1. Automation Scan
A deep dive into your workflows, tools and repetitive tasks. You receive a clear roadmap of what can be automated and the expected time savings.
- Review of Exact/Yuki/Moneybird setup
- Invoice & document workflow analysis
- Reconciliation pain-points
- Reporting & compliance flows
- Automation roadmap with time savings
2. Build & Implement
We design and build the automations that match your exact workflow — with reliability, accuracy and security as default.
- Invoice & receipt processing workflows
- Bank → ledger reconciliation automation
- Document classification & extraction
- Client onboarding workflows
- Recurring reporting automation
3. Care & Support
Your automations evolve as your practice evolves. We monitor, fix, update and improve your workflows every month.
- Fixes when tools/APIs change
- Monthly workflow optimisation
- Monitoring & alerting
- Small enhancements included
- Priority support