What we automate
If someone on your team copies the same information from one screen to another every week, it can probably be automated. These six come up again and again. Each page shows how it runs and what stays with a person.
| The chore | The problem | Worth automating when |
|---|---|---|
| Invoice and bill entry | Supplier invoices arrive as PDFs and phone photos. | About 40 or more bills a month, or someone spending 3 or more hours a week keying them in. |
| Month-end reporting | Every month someone exports three reports, pastes them into a spreadsheet, repairs the formulas that broke, and sends it out late. | The report takes more than half a day to put together, or draws from more than two systems. |
| Payment matching | One payout from Stripe or Square is dozens of sales, minus fees, refunds and the odd chargeback. | You take payments through more than one processor, or reconcile more than about 100 payouts a month. |
| Collections reminders | Chasing overdue invoices is awkward, so it gets put off. | More than about 20 invoices open at a time, or customers regularly paying later than your terms. |
| Customer intake | A new customer fills in a web form. | More than about 10 new customers or jobs a week, or the same details typed into three or more places. |
| Payroll prep | Before each pay run someone collects timesheets, chases the missing ones, fixes the odd entries and keys totals into the payroll system. | Hourly staff, more than about 10 people on timesheets, or hours coming from more than one place. |
Not on the list?
These are the common ones, not the only ones. Quotes that go from a spreadsheet into a template, purchase orders matched to deliveries, inventory counts reconciled with sales, documents filed into the right client folder. If it's repetitive and the rules can be written down, we can usually automate it.
What we don't do
- Bookkeeping, accounting or tax work. That stays with your accountant or bookkeeper.
- General IT support, networks or hardware.
- Sell you a software platform. We build inside the tools you already have.
- Automate decisions that need judgment. We automate the typing around them.
Have a chore like this?
Book a free 20-minute call. We'll tell you whether it's worth automating and roughly what it would cost. If it isn't worth it, we'll say so.
Pick a time