Automate the busywork that's quietly eating your margin.
Document processing, meeting transcription, CRM hygiene, reporting, scheduling, invoice handling — the unglamorous back-office work AI does faster and cheaper than humans.
What this service solves.
Your team is doing $80/hr work at $25/hr speed
Manually entering data, copy-pasting between systems, retyping invoices, summarizing meetings. AI doesn't get bored and doesn't fat-finger. It turns 4 hours into 4 minutes.
Meetings vanish into the void
A 60-minute team meeting produces zero searchable record. Decisions made there get forgotten by Friday. Auto-transcribe, auto-summarize, auto-route action items to the right person.
Invoices and receipts pile up
Every small business has a stack of documents that never get processed. Extract the data, categorize it, push it to QuickBooks or Xero, flag the exceptions. Done.
Your CRM is a graveyard
Notes that should be there aren't. Tags are inconsistent. Follow-ups are forgotten. An AI ops layer keeps records clean, tags consistent, and pings you when an account is about to fall off the radar.
Productized. Fixed price. No surprises.
- Document & invoice extraction (PDF, image, scanned)
- Meeting transcription + structured action-item routing
- CRM cleanup, deduping, enrichment
- Calendar + scheduling automation (book, reschedule, no-show recovery)
- Automated report generation from your data sources
- Email triage + categorization + first-pass response drafting
- Custom integrations: QuickBooks, Xero, HubSpot, Pipedrive, Notion, Airtable, Slack
- Monthly process audit — what to automate next
Three tiers. Pick what fits.
- 2-week engagement
- Process discovery + workflow mapping
- Concrete automation roadmap
- 1 quick-win process automated and shipped
- ROI projection per opportunity
- Up to 3 ongoing automations
- Monitoring + maintenance
- Quarterly process expansion
- Slack-based support
- Monthly metrics review
+ $2,500 setup
- Up to 8 ongoing automations
- Custom integrations included
- Dedicated automation engineer
- Weekly reviews
- Priority shipping on new requests
+ $5,000 setup
Need something different? Talk to us.
A trucking dispatcher cut admin time 70%
A small logistics company was spending 25 hours/week on rate confirmations, BOL data entry, and invoice generation. We built an AI pipeline: PDF rate cons get parsed automatically, loads land in their TMS, BOLs trigger invoices that go out in your QuickBooks instance with the right line items. Their dispatcher went from 25 hours of admin to 7. The owner reallocated her to broker calls — they grew revenue 28% the next quarter.
Common questions
How do you decide what to automate first?
Will it integrate with our existing software?
What if our process changes?
Ready to put this to work?
15-minute demo. We'll show you exactly how this fits your business.
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