Business automation services
Business automation for the tasks you still do by hand.
We connect the tools your business already uses so orders, invoices, follow-ups, and reminders happen without someone retyping them. Start with one process.
One automation from $1,000. Scope and price agreed before work starts.
An order comes in. The right records follow.
Drag the order into the arch, or tap send.
- Order receivedOrder #042, four boxes.
- Invoice prepared$120, waiting for your review.
- Stock updated12 boxes on the shelf, now 8.
Send the same order twice and it gets caught. Still one invoice.
Interactive example with fictional data. No live systems are connected.
What we automate
Most small business automation is not exotic. It is the same handful of handoffs, done by hand, every day. These are the ones we get asked about most.
How an engagement works
Every project starts with one process, not a platform migration. The sequence is the same one we use for larger custom software, shortened to fit a single workflow.
Show us the handoff
Which tools do you use, and what does someone copy, check, or correct between them? A short call or a text is enough. The first conversation is free.
Get a fixed scope
One source, one destination, the exceptions we will handle, and a clear definition of done. You get the price in writing before work starts. If access or data needs investigation first, a separate technical review starts at $250 and is only charged with your agreement.
We build it against real examples
We use your actual records, not a clean sample. Duplicates, missing fields, and failed transfers are designed in from the start, so a bad record goes to a review queue instead of into your books.
Testing, together
You watch it run on real cases before it goes live. If something looks off, we fix it before launch, not after.
Documentation and handover
You get a written description of what runs, when, and where to switch it off, plus the credentials and the code. Ongoing support is optional, with agreed tasks and response times.
AI where it earns its place
People ask about AI automation for small businesses more than any other topic right now, so here is the honest version. A language model is useful when the input is messy: reading a supplier PDF that arrives in a different layout every month, sorting incoming emails by what they are asking for, drafting a first reply that a person then approves. In those cases a model does in seconds what used to need a person.
A plain rule is better when the input is structured. If an order is approved, create the invoice. If an invoice is 14 days overdue, send the reminder. If a customer email already exists, do not create another record. These need no AI at all, they cost fractions of a cent to run, and they behave the same way every time, which is what you want from something touching your accounting.
So we use a model where it helps and keep it out of the paths where a wrong guess costs money. Anything a model writes that a customer will see gets approved by a person until you decide to trust it. Every automation we build has a visible status and an off switch.
Who this is for
Owner-run businesses and small teams that already have software (QuickBooks, a CRM, a booking tool, a website form, spreadsheets) and are paying someone to move information between those tools by hand. Service companies with estimate requests coming in. Distributors and shops with orders, stock, and supplier files. Any office where the same report gets built every Monday.
It is a poor fit if there is no process yet, or if the real problem is that nobody has decided how the work should flow. In that case we say so on the first call. Sometimes the right answer is a custom internal tool or a custom CRM rather than an automation on top of what exists, and sometimes it is a setting in software you already own.
Questions people ask
What does a business automation consultant do?
Looks at how work moves through your business today, finds the handoffs that are done by hand, and builds or configures the connection that removes them. Here the same person who scopes the work writes the code, tests it with you, and documents it. There is no separate sales team or outsourced build team.
How much do business automation services cost?
A single automation starts at $1,000 here, for one agreed workflow with testing, documentation, and handover. The fixed price comes with the written scope, so there is no hourly meter. A separate technical review starts at $250 when access or data needs investigating first, and is only charged with your agreement. Software subscriptions and usage fees for the tools involved are listed separately.
What is business process automation?
Taking a process your team repeats (an order becoming an invoice, an estimate request getting a reply, a supplier file landing in inventory) and having software do the steps that do not need judgment. A person stays in the loop for the parts that do. Workflow automation and process automation are the same idea under different names.
Do I need AI to automate my business?
Usually not. Most of the automations we build are plain rules connecting tools you already pay for. AI helps when the input is unstructured, like a PDF or an email, and we add it only there. If a task can be done with a rule, a rule is cheaper, faster, and more predictable.
Will it work with QuickBooks and the tools we already use?
That is the point of starting with what you have. QuickBooks, Google Workspace, Microsoft 365, spreadsheets, website forms, phone systems, and most CRMs and booking tools have connections we can use. We check access, permissions, and any fees before committing. If a tool has no usable connection, you hear that before the quote, not after.
How long does it take?
Most single automations ship in one to three weeks once access is in place. The schedule comes with the scope, and you watch it run on real examples before it goes live. Anything involving more tools or more exceptions takes longer, and we say so up front.
Do I have to replace my software?
No. The first step is connecting or configuring what you have. If an existing feature or a supported connector already does the job, we will say so, and there is nothing to build. Compatibility is checked before we commit to a build.
What happens when a record is wrong?
We agree on the exceptions before building. Missing information goes to a review queue, a repeated request does not create a duplicate, and a failed transfer shows up as a visible status instead of disappearing. We test those cases together, not just the happy path.