AI automation built around your business
We find the repeat work in your business and automate it, so your team saves time, cuts costs and makes fewer mistakes.
- 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 summarized, three tasks assigned
Save time
Hours of copying, chasing and data entry come off your team’s week.
Save money
Less paid time on manual work, no missed invoices, and no extra hires just to keep up.
Fewer errors
The same step, done the same way every time, with checks before anything goes out.
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 am- 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
Pipeline
14 open deals · $31,950Marketing
This week| 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 |
- 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
November| 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 placeHi Jordan, no problem. I’ve moved you to Friday at 9:30 am. You’ll get a reminder the day before. See you then!
Operations
4 active projects- Timesheets collected 19 of 19
- Contract dates extracted 6 files
Reports
8 weeks since automations went live- 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 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.
The first call is free. Every step after it is priced before it starts.
- Step 1
Call
A free 30-minute talk about how your week runs and where the hours go.
Freeno obligation
- Step 2
Audit
Every repeat task measured, then a written roadmap ranked by return.
Quoted after the callcredited to your build
- Step 3
Build
We build the automations and agents, connect your tools and train your team.
Fixed pricequoted after the audit
- Step 4
Scale
Proven with one team, then rolled out to the next as you grow.
Monthly AI partner feenew builds quoted separately