Services · Systems & automation
Systems and automation
Most small businesses run on six tools that don't talk to each other, held together by someone copying data between them. We connect them, automate the busywork, and document how it all fits.
What we do
- Map how a customer, an invoice and a payment move through your systems today
- Connect the CRM, payment processor, payroll and accounting so data is entered once
- Automate recurring invoices, reminders, reports and handoffs (Make, HubSpot, Google Workspace)
- Build dashboards from the data you already have
- Use AI tools where they save real time, with a person checking the output
- Leave written documentation so the setup doesn't depend on us
Signs you need it
- Someone re-types the same data into two or three systems
- Reports are rebuilt by hand every week or month
- Payments get missed because the CRM and the books disagree
- You pay for software nobody fully uses
Engagements start at $1,500 a month, with a written scope and fixed price before anything starts.
Works alongside your team
We work with the people you already have: your bookkeeper, your CPA, your managers. The goal is a business that runs on a steady rhythm and doesn't depend on any one person, including us. Everything we set up is written down and yours to keep.
Know where you stand.
A free 30-minute call. Bring the messy version: we'll tell you what we see and whether we're a fit.
Book a free intro call