Finance & accounts
Invoices from inbox to books
Gmail
Invoice arrives
AI agent
Reads, extracts, checks PO & GST
Tally
Entry drafted for approval
Nobody retypes an invoice again; mismatches are flagged, not missed.
Services · AI & Business Automation
Automate the repetitive work across your business tools.
AI agents that read what comes in, decide within your rules and act across email, documents, spreadsheets, CRM, ERP and business applications — with people approving what matters.
- Read-only by defaultNothing is written back to your systems unless you ask
- People approveAI drafts and flags — a person signs off what goes out
- Your infrastructureOn-premise or your private cloud
- Every run loggedWhat ran, what it found, what was sent
The problem
Where a team's week actually goes
Most of it is not judgement. It is moving the same data between the same tools, the same way, every day.
Copying between apps
The same order, invoice or lead typed into two or three systems by hand.
Reading documents one by one
PDFs, scans and email attachments opened, checked and keyed in.
Chasing and follow-up
Reminders, status requests and replies written again and again.
Reports rebuilt every week
Exports pasted into Excel and reformatted before anyone can read them.
01
Read
02
Decide
03
Act
The solution
Agents that read, decide and act — inside your rules
- Understands messy inputEmails, PDFs, scans, chat messages and spreadsheets nobody formatted.
- Decides within your rulesPicks the next step from the options you allow — and escalates the rest.
- Acts across your appsUpdates the CRM, posts to accounts, messages the team, files the document.
- 1
Connect your tools
With an API key or full access, inside the tool. Without it, from outside — files, email, documents or the screen. Only the access the task needs.
- 2
Set the goal and the rules
What the agent should achieve, what it may do on its own, and what must always come to a person.
- 3
The agent does the work
It reads, decides within the rules and acts across your apps — on a schedule or the moment something arrives.
- 4
You approve and monitor
Approvals where they matter, a log of every run and decision, and alerts if anything fails.
Smarter automation
From fixed steps to agents that think in the moment
Most businesses already have some automation. The difference is what happens when the input is messy, new or needs judgement.
01
Rule-based automation
Fixed steps: when this happens, do exactly that.
- Good for
- Moving clean data between apps on a schedule.
- Where it falls short
- Breaks the moment input is messy or a case is new.
02
AI-powered workflows
The same fixed steps, with an AI step inside — summarise, classify, extract.
- Good for
- Reading emails and documents inside a known process.
- Where it falls short
- Still follows one path, whatever the situation.
What we build03
Agentic automation
AI agents that understand the input, choose the next step within your rules, and act across apps.
- Good for
- Real work with variety — enquiries, invoices, exceptions, follow-ups.
- How we keep it safe
- Needs guardrails and approval steps — which is exactly how we build it.
Use cases
An agent for every team that lives in spreadsheets and inboxes
Each one connects tools you already pay for and hands people only the part that needs them.
Illustrative workflows — what gets built, not client results
Sales & CRM
Every lead answered in minutes
WordPress
Website enquiry
AI agent
Qualifies & drafts a reply
HubSpot
Lead created, owner alerted
Enquiries stop waiting in inboxes overnight.
Customer support
Tickets triaged before anyone opens them
Zendesk
New ticket
AI agent
Categorises, finds the order, drafts answer
WhatsApp
Team approves & replies
Support starts from a draft and the full context, not a blank reply.
E-commerce & operations
Orders, stock and dispatch in sync
Shopify
New order
Odoo
Stock reserved, dispatch created
Google Sheets
Low-stock alert logged
One order, updated everywhere it needs to be.
Payments
Payments matched to invoices
Razorpay
Settlement report
AI agent
Matches invoices, explains gaps
QuickBooks
Reconciled, exceptions listed
Month-end reconciliation becomes a short list of real differences.
HR & admin
Onboarding that runs itself
Google Drive
Documents collected
AI agent
Checks completeness
Google Calendar
Induction booked, IT notified
New joiners get a first week that is ready before they are.
Projects & teams
The status update nobody has to write
Jira
Work items change
AI agent
Summarises progress & risks
Slack
Daily brief to the team
Managers read one paragraph instead of chasing ten people.
Reporting
Reports that build and explain themselves
MySQL
Data refreshed
Power BI
Dashboard updated
AI agent
Plain-English summary emailed
The morning report arrives finished, with what changed and why.
Different tools, the same shape of work
Each of these is somebody’s recurring afternoon. The tool changes; extract, check, report and chase does not.
