Automation & AI for small and medium businesses
Get the week back that admin keeps taking from you.
We automate the repetitive work that sits between your business and the job it is actually good at — orders, invoices, quotes, CRM updates, data entry and reporting — and we use AI where it genuinely helps rather than where it sounds impressive.
No packages to pick from · Scoped to your process · Quoted in writing before any work starts
Where the time actually goes
Most businesses are not short of effort. They are short of hours.
The work that slows a business down is rarely the work it sells. It is the handling: the same details typed twice, the follow-up that depends on somebody remembering, the report that takes a morning.
- Orders arriving by email, phone and web form, then rekeyed into a system by hand.
- Invoices raised one at a time, then chased when nobody notices they are overdue.
- The same information copied between a spreadsheet, the CRM and the accounts package.
- Approvals sitting in someone's inbox because nobody knows it is their turn.
- The weekly or monthly report rebuilt from scratch, every week or every month.
What we automate
Ordinary business processes, handled properly.
These are the kinds of processes we automate for small and medium businesses. Yours will not match any of them exactly — that is the point of scoping it.
Order management
An order arrives by email, web form or marketplace and lands in your system without being retyped. The customer gets a confirmation, stock and the job list update, and the team sees it on the board.
Raising and chasing invoices
When a job or order is completed, the invoice is raised from your own template and pricing, sent, logged against the customer, and politely chased on a schedule if it goes overdue.
Quotes and proposals
An enquiry is captured once, a quote is drafted from your templates and rate card for you to check, and the follow-up sequence runs itself rather than depending on someone remembering.
Keeping the CRM honest
Enquiries land in the CRM already tidied and deduplicated, with the source recorded. After calls and emails, notes and next actions get written back so the record reflects reality.
Documents and data entry
Supplier invoices, delivery notes, timesheets and forms are read, filed and turned into structured data, then pushed into your accounts or job system for approval.
Reporting without spreadsheets
The numbers you look at every week are assembled from the systems that hold them and sent to whoever needs them, in the format you already use.
Scheduling and dispatch
Bookings confirmed, reminders sent, engineers or drivers allocated against availability, and no-shows followed up without anyone working through a list.
Customer replies, assisted by AI
Common questions get a draft reply prepared from your own information, held for a human to approve. As trust builds, you decide which replies can go out on their own.
Being straight about AI
Where AI helps, and where a human stays in charge.
Agentic AI can take real work off your desk, but it is not judgement in a box. We are specific about which steps it runs and which ones still need you.
AI is genuinely good at
- Reading documents, emails and forms and pulling out the details that matter.
- Drafting replies, quotes, descriptions and summaries in your tone of voice.
- Classifying and routing work — which team, which priority, which customer.
- Summarising a long thread or a month of activity into something readable.
- Choosing between clearly defined options against rules you have written down.
You keep the final say on
- Anything commercial: what you charge, what you agree to, what you promise.
- Anything legal, contractual or regulated.
- Anything irreversible — payments, refunds, deletions, sending to a whole list.
- The judgement calls that need to know your customer and your market.
- The decision about which steps an agent is trusted to run unattended.
Every automated step runs to rules that are written down, and keeps a record of what it did. If something looks wrong, you can see what happened and stop it.
Works with what you already use
We connect your systems. We do not insist you replace them.
You have already paid for tools your team knows. The automation sits between them and moves the information across, so the systems stay where they are and the copying stops.
If a system has no sensible way in, we will tell you at the scoping stage rather than after you have paid for a build.
How it works
Five stages, and you can stop after any of them.
Stage 1
Discovery call
A conversation about where the time goes. We will tell you plainly whether automation is the right answer, and where it is not.
Stage 2
Process review
We map what actually happens today — not the version in the manual — and pick the handful of steps where automation returns the most time soonest.
Stage 3
Build
We connect your existing tools and build the automation, with the rules written down in plain English so everyone knows what it will and will not do.
Stage 4
Run it alongside people
It runs in parallel while your team checks the output. Nothing goes unattended until you are satisfied it behaves.
Stage 5
Support and improve
Processes change, suppliers change, systems change. We keep it working and extend it to the next bottleneck when you are ready.
What you get
Something your team can see, understand and switch off.
Automation you cannot inspect is a liability. Everything we build is documented and visible to the people who depend on it.
- A documented map of the process as it works today, and as it will work after.
- The working automations, connected to the systems you already pay for.
- The rules written down — what happens, in what order, and where a human signs off.
- Visibility for your team, including how to see what ran and how to pause it.
- A record of what each automated step did, so anything can be checked after the fact.
- An ongoing support option if you would rather we kept an eye on it.
Questions businesses ask us first
Is our business too small for this?
Almost certainly not. Smaller businesses often gain the most, because the admin is being absorbed by the owner or one or two people who have better things to do. If the same task happens every week and follows a pattern, it is a candidate.
Will this replace our staff?
That is not what we are selling. The work we automate is the rekeying, chasing and copying that nobody enjoys and nobody is paid to be good at. Your people keep the customer relationships, the judgement and the decisions.
Our process is messy. Do we need to fix it first?
No — and please do not try to tidy it up before we look. The mess is the useful information. Part of the process review is agreeing a version of the process that is worth automating.
Do we have to change the systems we use?
Usually not. We prefer to connect what you already use rather than move you onto something new. If a tool genuinely cannot support what you need, we will say so and explain the options before anything is committed.
Who owns what you build?
You do, once the agreed fees are paid. Any third-party services used inside it stay on their own licences and are billed to you directly, and we will tell you which ones those are before we build.
What about our data and our customers' data?
We work to the minimum access needed for the job, agree in writing what data is processed and where, and can keep sensitive steps inside the systems you already trust. If you have a client confidentiality obligation, bring it to the call and we will design around it.
How long does it take?
A single well-defined workflow is usually a matter of weeks rather than months. Larger programmes are broken into stages so you see value from the first one before committing to the next.
What does it cost?
It depends entirely on the process, the systems involved and how much of it you want automated — so we do not publish a price we would only have to retract. The discovery call is where we tell you plainly what is involved, and any work is quoted in writing before it starts.
Tell us which job you would most like to stop doing.
Bring one process to a discovery call — the one that annoys you most. We will tell you honestly whether it can be automated, roughly what that involves, and whether it is worth it.