Service 01
Automation & integrations
We connect the systems your business runs on and automate the routine work between them: the matching, copying, chasing and double entry your team does by hand today.
What we automate
The work between your systems.
Reconciliation
Match records across systems every day: calls against invoices, invoices against payments, orders against deliveries. Exceptions come to you; everything that matches is filed.
Billing & invoicing
Invoices drafted on schedule from the records you already keep, held for your approval, then sent. No more month-end spreadsheet marathons.
Data between apps
A new customer in one system shows up in the others. No retyping, no copy-paste, no version of the truth that's three days old.
Follow-ups & reminders
Open estimates, unpaid invoices and missing paperwork chased on schedule, so nothing depends on someone remembering.
Review requests
Every customer asked for a review after the job. Anyone who reports a problem goes to you first. Reviews are never filtered.
Custom tools
When nothing off the shelf fits, we build the missing piece, like the AI deal analyzer we built for our own real estate business.
How it's built
Rules first, AI where it helps.
An automation that runs part of your business has to behave the same way every time. So we build it in layers.
- Plain rules for anything that needs no judgment. Matching, totals, schedules and routing run on rules that don't improvise.
- AI where reading, language or judgment is needed, like pulling figures out of a report in an unfamiliar format, spotting what looks unusual in a month of records and explaining why, or writing the summary. Its findings come to you as suggestions; the money math stays on rules.
- People approve before anything leaves. By default, invoices, payouts and messages to customers wait for a person's OK.
- Every run is logged, and you get an alert if a run fails or a data source goes quiet.
Getting the data
If there's a way in, we use it. If not, we work around it.
Where your software offers a direct connection, we use it, with access you authorize and can revoke. Where it doesn't, we work from scheduled report emails, exports or files your team already produces. Either way, you get the result described in your proposal.
Proven before you rely on it
Tested on your own numbers.
Before go-live, the system runs alongside your current process without changing anything, and its results are checked against yours. It goes live when it passes the test written into your proposal, and you sign off.
Questions
Questions
Which automation tools do you use?
We pick the tool for the job. Often that's an automation platform such as n8n, sometimes a small custom program, sometimes the automation features already built into your software. You don't need to learn or manage any of it.
What if one of our systems changes?
Software vendors change things. Because we monitor every run, we usually see a break before you do, and fixing it is part of the monthly service.
Is our data safe?
We only access the systems you connect, and you can disconnect us at any time. Data is kept on a US cloud server with encrypted backups, and you own it. Our privacy policy has the details.
How big does a project need to be?
Small is fine. Many projects start with one workflow that's eating hours every week. Once it's live and proven, we add the next one.
Related
Other services
AI agents
Phone, chat and email agents that answer, qualify, book and hand off, in the customer's language.
- Phone answering and booking
- Website chat and voice
- Inbox triage, replies drafted for approval
Back-office & reporting
The daily numbers, alerts and approvals your team chases by hand, delivered on time without anyone chasing them.
- Daily reports in your inbox
- Alerts when something looks off
- Approvals before anything goes out
Your business never clocks out.
Tell us how your business runs. A short questionnaire, then a written plan and a fixed price.
Free, by phone, no obligation. We call you at the time you pick.