Business Automation

Stop paying people to retype things.

Every business runs on a few processes nobody chose — a spreadsheet copied into a system, a report rebuilt by hand each Monday, an email that always triggers the same four actions. We find them, automate the parts that should be, and leave the judgement where it belongs.

  • Process mapping
  • Systems integration
  • Fewer manual steps
A dashboard of business data being reviewed on a desktop screen

Measured, not guessed

We count the manual steps before and after. If a process does not get shorter, it was not worth automating.

The idea

Automate the process you have, not the one on the diagram

Automation fails when it is built from how the work is supposed to happen. The real process has exceptions, workarounds and one person who knows why step four exists. We start by watching what actually happens, because that is what has to keep working on Monday.

  • The real process mapped first, including the exceptions
  • The boring, repeated, rule-based parts automated
  • Judgement, negotiation and anything sensitive left with people
  • A manual fallback for every automated step, because systems go down
Two people mapping a process on a glass wall covered in sticky notes

What we build

The work that disappears first

Different businesses, same handful of time sinks. These are the ones that pay for themselves quickest.

  • Systems that talk to each other

    The order in one system becomes the record in another without a person in the middle copying fields and occasionally mistyping a number.

  • Document handling

    Invoices, forms and statements read automatically, the figures extracted and checked, and only the ones that fail a check put in front of a person.

  • Approvals and routing

    Requests routed to whoever should see them, chased when they sit unanswered, and escalated on a rule rather than on whoever remembers.

  • Reporting that builds itself

    The weekly report assembled from the source systems on a schedule, in the same format, without anybody's Monday morning going into it.

  • Customer lifecycle

    Onboarding sequences, renewal reminders, dormant-customer win-backs — triggered by what the customer does rather than by somebody noticing.

  • Checks and reconciliation

    Daily takings against the system, stock against sales, two lists that should match compared automatically with the differences flagged.

How the work runs

Four stages, in order

Each one ends with something you can look at and a decision you can make.

  1. 01

    Observe

    We follow the process as it is actually done, count the steps and the handoffs, and write down where the time goes.

  2. 02

    Choose

    Not everything should be automated. We agree what is worth doing, in what order, and what is deliberately being left alone.

  3. 03

    Build

    The automation, plus the exception path — what happens when the input is wrong, the system is down or the case is unusual.

  4. 04

    Hand over

    Your team learns to run it, change it and turn it off. Documentation that assumes the reader was not in the project.

Built with

Whatever fits the systems you have

Some of this is code and some of it is configuration. The right answer depends on what you already run and who will maintain it.

Integration

  • REST & webhooks
  • Queues
  • Scheduled jobs
  • Event triggers

Documents

  • OCR
  • Structured extraction
  • Validation rules
  • Exception queues

Runtime

  • Node.js
  • Python
  • PostgreSQL
  • Cloud functions

Around it

  • Monitoring
  • Alerting
  • Audit trails
  • Manual fallback

Questions

Business automation, answered

With whatever your team complains about most. That is usually both the most repetitive and the best understood, which makes it the safest first project and the easiest to prove.

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Where we work
Serving the USA and Canada