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
Capture, match to purchase order, code, route for approval, post to the ledger. Exceptions go to a person.
Purchase orders and approvals
Requests raised from the source system, approved by policy, chased automatically.
Expenses and reconciliations
Receipts read, matched and flagged. Bank and ledger reconciled nightly with a short exception list.
Month-end close
Consolidation, intercompany checks and the standard pack built from the systems of record.
Documents
Intake and classification
Every inbound document sorted, named and routed on arrival, whatever the channel.
Data extraction
Structured fields pulled from PDFs, scans and forms into the system that needs them.
Contract review
First-pass review against your playbook, deviations summarised for the person who decides.
Form processing
Applications, claims and requests validated and entered without re-keying.
Sales and CRM
Lead qualification
Inbound enquiries enriched, scored against your criteria and routed to the right person.
CRM upkeep
Records updated from email, calls and calendars, so the pipeline reflects reality.
Quotes and proposals
Drafted from the deal record and your templates, ready for review rather than written from scratch.
Pipeline reporting
Weekly views built automatically, with the changes since last week called out.
Customer and employee communications
Inbox triage
Shared inboxes read, categorised and routed, with first replies drafted where policy allows.
First-line responses
Routine questions answered from your own knowledge base, escalated when they are not routine.
Onboarding sequences
Every step of a new client or new starter journey triggered, tracked and chased.
Internal requests
IT, HR and facilities requests understood, actioned or assigned without a ticket queue.
Reporting and management information
Management reports
The monthly pack assembled from source data, with commentary drafted for review.
Board packs
Consistent, on time, and traceable to the numbers they came from.
KPI refresh
Dashboards fed automatically so nobody rebuilds the same spreadsheet each week.
Compliance and control
Checks and verifications
Identity, sanctions and policy checks run consistently, with an audit trail by default.
Policy monitoring
Transactions and documents screened against the rules you already have written down.
Audit evidence
Collected continuously instead of assembled in a panic before the auditors arrive.
Research and knowledge
Market and competitor research
Sources monitored, summarised and delivered on a schedule, with the originals linked.
Internal knowledge base
Answers drawn from your documents and systems, kept current as they change.
Meeting notes and actions
Decisions and actions captured and pushed to the tools where the work happens.
Systems and decision support
Moving information between systems
The re-keying between ERP, CRM, finance and scheduling tools, removed.
Legacy bridging
Older systems connected to newer ones without replacing either.
AI-assisted analysis
Options prepared and trade-offs summarised for the person who makes the call.
Exception handling
The cases that do not fit the rule routed to the right person with everything they need.
The qualification isn't your industry or your size. It's whether the process carries enough measurable value.
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 number
How much are you spending by not fixing it?
A 30-minute discovery call, then a two-week baseline. You decide with the numbers in front of you.