Take the repetitive work off your team, and connect the systems it runs through.
We automate the work your staff do by hand, from chasing invoices to answering enquiries, and connect your CRM, accounts and job systems so details are entered once.
What we automate
Sales and enquiries
- Every enquiry answered within minutes, day or night, and routed to the right person
- Quotes chased on a schedule until someone replies
- Busy and out-of-hours calls answered, booked and passed on
- First drafts of proposals and quotes from your past work and price list
Finance
- Supplier invoices read, coded, matched to orders and sent for approval
- Payment reminders sent from your aged debt list, with awkward accounts passed to a person
- Weekly management reports pulled from your systems, with a written summary
Operations and admin
- Shared inboxes sorted, routed and replies drafted
- Purchase orders, timesheets and job sheets read into your systems
- New clients onboarded: ID checks, engagement letters and missing documents chased
- Staff questions answered from your own policies and procedures
AI for your team
- An approved AI assistant, a one-page usage policy and training built around your own tasks
- AI features you already pay for in your accounts package, CRM, Microsoft 365 or Google Workspace, switched on and set up
Connecting your systems
Most firms run on an accounts package, email, a CRM and a job or practice system, and staff re-type between them. We connect them, so a record is entered once and appears everywhere it's needed. We work with the systems you have rather than replacing them.
How it works
- We map the job. We watch how the work is done today and record how long it takes. That figure is what we measure against.
- We build one workflow first. Usually the one costing you the most, or the one quickest to prove.
- We run a pilot. For an agreed period, a person on your team approves everything the system produces.
- It goes live. Once it's accurate, it handles the simple cases on its own, a person still signs off anything that matters, and we look after it on a monthly plan.
What stays with your people
- No payment goes out without a named person approving it
- No decision about hiring, pay, credit or service is made by the system alone
- Prices in quotes come from your price list, never from the AI
- Callers are told when they're speaking to an AI
- Marketing messages only go to people who've agreed to receive them
What we need from you
- A person who knows how the job is done today
- Access to the systems involved, on accounts in your name
- Someone to approve the system's work during the pilot
Questions
- Not always. A single, well-understood workflow can go straight to a build. For anything that touches several systems or teams, we start with an audit or a short discovery, so the price is based on real numbers.
- Running costs, such as the automation platform and AI usage, are billed to you directly by the suppliers, on accounts in your name. Every proposal shows the expected monthly range before you agree.
- During the pilot a person checks everything. After launch, anything that matters still goes to a person, and we monitor the system and fix problems under your support plan.