Business Automation Services

What it is

Software that does the copy-paste work for you

Most businesses run on a handful of systems that do not talk to each other. An invoice arrives as a PDF in a shared inbox. Someone opens it, types the supplier, amount and due date into the accounting tool, then forwards it to a manager for approval. Multiply that by every order, lead and weekly report, and a large share of the working week goes on moving data from one screen to another.

Business automation replaces those hand-offs with software. We write the rules that pick up an event (an email, a form submission, a new row in a sheet, a status change in your CRM), process it, and push the result into the right system. Where a step needs judgment, such as reading an unstructured document or classifying a request, we add an AI model to that step and keep a person in the loop for anything uncertain.

Who it's for

Teams that have outgrown spreadsheets and manual hand-offs

Automation pays off fastest where the same task repeats dozens or hundreds of times a month and the rules are mostly known. The people who usually bring us in are:

Operations and finance leads whose staff spend hours re-keying invoices, purchase orders or timesheets.
Sales managers who lose leads because enquiries sit in an inbox until someone assigns them.
Founders of growing companies who want to add customers without adding admin headcount at the same rate.
Practice managers in clinics, law firms and real estate offices handling intake forms, bookings and document requests.

The sectors we see this in most often include logistics, e-commerce, financial services, construction, hospitality and healthcare, though the underlying problems look similar across all of them.

What we build

Typical automations, described plainly

Invoice intake into accounting

Supplier invoices land in a dedicated inbox. The automation extracts supplier, line items, totals and tax, matches them to a purchase order where one exists, and creates a draft bill in your accounting tool. Anything that does not match is flagged for review instead of being posted.

CRM sync and clean-up

Contacts and deals created in your website forms, booking tool or billing system are written to the CRM with consistent fields, duplicates merged, and ownership set, so the CRM reflects reality without anyone updating it by hand.

Lead routing

New enquiries are scored and assigned by territory, product or availability, with an instant acknowledgement to the prospect and a Slack or Teams alert to the assigned rep. If nobody picks the lead up within a set window, it escalates.

Scheduled reporting

Weekly sales, cash or operations reports are assembled from the source systems and delivered as a sheet, PDF or message, with a short written summary of what changed since last week.

When a process needs a conversational front end, such as answering inbound calls or chasing renewals, we often pair automation with one of our AI agents.

How it works

From one manual process to a running system

Discover. We start with a call about one process that costs you the most time. We map who touches it, which systems are involved and where errors happen. Where AI is part of the solution, we can usually show a free working demo around that process within 24 hours of the first call, with no commitment.
Design. We write down the trigger, rules, exceptions and the systems touched. You see this scope in writing and agree to it before we give you a price.
Build. We build in short cycles and show you working runs against test data early, rather than a finished product at the end.
Launch. The automation runs in parallel with your current process first, so you can compare results before switching the manual step off.
Grow. Once the first process is stable, we look at the next one. Most clients automate in stages rather than all at once.

Everything runs in accounts you own. The code, credentials and data stay yours, and we build so that another developer could maintain it in the second year without us.

Deliverables

What you get, and what we need from you

You get:

The working automation, deployed in your accounts
The source code and configuration, in your repository
A short runbook covering what each step does, how errors are reported and how to pause it
Logging and alerts, so failures surface rather than fail silently

We need from you:

One person who knows the process and can answer questions within a day or two
Access to the relevant systems, ideally through admin-created API keys or service accounts
A handful of real examples, including the awkward ones your team complains about

FAQ

Frequently asked questions

How do you price an automation project?

We agree the scope in writing first, then quote a fixed price for that scope. Cost depends mainly on the number of systems involved, how clean their APIs are, and how many exceptions the process has. We do not quote before we understand the process.

How long does it take?

A single automation between two or three well-documented tools typically takes one to three weeks from agreed scope to launch. Processes that involve older systems without APIs, or many approval paths, take longer. We give you a timeline with the scope.

Which tools and systems can you integrate with?

Anything with an API or a reliable export, and sometimes things without one. Common examples are CRMs such as HubSpot or Salesforce, Google Workspace, Microsoft 365, Slack, accounting tools, e-commerce platforms, booking systems and databases.

How is our data kept secure, and who owns it?

The automation runs in your accounts, using credentials you create and can revoke. We request the minimum access each step needs. You own the code, the accounts and the data, and nothing is held on infrastructure you cannot see.

What happens after launch?

We monitor the first weeks closely, fix edge cases as they appear and tune the rules. After that you can run it yourselves using the runbook, or keep us on for support and further automations.

Next step

Pick one process and we will start there

Tell us which task your team would most like to stop doing by hand. We will tell you honestly whether it is a good fit for automation and what a first version would look like. Book a call or send us a message.