Business process automation for small businesses

Sound familiar?

• You spend evenings on invoicing that should have taken ten minutes.
• The same customer details get typed into your website form, then your CRM, then your accounting software, by hand, every single time.
• Bookings get confirmed, then forgotten, and you end up with no-shows you could have prevented with a reminder.
• Paperwork, contracts and job sheets get built from scratch each time instead of generated from information you already hold.
• A quote goes out, then nobody chases it, and the job quietly disappears.

What we do

Workflow automation means getting the repetitive, predictable parts of your admin to happen without you. We look at where your week actually goes, then automate those specific tasks using the tools you already have, rather than adding a pile of new software to learn. Most small businesses find two or three tasks eat most of the wasted time, and fixing just those gives back hours every week without touching anything else.

One task automated end to end

A single repetitive job, such as a website enquiry landing straight into a spreadsheet and triggering an email, done properly and reliably rather than half-working.

Quotes and invoices that chase themselves

Quotes and invoices raised and chased automatically through Xero or QuickBooks, so payment reminders go out on schedule without you having to remember who still owes what.

Fewer no-shows

Automatic booking confirmations, reminders and follow-ups, whatever calendar or booking tool you use, so appointments are far less likely to be forgotten.

Paperwork generated from data you already have

Contracts, reports and job sheets built automatically from information already sitting in your systems, instead of typed out fresh every time.

Connecting several systems together

When your website, CRM, accounting software and anything else genuinely need to talk to each other reliably, not just once, we scope that properly after a call, because it needs to be done right.

Guide prices

Every automation is different, but here are the guide prices for similar projects, with the fixed quote agreed after a free 30-minute call.

Guide prices excluding VAT. Every project gets a fixed written quote after a free 30-minute call, and nothing starts until you're happy with it.

How automation projects work with us

We start with a free call to find the two or three tasks costing you the most time, then build, test and document the automation, as explained on how we work.

Why work with us

We build automations using the tools you already pay for, Xero, QuickBooks, Microsoft 365, Google Workspace, Zapier or Make, rather than pushing a new platform, so there's fewer things to manage, not more. The price is fixed before we start, you own the automation and the data behind it, and we're UK-registered with 5+ years' experience, replying within one working day.

Related reading: 10 admin tasks small businesses can automate this month, automating quotes and invoices with Xero or QuickBooks, and Zapier vs Make vs a custom integration.

Particularly useful for trades, hospitality and retail businesses with a lot of repeat admin. See guide prices or start your project.