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Automation for professional services firms.

Your client-facing people shouldn't spend their week on admin. We automate onboarding, scheduling, reporting and the routine inbox, so consultants and partners spend their time with clients.

Book your free AI auditSee how we decide

Free, no obligation. The report is yours to keep.

Where the hours actually go.

  • Onboarding done differently every time

    Ask three people for the onboarding steps and you get three answers, so every new client starts a little differently.

  • Everything waits for your sign-off

    Every quote, every exception, every “can you just check this” lands on your desk.

  • Proposals built from old ones

    Each proposal starts with a hunt through past ones for the right wording and rates.

  • Scheduling by email

    Finding a time takes a string of emails, and reminders depend on someone remembering.

What we take off your team's plate.

  • Client onboarding

    Engagement letter, folders and kickoff call set up from one form.

    Automated

  • Proposals

    First drafts assembled from your past proposals and rates, ready to edit.

    AI, checked by a person

  • Scheduling

    Times offered, booked and reminded without the back and forth.

    Automated

  • Client questions

    Routine ones answered from your documents; the rest go to the right person.

    AI, checked by a person

  • Status reports

    Compiled and sent to clients on schedule.

    Automated

  • Meeting notes

    Summaries and action items drafted for a person to check.

    AI, checked by a person

Not everything should be automated.

Every task we look at goes through the same three questions before anything gets built. If a task shouldn't exist, or the process around it is broken, we tell you that instead.

Three questions for every task

  1. 1Does it need doing at all?
  2. 2Does the process work today?
  3. 3Are the rules the same every time?

  • Stop doing it

    The best fix is no work at all.

    Leave it

  • Fix the process first

    Sort out how it's done before anything gets built.

    Fix first

  • Automate it

    Same steps every time, so software runs it end to end.

    Automate

  • Use AI, with a person checking

    AI drafts the work; a person approves it.

    AI

How it works, start to finish.

  1. 1

    A free AI audit

    A 30-minute call, then a written report in 1-2 days: the repeat work we found, the right fix for each task, and where to start.

  2. 2

    We build it

    On the tools you already pay for, in stages, so you see something working early. You get the price up front, before anything is built.

  3. 3

    We keep it running

    We fix anything that breaks and adjust it as your business changes, for as long as you want us to. Everything we build is yours.

Work we've already done.

Finance operations

AI, checked by a person

From scattered numbers to tax-ready books, without the retyping.

of staff time back a month, 960 hours a year
80 hoursof staff time back a month, 960 hours a year
avoided: the planned roles were never needed
2 hiresavoided: the planned roles were never needed
Before
Every month, the team pulled figures by hand from bank feeds, invoices and spreadsheets, matched them up, then reworked everything into shape for tax.
What we built
An AI-assisted process that pulls the figures from every source, matches and reconciles them, and produces tax-ready records. The team only reviews the result.
Now
The monthly scramble is gone. The team reviews the output instead of assembling it.

How it works

Bank feedsInvoicesSpreadsheetsAI collects and reconcilesTax-ready records

Read the case study: Finance operations

Built on the tools you already use.

We connect what you have instead of asking you to switch. Common ones include:

  • QuickBooks
  • Xero
  • Tally
  • Zoho
  • Salesforce
  • HubSpot
  • Microsoft 365
  • Google Workspace
  • Slack
  • Shopify

Questions owners ask us.

Most of the admin around the client work: onboarding, scheduling, proposals, status reports and routine client questions. The thinking stays with your people.

Only in a good way: faster replies and fewer dropped follow-ups. Anything AI drafts is approved by someone on your team before a client sees it.

Usually not. We build on the tools you already pay for: your email, spreadsheets, CRM and accounting software.

Yes. We work inside your own accounts, with access you control and can revoke at any time, and we show you exactly what data each system touches before anything is built.

It depends on the size of the job. A single workflow or assistant is priced as a one-off project; a wider change across your business is usually an ongoing monthly arrangement. Either way, you get the price up front, before anything is built.

Let's talk about your busywork.

Tell us what's eating your team's time. Pick a slot that suits you; you'll talk with us directly, not a salesperson.

  • Free, with no obligation
  • A quick 30-minute call, video or phone
  • If it's useful, the call becomes your free AI audit, with a written report in 1-2 days

Free 30-minute call

Pick a time that suits you. You'll talk with us directly.

  • 30 minutes
  • Video or phone
  • No obligation
Show available times

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