Automation
Take the copy and paste out of your week.
Most teams lose hours every week moving numbers between systems, rebuilding the same report and chasing approvals. We find that work and turn it into something that runs on its own.
Sound familiar?
Someone spends Monday morning rebuilding last week’s report.
The same customer or invoice gets typed into two or three systems. Approvals stall in email because nobody knows whose turn it is.
How it fits together
It reads from the tools you already pay for.
- AccountingQuickBooks, Xero, NetSuite
- SpreadsheetsExcel, Google Sheets
- Inbox and formsinvoices, requests
The automation
The work that ran on Monday morning now runs itself
Reads from each source on a schedule, does the matching and checking, and writes the result where people already look.
- Reports in your inboxevery Monday, 7 am
- Approvals routedto the right person
- Alertsthe day it happens
What it looks like
Invoice intake and approvals.
An example design with sample data. Yours is shaped around how your business runs.
- 1The invoice is read, not typed
Vendor, amount and line items are pulled from the PDF and matched to the purchase order.
- 2Differences are flagged in dollars
An invoice $20 over its order is routed to the controller with the difference shown.
- 3Approval posts to accounting
One click approves, and the bill lands in QuickBooks with the right job code.
What we build
Reports that build themselves
Your weekly and monthly reports pull fresh numbers from the source and land in your inbox ready to read.
Invoice and document intake
AI reads invoices and forms, matches them to the right job or purchase order and routes them for approval. A person signs off before anything posts.
Connections between your tools
Your accounting, CRM, scheduling and spreadsheets share data, so nobody re-types it.
Alerts that catch problems early
You hear about a late payment, low stock or a missed step the day it happens, not at month end.
How it starts
A short discovery with the people who do the work. An hours estimate you approve. Working software every week until launch.
- 2 to 4
- weeks for a first version
- Hourly
- estimate up front
- Read only
- access to your systems
The three stages
Discovery
One or two weeks with the people who do the work. You get an hours estimate before any build.
Build in weekly rounds
Working software every week, so you steer as it takes shape.
Care plan
We host, watch and improve it. Same-day response when something is critical.
Pricing is based on the hours of development, with an estimate you approve before work starts. How pricing works ›
Questions people ask
What can actually be automated?
Anything your team does the same way every time: pulling data, building reports, matching invoices, sending reminders, moving information between tools. The first call usually turns up two or three good candidates.
Do we have to replace our current software?
No. Automation usually connects the tools you already pay for. We only suggest replacing something when it is clearly the cheaper path.
Other services
- Websites and web appsFast, findable websites, and web apps your customers and staff log into.
- Finance and reportingDashboards, forecasts and closes built by someone who has run FP&A.
- OperationsSchedules, inventory and job tracking in one place.
- Engineering and projectsTimelines, job costing and RFIs for engineering and construction firms.
Tell us what slows your business down.
A 30-minute call, no slides. You will leave knowing whether the problem is worth solving, the likely first step, and what we need to estimate the hours.