Solutions
AI agents, automations and connected business tools. We help small and mid-size companies and individual departments turn repeated manual work into a process their team can run.
Find a starting point
Most projects combine a few capabilities. You do not need to choose the technology before talking to us.
Explore by industry →Give each role a clear job and connect the handoffs, with people approving key decisions.
Operations · sales · client service · reporting
Use a scoped voice agent to answer agreed questions, collect details and hand requests to your team.
Inbound calls · intake · scheduling requests · CRM handoffs
Connect your apps, collect missing details and keep records up to date.
Data sync · onboarding · CRM
Turn incoming work into an owned task, a checked decision and a clear next step.
Intake · approvals · customer service
Bring together the information your team needs to respond, decide and report.
AI assistants · dashboards · daily briefs
Create the portal, workflow or program that your existing tools do not cover.
Portals · rewards · finance operations
The capabilities
Open a category for what it covers and the tools it can connect. We shape the scope around your workflow.
A coordinated team of AI agents that run an operation together. Each agent owns a role, connects the tools you already use, and hands work to the next agent. A person approves the decisions that matter.
We design and build systems of agents that work as a team: inbox triage, lead generation, follow-ups, scheduling, reporting and back-office tasks. The agents connect your existing tools so those systems talk to each other, and they stop for a person before a key decision goes out. We run our own operations on agent systems like these.
Typical tools: Email inbox · CRM · Calendar · Spreadsheets and documents · Team chat · Accounting
AI assistants and agents in chat, email or your website that onboard people, answer questions from your own knowledge, read documents and handle repeat tasks, with a person signing off where it matters.
Guided conversations replace the email back-and-forth. Our onboarding assistant handles join requests end to end: it asks the right questions, checks what's missing, files everything in your CRM and hands off for the final yes. A self-service search bot lets customers and partners find what they need in your catalog without waiting for staff.
Typical tools: Telegram · WhatsApp · Slack · Web chat · AI models · HubSpot · Google Drive / SharePoint · Microsoft Teams
Your platforms, databases and CRM kept in sync automatically, from webhook feeds to large data mirrors, so nobody retypes or exports anything.
Any type of CRM can be connected and its data used in connected workflows and AI-assisted tasks. We connect external platforms, databases and your CRM through webhooks and APIs, and when the systems need somewhere to meet, we build the database too. Catalog and account data flows in as it changes, and finance, billing and campaign data is mirrored into the CRM so every team works from the same records. Every sync has retries, run logs and an alert when something fails.
Typical tools: Make.com · n8n · Airtable · Supabase / Postgres · HubSpot · REST APIs & webhooks
Performance data synced into your CRM, segments built from your full data, and campaigns triggered by what customers actually do.
Your CRM knows who people are; your other platforms know what they did. We sync performance, billing and campaign data into CRM properties, mine the full dataset to find segments and build lists (top performers, niche specialists, active, inactive, ready to re-engage), and set up workflows that trigger the right message or task when behavior changes. Any type of CRM can be connected and its data used in connected workflows and AI-assisted tasks.
Typical tools: HubSpot · Salesforce · Any CRM with an API · Make.com / n8n · Airtable / Supabase
Each customer or partner matched to the products or services that fit them best, from a catalog that refreshes every day.
The engine weighs each customer's needs and wants against what the company has available (history, preferences, performance and a daily-refreshed catalog) and ranks the best options for each one. Recommendations can feed your assistant, your portal or your sales team's queue.
Typical tools: Supabase / Postgres · Scoring models · AI models · Chat & portal delivery
Opportunity scoring that ranks what to act on next, funnel and activation reports, and dashboards that let you analyze things you couldn't before, in one place.
We turn raw activity into decisions. An opportunity-scoring dashboard ranks what to act on next, each with a score out of 100, a confidence level, supporting information, recent performance and a suggested next action. Under it sit daily scores that give more weight to recent results, monthly reports, and funnel and activation reports that show where people drop off. A unified dashboard can pull CRM, accounting, payments, ads, support, databases and spreadsheets into one live view with drill-downs and the ability to act in place.
