What We Build
Each automation is fully built, tested, and handed over — no technical knowledge required on your end.
The Process
We map your current admin workflows, identify the biggest bottlenecks, and agree on the three automations to build first.
Our team builds and rigorously tests every workflow against real-world edge cases — no half-finished automations.
We walk your team through everything, hand over full documentation, and remain on call for the first 30 days.
FAQ
None at all. We handle the entire build and setup. Your team just uses the outcome — fewer manual tasks, faster processes. We provide clear documentation and a walkthrough session on handover.
We integrate with the tools accountancy practices already use: Xero, IRIS, CCH, Karbon, Gmail, Outlook, DocuSign, HelloSign, and most CRMs. If you use something not on that list, ask us — we can likely connect it.
Most practices are live within 10–14 working days from the discovery call. Complex multi-system integrations may take a little longer, but we'll give you a precise timeline after scoping.
Yes. Every project includes 30 days of priority support after handover. We also offer monthly retainer plans for practices that want ongoing workflow maintenance and new automation builds.
Absolutely. Workflows are built with data minimisation principles in mind and comply with UK GDPR. We never store client data beyond what the workflow requires to function, and all connections use encrypted APIs.
Ready to Start?
Book a free 30-minute discovery call. We'll map your biggest admin bottleneck and show you exactly what we'd automate — no commitment required.
Typically respond within one business day · No sales pressure · Kent & Medway practices only at this stage