Automation Services
Practical business process automation that eliminates repetitive tasks and delivers measurable time savings
Financial Process Automation
Eliminate manual invoice processing, expense reports, and payment workflows that consume hours each week.
- Automated invoice generation from timesheet/project data
- Expense report processing and approval workflows
- Payment reminder sequences and collections
- Financial reporting automation
- QuickBooks & Xero integrations
Customer Workflow Automation
Streamline customer onboarding, service requests, and communications from first contact to ongoing support.
- Automated onboarding sequences (forms → CRM → emails)
- Customer service ticket routing and escalation
- Review/feedback collection and response systems
- Customer data synchronization across platforms
- CRM integrations (HubSpot, Salesforce, Pipedrive)
Data & Reporting Automation
Replace manual report compilation with automated dashboards and real-time insights from your existing data.
- Automated dashboard creation from multiple sources
- Custom report generation and distribution
- Data cleaning and migration between systems
- Real-time KPI tracking and alerts
- Integration with Tableau, Power BI, Google Data Studio
Document Management Automation
Automate document creation, approval processes, and filing systems to eliminate manual paperwork handling.
- Contract generation from templates with auto-population
- Document approval workflows with digital signatures
- Automated filing and retrieval systems
- Compliance documentation tracking
- DocuSign & PandaDoc integrations
System Integration & Workflows
Connect your existing business software to eliminate duplicate data entry and manual information transfer.
- Zapier & Make.com workflow implementations
- API integrations between business software
- Email → Database → Reporting pipelines
- CRM ↔ Accounting software synchronization
- Slack & Microsoft Teams integrations
Process Consulting & Strategy
Identify your biggest automation opportunities and create a roadmap for eliminating repetitive work across your business.
- Business process documentation and analysis
- Automation opportunity assessment
- ROI-focused implementation roadmaps
- Technology stack recommendations
- Change management and staff training
Perfect for Small & Mid-Size Businesses
🏪 Small Businesses (10-50 employees)
Eliminate 10+ hours of weekly manual work with simple, affordable automation that pays for itself in 60 days.
📈 Growing Companies (50-200 employees)
Scale your operations without adding administrative overhead through smart workflow automation and system integrations.
🏢 Established Businesses (200+ employees)
Transform major business processes end-to-end with comprehensive automation across departments and locations.
Industries We Specialize In
How We Work With You
🔍 Start with Discovery
Free 30-minute assessment to identify your biggest automation opportunities and time-saving potential.
🎯 Fixed-Price Projects
Clear scope, timeline, and deliverables. No surprises. Projects range from $3,500 to $18,000.
🤝 Ongoing Support
Optional maintenance and optimization starting at $500/month after project completion.
Every project includes training, documentation, and support. You own everything we build.
Start Your Free Assessment