Engineering & CAD
Drawings, BOMs and design checks
- Bulk title-block, revision and layer updates across a whole drawing set
- BOM and MTO extraction straight out of the model into Excel
- Piping spec checks — line class, schedule and rating against the spec sheet
- Isometric and drawing-register generation, with a list of what failed
Excel & Power BI
The report that rebuilds itself
- Scheduled extraction from the source system into a clean table
- De-duplication, type fixing and validation before anything reaches the model
- A Power BI model that refreshes on its own, instead of a file rebuilt by hand
- The same data as a scheduled Excel or PDF pack for people who want a file
Web & portals
Work that lives inside someone else's website
- Scheduled pulls of statements, invoices or order status — with your own login, where the portal's terms allow
- Recurring form filling and uploads from a spreadsheet
- Downloads filed and renamed to your own convention
Documents
PDFs and scans turned into rows
- Sort incoming documents by type before anyone opens them
- Pull fields out of invoices, POs and delivery notes into a table
- Flag the ones the model is unsure about for a human to confirm
- Keep the source file linked to every extracted row for audit
Business systems
Any ERP, not only SAP
- SAP ECC and S/4HANA, plus Tally, Oracle, Dynamics and in-house systems
- Read-only by default — nothing is written back unless you ask for it
- Rules engine over the extract, so exceptions surface instead of rows
- One data layer, so a second report costs a fraction of the first
Alerts & follow-up
The chasing nobody wants to do
- Daily or threshold-triggered alerts to the person who owns the number
- Follow-up drafts with the reference data already filled in
- Send automatically, or hold every draft for approval — your call
- A log of what was sent, to whom and when
Engineering, CAD and shop-floor work has its own page: manufacturing automation.
Technologies & integrations
Connects to the tools your business already runs on
With an API key or full access, automation runs inside the tool. Without it, we automate as much as possible from outside.
Automation inside the tool
With an API key or full access
The automation works inside the software itself — reading, creating and updating records within the permissions you grant.
- End-to-end workflows
- Most reliable, survives upgrades
- Only the permissions the task needs
As much as possible from outside
Without API or full access
We automate what can be done around the tool — and tell you up front which steps stay manual.
- File exports & imports, email, documents
- Screen automation with your own login
- Only where the licence and terms allow
Email & messaging
- Gmail
- Slack
- Microsoft Teams
- Telegram
- Mailchimp
Spreadsheets, files & calendars
- Microsoft Excel
- Google Sheets
- Google Drive
- Dropbox
- Google Calendar
- Calendly
CRM, support & work management
- HubSpot
- Zoho
- Zendesk
- Notion
- Airtable
- Jira
- Asana
- Trello
Accounting, ERP & payments
- SAP
- Tally
- Odoo
- QuickBooks
- Xero
- Razorpay
- Stripe
E-commerce & websites
- Shopify
- WooCommerce
- WordPress
- Google Analytics
Data & reporting
- MySQL
- PostgreSQL
- Power BI
Engineering & industrial
- AutoCAD
- SolidWorks
- Autodesk Revit
- Siemens
- Rockwell Automation
- Schneider Electric
Product names are trademarks of their owners and are used only to say what we can connect to — no partnership, affiliation or endorsement. How much is automated depends on the access available; we check it on the first call.
1
API
REST, OData, SOAP
Stable, documented, survives upgrades. Always the first thing to ask for.
2
Database
Read-only user
Fast and complete. Needs a DBA conversation and a user that can only read.
3
Scheduled export
Excel, CSV, XML
Almost every system can drop a file on a share. Unglamorous and very reliable.
4
The screen
UI automation
When there is no API or full access: with your login, and only where the licence and terms allow. Breaks when the vendor moves a button — so it is the fallback, never the plan.
No API or full access?
Then we automate as much as possible from outside the tool
Outside automation usually covers part of a process, not all of it. Before building, you get a list of which steps are automated and which stay with a person.
- Screen automation — With your own login and permission, a bot uses the software the way a person does — where its licence and terms allow it.
- File export & import — The report it can already export, or the file it can already import, on a schedule.
- Database read — The data read straight from the software's own database, with a read-only user.
- Documents & OCR — PDFs, scans and printouts turned into rows by document AI.
- Email parsing — Statements, orders and alerts that only ever arrive by email, read as they land.
For example
- Desktop accounting softwareInstalled on one PC
- Desktop or older ERPNo API access granted
- ERP screensTransactions with no API access
- In-house desktop softwareBuilt years ago
- Your vendor & customer portalsWith your own login
- Bank statementsPDF, CSV or email
- Scanned invoices & formsPaper, photographed
- Excel macros & VBAWorkbooks that run the business
- Legacy databasesAccess, FoxPro, old SQL
Said up front: OTP and captcha steps stay with a person, nothing is automated that the software’s licence or terms do not allow, and screen automation needs a small fix when the screens change.
Benefits
Your people back on the work that needs people
Hours back every week
The checking, copying and chasing is done before your team starts.
Fewer errors
Every item checked the same way, every time — no tired end-of-day mistakes.
