Agents & Workflow Automation
Skilled people are doing work a system should do
Invoices retyped from PDFs into an accounting system. Approvals chased by email. The same figures entered into two systems that do not speak. Reports rebuilt monthly from the same sources. None of it requires judgement, all of it requires people, and it grows with the business.
- Data typed into more than one system
- Approvals stalling in inboxes with no visibility
- Documents processed by hand at volume
- Reports rebuilt from the same sources every month
- Errors that come from repetition rather than ability
What we automate
Document processing
Invoices, purchase orders, contracts and forms read, classified and routed, with the data extracted into your systems.
Approval workflows
Routing by rule with escalation when something stalls, and a complete record of who approved what.
Cross-system data movement
Records kept in step between systems that have no native integration, without anyone retyping.
Invoice and accounting flows
Extraction, coding, matching and approval routing, with exceptions raised rather than silently guessed.
Report generation
Recurring reports assembled and distributed on schedule, from live data.
Ticket routing and triage
Inbound requests classified, prioritised and assigned automatically.
Onboarding sequences
Employee, customer or supplier onboarding run as a defined sequence rather than a checklist someone remembers.
Exception handling
Anything the automation cannot resolve confidently is raised to a person with the context, rather than processed wrongly.
What changes after deployment
40-60%
Less process timeUp to 95%
Fewer processing errors3x
Throughput at the same headcount6-8 wks
Typical deliveryBuilt for
- Mid-market and enterprise operations teams
- Finance departments with high document volume
- Businesses running several systems that do not integrate
- Organisations with heavy approval requirements
- Teams whose growth means proportional hiring
Connects to
- ERP systems
- CRM platforms
- Accounting software
- Document management systems
- Email and messaging platforms
- Legacy systems, including those without APIs
- Weeks 1-2
Measure where time goes
We quantify volume and handling time per process rather than relying on impressions. The ranking that produces usually surprises people.
- Weeks 3-4
Prototype the highest-value flow
One workflow built and run against real historical data so accuracy is proven before anything is trusted in production.
- Weeks 5-6
Build and integrate
The workflow set built and connected, with exception handling designed as carefully as the happy path.
- Weeks 7-8
Run in parallel, then switch
Automation runs alongside the manual process until outputs match, then takes over. Nothing is switched on faith.
Frequently asked
Common, and usually solvable. Depending on the system we use database-level integration, file exchange, or interface automation. Older systems slow the work down; they rarely stop it.
It should not proceed on low confidence — it raises an exception to a person with the context. Exception design is the part that determines whether automation is trustworthy, so it gets built first, not last.
That is your decision, not a technical outcome. Most clients redeploy capacity rather than cut it, because the work being automated is the work nobody wanted. It is worth being straight with the team about which it will be.
By measured volume times handling time, adjusted for error cost. We take that measurement in the first fortnight rather than starting from whichever process is most complained about.
Automate operations
AI Customer Support Agent
Cover the repetitive third of support, around the clock.
Client Portals & CRM Automation
Catch the client problem while it is still small.
Finance & Business Intelligence
Get invoiced faster, chased automatically, and paid sooner.
Tell us what you are trying to fix
A short call is usually enough to establish whether this is the right answer for your operation, and what it would take. No obligation and no pitch deck.
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