What you get
- No more retyping between tools
- Invoices read and matched
- Reports sent on schedule
Try the demo
Example with reporting: click “Run the automation”. Three fictitious files are consolidated and the dashboard builds before your eyes.
Automated reporting
Demo on fictitious data- sales.csv
- purchases.xlsx
- stock.xlsx
Automation
Dashboard
Waiting to runSales
Purchases
Stock
On video
Decision tools
Two minutes, your own answers, a clear opinion.
Try it
Test: can your task be automated?
0 of 5 criteria
Not a good fit yet
Better to structure the task first: written rules, digital data. We can help you with that.
Work out what this task costs me →Before / after
Before
- Data copied from one tool to another
- Invoices retyped by hand
- Reminders and emails sent one by one
- Reporting consolidated every month
After
- Data flows between your tools on its own
- Invoices are read and matched
- Reminders and emails go out at the right time
- The dashboard updates itself
How it works
- 01
Task inventory
The repetitive tasks, the tools involved and the time they take, with you.
- 02
Automation
We automate the first task and test it on your real data.
- 03
Go-live and training
The automation runs, your team is trained, the documentation is handed over.
- The result
- The time spent on repetitive tasks goes back to your team, with fewer errors.
- Proof before commitment
- A pilot on a first task, evaluated against criteria written before we start.
- The timeline
- The pilot timeline is set and dated in the quote.
- Your effort
- One point of contact. We identify with you the tasks worth automating.
Entry offer
The Pilot: one repetitive task automated on your data, evaluated before any wider commitment.
- Scope, timeline and price set in the quote, in writing
- Acceptance criteria written down before we start
- If it fails the evaluation, it does not go into production
- One point of contact, who prepares the data with you
What is included
- Inventory of tasks and tools involved
- Connection to your software, its exports or your emails
- Document reading (invoices, purchase orders) by AI if needed
- Automatic checks and alerts on anomalies
- Dashboards and scheduled sending
- Training, documentation and fixes included after delivery
What is not
- Replacing your business software
- Tasks that need a human decision: they stay with your team, better prepared
Ideal for
- Admin, accounting and sales teams who retype a lot
- Management teams producing recurring reports from several sources
Less suited for
- A one-off task done only once
- Data that exists in no file or software
In 30 minutes, we look together at whether a pilot makes sense for you.