Quotes that went quiet.Paperwork retyped by hand.Hours nobody billed.
We build the systems that stop it — running on Outlook, Excel and the tools you already use. Fixed price and a fixed date, agreed in writing before we start.
[ What we automate ]
- 01
Quote & bid follow-up
Every quote chased on schedule, every open job on one screen. - 02
Document intake
Invoices, orders, certificates and contracts read, checked and filed. - 03
Client & job onboarding
Folders, access, checklists and kick-off documents set up on their own. - 04
Recurring reporting
The report somebody assembles by hand every month, assembled for you. - 05
Approvals & handoffs
Nothing waits because a person forgot to pass it on. - 06
Systems kept in step
Your CRM, your accounting and your drive updated from one place.
… and plenty of other systems. These are the ones we get asked for most.
What the Monday after looks like.
Three of the jobs above, before and after. Nobody is asked to work differently — the work just stops needing a person to carry it.
Quotes that go out
- Today
- The quote goes out and sits in a sent folder. It gets chased when somebody remembers. Six weeks later the job is gone — or it isn’t, and nobody can tell you which.
- After
- Every quote is logged as it’s sent and chased on a schedule you set. Every open job is on one screen, with the date it was last touched.
Paperwork that arrives
- Today
- Invoices, orders and certificates come in by email. Someone opens each one, retypes the numbers into the accounting system, renames the file and puts it somewhere.
- After
- The document is read on arrival, the numbers land in the system already checked, and the file is named and filed before anyone has opened it.
The month-end report
- Today
- Somebody blocks out the last two days of the month, pulls numbers out of four different places and assembles the same report by hand, again.
- After
- It assembles itself from those same four places, on the same day every month, and the people who need it can look at it without asking anyone.
Who we work with.
Pick the one that sounds like your week.
Three ways to work with us.
Real numbers, published. You don’t need a discovery call to find out what this costs.
Automation Roadmap
For: you know something is leaking, but not where.
Know where the time is actually going.
We map your process, count the manual steps, and give you a prioritised plan with costs.
2 weeks
What’s in a Roadmap →Automation Sprint
For: you already know which process is broken.
Fix one workflow, completely.
Built and live on your existing tools. Fixed price, fixed date, written definition of done.
about 3 weeks
How a Sprint runs →Automation System & Support
For: you want it built, and kept running after that.
We build the wider system and keep it running.
Monitoring, maintenance, and one change a month.
+ $800/month
What the retainer covers →| What you get | Roadmap | Sprint | System & Support |
|---|---|---|---|
| Your process mapped and priced | ✓ | ✓ | ✓ |
| Built and running on your tools | — | ✓ | ✓ |
| Monitored and maintained | — | — | ✓ |
| A change every month | — | — | ✓ |
Not sure which one you need?
Then don’t buy anything yet. Take the free 20-minute scan and we’ll tell you which of the three fits — or that none of them does.
How a build runs.
Three phases — and you have the price and the date in writing before the first one starts.
01
Map
Access, process mapping, specification signed off. You know exactly what’s being built, and what it costs, before anything is built.
02
Build
We build it, and you see it running on your own data — not a status report, not a demo environment. The thing itself, working, while there’s still time to change it.
03
Hand over
Testing on live data, training your team, a recorded walkthrough and a written runbook. Then we keep it running — handover is where we start, not where we finish.
One workflow is usually about three weeks. Bigger systems get split into stages, and every stage carries its own fixed price and its own date — so scope grows in steps you agreed to, not in an invoice you didn’t expect.
- What’s in scope
- What’s explicitly out of scope
- The definition of done
- Two rounds of revisions
- The price of a change request
All five, in writing, before you pay anything. This is our answer to “we tried this before and it didn’t stick.”
Why companies choose us.
We know your industry.
We’re not learning your business on your budget. We know what a lien waiver, a client engagement and a monthly client report actually are.
The number doesn’t move.
Price and date are agreed in writing before we start. If the build runs over, that’s ours to absorb — not yours to discover on an invoice.
We agree what “working” means.
Jobs recovered, response time, capacity — set in your numbers before the build and checked against them after. Never a spreadsheet of hours theoretically saved.
We’re still here in month six.
Most automation projects die at handover, when the person who built it stops replying. Ours starts there.
You could hire a freelancer at $20/hour. What you can’t hire at $20/hour is someone who knows your operations well enough to write the specification, a fixed price instead of an open meter, and a system that still works in month six.
Systems we’ve actually built.
A few examples of real projects we’ve delivered. What each one replaced:
Time tracking & payroll
- Before
- Everyone kept their hours in Excel. At month end somebody added them up by hand, per person and per project, then worked out leave separately.
- After
- Hours are logged as the work happens. Totals per person and per project, reports and leave balances all come out of the system — nobody re-enters anything.
- Status
- Running today
Compliance assessment
- Before
- Each client’s environmental assessment was worked through by hand in a spreadsheet, by someone who knew the rules, one client at a time.
- After
- The client’s data goes in, the assessment runs itself, and the result comes back in a form the business can act on and take into a client conversation.
- Status
- Running today
Mail & attachment routing
- Before
- Attachments arrived by email and were opened, renamed and filed into the right folder by hand, every time.
- After
- Mail is sorted and attachments filed on arrival, on the Microsoft tools the company already paid for.
- Status
- Running today
Questions we get asked.
What if my team won’t use it?
They won’t have to. It runs in the background. If your team has to change how they work, we’ve built it wrong.
Do we have to replace our software?
No. We connect what you already have and fill the gaps between it. If a project requires you to migrate systems, we’ve scoped it wrong.
Who maintains it?
We do, monthly. That’s the actual product, and it’s why the retainer exists.
What if you disappear?
You own everything we build: code, workflows, accounts, credentials. Everything is documented in a runbook at handover. Another developer could pick it up.
Where does my data go, and can you sign an NDA?
We use AI tools as part of how we build, so some project content passes through third-party AI providers as part of the development process — we won’t pretend otherwise, and it means we can’t offer the kind of absolute confidentiality a formal NDA implies.
What we do commit to, in writing: we never disclose that we work with you, discuss your business, or share your documents or data with anyone outside the project. If your work requires a stricter data-handling standard than that, tell us before we start and we’ll tell you honestly whether we’re the right fit.
We tried something like this and it didn’t stick.
That’s usually a handover problem, not a build problem. Handover is where we start, not where we finish.
How small a company do you work with?
Fifteen employees and up, roughly. Below that there usually isn’t enough repeatable process to justify the cost, and we’ll tell you so.
Could someone here just do this in Zapier?
Sometimes, yes — and if that’s true for your case we’ll say so. Zapier, Make and Power Automate are fine for a single trigger between two apps, and we build on Power Automate ourselves.
Where it stops working is the part nobody demos: what happens when a step fails at 2am, when a document arrives in a format nobody planned for, or when the person who built it leaves. That work is the specification, the error handling and the runbook — not the connector, and it’s most of what you’re paying for.
Find out where the money is leaking.
The Automation Roadmap maps your process, counts the manual steps and prices the fix. Two weeks, $1,200.
We reply within one business day.