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Business process automation

We connect the tools you already use — your CRM, Xero, forms, email and spreadsheets — so information flows on its own. Quotes become invoices, new clients get onboarded automatically and reports land in your inbox without anyone building them.

Best for: teams losing hours to copy-paste, double data entry and manual reporting.

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What's included

  • Process mapping to find the highest-value automations
  • CRM ↔ Xero sync: contacts, quotes, invoices, payments
  • Client onboarding, approvals and document generation
  • AI steps for reading emails, PDFs and invoices
  • Inventory, job and operations workflows
  • Error alerts, logging and clear documentation

How it works

  1. Discover where time is spent today.
  2. Prioritise by hours saved and risk.
  3. Automate in small, tested releases.
  4. Monitor so nothing fails silently.
  • Xero
  • Make
  • Zapier
  • n8n
  • Power Automate
  • Custom APIs

Ready to talk about business process automation?

Book a free consultation. We'll map out what's possible, what it costs and how long it takes — no obligation.

Book a free consultation