Typical tools: Supabase / Postgres · HubSpot · Accounting & payments data · Ad platforms · Google Sheets / Airtable
Applications and requests screened against your rules on a schedule, with a person approving anything that matters, including AI drafts.
Rules-based screening runs every few hours, so routine applications clear and exceptions go to a person with the context attached. An intake-to-review-to-proposal pipeline turns enquiries into prepared drafts. For compliance-heavy teams, an approval-gated AI answer library turns past conversations into draft replies, and nothing is sent until a named reviewer approves.
Typical tools: Rules engines · AI models · HubSpot · Approval queues · Audit logs
New leads routed to the right owner with automatic follow-up sequences, and support inboxes triaged by AI into tickets with the right pipeline, owner and context.
Each event (a new signup, a support request, a compliance check) creates a ticket in the right CRM pipeline with an owner, a priority and the context attached. Routine questions can be answered from your own information, and nothing gets lost in an inbox. On the sales side, new inquiries are routed to the right owner instantly and follow-up sequences run until someone replies or books a call, while AI reads incoming chat and email to sort, tag and draft replies for your team.
Typical tools: HubSpot · Salesforce · Make.com · Forms & chat · Shared inboxes · AI drafting
Rewards, referral and loyalty programs with the accounting built in: cycles, milestones, tier multipliers, a ledger, settlements and a full audit trail.
Our rewards engine tracks every qualifying action, applies milestones and tier multipliers over fixed earning cycles, and posts every credit, adjustment and settlement to a ledger, so balances always reconcile and every change has an audit trail. Members see their progress in a multilingual portal; managers get a preview login to see exactly what a member sees.
Typical tools: Make.com · Airtable · Custom web portal · HubSpot sign-in · Ledger
Explore the rewards engine →Remittances, invoices, credits and deductions matched across your accounting records, spreadsheets and customer files, with exceptions queued for review instead of chased by hand.
Finance teams lose days lining up customer remittances against invoices, spotting short-pays and chasing missing paperwork. We build systems that pull data from accounting records, Excel and SharePoint files, customer portals and emailed PDFs, then match payments, invoices, debit notes and credits line by line. Charges are checked against agreed customer programs, rebates and promotional terms, so over-deductions, duplicates and unmatched items land in an exception queue with the supporting documents attached for disputes and recovery tracking. The same clean data feeds margin analysis using landed cost, exchange rates and freight, plus inventory visibility with replenishment alerts and flags for slow-moving and expiring stock. Reports are delivered in Power BI, Excel or a custom dashboard, with publishing, scheduled refreshes and permissions scoped to the project.
Typical tools: Accounting data · QuickBooks / Xero · Excel & SharePoint · Power BI · Power Automate · AI document extraction · SQL & APIs
New-hire paperwork collected and checked automatically, credentials and licenses tracked with expiry alerts, and schedules kept in sync.
Each new hire gets a guided checklist: forms, IDs, tax documents and policy sign-offs are collected, checked for completeness and filed to the right record. Credentials and licenses are tracked with expiry dates, and reminders go out well before anything lapses. Shift and interview scheduling syncs with calendars, and managers see who is ready to start at a glance.
Typical tools: Forms & e-signature · Airtable / any database · HR software · Calendars · Make.com / n8n / Zapier
Purchase orders created and routed through approval chains, vendors onboarded with the right documents, and orders matched to receipts and invoices.
Requests become purchase orders with the right budget owner attached and move through your approval chain automatically, with reminders when something stalls. New vendors complete a single onboarding flow (company details, tax and banking documents, insurance) that is checked before they are set up. Orders are matched to deliveries and vendor invoices, and differences are flagged for review.
