Custom AI automation for lean teams
Back-office automation
Stop re-typing, copying and chasing paperwork.
We automate the repetitive admin that eats a small team's week: reading documents, entering data, reconciling records and producing reports. Your people review exceptions instead of doing every step by hand.
Typical projects
- Pull invoice and order data from PDFs and emails into your accounting system
- Reconcile payments, orders and inventory across systems
- Generate weekly reports that used to take a day
What's included
- Process mapping
- Document and data extraction
- Integration with your systems
- Exception queue for your team
Customer & sales automation
Respond faster without hiring more people.
AI agents that triage your inbox, draft replies to common questions, follow up with leads and keep your CRM up to date. Anything sensitive or unusual goes to a person, with a summary attached.
Typical projects
- Triage a shared inbox and draft replies to common questions
- Follow up with new leads and book calls automatically
- Research prospects and prepare notes before sales calls
What's included
- Agent design
- Inbox, CRM and calendar integration
- Human approval steps
- Monitoring and audit logs
AI inside your existing tools
Make the software you already pay for smarter.
We add AI to the systems your team already uses, such as your CRM, helpdesk, shared drives or customer portal, with tests that measure quality before anything reaches customers or staff.
Typical projects
- Search across policies, contracts or support history in plain English
- Classify and route requests automatically
- Add an assistant to your customer portal or website
What's included
- Retrieval and search
- Classification and routing
- Quality test suites
- Cost and speed tuning
Operations dashboards & control
See and steer everything your automations do.
Dashboards and review queues that show what's been automated, what needs a decision and how the business is running, with role-based access so the right people see the right information.
Typical projects
- One dashboard across your business systems
- A review queue for AI-drafted work
- Alerts when something needs a person's attention
What's included
- Operations dashboards
- Review and approval queues
- Data pipelines
- Role-based access
Start small, then scale what works
AI assessment
We review your workflows and data, identify where AI will pay off first, and give you a written plan with expected impact and cost.
Outcome: A prioritized plan you can act on, with or without us.
Pilot
A working version of one tool, running on your real data, with success measures agreed before we start.
Outcome: Evidence that it works before you commit to a full build.
Build
The full production system: integrations, approval steps, testing, security review and training for your team.
Outcome: A tool your team uses every day, with code and accounts you own.
Operate
Ongoing monitoring, quality reports and improvements as your business and the available AI models change.
Outcome: Results that hold up over time instead of quietly slipping.
Find out where AI can save your team time.
Book a consultation and we'll talk through your workflows and tell you honestly whether AI is a good fit, and where to start.