Finance & invoicing
Read supplier invoices from email, capture them in Sage or Xero, route for approval and chase overdue debtors automatically.
Service 02 · Workflow Automation
Let the busywork run itself.
We connect the apps you already pay for so data moves on its own: no more copy-pasting between email, spreadsheets, accounting and CRM. Your team gets hours back every week, and fewer things slip through the cracks.
✉New invoice email
AIRead & extract fields
RCreate bill in Xero
✓Approve in Teams
What we automate
If it's repetitive, it's automatable.
HR & onboarding
One form triggers accounts, equipment requests, contracts for e-signature and a personalised first-week schedule.
Sales & CRM
Leads from web, WhatsApp and ads land in your CRM, get assigned, and receive timely follow-ups without manual effort.
Reporting
Data collected, cleaned and pushed into Power BI or Excel overnight, so reports are ready before you are.
AI document processing
Extract fields from PDFs, quotes, IDs and delivery notes with AI, with human review for anything uncertain.
Alerts & approvals
Approvals in Teams or by email with one click, plus alerts when stock, budgets or SLAs cross a threshold.
Our toolkit
The right tool, not the trendy one.
We're platform-agnostic. We pick what fits your licences, budget and IT policies, and we document everything so it outlives any one person.
Power Automate
Ideal if you're on Microsoft 365. Deep integration with Outlook, Teams, SharePoint and Dataverse.
Make & n8n
Flexible, cost-effective automation across thousands of apps. n8n can be self-hosted for full data control.
Custom integrations
When there's no connector, we write secure APIs and scripts to bridge legacy systems and local platforms.
Monitoring
Every automation is logged and monitored. If something fails, we know (and fix it) before you do.
Process
From messy process to machine.
Process audit
We map how the work really happens today and estimate hours saved for each candidate.
Prioritise
We rank automations by return on investment so the first one pays for the rest.
Build & test
Built in a test environment, run against real examples, then signed off by your team.
Hand over
Runbooks, training and ownership in your own accounts, with optional monitoring retainer.
Which systems can you connect?
Most modern cloud tools, including Microsoft 365, Google Workspace, Sage, Xero, QuickBooks, HubSpot, Salesforce, Shopify and WooCommerce, plus databases and anything with an API. For older systems we can work with exports, email or custom connectors.
Do I need extra software licences?
Sometimes. Power Automate premium connectors or a Make/n8n plan may be required. We'll recommend the most cost-effective option and include it in your quote. Licences are billed in your name so you own them.
What happens if an automation breaks?
Every flow includes error handling and alerts. On a support retainer we monitor and fix issues proactively; otherwise you have runbooks to troubleshoot, or you can log a request with us at any time.
How quickly will I see a return?
Most systems are live within 14 days and pay for themselves within a few months in time saved. We estimate this for you during the audit.
Final scene
Ready to hand it over?
Tell us what's slowing your team down. We'll come back within one business day with a plan, a timeline and a fixed quote.