Services

What we can take off your plate

Every business is different, but the same kinds of work eat up time everywhere. Here's where we usually start.

Enquiries & inbox

Every new enquiry is read, understood and sent to the right place the moment it arrives.

For example

  • Sort incoming emails into leads, support requests, invoices and everything else
  • Create the contact and job in your CRM or spreadsheet automatically
  • Prepare a tailored draft reply for you to check and send
  • Alert the right person when something is urgent

Is this you?

This is worth a look if enquiries wait hours or days for a reply, or leads get lost in a shared inbox.

Invoicing & finance admin

Get paid faster without spending your evenings in the accounts package.

For example

  • Raise invoices in Xero or QuickBooks when a job is marked complete
  • Send friendly, escalating payment reminders on a schedule
  • Read supplier invoices and receipts and prepare them for your bookkeeper
  • Flag unusual amounts or duplicate bills for a human to check

Is this you?

This is worth a look if invoicing happens in batches when someone finds the time, or chasing payments is a chore nobody wants.

AI assistants

An assistant trained on your business that answers customers when you can't.

For example

  • Answer common questions on your website using your own policies and prices
  • Take bookings or callback requests out of hours
  • Hand the conversation to a person, with a summary, when it needs one
  • An internal assistant that helps staff find procedures and documents

Is this you?

This is worth a look if you get the same questions every day, or customers contact you outside office hours.

Documents & data entry

Stop retyping information from one place into another.

For example

  • Pull details from PDFs, forms, delivery notes and scanned documents
  • Check them against your records and put them in the right system
  • Generate contracts, letters and reports from templates
  • Keep spreadsheets and databases in sync with each other

Is this you?

This is worth a look if someone on your team spends part of every day copying details between systems.

Bookings & reminders

Keep appointments, follow-ups and renewals on track without a sticky-note system.

For example

  • Online booking that checks real availability
  • Automatic confirmations and reminders by email, SMS or WhatsApp
  • Follow-ups after a job, such as reviews, feedback or the next service date
  • Renewal and expiry reminders for contracts, certificates and subscriptions

Is this you?

This is worth a look if missed appointments cost you money, or follow-ups depend on someone remembering.

Reports & dashboards

Know how the business is doing without spending a day pulling numbers together.

For example

  • Weekly sales, jobs and cash-flow summaries sent to your inbox
  • Live dashboards built from your accounts, CRM and spreadsheets
  • Plain-English AI summaries of what changed and what needs attention
  • Alerts when a number moves outside the range you care about

Is this you?

This is worth a look if month-end reporting is slow, or decisions are made on figures that are weeks old.

Systems integration

Make the systems you already pay for share data, so nobody has to re-type it.

For example

  • Connect accounts, CRM, ERP and e-commerce: Dynamics 365, Salesforce, SAP, Xero, Shopify and more
  • Payments, e-signature and messaging integrations such as Adyen, DocuSign, Microsoft Graph, email and SMS
  • Reliable, event-driven data flows on Azure Functions, Logic Apps and Service Bus, so nothing gets lost when a system is busy
  • Clean APIs around older systems so new tools can work with them

Is this you?

This is worth a look if the same order, customer or stock figure lives in three systems and they never quite agree.

Cloud & Azure migration

Move off ageing on-premises servers and onto Azure, without disrupting the business.

For example

  • Migrate on-premises web applications to Azure App Service, with files moved to Blob Storage
  • Move databases to Azure SQL, with backups and recovery handled for you
  • Secure sign-in with Microsoft Entra ID and secrets kept safe in Key Vault
  • Infrastructure as code with Terraform, plus automated build and release pipelines in Azure DevOps

Is this you?

This is worth a look if you have a server in a cupboard, an old app nobody dares touch, or deployments that mean a late night.

Custom software & websites

When off-the-shelf tools don't fit, we build what's missing.

For example

  • Web and Windows applications built around the way you work
  • Customer and staff portals connected to your automations
  • Integrations between systems that don't normally talk to each other
  • Fast, mobile-friendly websites that capture enquiries properly

Is this you?

This is worth a look if you've outgrown spreadsheets, or you rely on software nobody can change any more.

Automation & IT consulting

Straight advice on where technology, and AI in particular, will actually pay off.

For example

  • A review of your current processes and systems
  • A prioritised automation roadmap with costs and expected time saved
  • Help choosing software, and help getting out of software that isn't working
  • Practical guidance on using AI safely with customer data

Is this you?

This is worth a look if you know things could be more efficient but aren't sure what to do first.

Not sure where to start?

Tell us what takes up most of your week. We'll tell you honestly whether automation will help, and where.