Document chasing
Request lists, scheduled reminders, upload links and a status board, so staff are not chasing files by hand.
For growing small and mid-sized businesses. We connect tools to the software you already run, so your team spends less time on repetitive admin.
A person approves every action.
Who we work with. Growing small and mid-sized businesses, including accounting, insurance and professional services.
What we take off your plate
Request lists, scheduled reminders, upload links and a status board, so staff are not chasing files by hand.
Data is pulled from documents into a review queue, then entered only after a person signs off.
Invoices and receipts move from an inbox or upload into your ledger or tracker, after human review.
Drafts of routine replies, ready for a person to approve before anything is sent.
Recurring reports refresh on a schedule from the systems you already use.
A clear view
AI is useful when the work is repetitive and a person can check the result. It is not a substitute for professional judgement.
How a piece of work moves
How we help
Fixed-fee projects, quoted after a free 20-minute review. We tell you plainly what is worth automating, and what is not.
We map a handful of workflows, set an hours baseline, quote the top fixes, and set up one quick win. Typically done in one week. If you go ahead with a build soon after, the audit fee is credited to that work.
One workflow goes live, typically in 2-4 weeks, with an accuracy check on a sample of your documents, a handover, and a 30-day fix warranty. Often document and invoice intake with human review, or document chase and onboarding.
Monitoring, failure alerts, up to 4 hours of fixes a month, a monthly hours-saved report, and one small add-on a quarter, so the workflows keep running.
The path
A free 20-minute review, then an audit of the hours: a clear map of the work, with fixed quotes for what is worth doing, plus one quick win.
A first workflow goes live in 2-4 weeks, typically document and invoice intake with human review, or document chase and onboarding.
A Care Plan watches the workflows, alerts you if something fails, and reports the hours you got back each month.
A person approves every action. Nothing is sent, filed or pushed into your systems until someone signs off. You keep ownership of your accounts and credentials. We do not train models on your data. An NDA is available on request.
We do not build custom models, take irreversible actions such as payments or filings, or offer tax or financial advice bots.
Plain answers
Growing small and mid-sized businesses. We often work with accounting, insurance and professional services.
You pay your own tool and account costs. We will tell you what to expect before any work starts.
The audit takes one week. A first workflow is live in 2-4 weeks.
The first build includes a 30-day fix warranty. On a Care Plan we monitor the workflows, send failure alerts, and include up to 4 hours of fixes a month.
You keep ownership of your accounts and credentials.
We connect to the software you already run. That often includes QuickBooks or Xero, Gmail or Outlook, Google Drive or SharePoint, and Sheets or Excel. If you use practice tools such as TaxDome or Karbon, we will use their available connections.
Start here
Tell us a little about your admin work. We will reply by email to arrange a time. Fixed-fee projects are quoted after that review.
Your email is enough to start.
We will reply by email. If you shared a phone number, we may use it to coordinate.