Works around the clock
Enquiries, invoices and alerts are handled when they arrive, not the next morning.
Grows without hiring
Double the volume with the same team — the agent does not slow down.
Is it worth automating?
Five questions that decide it
Run your own task through these before anyone quotes you anything. Four yeses and it is almost certainly worth building.
1
Does it repeat?
Daily, weekly or monthly — the same task, the same way. One-off work is cheaper to just do.
2
Do the same inputs give the same answer?
If the rule can be written down, it can be coded. If it needs judgement every time, it cannot.
3
Is the source digital?
A file, a database, an API, or even just a screen. Paper with no scan is the one real blocker.
4
Is it slow enough to hurt?
Hours a month, not minutes. The build has to cost less than the time it gives back.
5
Is a wrong answer survivable?
Every automation needs a checking step. Work where a silent error is unrecoverable stays with a person.
When we’ll say no
Not everything should be automated
- Work where the rule changes every time and a person has to weigh it up
- A task that runs once or twice a year — the build costs more than the time saved
- Sources that exist only on paper, with no scan and no intention to scan
- Processes nobody has agreed on yet — automating a disputed process just makes it faster to argue about
Delivery process
From your afternoon to a scheduled job
You decide whether to carry on after each step, and the pilot runs beside the manual process until the output matches.
- 1
Watch the task once
You do it the way you always do, start to finish. Most of the design comes out of that one session.
- 2
Put a number on it
Hours per month, people involved, cost of the errors it causes today. If the number is small, we say so.
- 3
Pilot on real data
One slice, your actual files. Run it beside the manual process and compare the output line by line.
- 4
Build and schedule
The full job, on your infrastructure, running on a timer with retries and a run history.
- 5
Monitor and hand over
Alerts when a run fails, documentation, and the source. It keeps working when nobody is watching it.
Questions
What people ask about AI agents and automation
Straight answers — including what the AI is allowed to do on its own, and when automation is not worth it.
What is agentic automation?
Ordinary automation follows fixed steps: when this happens, do that. Agentic automation adds AI agents that can read unstructured input — an email, a PDF, a chat message — decide what it means within rules you set, and act across your apps. People still approve anything that matters.
Which tools and software can you connect?
It depends on the access you can give. With an API key or full access, automation runs inside the tool itself — reading, creating and updating records within the permissions you grant. Without it, we automate as much as possible from outside: file exports and imports, email, documents and, where the software's licence and terms allow, the screen. You are told up front which steps can be automated and which stay manual.
Which sectors do you work with?
Any sector with repetitive work — manufacturing, distribution and retail, finance and accounts, logistics, services and more. The shape of the work matters more than the industry: it repeats, follows a rule, and lives in a system.
Examples by industryDo you automate ERP, procurement and manufacturing work too?
Yes — ERP purchasing, including SAP ECC and S/4HANA data (PO confirmation, ASN tracking, exceptions and supplier follow-up) and manufacturing work from shop-floor reporting to CAD, BOM and drawing automation each have their own page.
Manufacturing automationWhat if our software has no API?
Then we automate as much as possible from outside the tool — scheduled file exports and imports, document AI on PDFs and scans, the emails it sends, a read-only database user if you have one, or screen automation with your own login. Outside automation usually covers part of the process, not all of it: steps protected by an OTP or captcha stay with a person, and nothing is done that the software's licence or terms do not allow.
Will the AI make decisions on its own?
Only inside the limits you set. Agents read, classify, summarise and draft; checks that must be exact run as rules; and anything sent to a customer or supplier, or anything that moves money, waits for a person to approve.
Is our data safe?
Access is read-only by default and scoped to what the task needs, the system can run on your own infrastructure or private cloud, and every run, decision and message is logged.
How does a project start?
You show us the task once, the way you do it today. We put a number on the hours it costs, pilot on a slice of your real data beside the manual process, and only then build the rest. If the number is small, we say so.
Do you build custom software too?
Yes — internal tools, dashboards, portals and websites, when the right tool does not exist or the spreadsheet has outgrown itself.
Website & web app developmentOther services
Where else we can help
Procurement & ERP Automation
PO & ASN tracking, exceptions, supplier follow-up and reconciliation — checked on every line, every day.
Learn moreManufacturing Automation
Shop-floor reporting, engineering and CAD automation, and ERP integration — kept read-only on the floor.
Learn moreWebsite Development
Responsive, SEO-ready websites for new businesses and established companies.
Learn moreWebsite Maintenance & Modernization
Keep an existing business website reliable, secure and up to date — or bring an old one up to date.
Learn more
Name the task you do every week
Tell us what it is, which tool it lives in and roughly how long it takes. If it is worth automating you will get a straight answer — and if it is not, you will get that too.