AI and automation
AI does the volume. Your people make the judgment calls.
We build the automation and AI layer that takes manual work off your team: no-code workflows across Make, Zapier and n8n, AI agents for the repetitive processing, and custom models where an off-the-shelf tool will not do. Every workflow keeps a human in the loop, with full audit trails and no black boxes.
Our philosophy
Human expertise meets intelligent automation.
In an era where many startups are reducing their accounting personnel in favor of AI solutions, we provide the crucial human expertise needed to optimize these tools, maintain oversight, and align operations with a business's long-term strategic goals.
Our approach is built on a simple principle: AI should handle the volume while your people make the judgment calls. Every system we deploy keeps humans in the loop at the right moments, with complete audit trails and full transparency into how decisions are made.
There are no black boxes. Every AI workflow we build includes clear documentation, exception handling, and review stages so your team always understands what is happening, why it is happening, and how to override it when needed. That is what ethical AI looks like in practice.
Human in the loop
Your team reviews, approves, and controls every automated process.
Data privacy first
Your data stays yours. No training on client data without explicit consent.
Complete audit trails
Every automated action is logged, traceable, and fully transparent.
No black boxes
Clear documentation and exception handling at every step.
The approach
A phased path to intelligent automation.
We do not automate everything on day one. We build a solid foundation, layer in intelligence, and then unlock the advanced capabilities that give your team a genuine competitive advantage.
Foundation
Start with Xero accounting, automated bank feeds, expense tracking, and baseline reporting. The goal is simple: eliminate manual data entry and build a clean, reliable data foundation that everything else connects to. Most startups see immediate time savings in this phase alone.
Intelligence
Layer in analytics, dashboards, and workflow optimization. Automate invoice delivery, build real-time investor reports, set up email-triggered workflows, and create visibility into the metrics that drive your business. Your team starts spending time on strategy instead of data wrangling.
Autonomy
Unlock predictive analytics and advanced AI capabilities. Cash flow forecasting, compliance monitoring, scenario planning tools, and AI agents that handle complex multi-step processes with minimal human intervention. This is where automation becomes a genuine competitive advantage.
What we build
AI and automation services.
From no-code workflow builders to custom AI agents, we deploy the right tools for your specific business needs. Every solution is designed to save time, reduce errors, and scale with your growth.
No-code workflow automation
We build custom workflows using Make, Zapier, and n8n that connect your entire stack and eliminate repetitive work. Automate data entry, invoicing, client onboarding, team notifications, and cross-platform data syncing. Every workflow is documented and designed so your team can maintain it independently.
Agentic AI deployment
We design and deploy AI agents that handle repetitive processing your team should not be doing manually: transaction categorization, invoice processing, meeting summarization, and report generation. These agents learn your patterns, follow your rules, and escalate to humans when judgment is required.
Custom AI solutions
For startups with specialized needs, we train AI models on your data and build systems for anomaly detection, predictive analytics, customer support automation, and intelligent routing. Every custom solution includes thorough testing, documentation, and ongoing optimization to keep it performing as your business evolves.
Our toolkit
Tools we deploy.
We are platform-agnostic and choose the best tools for each use case. Here is what we work with most frequently.
Make
Formerly Integromat. Advanced multi-step workflow automation.
Zapier
Simple, reliable connections across thousands of apps.
n8n
Self-hosted, open-source automation for full data control.
OpenAI
GPT models for intelligent document and text processing.
Claude
Advanced reasoning and analysis over long documents.
Lovable
AI-assisted app development for internal tools.
Custom models
Trained on your data for specialized, high-volume tasks.
Not seeing your stack here? If a tool has an API, or is supported by Make or Zapier, we can almost certainly connect it.
Proven results
The impact of intelligent automation.
When AI and automation are deployed the right way, the results speak for themselves.
Saved monthly per client on average
Typical time to positive ROI
Reduction in manual back-office tasks
Tool integrations in our portfolio
Get started
Ready to automate your back office?
Book a free AI strategy call. We will talk through how your team works today, where automation tends to pay off fastest for a company at your stage, and what that could be worth in hours. No commitment.
No commitment / 30-minute call / Talk to the people who build them
Operations and AI
Automation questions, answered.
The five things founders ask us most before starting an automation project.
Ready for a practical chat about making your team more productive? No technical jargon, just straight talk about helping your people do their best work.