Services

The right system
for your business.

We offer three levels of automation, from a single focused workflow to a full multi-system build. Every engagement starts with a free discovery call so we can tell you honestly which one fits.

Built around your situation,
not a standard package.

The free discovery call comes first. We map your processes, identify the biggest opportunities, and recommend the right level of engagement. No pressure, no obligation.

Always Free
Free Discovery Call

A 45-minute process audit. We map your current workflows, identify the biggest time sinks, and give you a written report with clear recommendations. No cost, no obligation to proceed.

Book Your Free Call
What you get
  • 45-minute call with Liam
  • Process mapping of your key workflows
  • Written opportunity report within 48 hours
  • Honest recommendation on what fits your situation
  • No obligation to proceed
Who it is for

Any owner-managed business that suspects there is a better way to handle their admin but is not sure where to start. The report is useful regardless of what you decide next.

Single Workflow
One focused automation, built and running.
For businesses with one clear process that needs automating. Document chasing, client onboarding, deadline alerts, supplier reminders. One workflow, built properly, monitored every month.
  • One workflow fully scoped and built
  • Integration with your existing tools
  • Full testing before going live
  • Hosted on our own infrastructure
  • Monthly monitoring and maintenance
  • One change per month included
Discuss this option
Multi-Workflow Package
Two or three connected workflows.
When multiple processes need to work together. Client intake triggering onboarding. Deadline alerts feeding into reporting. Systems that hand off to each other automatically.
  • Two to three connected workflows
  • Full integration mapping and design
  • Testing of each workflow individually and together
  • Documentation of how each workflow operates
  • Monthly performance summary delivered automatically
  • Priority support on retainer
  • Two changes per month included
Discuss this option
Complex Build
Accounting integrations, AI reporting, multi-client loops.
For practices that want the full picture. Xero or QuickBooks integration, AI-generated reports with plain-English commentary, and multi-client automation loops running every month. This replaces a significant volume of manual work permanently.
  • Xero, QuickBooks or Sage integration
  • AI-powered reporting with plain-English output
  • Multi-client automation loops
  • Full infrastructure on our server
  • Monthly report delivery and monitoring
  • Ongoing improvements on retainer
Discuss This Build

Four steps from first call
to running in the background.

Step 01
Free Discovery
45-minute call. Written report. No cost, no obligation.
Step 02
Scoped and Priced
Fixed build fee and monthly retainer agreed in writing before we start.
Step 03
Built and Tested
Built on our infrastructure, tested thoroughly, reviewed by you before go-live.
Step 04
Runs. We Monitor.
Live in the background. We monitor, maintain, and improve on retainer.
Read the full process

Not sure which option is right?

That is what the free discovery call is for. We will map your processes, tell you honestly what fits, and give you a written report either way.

Book Free Discovery Call