Business Automation & AI Services

Admin & Finance Automation

Reduce manual work and accelerate your cash flow with automated processes that connect to your existing accounting and management tools.

• Intelligent billing: automated invoicing with built-in follow-ups to speed up cash collection.
• Rapid documentation: fast generation of quotes and proposals.
• Expense reports: submission, approval and compilation in a single flow.
• Smart data extraction: automatic capture of information from emails and documents.

Use cases: QuickBooks invoice automation · Email & document data extraction

Operations & Project Tracking

Gain real-time visibility into your operations and projects so you can make better decisions, faster.

• Digital timesheets: hours entered once, at the office or in the field.
• Real-time monitoring: instant alerts on costs, stock levels and deadlines.
• Workflow optimization: custom solutions designed to reduce operational costs by up to 60%.

Systems Integration

Your tools not talking to each other? We build bridges between your existing systems to eliminate data silos, reduce duplicate entry, and centralize your information.

• Connect CRM, ERP, QuickBooks, Salesforce, DocuSign, and more
• Automated data transfers between platforms
• Centralized dashboards for a unified view of your operations

Use cases: QuickBooks + CRM integration

Excel Automation

Keep Excel, without the manual work: structured workbooks, reliable formulas and reports that update themselves.

• Workbook clean-up and structure, reliable formulas and data validation
• Power Query, macros and Office Scripts for repetitive tasks
• Automated reports and Excel connected to QuickBooks or your CRM

Automated Client Follow-ups

Win more business: every client is followed up at the right moment, without your team having to think about it.

• Follow-ups on unanswered quotes
• Appointment reminders and win-back messages to inactive clients
• Review requests to satisfied clients and payment reminders

Applied AI for SMEs

AI takes on the tasks where information arrives in free form (emails, documents, customer questions) and complements the automation of your processes.

• Smart data extraction from emails and documents
• An AI chatbot that answers your customers, day and night
• Built into your existing tools, with your team in the loop

Use cases: Email & document data extraction · AI chatbot

AI Desktop Automation

Automate file handling and repetitive tasks across your desktop applications, with no code, for example with Claude (Cowork and Chat). Perfect for teams that repeat the same manual tasks every day.

• Automatic file moving, renaming, and organization
• Trigger actions in your desktop apps (Excel, PDF, email, etc.)
• Build routines tailored to your existing workflows
• Non-developer friendly — quick to learn for your entire team