Automate what slows you down
We help SMEs streamline and scale their operations by identifying repetitive tasks, automating key processes, and rethinking workflows that no longer serve the business.
Automate what slows you down
We help SMEs streamline and scale their operations by identifying repetitive tasks, automating key processes, and rethinking workflows that no longer serve the business.
Automate what slows you down
We help SMEs streamline and scale their operations by identifying repetitive tasks, automating key processes, and rethinking workflows that no longer serve the business.
Automate what slows you down
We help SMEs streamline and scale their operations by identifying repetitive tasks, automating key processes, and rethinking workflows that no longer serve the business.
Most small businesses are being held back by inneficient processes
Most small businesses are being held back by inneficient processes
Most small businesses are being held back by inneficient processes
The friction shows up every day in different ways:
The friction shows up every day in different ways:
DISJOITEND DATA
DISJOITEND DATA
DISJOITEND DATA
REPETITIVE WORK
REPETITIVE WORK
REPETITIVE WORK
UNDEFINED WORKFLOWS
UNDEFINED WORKFLOWS
UNDEFINED WORKFLOWS
The Impact on the Business?
The Impact on the Business?
The Impact on the Business?
⚠️ Time wasted on low-value tasks.
⚠️ Extra costs due to input mistake or lack of info
⚠️ Opportunities delayed or missed entirely.
⚠️ Growth stalls as more work doesn’t mean more output, just more stress.
Getting Unstuck
Starts Simple
Getting Unstuck
Starts Simple
Getting Unstuck
Starts Simple
Getting Unstuck Starts Simple
AI is being sold as the answer to everything and the number of tools keeps multiplying. But most teams don’t need the latest tool, they need something that works with their current system.
AI is being sold as the answer to everything and the number of tools keeps multiplying. But most teams don’t need the latest tool, they need something that works with their current system.
That's where we come in
That's where we come in
That's where we come in
We help businesses take the first step toward smoother operations by solving what matters most right now.
Whether it’s a repetitive task or a messy process, we build custom solutions that unlock time, reduce errors, and give teams space to grow.
As your needs evolve, so does the support.
From small wins to full operational redesigns, our approach grows with your business.
We help businesses take the first step toward smoother operations by solving what matters most right now.
Whether it’s a repetitive task or a messy process, we build custom solutions that unlock time, reduce errors, and give teams space to grow.
As your needs evolve, so does the support.
From small wins to full operational redesigns, our approach grows with your business.
A Solution that meets you where you are
A Solution that meets you where you are
A Solution that meets you where you are
We offer three tiers of service — from easy wins to full operational redesign. Choose the level that matches where your business is today.
1. START
Start with what wastes the most time.
1. START
Start with what wastes the most time.
Identify and automate high-friction, repetitive tasks. Fast results, low disruption.
Task Audit
Basic Automation Setup
Workflow Documentation
1. START
Start with what’s slowing you down
2. CONNECT
Streamline how your tools and people work together
2. CONNECT
Streamline how your tools and people work together
Connect systems and improve workflows to reduce errors and save time.
Workflow Mapping
Multi-Tool Integration
Cross-Team Automation Setup
2. CONNECT
Streamline how your tools and people work together.
3. REDESIGN
Take a step back and redesign your operations
3. REDESIGN
Take a step back and redesign your operations
Rethink processes end-to-end, introduce new tools (if needed), and design a more scalable way of working.
End-to-End Process Redesign
Custom Automation Architecture
Support & Team Enablement
3.REDESIGN
Take a step back and redesign your operations
Examples that might be relevant to you
Examples that might be relevant to you
Some use cases
📩 Communication & Follow-ups
Following up on unanswered proposals
Context
Small B2B service firm was losing leads due to forgotten follow-ups on quotes sent via email.
Solution
Flow that tracks sent quotes, waits 3 business days, and auto-sends a follow-up if no response is detected.
Results
Follow-up consistency on all requests and conversion rates improved.
📊 Reporting & Data Compilation
Automated Sales Report Compilation
Context
Each store sent weekly Excel files with sales figures, which a manager manually merged into a master sheet to create regional reports.
Solution
Connected all store spreadsheets via OneDrive and automated the aggregation and formatting.cally.
Results
Saved 4 hours per week on merging data and reporting dashboard
📥 Data Entry & Transfers
Contact Info Sync
Context
Team manually added new customer details to the CRM and Excel-based tracking sheet
Solution
Automation that reads new contact form submissions and pushes the data simultaneously into the CRM and Excel, with email confirmation to the team.
Results
Zero manual entry. Faster time from contract to sales
🗂️ Document Management & Filing
Invoice Filing & Renaming
Context
Invoices were saved from email manually, renamed by date and vendor, and moved to shared folders.
Solution
Set up rules to auto-download invoices, rename them based on metadata, and file them into the correct folder by vendor and month.
Results
Over 10 hours/month saved. Files are now consistently named and easy to retrieve.
✅ Task & Project Management
Client Task Pack Generator
Context
Each time the agency signed a new client, the team manually created a set of onboarding tasks across multiple tools.
Solution
One-click onboarding workflow that generates a full project template, assigns tasks, and sets deadlines based on the client type and contract start date.
Results
Client setup now takes 2 minutes instead of 45.
🧾 Finance & Admin
Bank Reconciliation Support
Context
A business owner had to log into online banking, export transactions, and manually check them against issued invoices .
Solution
Automated the download and parsing of bank statements and flagged unmatched items.
Results
Weekly reconciliation now takes 10 minutes instead of an hour — and potential issues are caught sooner.
🤝 HR & Internal Ops
Payslip Preparation Support
Context
HR assistant compiled pay data from spreadsheets, manually added it to a Word payslip template, and saved each as a PDF to email individually.
