Business process automation for small and medium businesses

What is business process automation?

It means setting up software to do routine office tasks by itself. A task is a good fit when it follows the same steps every time. For example: a new order comes in, an invoice is made, the customer gets it by email, and a reminder goes out if it is not paid in 14 days.

Jobs we often automate

• Invoices and payment reminders. Invoices sent on time, polite reminders sent for you, and a list of who still owes money.
• Data entry. Details from orders, forms or emails go straight into your spreadsheet or accounting software.
• Quotations. Quotes created from a simple template in minutes, with prices kept up to date.
• Stock and reorder alerts. A message when an item runs low, before you run out.
• Weekly reports. Sales, cash and job numbers in your inbox every Monday morning.
• Customer follow-ups. Thank-you notes, service reminders and renewal notices that go out on schedule.
• Staff requests. Leave, claims and approvals handled in one place instead of chat messages.
• e-Invoicing preparation. Getting your sales data clean and organised so e-invoicing is less painful.

What you get

• Hours saved every week on routine work
• Fewer typing errors and missed follow-ups
• A clear picture of what is happening in the business
• Simple written steps so your team knows how it works

How a project runs

We start small. We pick the one job that wastes the most time, agree the scope with you, build it, and test it with your staff. Most first projects take a few weeks, not months. If it works well, we move to the next job. See the full process.

Is it right for my business?

It usually is if you can answer yes to one of these:

• Someone on your team spends an hour or more a day on the same task.
• Invoices or follow-ups are sometimes late or forgotten.
• Your numbers live in several spreadsheets that do not match.