AI automation built around your business
We find the repeat work in your sales, finance and admin, then build the automations and AI agents that do it inside the tools you already use.
Tasks done for the team
214
Hours given back
6.5
- SalesNew website lead answered and a call booked
- FinanceInvoice sent and logged to the books
- ServiceCustomer email answered, flagged for a quick check
- ReportsMonday sales report sent to the owner
- AdminMeeting notes summarised, three tasks assigned
One system for your back office.
Your data, workflows and AI agents in one place. Every automated step is logged, and a person approves anything that matters.
Dashboard
Live · Monday, 10:04 amRevenue this month$48,25082% of $59,000 target
Cash in the bank$86,400covers 5.2 months of costs
Overdue invoices$4,1803 clients · reminders running
Open sales pipeline$31,95014 deals · 4 proposals out
Revenue by week vs targetTarget $14.8k a week
Best week$13,100
Needed to hit target$10,750
Days left20
Needs your decision4
- Refund over $500Brightline Dental · FinanceReview
- Supplier order PO-1043, $1,920Operations · waiting since 8:40 amApprove
- Complaint waiting 2 hoursRiverbend Realty · ServiceOpen
- Website refresh is at riskDue Dec 20 · 30% doneView
214 tasks automated today6.5 h given back to the team0 failed runs
Pipeline
14 open deals · $31,950First reply to new leads4 minaverage this month
Follow-ups sent today23
Won this month$11,6005 deals
New3
Northside Physio
$1,800Replied in 3 minSummit HVAC
$4,500Call booked Thu 2 pmContacted4
Riverbend Realty
$2,950Follow-up 2 sentCopperleaf Cafe
$900Opened email twiceProposal2
Oakridge Builders
$6,200Draft ready for reviewKestrel Logistics
$3,400Viewed yesterdayWon5
Maple & Co.
$2,400Onboarding startedMarketing
This weekPosts scheduled12across 3 channels
Newsletter open rate41%+6 pts vs October
Leads from campaigns38this month
Reviews requested5417 new reviews
| Channel | Content queue | Status |
|---|---|---|
| Three things we automated for a dental officeTue 10:00 am | Scheduled | |
| Before and after: the Monday reportTue 1:00 pm | Scheduled | |
| November newsletter: 4 stories from this monthThu 8:00 am | Needs review | |
| Reply to a 5-star review from Summit HVACToday | Sent | |
| Client spotlight: Oakridge BuildersFri 10:00 am | Draft |
Leads by channel, this month
- Email18 leads
- LinkedIn9 leads
- Instagram7 leads
- Google reviews4 leads
Posts are drafted in your voice from your own work. Nothing goes out until someone approves it.
Invoices
NovemberOutstanding$18,24022 invoices
Overdue$4,1803 invoices
Paid this week$12,480+$2,100 vs last week
| Invoice | Client | Amount | Status | Due / paid |
|---|---|---|---|---|
| #2291 | Oakridge Builders | $3,200 | Sent | Due Nov 23 |
| #2290 | Brightline Dental | $1,850 | Paid | Nov 8 |
| #2288 | Summit HVAC | $960 | Paid | Nov 7 |
| #2264 | Kestrel Logistics | $2,730 | 12 days late | Reminder 2 sent |
| #2259 | Riverbend Realty | $1,450 | 18 days late | Reminder 3 sent |
| #2257 | Copperleaf Cafe | $640 | Paid | Nov 5 |
Reminders go out automatically on days 7, 14 and 21 after the due date.
Inbox
Email, chat and text in one placeAnswered by AI today31checked by your team
Sent to a person4
Average reply time2 minwas 3 hours
EmailJordan at Brightline Dental2 min
Can we move Thursday’s appointment to Friday?ChatWebsite visitor6 min
Do you offer weekend hours?TextSam Ortiz18 min
Thanks, got the invoice!EmailRiverbend Realty41 min
Question about the last billJordan · Brightline DentalHi! Can we move Thursday’s 10 am appointment to Friday? Any time before noon works.
AI draftChecked the calendar: Friday 9:30 am is free
Hi Jordan, no problem. I’ve moved you to Friday at 9:30 am. You’ll get a reminder the day before. See you then!
