Reinvent the workflow.
We look at how the work should run before we automate any of it.
Focus
Focus & Expertise
We put AI to work inside businesses that already run, on the systems they already have. We pick one workflow, build the missing piece with the people who do the work, and leave it running.
How we work
Build the tools.
We write the software ourselves, on the systems you already use.
Deterministic first.
Plain code for the predictable parts. AI for the messy ones.
Who
Who this is for
Operators and the people who run a business: a CEO, a CFO, a head of operations, a controller, usually at a mid-sized company. Some of those companies are backed by private equity. Others are not.
The work goes better when we can get time with three people: the one who can decide, the one who does the job every day, and the one who can open the systems.
Today
What it usually looks like today
The ERP is in place, and people still keep a spreadsheet next to it because the everyday task takes too long in the system.
Invoices and reports arrive as PDFs and spreadsheets in a dozen layouts, and someone retypes them.
The monthly numbers come from files that do not share a chart of accounts.
A chat tool can answer a question. The work itself still waits on a person.
The next project starts from scratch, because the last one lived in someone's head.
The work
Where we work
A CFO or a head of operations should be able to find their own work here.
Finance and the close
Files arrive in different shapes. We map them onto one chart of accounts, and every number keeps a link back to the file it came from so a person can check it.
- Supplier invoices
- Bills and statements
- Reconciliations
- Month-end files
Operations and back office
The repeat work that passes between teams, where someone still has to remember the next step.
- Intake
- Approvals
- Data entry
- Chasing a missing document
- Moving a record between systems
Field services
A lot of this still moves by phone, photo, and spreadsheet. That is usually where the day goes.
- Work orders
- Scheduling
- Technician notes
- Parts
- The invoice at the end of the job
The systems you already run
We work beside the ERP. What we leave should be something the team can run, with a written way to roll a change back.
- Connections between systems
- ERP-adjacent workflows
- Help during an ERP move
- A record of the setup and the tests
A view for the leadership team
A plain view of how the work is going, drawn from the company's own operating numbers, using the access the company already has.
- What is late
- What is waiting on a person
- What already matches
Where we help
Finance
- Clearing invoice exceptions that don't match the PO or receipt.
- Speeding up month-end close (bank recs, accruals, intercompany).
- Matching payments to open invoices and chasing late ones.
Sales operations
- Keeping the CRM up to date so reps can sell.
- Getting discount and pricing approvals through faster.
- Pulling deal notes and next steps together before forecast calls.
HR
- Checking new hires, raises and exits across systems before payroll runs.
- Answering routine questions on PTO, benefits and policy.
- Running onboarding from signed offer to day one.
Legal
- First-pass redlines on NDAs and vendor contracts using your playbook.
- Sorting incoming contract requests to the right template and lawyer.
- Tracking renewal dates and notice periods.
Operations
- Handling shipment delays and supplier issues in hours.
- Clearing order exceptions like credit holds and bad addresses.
Procurement
- Onboarding new suppliers (tax forms, banking, insurance).
- Matching invoices to POs and receipts to catch duplicates and overcharges.
IT
- Giving new people the right access on day one and removing it the day they leave.
- Sending tickets to the right team the first time.
Marketing
- Routing inbound leads to the right rep within minutes.
- Reconciling media invoices against what actually ran.
Customer operations
- Sending escalations to the right team the first time.
- Writing case summaries engineering can act on.
These run in the background on the systems you already use, and anything unusual goes to your team.
Building
How we build it
Start from the real workflow
We sit with the team and watch the work. We write down the steps, the files, and the exceptions people handle without thinking about it. Then we build on the tools they already open.
The AI suggests. A person approves.
Where the input is messy, a model takes a first pass and proposes an answer. Before that answer touches the books or a customer, a person reviews it and says yes or no. Where a number has to match, a script does the math, and a person checks the result.
Checks before anyone relies on it
We run the workflow on cases the company has already closed, and we compare the answers. Those cases stay as a test set, so a later change gets the same check.
A record the next project can use
Definitions, decisions, test cases, and what was accepted go into a written record. The next workflow starts from that record.
A project
How a project goes
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Pick one workflow
One company, one workflow, with the person who owns it.
You leave with a one-page description of the work, who does it, and what done means.
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Write down the real steps
That includes the exceptions that show up every month.
You leave with a map of the steps, the files, the systems, and the odd cases.
-
Build it on what you have
A model where the input is messy, a script where a number has to match, and a person approving the changes that matter.
You leave with a version the team can try on real work.
-
Test it on past cases
We run it on work the company has already finished, and we compare.
You leave with the test cases and the comparison, in writing.
-
Leave it running
We show the people who will use it, hand over the record, and note what the next project can reuse.
You leave with the workflow in daily use, the code, the documentation, and a named owner on your side.
Most first projects stay small. How long one takes depends on access, the state of the data, and how costly a mistake would be. We agree the schedule before we start.
Example
An example
This is an illustration. It is not a client.
A distributor gets supplier invoices by email. They arrive as PDFs, and the layouts rarely match. Two people key them into the ERP and match them to purchase orders.
We read the invoice and propose the vendor, the lines, and the amounts. A script checks that proposal against the purchase order and flags a line that does not match. The clerk sees the proposal beside the original PDF, fixes what is wrong or approves it, and the invoice posts only after that. Approved invoices stay in the test set, so the next change is checked against cases the company has already accepted.
Control
Your data and your control
A change to the numbers goes through a script, with a check a person can review.
When the workflow touches personal or financial data, it can run privately for your company. Access stays with the people who need it.
Every suggestion, approval, and change is logged.
You own what we build. You can take our access away and export the full record.
Fit
When we are not the right fit
A product you can already buy does the job at a fair price. We will say so.
No one can own the workflow, and no one can open the systems.
The aim is a demo or a chatbot, and the daily work can stay as it is.
A mistake would be serious, and a person cannot review the result before it takes effect.
Questions
Common questions
How big is a first project?
One workflow in one company, small enough that we can finish it and check it properly.
What do you need from our team?
Time with the person who does the work, someone who can approve a change, access to the systems, and a handful of finished examples.
Do we have to change systems?
We build on what you run today. If a move to a new ERP is already underway, we can help with that move.
Who owns it afterwards?
You do. The code, the notes, the test cases, and the record of what was decided.
Which models do you use?
Whichever one fits the task and your rules for the data.
What does it cost?
It depends on the workflow and the systems involved. We agree it before any work starts.
Get in touch
Tell us one workflow that's eating your team's time.