Desk openWorkflow AutomationThe report, the onboarding, the invoice chase that runs itself. Watched first, then built, then monitored.
From £1,800 each
The chore that runs itself.
Pick the chore and how long it takes today. The right-hand side is how we would build it: trigger, what it pulls, what it sends, and what it costs.
Pick the chore
3 hrsa week back, 150 hours a year, for the weekly report
Trigger: Friday 15:00or whenever the data is in
Pull: tickets, invoices, hours from Perfex and Sagethe numbers nobody has to copy any more
Write and send: the report, in your template, to the people who get itwith the two sentences of commentary drafted for you to edit
Built in about 2 weeks, from £1,800 fixed, monitored so a missed Friday is a ticket.
What an automation from us is
Four things that separate it from a script someone wrote once.
Watched first, then builtWe watch the chore being done before we automate it; the exceptions are the job
Runs on our platformMonitored, patched, backed up; a failure is a ticket, not a silent gap
A person stays in the loop where money movesDrafted for a human to send when it goes to a customer or the bank
Documented on one pageWhat triggers it, what it touches, who to ring
The report that writes itself
Our own monthly client report is one of these.
Chasing invoicesThe automation most finance people ask for first
Automation is the chore nobody noticed was a job
The weekly report, the new starter form, the invoice chase, the quote follow-up. Each is an hour or three a week that disappears. We find them in the readiness review and build the one that pays first.
from £1,800 per automation, fixedone to three weeks each; monitored on your contract
Goes with
The pages most people read next.
What takes you three hours a week?
Pick it above; most are built in a fortnight.
Helpdesk 0113 216 6777, Monday to Friday 08:00 to 18:00.