Approve and sendEdit
Operations
4 active projectsProjectsStatus updated 9:20 am
Q4 client onboardingOn track
Vendor contract renewalsOn track
Office move checklistOn track
Website refreshAt risk
Approvals2 waiting
Supplier order PO-1043Office supplies · $1,920 · drafted from usage
ApproveContract renewal: cleaning service12 months · price up 4%
ReviewThis week
- Timesheets collected 19 of 19
- Contract dates extracted 6 files
Reports
8 weeks since automations went liveHours saved, total145 h+3 h vs last week
Labor cost saved$5,800at $40 an hour
Tasks automated6,412since go-live
Runs needing a fix0.4%26 of 6,412
Team hours saved per week+625% since week 1
Best week29 h
8-week average18 h
Next milestone35 h
Where last week’s 29 h came from
- Sales9 hLead replies, follow-ups
- Finance8 hInvoices, reminders
- Service6 hInbox answers
- Operations4 hStatus updates
- Admin2 hMeeting notes
| Scheduled report | When | Sent to | Status |
|---|---|---|---|
| Monday sales report | Mondays, 7:00 am | Sent today | |
| Cash position | Every day, 7:05 am | Sent today | |
| Overdue invoices | Every day, 7:10 am | Slack | Sent today |
| Hours saved | Fridays, 4:00 pm | Next: Fri |
What we automate, team by team.
Pick a team to see the work that moves off your people’s desks.
Sales today
- Leads wait in an inbox for a day or more
- Follow-ups depend on someone remembering
- Proposals rebuilt by hand in Word
Sales with automation
- New leads answered and routed within minutes
- Follow-ups go out on a schedule until someone replies
- Proposals drafted from the CRM, ready for a quick edit
Marketing today
- Posts written one at a time, when someone has a spare hour
- The newsletter goes out whenever it gets done
- Happy customers never get asked for a review
Marketing with automation
- A month of posts drafted in your voice, scheduled after one review
- The newsletter built from your latest work and sent on schedule
- Every finished job followed by a review request, replies drafted
Finance today
- Invoices made one at a time
- Late payers chased by phone
- Receipts piling up until month end
Finance with automation
- Invoices sent and logged when a job closes
- Payment reminders on a set schedule
- Receipts read from a photo and filed
Customer service today
- The same ten questions answered all day
- Messages spread across four apps
- No record of who promised what
Customer service with automation
- An AI agent answers the common questions, people take the rest
- Email, chat and text in one inbox
- Each customer’s full history in one place
Operations today
- Status updates collected by hand
- Data copied between apps
- Approvals stuck in email threads
Operations with automation
- Updates compiled and sent on a schedule
- Your apps connected so data moves on its own
- Approvals routed and tracked in one place
HR and admin today
- Onboarding run from a paper checklist
- Meeting notes nobody follows up on
- Documents filed by hand
HR and admin with automation
- Onboarding steps sent and tracked for each new hire
- Notes summarised with owners and due dates
- Documents read, tagged and filed
Reporting today
- The weekly spreadsheet rebuilt every Monday
- Owners chasing teams for numbers
- Decisions made on last month’s data
Reporting with automation
- Reports in your inbox every Monday morning
- One live view of the whole company
- Questions about your numbers answered in plain English
What manual work costs you each year.
Set the sliders to match your team. The audit swaps this estimate for real numbers from your own week.
How an engagement runs, and what it costs.
One team first, measured in hours saved, then the next. The audit is free; the rest is priced from what it finds.
- Step 1
Audit
We list every repeat task and put an hours and dollar figure on each.
- Step 2
Roadmap
A plan ranked by return: what to build first, what it saves, what it costs.
- Step 3
Build
We build the automations and agents, connect your tools and train your team.
- Step 4
Scale
Each month we add the next automation and fix what breaks.
Automation audit
A 30-minute call, then a written list of your top three automations and what each would save.
Free
Automation build
Your first automations and AI agents built, connected to your tools, and your team trained.
Fixed pricequoted after the audit
AI partner
A new automation each month, monitoring and fixes, and a monthly hours-saved report.
Monthly feequoted after the audit