What we automate
The slow, careful work that sits between your tools and your people. If someone does it the same way every week, a team of agents can take it on.
Documents and data entry
Invoices, forms, contracts and statements arrive all day. The automation reads each one, checks it, and enters it where it belongs. Anything unclear is set aside for a person, with a note on what looked wrong.
Tools it usually touches
- Microsoft 365
- Google Drive
- QuickBooks
- Spreadsheets
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Supplier invoices
Who does it today
A bookkeeper opens each PDF from the inbox and types it into the books.
What changes
Each invoice is read as it lands and entered as a draft bill. Only the odd ones wait for her.
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Intake forms
Who does it today
A coordinator copies answers from web forms and scanned paper into the client system.
What changes
The form is read, the record is filled in, and missing answers are listed for a quick call.
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Contract terms
Who does it today
A paralegal reads each new contract to pull out the dates, the parties and the renewal terms.
What changes
The key terms land in a tracking sheet with the page they came from, ready to check.
Reconciliation and finance
Bank lines, invoices and payments are matched to each other as they come in. You get the short list that does not line up, each with the reason, instead of a spreadsheet to tick through.
Tools it usually touches
- Bank feeds
- QuickBooks
- Spreadsheets
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Month-end bank match
Who does it today
The office manager ticks bank lines against invoices in a spreadsheet at the end of every month.
What changes
Lines are matched through the month. She sees only the ones that do not fit, each with a note.
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Expense receipts
Who does it today
Someone collects receipts from staff, chases the missing ones and codes the rest.
What changes
Receipts are read, matched to card charges and coded. Missing ones get a polite reminder.
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Unpaid invoices
Who does it today
Someone checks who has paid, then writes reminder emails one by one.
What changes
Payments are matched to invoices, and reminders for anything overdue are drafted for a yes.
Portal and web retrieval
Many sites your team uses have no connection and no export. The automation logs in the way a person does, goes where your team goes, saves the files to the right place and tells you what is new.
Tools it usually touches
- Web portals
- Courts and registries
- Google Drive
- Microsoft 365
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Court filings
Who does it today
A clerk logs in to the court portals each morning to look for new filings.
What changes
New filings are downloaded, named and saved to the client folder, with a short note on what arrived.
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Statements and reports
Who does it today
Someone logs in to several supplier and client portals to download statements, orders or reports.
What changes
The files are collected on a schedule and filed, and anything missing is flagged.
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Forms on websites
Who does it today
Staff type the same details into the same web forms again and again.
What changes
The forms are filled in from your records and held for a person to press submit when it matters.
Research, monitoring and investigations
Searches the web, public registries, the news and social media, saves what it finds with the source, and keeps watch for anything new. You read a sourced draft instead of starting from a blank page.
Tools it usually touches
- Social media
- Courts and registries
- Web portals
- Spreadsheets
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Background checks
Who does it today
An investigator spends long days searching a name and taking screenshots.
What changes
A sourced draft report is ready, with every finding linked to where it came from.
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Watching for change
Who does it today
Someone checks the same sites every week for news, filings or price changes.
What changes
The sites are watched every day, and you get a short note only when something changes.
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Company research
Who does it today
Before a meeting, someone pulls registry records, news and court history by hand.
What changes
The findings arrive as one brief, with the risks flagged and the sources listed.
Analysis and reporting
Pulls numbers and findings together from the places they live, compares them, and drafts the report in your own format. Your team reads and adjusts it instead of building it.
Tools it usually touches
- Spreadsheets
- QuickBooks
- CRM
- Microsoft 365
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Weekly client update
Who does it today
An account lead pulls numbers from several tools and writes the same update every Friday.
What changes
The update is drafted in your format with this week's numbers, ready to read and send.
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Comparing quotes
Who does it today
A buyer lines up supplier quotes in a spreadsheet to compare price and terms.
What changes
Every quote is read and lined up, and a short recommendation explains the choice.
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Management pack
Who does it today
A manager spends the start of each month gathering figures and writing the notes.
What changes
The pack is put together from your systems, with the changes explained in plain words.
Client communications
Reminders, follow-ups and status updates written in your voice and sent on time. They stop the moment the client replies, and anything that matters waits for your OK first.
Tools it usually touches
- CRM
- Microsoft 365
- Spreadsheets
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Missing documents
Who does it today
An assistant keeps a list of who still owes a document and emails each one.
What changes
Reminders go out on a schedule in your voice and stop the moment the document arrives.
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Status updates
Who does it today
Clients call to ask where things stand, and someone has to stop and look it up.
What changes
A short update is drafted when a file moves forward, so clients hear from you first.
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Meeting follow-ups
Who does it today
After a meeting, someone writes the recap and the next steps by hand.
What changes
The recap is drafted from your notes and waits for your OK before it goes out.
Have a task that is not on this list?
Most of what we build does not fit a neat box. Book a 20-minute call and walk us through it.
Or write to [email protected]