What we automate
Not theory. These are the processes we're asked for most, and what changes in each one.
New client details get typed into the practice system, then the accounting package, then somebody's spreadsheet.
Captured once. Everything downstream fills itself, and the file tells you what is still outstanding — instead of you finding out in month three that nobody ever chased it.
Invoices assembled by hand from timesheets, emails and notes — then chased by whoever remembers.
Built from the work record, issued on schedule, and followed up without anyone keeping a mental list.
Approval happens in a WhatsApp message or a corridor conversation, and never reaches the file.
Requested, recorded and traceable. Months later you can still show who approved what, and when.
Statements matched line by line against your own records, by someone with a highlighter and a long afternoon.
The exact matches clear on their own. Part-payments, lumped lodgements and blank references come to a person in one list, largest first. The pile shrinks — it doesn't disappear, and we won't tell you it does.
Follow-ups depend on somebody remembering, and quiet clients go quiet for months.
Triggered by what's actually happened on the file, so nothing sits waiting unnoticed.
We do this work too, for distribution and wholesale clients — dockets, stock counts and delivery confirmations moving between systems by hand.
Same approach, different processes. Ask us if that's your business.
We don't automate a process before we've checked it's worth keeping. That order matters — automating a broken process just makes it fail faster.
By hand, today
Invoices assembled from timesheets, emails and notes.
Services
We follow the work through your business and map what's actually happening. You get a clear picture of:
We link the software you already use so information moves between it without someone carrying it.
We take repetitive jobs off your staff.
Sometimes everything works except one thing. Rather than replace it all, we build the part you're missing.
Built to answer the questions you ask every week. What's waiting. What's late. Where the hold-up is. What needs approving. What failed. Who's responsible.
Made to help you decide, not to look impressive.
We build the checks into the process itself.
How the work flows
Entered once. Sent to the right place. Recorded properly.
Tell us the one that hurts and we will follow it through your business.
