Skip to content

Automation

Business process automation

We automate the repetitive work someone currently does by hand: invoicing, bank reconciliation, CRM-to-ERP sync, inventory loading and approval flows. Every automation ships with an audit trail and a manual escape hatch, because a process that only works in the happy path is not a process.

What automates well and what does not

Anything with explainable rules, high volume and stable data formats automates well: moving information between systems, validating against rules, generating documents, firing alerts. What automates badly is judgement under ambiguity. There we automate the predictable 80% and route the rest to an exceptions queue for a person.

Processes we take on most often

The flows that repeat most across clients, ordered by typical return.

  • Recurring invoicing and reconciliation against bank statements
  • Customer and order sync between CRM, ERP and storefront
  • Inventory loading and updates from suppliers
  • Approval flows with digital signature and a full trail
  • Generation and delivery of periodic reports
  • Employee onboarding and offboarding across every system at once

How we work out whether it is worth it

Before building anything we measure three numbers: how many people touch the process, how many hours a week they spend on it, and the loaded hourly cost. That figure against the cost of the automation gives the break-even point. If it comes out beyond twelve months, we say so and do not build it.

Integrating with what you already run

We work against the APIs of the systems you already use rather than proposing to replace them. When a system has no API — still common in local accounting software — we use the database or a scheduled export as the source, with the safeguards needed not to corrupt the origin.

FAQ

What happens when an automation fails?

Every automation ships with detailed logging, failure alerts and a safe retry mode. Operations touching money are designed to be idempotent — running them twice produces the same result as running them once. A documented manual path always remains for the case where the source system is down.

How long does a typical automation take?

A contained flow across two systems with clear rules is usually in production in two to four weeks. With more than three systems involved, historical data to clean, or a system without an API, it stretches to six or eight. The first week of diagnosis gives you the real number.