We find the daily back-office work your team does by hand — and build AI automations that run in the background, so they can focus on the work you actually hired them for.
The work no one wants to do
Sorting, labeling, routing, and drafting replies to the same kinds of emails all day.
Reading PDFs, copying line items into QuickBooks, sending for approval, chasing signatures.
The back-and-forth. The no-shows. The "did we confirm Tuesday?" messages.
CRM to spreadsheet. Spreadsheet to email. Email back to CRM. The same record, four times.
Proposals, contracts, reports, intake packets — same template, different data, every time.
Pull from three dashboards, paste into a doc, email it to the same five people. Forever.
If any of these sound like your Tuesday, we can fix it by Friday.
How we work together
Flat. One automation. One week.
A single, high-value task your team does by hand every day — we map it, build the automation, deploy it, hand it off. Low-risk way to see if this works for you.
2–3 weeks · 3–5 connected automations
We audit your full back-office workflow, identify the highest-leverage automations, and ship a connected system that handles a whole category of work end-to-end.
Ongoing. We watch it so you don't have to.
Software changes. APIs break. Your processes evolve. We monitor, update, and tweak the automations we've built so they keep working as your business grows.
The process
A 30-minute call. We learn how your team actually works — not the org chart, the reality. We find the 2–3 tasks that are eating the most hours.
What you get
A clear "yes, this is automatable" or "no, this isn't worth it yet" — and a written estimate. No charge.
Most Quick Wins are live in a week. Sprints take 2–3 weeks. We send a short Loom update on Friday so you can see what shipped, no meeting required.
What you get
A working automation, tested on your real data, integrated with the tools you already use.
We document it, train your team, and stay on for tweaks. You get the boring task off someone's plate — permanently.
What you get
Time back. Cleaner data. A team that gets to focus on the work they were actually hired for.
Who we help
Invoice intake, reconciliation reminders, client follow-ups, document collection.
Patient intake, insurance verification, recall reminders, appointment reminders.
Tenant communications, maintenance ticket routing, lease renewal workflows.
Resume screening, candidate outreach, scheduling, onboarding paperwork.
Policy renewal reminders, document collection, certificate generation, client follow-up.
Quote generation, material ordering, scheduling, customer follow-up.
Get started
Tell us one thing your team does by hand that you'd love to never do again. We'll get back to you within one business day.