What we automate
Sector agnostic. Process specific.
Startups, SMEs, mid-market groups, enterprises, professional services firms, public-sector bodies and non-profits. The qualification is not the industry or the size. It is whether a process carries enough measurable value to be worth fixing.
Finance and operations
Invoice processing
Invoices are read, matched to orders and posted. People only see the exceptions.
Purchase orders and approvals
Requests are raised, approved by your rules and chased automatically.
Expenses and reconciliations
Receipts are matched and flagged. Accounts reconcile overnight.
Month-end close
The month-end pack builds itself from your systems.
Documents
Intake and classification
Every incoming document is sorted and sent to the right place.
Data extraction
Key details are lifted from PDFs and forms into your system.
Contract review
A first pass against your checklist. A person makes the call.
Form processing
Applications and claims are checked and entered without re-typing.
Sales and CRM
Lead qualification
New enquiries are scored and routed to the right person.
CRM upkeep
Records update themselves from email and calendar.
Quotes and proposals
Drafts are prepared from the deal record for a person to review.
Pipeline reporting
The weekly pipeline view builds itself, with what changed.
Customer and employee communications
Inbox triage
Shared inboxes are sorted and routed. Routine replies are drafted.
First-line responses
Routine questions are answered from your own knowledge base.
Onboarding sequences
Every onboarding step is triggered, tracked and chased.
Internal requests
IT and HR requests are understood and assigned without a queue.
Reporting and management information
Management reports
The monthly pack is assembled with commentary for review.
Board packs
Consistent, on time, traceable to the numbers.
KPI refresh
Dashboards update themselves. Nobody rebuilds the spreadsheet.
Compliance and control
Checks and verifications
Identity and policy checks run the same way every time, with an audit trail.
Policy monitoring
Transactions are screened against your written rules.
Audit evidence
Evidence is collected as you go, not the week before the audit.
Research and knowledge
Market and competitor research
Sources are monitored and summarised on a schedule.
Internal knowledge base
Answers from your own documents, kept current.
Meeting notes and actions
Decisions and actions are captured and sent to the right tools.
Systems and decision support
Moving information between systems
No more re-keying between ERP, CRM and finance.
Legacy bridging
Older systems connected to newer ones, without replacing either.
AI-assisted analysis
Options and trade-offs summarised for the person who decides.
Exception handling
Cases that break the rule go to a person with everything they need.
Any industry
The sector doesn't matter. If there is a manual process worth optimising and automating, we're on it.
- Marketing
- Construction
- Media
- Logistics
- Manufacturing
- Retail and e-commerce
- Hospitality
- Legal
- Accounting
- Recruitment
- Insurance
- Property
- Healthcare
- Education
- Energy
- Financial services
- Software
- Public sector
- Non-profits
- and many more
How we prioritise
- Impact: the measurable value at stake, in cost, time or errors
- Feasibility: whether the systems and data allow it today
- Complexity: how much of the process follows rules that can be written down
- Risk: what happens when the automation is wrong, and who catches it
- Expected return: implementation cost against annual benefit, and how fast it pays back
What the shortlist looks like
High-volume, resource-intensive workflows with rules that people already follow by hand. Repetitive administration, data collection and processing, document-heavy work, reporting, communications, research, CRM and sales operations, finance and operational workflows, compliance and control, knowledge management, and the constant movement of information between systems that were never connected.
Start with the process
Show us the process. We'll quantify the opportunity.
A 30-minute discovery call, then a two-week baseline. You decide with the numbers, and the price, in front of you.