Stop doing the same task twice

Pick one repeat task that takes the most of your time and follows the same steps every time, then automate only that first. Enquiry replies and invoice follow-ups are common first picks because they happen often and are easy to check. Owners spend around 21 hours a month on financial management (Xero, 2026), so money admin is often a good place to look. Get that one job running reliably before you add a second.

Yes. We agree which steps run on their own and which wait for you to check them first. Customer messages, such as quotes, reminders or replies, can be set to need your approval. Steps can move to fully automatic later, once you have seen how they perform.

Failures are flagged to a person you choose, and we agree what they do next. We test the failure path before handover, including missing details and duplicate records. You also get a simple manual step to follow, so the work still gets done while a fault is being fixed.

Usually not. We start with the tools you already use and check what can connect before suggesting anything new. If a new tool would help, we explain what it does, why it is needed and what it would replace.

You do. Accounts, data and workflows stay in your name, and you receive logins, plain-English instructions and documentation at handover. Ongoing support is optional, so you can stop working with us without losing what was built.

Usually yes, for some tools. Many apps used in automation charge a monthly fee, so we list each tool, what it does and what it costs before we start. We also check for paid tools nobody uses any more, because forgotten subscriptions add up.

Yes, for invoices that follow a set process. Reminders can go out on a schedule, and you can choose to approve each message first. Money admin takes real time: over one fifth (21%) of senior decision-makers at Australian small and medium businesses spend 21 to 40+ hours a month on financial admin (Dext, 2025).