Workflow automation for small business

From manual process to production system in weeks.

The automation and integrations big companies rely on, sized for a small business. See your whole operation, respond to customers faster and take on more work without adding staff. After launch, we keep it running and keep improving it.

Tell us what's still manual See real results
3,021
automations run
230+ hrs
of staff time saved
39×
faster PO intake: 7 minutes down to 11 seconds
450×
faster goods receiving: 3 minutes down to instant

Production operations client, first two months live (Aug–Oct 2026). Measured by the platform against the team's manual baseline.

What changes for you

Built around the results you care about

Every solution is put together from proven building blocks (document extraction, email intake, rules, dashboards, portals and integrations) and fitted to how your business already runs. AI-assisted development is how we get it to you in weeks instead of months.

Results you can see

Every automated task is timed against how long it used to take, so you can watch the hours come back week by week.

Time-saved trackingRun historyWeekly activity

See your whole operation

Orders, inventory, receiving and locations live in one place and stay current. Nothing is scattered across inboxes, paper and memory.

Operations dashboardInventory locationsOrder status

Answer customers faster

Customers and partners look up inventory, order status and tracking on their own, and a reply is drafted the moment an order arrives.

Self-serve portalShipment trackingAuto-drafted replies

Efficiency without new hires

Documents are read in seconds, routine orders are routed by rules, and counts are tapped in on a tablet. Your team spends its time on the work only people can do.

Document extractionEmail intakeRouting rulesDigital receiving

Room to grow

Once admin stops growing with volume, you can take on new customers, programs and services that weren't possible before.

Partner portalsAutomated orderingScales with volume

Painless to adopt

It works with the email, order system and spreadsheets you already have, so nothing gets ripped out and replaced. We host it, secure it and maintain it.

Outlook / Microsoft 365Your order or ERP systemTwo-factor loginManaged hosting

Results

From paper and re-keying to a connected operation

CASE STUDY · LIVE IN PRODUCTION

Production operations: order intake, inventory and fulfillment

Read the full case study →
BEFORE
  1. Purchase orders arrive as PDFs in email
  2. Staff open each one and re-type every line, quantity and due date into the order system
  3. POs get printed for receiving, and counts are written by hand
  4. The counts get typed back in, and where things are shelved is in someone's head
  5. Customers call and email to ask "where's my order?"
AFTER
  1. Each PO is read straight from the inbox in about 11 seconds
  2. Rules route routine orders on their own, and staff only see the exceptions
  3. The order is created and the supplier reply is drafted
  4. Receiving is done on a tablet, and every item gets a location
  5. Partners check inventory, order history and tracking in their own portal
Email order intakeDocument extractionRouting rulesDigital receivingInventory locationsOperations dashboardPartner portal
THE BIGGER WIN

From emails, spreadsheets and phone calls to click and fill

A single order used to take several emails, spreadsheets going back and forth and often a phone call. Now partners click and fill in an order, and everyone can see its status in real time from the moment it's placed. That opened a managed fulfillment line of business that wasn't possible before.

Replaced: Status emails
Live tracking
Replaced: Spreadsheets
Live inventory
Replaced: Phone reorders
Portal ordering
IN PROGRESS

Client operations: one record for everything

Leads, payments, access, scheduling and renewals in one place the owner controls, with billing and onboarding running on their own. Concept to launch is planned at six weeks, in three two-week blocks.

How we work

Concept to solution, fast

There's no six-month discovery phase and no slide decks. You see working software on your own data early, in short cycles, and we keep building on it after launch.

  1. 01 · MAP

    Find the hours

    We walk through a normal day with your team and find where time goes and what gets typed twice.

  2. 02 · BUILD

    Working version, quickly

    A first version runs on your real orders, documents or customers, and you see progress every cycle.

  3. 03 · LAUNCH

    Go live

    It goes into daily work alongside the tools you already use. We train your team and measure time saved from day one.

  4. 04 · GROW

    Maintain and extend

    We monitor it, fix it, and ship new features as your business changes.

CONNECTS WITH Outlook / Microsoft 365 Gmail Your order or ERP system Payments and billing Chat and community tools Spreadsheets + whatever you already run on

Engagement

Two simple parts

Every business is scoped on its own. No per-seat licenses, no long contracts to decode. We quote after an intro call.

ONE TIME

Setup

A small setup fee
  • Map the workflow and find the hours
  • Design, build and test your first solution
  • Connect the tools you already use
  • Launch and train your team
MONTHLY

Manage & maintain

Sized to your solution

Hosting, monitoring, fixes and improvements. The fee scales with:

  • How complex the solution is
  • How often you want new features
  • How many systems it connects
  • The level of support you need

Start a conversation

What's still done by hand?

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