How It Works
Three straightforward steps from manual chaos to automated calm.
Identify boring financial tasks
We start by looking at the repetitive financial admin you do every week or month — invoices, expense logging, reconciliation, reports. If it's tedious and predictable, it's a candidate for automation.
Common tasks people automate:
✦ Sending recurring invoices
✦ Categorising bank transactions
✦ Creating monthly P&L summaries
✦ Logging receipts from emails
Connect AI tools & automations
Using practical AI tools and automation platforms, we build workflows that handle those tasks for you. No coding required — just clear logic and the right connections between your existing tools.
How it connects:
Monitor and improve
Once your automations are running, you simply keep an eye on them. We show you how to review outputs, catch edge cases, and gradually improve your workflows over time. It gets better the longer you use it.
What monitoring looks like:
✓ Quick weekly dashboard check
✓ Automated error alerts
✓ Monthly accuracy review
✓ Gradual refinement — not constant management
Curious what you could automate?
Check out real use cases that people are already running.