Services
Reduce the work between your systems
When information arrives in an email, document or conversation, someone often has to organise it and enter it again. We help you identify where software can do that preparation and where a person should check the result.
Tasks worth examining
Examples include preparing invoice details, drafting quotes from job notes, turning an approved enquiry into a task and organising voice notes into a record.
The aim is a reliable workflow with clear inputs, checks and an obvious way to deal with exceptions.
Related reading
See systems integration for connecting the tools you already use, or the ROI calculator to think through a task's cost.
Start with one repeated task
We define what the task should do, what information it needs and what happens when a result is incomplete or uncertain. Your team tries representative examples before it becomes part of everyday work.
Some tasks need AI to interpret language or documents. Others are better handled with straightforward rules and connections.
Examples
See an example
The invoice inbox shows information extraction and review. The quote builder shows a draft prepared from a job description. Both are demonstrations rather than connections to your live accounts.
Questions
Automation FAQs
What can be automated?
Repetitive jobs that follow a pattern: invoice entry, quote drafting, enquiry sorting, reports, reminders, stock alerts, document filing. If a person does it the same way each week, it's a candidate.
Will it make mistakes?
Sometimes, which is why a person reviews anything important. A good setup flags what it's unsure about instead of guessing.
Do I need to change my software?
Not necessarily. We check what your current tools, such as accounting software, email and spreadsheets, can support before suggesting anything new.
What does it cost?
The work is scoped and priced before it starts. Details are on the pricing page.