Ready-made automations for the back-office
Three productized workflows we build and run for small businesses and the firms that serve them. Each is scoped to how your business runs, then kept running for good.
Month-End Close Autopilot
Close the books faster, every month, without the late nights.
Whether you close your own books or your clients', we automate reconciliation prep, categorization, and the recurring close checklist so your team reviews instead of keys.
See the packageAP & Bill-Capture Bot
Stop keying bills and chasing duplicates.
We capture incoming bills, extract the data, match them, and route exceptions to a human, before they become problems.
See the packageClient / Customer Onboarding & Document Engine
Turn messy intake into a smooth, automated onboarding.
We collect documents, chase what's missing, and set up the file, so onboarding a new client or customer takes hours, not weeks.
See the packageSee where your business is losing hours.
Book a 30-minute workflow audit. You'll leave with a prioritized list of what to automate first and a clear, fixed quote.
30-minute audit · No obligation · No credit card