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Automation & AI

Less Manual Work. More Connected Operations.

We automate repetitive finance and operations work and connect the systems you already use: rule-based where the logic is fixed, AI-assisted where judgement helps, with people reviewing what matters.

Discuss Your Automation Project Rule-based or AI-assisted?
Finance-led automationBuilt around your systemsHuman review where it matters
Supplier invoice workflowRunning
  1. Invoice receivedEmail or uploadTrigger
  2. Extract detailsSupplier, amounts, datesAI-assisted
  3. Human reviewLow-confidence itemsCheckpoint
  4. Match & validatePO, totals, taxRule-based
  5. Post to ERPDraft bill for approvalRule-based
Illustrative workflow
Who it helps

When your team spends its day moving data around.

Good automation removes the repetitive steps and leaves people the work that needs judgement.

We start from the process, not the tool, so automation fits how your business actually runs.

Re-keying the same data

Invoices, orders and payments typed into several systems by hand.

Reports rebuilt every month

Spreadsheets copied, pasted and reformatted before anyone can read the numbers.

Approvals stuck in email

Purchase and payment approvals with no clear owner or audit trail.

Enquiries answered slowly

Common customer and website questions waiting for someone to be free.

Services

Automation and AI services.

From single workflows to connected systems, scoped around measurable manual effort.

Process automation & integrations

Finance process automation

Recurring finance tasks such as invoice handling, reminders and journal preparation automated end to end.

Accounting workflow automation

Bank rules, coding rules and month-end checklists set up to cut manual steps.

API & software integrations

Systems connected through their APIs or structured imports so data moves without re-keying.

Data extraction & transformation

Data pulled from documents, exports and spreadsheets, cleaned and mapped into the right format.

Automated reporting

Scheduled reports and dashboards refreshed from source data instead of rebuilt each month.

Approval workflows

Purchase, expense and payment approvals routed to the right person, with a clear trail.

Custom automation workflows

Multi-step workflows designed around how your business runs.

ERP & ecommerce integrations

Odoo, QuickBooks and Shopify connected to payments, banking and other tools.

AI assistants & chatbots

Customer support chatbots

Assistants that answer common questions from your own approved content and hand over to a person.

Website AI chatbots

A website assistant that answers enquiries and collects contact details for follow-up.

Lead capture automation

Form and chat enquiries routed into your inbox or CRM with the right details attached.

Internal business AI assistants

Assistants that help your team find answers in your own policies and procedures.

AI customer support chatbots

AI Chatbots That Answer Customer Questions, 24/7.

Give your customers instant answers about your products, services and frequently asked questions. We build AI chatbots trained on your business information, helping visitors find answers and connect with your team when needed.

  • Answers customer questions using your website and business information
  • Provides product and service information
  • Handles frequently asked questions
  • Captures customer enquiries and leads
  • Can direct customers to your human support team
  • Integrates with business websites
  • Can be extended with CRM integrations and custom workflows, where technically feasible

Chatbots answer from the information you provide and can still make mistakes. We set clear boundaries, review points and hand-offs to your team, so the chatbot supports your people rather than replacing them.

Discuss Your AI Chatbot Project
Website assistantOnline
  1. Visitor:

    Can you tell me more about your products?

  2. AI assistant:

    Of course. I can help you explore products, answer common questions, or connect you with the team.

  3. Visitor:

    Can I speak with someone?

  4. AI assistant:

    Yes. I can help you send an enquiry to the team.

Illustrative conversation, not a client transcript. This is not a live chatbot.

Chatbots we've built

Two customer-facing chatbots developed by our team. We describe what was built; we don't publish deployment details or performance figures.

Teler

AI SaaS platform
Built

A customer enquiry and information assistant developed for Teler, an AI SaaS company. It answers visitors' questions about the platform and helps them get in touch.

Ecommerce business

AI customer support · client name confidential
Built

A customer-facing assistant developed for an ecommerce business, helping visitors find product information and answers to common questions.

Built vs. optional enhancements. The two projects above are customer enquiry and information assistants. CRM integrations, lead routing and custom workflows are optional enhancements we can scope for your project; they are not claimed as part of these builds.

Rule-based or AI-assisted?

Two kinds of automation, used for different jobs.

Most projects combine both: fixed rules for anything that must always behave the same way, and AI where information is unstructured.

Rule-based automation

Fixed logic: if this happens, do that.

  • The same input always gives the same result
  • Best for posting, matching, routing, reminders and scheduled reports
  • Straightforward to test, monitor and audit

AI-assisted workflows

Judgement on unstructured information.

  • Reads documents, emails and questions written in plain language
  • Best for extraction, classification, drafting and chat
  • Outputs can be wrong, so a person reviews them where accuracy matters

Typical tools, chosen per project

We pick the simplest tool that fits your systems and budget.

  • Make
  • Zapier
  • Microsoft Power Automate
  • Google Apps Script
  • Odoo
  • QuickBooks
  • Shopify
  • Business APIs

Human review stays in the loop. AI outputs and automated workflows may need human review. We design checkpoints, logging and fallbacks so a person stays in control of decisions that matter. Listing a tool means we can work with it; it does not mean a particular integration is already built.

Third-party product names are trademarks of their respective owners.

How it works

From manual process to reliable automation.

Every project starts with the process, then the tools.

  1. Map

    We map the current process, systems, volumes and where time is lost.

  2. Design

    We agree the rules, any AI-assisted steps and where people review the output.

  3. Build & test

    We build the workflow and test it with sample data before go-live.

  4. Run & refine

    We monitor, fix and improve once it is running.

Automation enquiry

Discuss Your Automation Project

Describe the task you'd like to automate and the systems involved. We'll tell you plainly whether automation makes sense and what it would take.

  • A free, no-obligation consultation
  • A clear view of scope before any work starts
  • A reply by email from the team, not an automated sales sequence

Keep it general. Please don't include passwords, API keys, access tokens or customer data in this form.

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Thank you. We'll be in touch.

We'll review your note and reply by email to arrange a free consultation.

Related services

Often needed alongside automation.

Automation works best on clean data and well-configured systems.