1-3 weeks

The back-office work nobody wants to do by hand.

Common problems

01

Chasing payments by hand

Overdue invoices depend on someone remembering to send an awkward email.

02

Retyping documents

Data from PDFs, forms and emails is typed into spreadsheets one field at a time.

03

No-shows

Appointments are forgotten because reminders are sent manually, or not at all.

What we automate

  • Invoicing, billing and payment reminders
  • Data entry from PDFs, forms and emails into sheets
  • Document processing with AI extraction and summaries
  • Appointment booking and reminders
  • Inventory and order tracking
  • Contract and e-signature workflows

Example workflow · Supplier invoice processing

  1. Trigger

    A supplier invoice arrives by email

  2. Step 1

    The PDF is read and key fields are extracted by AI

  3. Step 2

    Totals are checked against the purchase order

  4. Step 3

    The line items are added to your accounting sheet or software

  5. Step 4

    Anything that does not match is flagged for a person to review

  6. Result

    Invoices are filed in minutes and mistakes are caught before payment.

Tools we connect

Plus most tools with an API, and your existing spreadsheets.

Google SheetsExcelDocuSignPandaDocStripeXeroCal.comNotion

Questions

Useful for

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Automate your operations work.

Book a free 30-minute audit. We go through a normal week with you, list the work that can run on its own, and estimate the hours it would save.

  • 30-minute call, free
  • Fixed price before any work
  • Everything built in your accounts