Move a new enquiry into your CRM, set the follow-up and prepare a quote for someone to check.
Service
Automations. Type it once.
We join up the tools you already pay for, so information moves on its own and your people stay in charge of the decisions.
Systems we can connect to
Zapier
Make
n8n
Power Automate
Useful examples
What could this do for you?
Draft chasers for overdue invoices from approved wording, for a person to send.
Build onboarding packs from agreed templates and the information you already hold.
Produce regular reports without copying figures between spreadsheets.
Send stock alerts when agreed levels are reached.
File incoming documents against the right customer, job or supplier.
How we work
Proven in our own work, then shaped around yours
Accounts automation portal
Our accounts portal reads supplier invoices, codes every line and routes each one to the right approver. Accounts staff check the coding before anything moves on.
See it in our work- 01
We start with how the work happens today, including the exceptions and workarounds.
- 02
We agree the first useful release, build it where you can see it, and ask for your decisions while they are still easy to make.
- 03
We launch with the people who will use it, then improve it from real use.
Connections
Built to fit your business
- Email and calendars
- CRM
- Accounting software
- Document storage
- Forms and spreadsheets
- Messaging tools
Tools we can connect
Explore integrations
Plus more, including custom MCP connections built around your business.
Related services
Everything we build connects
Tell us the job.
A short call about how your business runs. We will tell you what we would build first, what it would take, and what to leave alone.
Discuss your project