Solution
Workflow that merges pay data into a dynamic Word template, generates a named PDF for each employee, and stores them in a secure folder for review.
Results
Payslip prep went from 1.5 days to under 10 min.
📩 Communication & Follow-ups
Following up on unanswered proposals
Context
Small B2B service firm was losing leads due to forgotten follow-ups on quotes sent via email.
Solution
Flow that tracks sent quotes, waits 3 business days, and auto-sends a follow-up if no response is detected.
Results
Follow-up consistency on all requests and conversion rates improved.
📊 Reporting & Data Compilation
Automated Sales Report Compilation
Context
Each store sent weekly Excel files with sales figures, which a manager manually merged into a master sheet to create regional reports.
Solution
Connected all store spreadsheets via OneDrive and automated the aggregation and formatting.cally.
Results
Saved 4 hours per week on merging data and reporting dashboard
📥 Data Entry & Transfers
Contact Info Sync
Context
Team manually added new customer details to the CRM and Excel-based tracking sheet
Solution
Automation that reads new contact form submissions and pushes the data simultaneously into the CRM and Excel, with email confirmation to the team.
Results
Zero manual entry. Faster time from contract to sales
🗂️ Document Management & Filing
Invoice Filing & Renaming
Context
Invoices were saved from email manually, renamed by date and vendor, and moved to shared folders.
Solution
Set up rules to auto-download invoices, rename them based on metadata, and file them into the correct folder by vendor and month.
Results
Over 10 hours/month saved. Files are now consistently named and easy to retrieve.
✅ Task & Project Management
Client Task Pack Generator
Context
Each time the agency signed a new client, the team manually created a set of onboarding tasks across multiple tools.
Solution
One-click onboarding workflow that generates a full project template, assigns tasks, and sets deadlines based on the client type and contract start date.
Results
Client setup now takes 2 minutes instead of 45.
🧾 Finance & Admin
Bank Reconciliation Support
Context
A business owner had to log into online banking, export transactions, and manually check them against issued invoices .
Solution
Automated the download and parsing of bank statements and flagged unmatched items.
Results
Weekly reconciliation now takes 10 minutes instead of an hour — and potential issues are caught sooner.
🤝 HR & Internal Ops
Payslip Preparation Support
Context
HR assistant compiled pay data from spreadsheets, manually added it to a Word payslip template, and saved each as a PDF to email individually.
Solution
Workflow that merges pay data into a dynamic Word template, generates a named PDF for each employee, and stores them in a secure folder for review.
Results
Payslip prep went from 1.5 days to under 10 min.
📩 Communication & Follow-ups
Following up on unanswered quotes or proposals
Context
A small B2B service firm was losing leads due to forgotten follow-ups on quotes sent via email.
Solution
Flow that tracks sent quotes, waits 3 business days, and auto-sends a follow-up if no response is detected.
Results
Follow-up consistency on all requests and conversion rates improved.
📊 Reporting & Data Compilation
Automated Sales Report Compilation
Context
Each store sent weekly Excel files with sales figures, which a manager manually merged into a master sheet to create regional reports. This took 4–5 hours per week.
Solution
Connected all store spreadsheets via OneDrive and automated the aggregation and formatting.cally.
Results
Saved 4 hours per week on mergeing data and reporting dashboard
📥 Data Entry & Transfers
Contact Info Sync
Context
Customer details submitted through a website form were emailed to the team but had to be manually added to the CRM and Excel-based tracking sheet.
Solution
Automation that reads new contact form submissions and pushes the data simultaneously into the CRM and Excel, with email confirmation to the team.
Results
Zero manual entry. No more missed leads. The contact database is now always up to date.
📥 Data Entry & Transfers
Contact Info Sync
Context
Customer details submitted through a website form were emailed to the team but had to be manually added to the CRM and Excel-based tracking sheet.
Solution
Automation that reads new contact form submissions and pushes the data simultaneously into the CRM and Excel, with email confirmation to the team.
Results
Zero manual entry. No more missed leads. The contact database is now always up to date.
🗂️ Document Management & Filing
Invoice Filing & Renaming
Context
Invoices were saved from email manually, renamed by date and vendor, and moved to shared folders — a tedious and error-prone task repeated hundreds of times a month.
Solution
Set up rules to auto-download invoices, rename them based on metadata, and file them into the correct folder by vendor and month using Power Automate and SharePoint.
Results
Over 10 hours/month saved. Files are now consistently named and easy to retrieve. No more misplaced invoices.
✅ Task & Project Management
Client Task Pack Generator
Context
Each time the agency signed a new client, the team manually created a set of onboarding tasks across multiple tools — leading to delays and inconsistent setups.
Solution
One-click onboarding workflow that generates a full project template, assigns tasks, and sets deadlines based on the client type and contract start date.
Results
Client setup now takes 2 minutes instead of 45. Internal alignment is faster, and no onboarding steps are skipped.
🧾 Finance & Admin
Bank Reconciliation Support (Small Business Owner)
Context
A business owner had to log into online banking, export transactions, and manually check them against issued invoices — every week.
Solution
Automated the download and parsing of bank statements (in .csv format), flagged unmatched items, and highlighted discrepancies in a pre-formatted Excel sheet.
Results
Weekly reconciliation now takes 10 minutes instead of an hour — and potential issues are caught sooner.
🤝 HR & Internal Ops
Payslip Preparation Support
Context
Each month, the HR assistant compiled pay data from spreadsheets, manually added it to a Word payslip template, and saved each as a PDF to email individually.
Solution
Workflow that merges pay data into a dynamic Word template, generates a named PDF for each employee, and stores them in a secure folder for review.
Results
Payslip prep went from 1.5 days to under 10min. Errors dropped, and the HR team has time to focus on employee engagement, not document assembly.