Sales to invoicing
A closed deal becomes a draft invoice in your accounting system, with the right line items, before anyone opens a spreadsheet.
AI & automation between the apps you keep
Sometimes nothing needs replacing. The apps are fine on their own, and the hours go to ferrying data between them: an order lands in one system and someone retypes it into the next, every day, in both directions.
What an automation looks like
Every automation has the same shape. Something happens in one app, and a workflow carries the news to every system that needs it. Here, a sales enquiry, handled from the moment it arrives.
Handoffs we automate
Lead intake
Enquiries from your website and inbox land in one pipeline, assigned to the right person while they're still warm.
Weekly numbers
The figures your Monday meeting needs, pulled from the systems that hold them and delivered before the meeting, the same way every week.
Alerts and approvals
The right person hears about the stuck order or the oversized discount the moment it happens, in the chat tool they already watch.
Document data extraction
Invoices and scanned forms are read with OCR and AI, and what they say lands in your systems as structured records, with nothing typed by hand.
Where AI fits in
Plain automation moves data. Adding AI lets a workflow handle steps that used to need a person's judgment: reading an emailed invoice and entering what it says, or drafting the reply a routine enquiry deserves.
We build these the same way, as n8n workflows with an AI step where the judgment sits. And where a mistake would be expensive, the workflow prepares the work and a person approves it, so the hours are saved without handing over the decisions.
The AI is only as good as its instructions, so we write those too: the skills and prompts that tell a model exactly what to look for, and what to do when it isn't sure.
Much of this work is extracting data from files, and it's ground we know well. An invoice or a scanned form arrives as a PDF and the workflow reads it, so your systems get clean, structured records instead of another attachment waiting in a folder.
How it runs
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Map the handoff
We sit with whoever does the retyping and walk through one real example from start to finish. You get a short written scope covering what the workflow will do and what it costs.
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Build the workflow
We connect the apps and build against real examples from your files, writing the AI instructions for any step that needs judgment. You see it run on your actual data before it goes live.
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Run it supervised
For the first stretch the workflow runs while the manual process continues, and every run is checked against what a person would have done. It takes over once the two stop disagreeing.
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Hand it over
The workflow stays on your server with documentation, and we stay available for changes. Most are small jobs, same as the systems we build.
Built on n8n, running on your server
We build these workflows on n8n, an automation tool with connectors for hundreds of business apps and for the major AI models. It runs on a server you control, next to your data, under your own logins.
That detail matters more than it sounds. The big automation platforms charge by the task, so the bill climbs exactly when the automation starts pulling its weight. Your n8n workflows cost the same at ten runs a day as at ten thousand, and they're yours like everything else we build.
And when something breaks, you hear about it. Every run is logged, from what came in to what each step did with it. A failed run raises an alert rather than failing silently, and it can be replayed once the cause is fixed.
Questions we hear most
Will we know if a workflow stops working?
Yes, because every run is logged and a failed run raises an alert, to us and to anyone on your side you name. Once the cause is fixed, the failed runs are replayed, so nothing that happened during the outage is lost.
What if the AI gets something wrong?
Where a mistake would be cheap, we let the workflow run and spot-check the logs. Where it would be expensive, the workflow prepares the work and a person approves it before anything is sent or saved. Every AI step records what it read and what it decided, so a wrong answer can be traced and the instructions tightened.
Which apps can you connect?
n8n ships with connectors for hundreds of business tools, and anything with an API can be wired in directly. The scope we write before building lists every connection, so there are no surprises about what talks to what.
Where does our data go?
Through your own server. n8n runs on infrastructure you control, so your documents and records are not routed through a third-party automation platform. Where an AI step calls a model, we set it up to match your privacy requirements and tell you exactly what leaves the building.
Who maintains the workflows?
We do, for as long as you want us to. They're also documented and visible on the n8n canvas, so your own team or another developer can read and change them. You're never locked to us.
Tell us where the retyping happens.
A free consultation is enough to list the handoffs worth automating and what each one takes. Some handoffs should stay human, and when that's the answer we'll say so.