Stop doing the work
a machine should be doing.
This is where most SMBs save the most money. Every hour spent copy-pasting between tools, updating data in three places, or chasing invoices — that’s an hour AI can take off your plate.
What we automate.
Workflow Automation
Zapier, Make, n8n. Connect the 12 tools you use into 2 dashboards. The plumbing of a modern business.
What you get
- Workflow audit + opportunity mapping (week 1)
- 3–8 production workflows built and tested
- AI decision steps where they make sense
- Monitoring + error recovery
- Monthly check-in: what to add, what to retire
Deliverables
- 3–8 live workflows in 30 days
- Monthly hours-saved report
Pricing
- From $450/mo · $500 setup
AI Bookkeeping Setup
Daily transaction categorization and reconciliation. CPA-ready monthly. We hand off clean books to your accountant.
What you get
- QuickBooks / Xero setup or cleanup
- AI transaction auto-categorization
- Recurring AP/AR rules
- Bank reconciliation acceleration
- Weekly P&L + cash-flow dashboard
- Monthly close review (real bookkeeper signs off)
Deliverables
- $1,200 one-time cleanup + setup
- Monthly CPA-ready close
Pricing
- $1,200 one-time · $250/mo
AI Document Workflows
Contracts, quotes, invoices — drafted, sent, tracked, signed. Without the copy-paste tax.
What you get
- Template library (contracts, SOWs, quotes, invoices, NDAs)
- AI-drafted documents from CRM data
- E-signature integration (DocuSign, PandaDoc)
- Tracking + reminder automation
- Filing automation to Google Drive / SharePoint
Deliverables
- Live in 14 days
- Monthly cycle-time report
Pricing
- From $400/mo · $600 setup
AI Inventory & Ops Dashboards
One live dashboard for every key metric. No more spreadsheet bingo.
What you get
- Source connection (Shopify, QuickBooks, GA4, HubSpot, etc.)
- Custom Looker Studio / Metabase / Hex dashboard
- AI-written weekly insights email
- Anomaly alerts (low stock, revenue dip, traffic spike)
- Quarterly dashboard refresh
Deliverables
- $1,800 one-time build
- Live dashboard + weekly AI insights
Pricing
- $1,800 setup · $300/mo
“We were losing 5 hours a week to invoice chasing alone. Now it’s a Slack alert when something’s actually wrong. That’s real time back.”
— Founder, 12-person agency
From audit to live in 30 days.
Week 1: process audit
We map your tools, your team’s daily work, the painful manual moves. Rank by hours-saved per dollar spent.
Week 2–3: build & test
Build the highest-ROI workflows first. Test with real data. Show your team how to read the dashboards.
Ongoing: tune & expand
Monitor for failures. Add new workflows monthly. Retire ones the business has outgrown.
Get your hours back.
Get the free AI audit and we’ll tell you which of these will pay back fastest.