We connect your CRM, ERP, inbox and internal tools so routine work finishes automatically and only real exceptions ask a person for approval.
THREE HIGH-PAYBACK FLOWS
Before: PDFs emailed around, retyped into ERP, late payment fees
Automate this flow ↗Vendor invoice lands in inbox or portal
AI extracts line items & matches PO; < $2k auto-queued
Finance lead approves exceptions in 1 click on Slack
Posted to NetSuite / Xero + payment scheduled
Before: Sales copies numbers from CRM into Word and chases legal
Automate this flow ↗Deal moves to Proposal in HubSpot / Salesforce
Quote generated from price book; discount > 15% flagged
VP Sales or legal signs off on non-standard terms
E-signed contract creates invoice & delivery project
Before: 19 manual checklist steps across 6 tools, half forgotten
Automate this flow ↗Contract signed or offer accepted
Accounts, folders, permissions and welcome pack created
Manager reviews access level before sensitive grant
Audit log saved, kickoff booked, status updated
We replace brittle chains with versioned, monitored workflows that retry on failure and alert your team when an API changes.
WHAT WE BUILD
Stop retyping the same customer or order across three systems.
We connect HubSpot, Salesforce, NetSuite, SAP, Xero, Slack, Jira and your custom databases with clean webhooks, queues and retry logic so no record is silently dropped.
Routine cases flow straight through; exceptions ask the right person.
We codify your thresholds (discounts, refunds, spend, access) so 80% of requests finish automatically and the 20% that need judgment land in Slack or email with a one-click Approve / Reject.
Invoices, applications, claims and forms turned into structured records.
Incoming PDFs and emails are classified, fields are extracted with confidence scores and matched against your database. Low-confidence fields open in a fast side-by-side review screen.
Replace fragile spreadsheets with clean internal tools your ops team trusts.
When off-the-shelf SaaS does not fit how your business runs, we build fast internal portals with role-based permissions, bulk actions and audit logs.
WAYS TO START
Take your most painful manual process and automate it end to end.
Connect CRM, finance, fulfilment and internal approvals under one roof.
Keep integrations healthy as APIs change and add new workflows each month.
Adjacent disciplines
Add document extraction, classification and AI agents inside your workflows.
RevOpsLead routing, quotes and sales-to-delivery handoffs.
ReportingLive dashboards on cycle time, throughput and bottlenecks.
DataClean warehouse pipelines fed by your operational systems.
Connect · Approve · Audit
Describe the process that slows your team down. We reply with a simple architecture and fixed scope.