Free assessment
Capability 03 · Automate

Fix the process. Then automate it.

The deepest station on the line. We re-engineer the workflow first, then automate the repetitive work - with particular depth in finance operations, where hours and errors are easiest to measure.

03What we actually do

03.1Workflow automation

Make.com and Power Automate, cloud and desktop: the approvals, handoffs and re-keying your team does by hand, done by the system instead.

03.2Finance-ops automation

Accounts payable and invoice processing, bank reconciliation, payment-data pipelines and month-end packs - built around Xero, measured in hours saved and errors removed.

03.3Data pipelines

Power Query and SQL pipelines that pull from the systems you already use, clean the data once, and feed every report from the same source.

03.4AI and agentic systems

Assistants, document automation and agent workflows built on Claude - embedded in real processes with guardrails, not bolted on as a chat box.

A typical engagementAssess → pilot → sustain
01 · Assess

We trace one painful process end to end and put numbers on it: hours, error rates, delay.

02 · Pilot

A fixed-price automation of that process, with the before/after measured - typically proving ROI in weeks.

03 · Sustain

Monitoring, exception handling and tuning, because an automation nobody watches slowly stops being trusted.

Free assessment · 30-60 min · no obligation

If your team re-keys the same data twice, that is usually the first win. Bring it to the assessment.