Automate the money workflows, carefully.
Invoicing, bills, expenses, payroll inputs, reconciliation: high-volume, rule-heavy work where a mistake costs real money, which is exactly why it must be automated carefully. We build finance workflows on QuickBooks, Xero and payroll platforms where every write is validated, deduplicated, verified and logged, and a person approves before anything is finalised.
Review-then-write by design · a retry can never double-pay · no automatic submission, ever.
High-volume, rule-heavy, and one typo from expensive.
Invoicing, expenses and payroll inputs are exactly the work automation is for, and exactly the work where a sloppy automation is dangerous.
Cycle-end data marathons
Timesheets, invoices and receipts compiled by hand under deadline.
One typo, real money
Manual entry into financial systems with no systematic check.
Duplicates slip through
The same bill entered twice, noticed at reconciliation, or not.
No trail to audit
Who entered what, when, from which source — reconstructed after the fact.
Approval by proximity
Whoever is nearby signs off, without the full picture in front of them.
Exceptions lost in email
The odd cases float in inboxes until someone remembers.
Intake, prepare, safeguard, approve
Inputs read and validated automatically, entries staged for review, written through official APIs, verified afterwards, and logged completely.
Automate the inputs
Invoices, timesheets, receipts and statements arriving by email or export are read, extracted and normalised automatically, with unclear documents routed to a person instead of guessed at.
- Invoice and receipt extraction
- Timesheet and billing consolidation
- Document classification and filing
- Exceptions routed for review
Write to your accounting systems
Validated entries created through the official APIs: invoices, bills, expenses, sales receipts, deposits and payroll earnings, prepared into a review table first, then written only after approval.
- QuickBooks Online and Xero APIs
- Payroll platforms such as Paychex
- Review-then-write workflows
- Recurring runs on schedule
Safeguards a finance workflow demands
A retry must never create the same invoice twice. Every run is idempotent, every entry is checked against existing records, every write is verified after the fact, and every action lands in an audit log.
- Idempotency and duplicate prevention
- Pre-write validation and matching
- Post-write verification
- Complete audit logging
Humans approve, always
The automation prepares and verifies; your controller or payroll administrator approves. Nothing is submitted or finalised automatically, and exception reports make the edge cases visible instead of silent.
- Approval before anything final
- No automatic payroll submission, ever
- Clear exception reporting
- Reconciliation reports for close
What changes when finance workflows are engineered
The preparation becomes automatic, the control becomes stronger, and the human stays exactly where they must be.
Inputs read automatically
Invoices, timesheets and statements extracted and normalized.
Review before every write
Entries staged in a review table; approval releases them.
Impossible to double-pay
Idempotent writes with existing-entry checks and verification.
Audited by default
Every run, flag, approval and write in the log.
Exceptions surface loudly
Unclear items queue for a person instead of drifting.
Close gets shorter
Reconciliation starts from verified entries, not from hope.
Solutions built for your industry
Every industry has different challenges. We build data, reporting, automation and AI solutions that fit the way your business operates.
Marketing Agencies
Automate client reporting, prove attribution and monitor every account without the manual grind.
- Multi-client reporting automation
- Cross-channel attribution
- Tracking QA across the book
- AI-drafted client commentary
Ecommerce & DTC
Connect store, marketplace, ad and finance data to see true profitability and reliable tracking.
- Contribution margin by SKU
- Server-side conversion tracking
- Marketing tied to revenue
- AI margin and stock alerts
Retail
Bring together sell-through, margins, locations and marketing across every channel.
- Sell-through by channel
- Product and category margins
- Retail and wholesale in one view
- AI demand forecasting
Franchise
Compare every location on consistent numbers, with AI reading the weekly review.
- Location scorecards
- Standardized KPIs
- Roll-up and drill-down
- Underperformance alerts
SaaS
Connect product, marketing, sales and billing into clear growth metrics, plus custom AI features.
- MRR and ARR reporting
- Activation and churn analytics
- CAC against LTV
- AI agents and internal tools
Professional Services
Automate intake to invoice and make the firm's knowledge searchable, with approvals throughout.
- Intake and proposal automation
- Utilization and pipeline reporting
- AI speed-to-lead follow-up
- Knowledge assistants with sources
Legal Services
Document intelligence, intake automation and clean matter reporting, handled confidentially.
- Document classification and extraction
- Client intake automation
- Matter and revenue reporting
- Assistants grounded in your precedents
Healthcare
Operational reporting and careful automation for clinics and multi-site practices.
- Booking and utilization reporting
- Multi-site scorecards
- Payroll automation with approvals
- Patient acquisition ROI
A simple, low-risk way to get started
Three clear steps to working together, backed by commitments that keep the risk on us, not you.
- Step 1 We understand the problem and design the system We learn your goals, systems, and the questions you need answered.
- Step 2 We build it, and prove it works Tracking, dashboards, automation or AI, built to fit your business.
- Step 3 We deploy, monitor and keep improving it We keep improving it as your business grows and your questions change.
We remove the risk of getting started so the decision is easy. Here is our commitment to you:
- Free first consultationA practical working session about your data, workflows and AI opportunities, not a sales pitch. If we are not the right fit, we will say so.
- Clearly scoped first projectWe agree on the deliverable, timeline, and price up front. No open-ended retainer required to begin.
- You own everythingEvery pipeline, dashboard, workflow and agent we build is yours: your accounts, your code, documented, with no lock-in.
- No long-term contract to startBegin with one focused engagement. Continue only if the results earn it.