Finance & Accounting Teams
- AP staff re-keying supplier bills
- Approvals that stall in inboxes
Typical systems
Explore Finance & Accounting Teams
Industries
AI automation by industry.
Automation built around the way your industry operates.
Different businesses have different documents, controls and bottlenecks. Explore the workflows we can help automate, then see the real projects behind our experience.
No upfront consultation fee. Free discovery and a free tailored proposal.
One approach, shaped to your sectorHow it looks in practice
- AccountingInvoices drafted for accountant review
- ClinicsBookings confirmed on WhatsApp
- ManufacturingOrders synced to stock and accounts
- Law firmsMatter intake, reviewed by a lawyer
Sectors we support
Workflows we can build for your sector.
Each page shows the workflows we can build, the tools involved and where your team stays in control.
Manufacturing
- Sales admin re-keying orders and POs
- Quotes built by hand from specs and price lists
Typical systems
Explore Manufacturing
Healthcare
- Front-desk staff juggling calls and messages
- Managers chasing appointment confirmations
Admin workflows only. Clinical decisions stay with your staff.
Typical systems
Explore Healthcare
Law Firms
- Associates opening matters by hand
- Dates and deadlines tracked from memory
Lawyers review advice, analysis and final documents.
Typical systems
Explore Law Firms
E-Commerce & Retail
- Support staff answering the same order questions
- Stock that drifts out of step across channels
Typical systems
Explore E-Commerce & Retail
Recruitment
- Recruiters sorting CVs by hand
- Candidates left waiting for updates
Recruiters evaluate candidates and make the decisions.
Typical systems
Explore Recruitment
Real Estate
- Agents answering the same listing questions
- Follow-ups that slip between viewings
Typical systems
Explore Real Estate
Marketing Agencies
- Account managers rebuilding client reports
- Creative approvals chased by email
Typical systems
Explore Marketing Agencies
Corporate Teams
- Managers chasing status updates
- Internal requests waiting for approval
Typical systems
Explore Corporate Teams
Don't see your industry? Start with the process.
If your team re-keys data, chases approvals or answers the same questions every day, the workflow matters more than the sector. Tell us how it runs today and we'll map the opportunities in a tailored initial plan.
Our work
Client projects and solution showcases.
Client projects running in production, alongside workflows we have mapped for the sectors above.
Client work
Accounting firm · AutoCount
How an Accounting Firm Saved 100+ Hours a Month with AI Automation
1,500 invoices processed a month
Read the case study →
Client work
Capital markets · Research & outreach
How a Capital-Raising Team Cut Investor Research from 15 Minutes to 1
~15 min → ~1 min research per investor profile
Read the case study →
Client work
Private credit · Company intelligence
How a Private Credit Firm Researches a Target Desk in About 7 Minutes
~7 min per target firm
Read the case study →
Solution showcase
Finance & Accounting
Bank reconciliation automation for AutoCount and Xero
Bank lines matched to invoices and ledger entries by your rules, with exceptions queued for finance to approve.
See the workflow →
Solution showcase
Accounting Firms
Client portal for accounting firms on WhatsApp
Checklists and reminders on WhatsApp, files filed by client and period, missing items handed to staff.
See the workflow →
Solution showcase
Manufacturing
Quotation software and RFQ automation
Multi-item RFQs read from email, matched to your catalogue and priced by your rules, ready for sales to approve.
See the workflow →
Solution showcase
Healthcare
Clinic appointment system on WhatsApp and phone
Patients book, reschedule and get reminders, after hours too, while clinical questions go straight to staff.
See the workflow →
Solution showcase
Law Firms
AI contract review tool for your legal playbook
Contracts checked clause by clause against your playbook, with cited issues ready for a lawyer to review and decide.
See the workflow →
Solution showcase
E-Commerce
Shopify WhatsApp integration for order tracking
Status questions answered from live order and courier data, with delivery updates and delays passed to support.
See the workflow →
Solution showcase
Recruitment
Interview scheduling software with AI CV screening
CVs summarised against the job's requirements and interviews self-booked, while recruiters make every decision.
See the workflow →
Solution showcase
Real Estate
Real estate WhatsApp chatbot and lead routing
Leads from one ads number are qualified, assigned to the right agent and logged in the CRM, without the manager forwarding chats.
See the workflow →
Solution showcase
Marketing Agencies
Marketing dashboard and automated client reporting
Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.
See the workflow →
Solution showcase
Corporate
Vendor management system for supplier onboarding
Vendor forms and documents checked, duplicates caught and approvals routed, with suppliers created in your ERP.
See the workflow →
How we tailor it
The same approach, shaped to your field.
Whatever your industry, the method stays consistent. What changes is the documents, controls and systems we design around.
Discover
We map how your team works today: the documents, the hand-offs, the software and where people need to stay in control.
Design and build
We design the workflow around those specifics and build it into the systems you already use, with approval points where they matter.
Test and hand over
We test the agreed system against your acceptance criteria and hand it over with documentation.
What helps us scope it
- A walkthrough of the current process
- Sample documents (redacted is fine)
- The systems involved and who has access
- Who approves what, and when
- What success looks like for your team
What we automate
Building blocks that carry across industries.
The parts stay the same. We combine and configure them for your documents, systems and approval points.
Finance & documents
Invoices, receipts and forms read, checked and prepared as draft records for review.
Finance & Accounting →Customers & leads
Routine questions answered on WhatsApp, web chat or phone, with handover to your team.
Chatbots & Voice Agents →Admin & operations
Hand-offs, approvals and updates moved between the tools you already use.
Business Operations →Reporting
Dashboards and reports that refresh on an agreed schedule, from the data you already have.
Data & Analytics →
FAQ
Questions about industry fit.
Straight answers about sector experience, controls and cost. Can’t find yours? Ask us directly below.
Have you delivered projects in my industry?
Our delivered client work so far is in accounting, capital markets and private credit. For other sectors, each industry page shows workflows we can build. During discovery we'll tell you plainly where we have related experience and where we don't.
Do you automate clinical, legal or hiring decisions?
No. We automate the administrative work around them, such as intake, scheduling, document handling and reporting. Clinical, legal and hiring decisions stay with your qualified staff. We don't provide compliance certifications, and we agree data handling and approval points for your sector during discovery.
My industry isn't listed. Can you still help?
Often, yes. Most opportunities come from the workflow rather than the sector: repeated data entry, approvals, routine enquiries and reporting. Tell us how the process runs today and we'll assess whether automation is suitable.
Will we have to replace our current software?
Not necessarily. We start with the software you already use and check what can be integrated safely and reliably, depending on the APIs and access available. When a new dashboard or internal tool would help, we'll include it in the recommended scope.
How much will my automation cost?
Every workflow is different. We discuss your process and requirements first, then provide a tailored scope and quote in the proposal. We don't list one-size-fits-all project prices.
Do I need an ongoing support plan?
No. You can run the system yourself after handover, or ask us to monitor and maintain it. We agree handover responsibilities and any third-party hosting or software costs in the project proposal.
Next step
Let's map the workflow for your business.
Start with a free discovery consultation. We'll prepare a tailored initial automation plan and proposal once we understand your workflow.