Typical tools: Accounting tools · Approval workflows · Forms & e-signature · Make.com / n8n / Zapier
Product listings kept in sync across your store and marketplaces, returns handled end to end, and wholesale orders taken in without retyping.
Products, prices and stock stay in sync between your store, marketplaces and back-office systems, so listings don't drift. Returns follow one flow: request, approval, label, refund or exchange, and restock. Wholesale orders arriving by email, spreadsheet or PDF are read, checked against price lists and created as orders automatically, with exceptions sent to a person.
Typical tools: Shopify · Amazon / marketplaces · Inventory records · AI document extraction · Make.com / n8n / Zapier
Quote to signed contract to invoice in one flow: e-signature routing, renewal reminders, and invoices and payment runs released only after approval.
Settlements for reward and referral balances already run inside our rewards engine. The same approach extends to invoicing, reminders and outgoing payment runs, connected to your billing and accounting tools and approved by finance before release. Upstream, approved quotes generate contracts, route them for e-signature, turn signed deals into invoices automatically and send renewal reminders before terms expire.
Typical tools: Stripe · PayPal · QuickBooks / Xero · DocuSign / PandaDoc · Bank & payment APIs
Campaigns and newsletters assembled, checked and drafted in your CRM by AI, then held for your approval, plus AI-built websites and pages.
The campaign builder pulls the right audience and content from your data, assembles the campaign, validates it (links, segments, required fields, tone) and drafts it in your CRM, then stops and waits for a person to approve. We also build websites and pages with AI tooling, from your brand rules and live data.
Typical tools: HubSpot · AI models · AI development tools · Your data & APIs · Validation checks
Branded, multilingual portals where customers, members and partners check status, balances and documents, signed in through your CRM.
A custom web portal with CRM-based sign-in, so people help themselves: status, balances, documents, referrals and account details. Authorized staff can preview a member's experience to help answer support questions.
Typical tools: Custom web portal · HubSpot sign-in · Airtable / Supabase · Multilingual
A morning KPI brief in your team chat and scheduled AI management reports that run on their own, and stop safely if a step fails.
Every morning at a set time, the numbers that matter are pushed to a team channel in Slack, Telegram or Teams, so the day starts with facts, not a dashboard hunt. Scheduled AI management reports summarize what changed and why. Every run checks itself: if a step fails, it stops safely and tells an owner instead of sending something wrong.
Typical tools: Slack · Telegram · Microsoft Teams · Make.com / n8n
Also available
The same approach: automate the routine, and keep people on the decisions. We shape each one around the workflow you want to improve.
Pilot available
AI voice agents for inbound calls, approved answers, customer intake and scheduling requests. Scope the CRM handoff and human escalation around your tools and call rules.
Good fit for: Service businesses, professional firms, customer-facing teams and departments
Typical tools: Voice AI · Phone systems · Calendars · CRM
Explore voice agents →Invoices, receipts, forms and contracts read automatically, checked against your records, coded and routed for approval, with exceptions flagged instead of keyed in by hand.
Good fit for: Finance teams, accounting firms, logistics, construction, property management
Typical tools: AI document extraction · QuickBooks / Xero · Approval workflows · Make.com / n8n
Interested? Start a project brief and tell us about the workflow.
Tools we work with
Start with reliable native capabilities and extend an automation that already works. We check connectors, permissions and data access before agreeing on a connection.
Keep the CRM your team already uses.
Any relational database or structured data store.
Connected through the platform that fits, or custom APIs.
Accounting records and finance workflows, connected through the exports or interfaces available for your project.
Dashboards your team already opens, with publishing, scheduled refreshes and permissions handled.
Invoices, remittances and forms read from email and PDFs, then validated.
Updates, approvals and communities where people already are.
Product names are trademarks of their respective owners and are listed only to show compatibility. No endorsement or partnership is implied.
Tell us where work gets repeated or delayed. We will help you decide what to connect, what to automate and where people should stay involved.