Business Process Automation
Stop paying staff to type the same data into three systems. We find the manual work worth automating and connect your tools, from web forms to Xero. If Zapier, Make or Power Automate can do the job, we use them instead of writing custom code.
Common jobs to automate
- Leads: a website enquiry goes straight into your CRM, and the customer gets a reply and a booking link
- Invoices: supplier bills that arrive by email are read and sent to Xero or MYOB
- Quotes: job details turn into a quote that is ready to send and sign
- Jobs: a booking sends the crew an SMS, and their photos and notes come back to the office
- Reports: figures from several tools are gathered into one daily report
- Spreadsheets: a sheet staff update by hand becomes a simple shared system
The simplest tool that does the job
If Zapier, Make or Power Automate can handle it for a small monthly fee, we set that up and you don't need custom code. When a job needs more, such as complicated rules, high volumes or a full history of every change, we build a custom integration. A two-way link between your job system and Xero is a common example.
If a spreadsheet has turned into your main system, read our guide on how to replace spreadsheets with custom software, or see custom software development.
How it works
We start by looking at how work moves through your business now. Some processes are worth fixing before they are automated. For bigger jobs this is a paid discovery of 1 to 2 weeks. You get a written list of what is worth automating, what each item costs and a fixed quote, and you pick what gets built.
Every automation sends an alert if it fails, so work doesn't quietly go missing. You own the workflows and any code, in your own accounts.
For your IT person
Integrations with Xero, MYOB, ServiceM8, simPRO and Stripe use their official APIs. Custom integrations are built with .NET or Next.js and hosted on Azure or AWS in your account, with logging, retries and failure alerts.
Explore more
Business process automation FAQ
Find out what's worth automating
Book a free 30-minute chat. Tell us your top three manual jobs and we'll tell you which are quick wins and which aren't.