Services
Three kinds of work we take on.
If a process isn't worth automating, we'll tell you before you spend anything.
Workflow automation
Fewer handoffs waiting on a person
Work stops at every handoff. We keep the steps and remove the waiting.
Intake
An inquiry, order or document arrives.
Process
It is read, checked and routed automatically.
Approve
A person decides, where a decision matters.
Record
Written to your system with an audit trail.
What this covers
- Order, inquiry and lead handling
- Invoices, forms and statements read into structured data
- Approval routing with reminders and an audit trail
- Scheduled reports, delivered where your team works
- Connections between systems that don't talk today
Where a person stays
Anywhere judgment is needed. We remove the fetching, copying, chasing and reformatting on either side of that decision — not the decision.
Data and reporting
The number that settles the argument
Most firms have plenty of data and not the one figure they're arguing about.
Collect
Pulled from the systems you already run.
Combine
Cleaned, categorised and reconciled.
Report
Built around the questions you actually ask.
Deliver
On a schedule, where you'll see it.
What this covers
- Weekly or monthly management reporting
- Transaction and cost analysis, including messy records
- Dashboards for the few measures that drive decisions
- Forecasting inputs built from your own history
- One-off analysis when a decision is pending
Reports before dashboards
We'd rather build a short report someone reads than a dashboard nobody opens. Where a dashboard is right, we agree the questions first and design backwards.
AI assistants
Answers from your own documents
Every firm has questions that get asked constantly. These answer them.
Your documents
Policies, procedures and reference material.
Indexed
Searchable, with the limits set deliberately.
Answers
In the tools your team already has open.
Handoff
Anything uncertain goes to a named person.
What this covers
- Search across policies, procedures and reference material
- Rules written to your standards, with a named fallback
- Testing against real past questions, shared before launch
- Deployment into tools your team already uses
- Review cycles as your documents change
Where the line sits
An assistant that refuses anything hard gets ignored. One that answers confidently when it shouldn't is worse. Getting that line right is most of the work.
Who we work with
Where this pays back first
Accounting and tax
Document requests, data entry and categorisation rules — with your staff checking every figure.
Retail and e-commerce
Order flow, stock and returns, with several platforms pulled into one view.
Food and hospitality
Order intake, supplier ordering, daily takings and waste — readable on a phone.
Professional services
Client intake, document assembly, and knowledge that lives in one person's head.
Working together
How an engagement runs
We quote after the consultation. A price before we understand the process is a guess.
Consultation
A free call about the process you're worried about.
- No preparation needed
- You keep the written summary
- No follow-up unless you ask
Fixed-scope build
An agreed scope, price and definition of success, in writing.
- Written scope and criteria
- Fixed price, paid in stages
- Documentation and handover included
Ongoing support
Optional. Systems drift as prices, staff and platforms change.
- Monitoring and performance review
- Tuning as your rules change
- Agreed response time
Not sure which one you need?
Most people aren't. Describe the process that frustrates you and we'll tell you which of the three it is — if any.