AAutomation
Automation for reminders, data entry and reconciliations
Reminders, data entry, reconciliations and hand-offs that run themselves, so your people focus on the exceptions.
Once the process is clear, we automate the repetitive steps around your people - the chasing, copying, matching and reminding - and leave the decisions with them. Every automation is documented, monitored and owned by someone on your team.
What's included
- Automated workflows and approvals
- Reminders and follow-ups that send themselves
- Reconciliations and data entry without re-keying
- Connecting apps so data is entered once
Tools we work with
- Power Automate
- n8n
- UiPath
- Python
- Power Apps
What's possible
Examples of what this work makes possible.
Invoices that chase themselves
Polite payment reminders go out on a schedule and stop the moment an invoice is paid.
Reconciliation by exception
Routine bank and ledger matches happen automatically; only the items that don't match reach a person.
Orders straight into your books
Orders from your website or store are recorded in your accounting software without anyone re-typing them.
Documents collected for you
Customers get reminders and a secure upload link until everything on the checklist has arrived.
Other services
Automation is one of seven pillars, all delivered by the same team.
Talk to us about Automation
Tell us what you have in mind. A person on the team will reply with a clear next step.