Your team is spending hours every week on work a machine should be doing.
Manual quoting, copy-paste data entry, repetitive reporting, disconnected systems that don't talk — these aren't just annoyances. They're thousands of dollars in labor costs, every month, that compound as you scale.
We audit your operations, find the highest-cost manual processes, and replace them with automation. Most clients recover the full cost of the engagement from labor savings alone.
Recognize any of these?
These are the processes we find in almost every engagement. Each one looks manageable in isolation. Together, they're quietly consuming your team's capacity — and getting worse as you grow.
Sales team building quotes manually
Each quote takes 45–90 minutes. Your best closers are doing data entry.
Orders arriving by email, entered by hand
Every manual entry is a chance for error — and a delay in fulfillment.
The same report, every Monday morning
Someone pulls data from three systems, pastes it into Excel, and formats it. Every week.
Customer data living in three systems
Your ERP, CRM, and ecommerce platform all disagree on who your customers are.
Order status emails sent manually
Your ops team is answering "where is my order?" questions that a system should handle.
No visibility until something breaks
You find out about inventory issues, failed orders, or sync errors when a customer calls.
// THE MATH
What manual processes are actually costing you
A 10-person operations team spending 2 hours/day on manual data entry and reporting consumes roughly 1,040 hours per year. At $40/hr, that's $41,600 in labor — annually — on work that adds no value. That's before counting errors, delays, and the opportunity cost of what your team could be doing instead. Most of our automation engagements cost a fraction of that and pay for themselves within the first year.
Built for businesses where operations are holding growth back
You need to show EBITDA improvement fast.
Post-acquisition, manual processes are often the fastest lever for margin improvement. We audit the ops stack, identify the highest-cost workflows, and automate them — delivering measurable labor cost reduction that shows up in the next reporting period.
High SKU count. Complex quoting. Manual everything.
Distribution companies are the highest-ROI automation candidates we see. Quoting from ERP data, order entry from email, inventory alerts, and purchase order processing — all manual, all automatable, all adding up to significant ops overhead.
Your delivery is excellent. Your back-office isn't keeping up.
Proposal generation, contract routing, client onboarding, invoicing, and follow-up — professional services firms run on documents and communications that are almost entirely manual. We automate the infrastructure so your team focuses on the work clients actually pay for.
You're scaling orders. Your ops team is drowning.
Order management, customer communication, inventory sync, and reporting become unsustainable at scale without automation. We build the operational backbone that lets you grow order volume without growing headcount proportionally.
From one-off workflows to full operational infrastructure
We handle the full spectrum — simple trigger-based automations through to complex AI-powered workflows that handle exceptions, make routing decisions, and communicate with customers.
AI-Powered Quoting
Pull live pricing, inventory, and margin data from your ERP automatically. Generate formatted, accurate quotes in seconds — not hours. Includes approval workflows and automatic follow-up.
Order Processing & Entry
Extract order data from emails, PDFs, and web forms. Validate and route to your ERP automatically. Flag exceptions for human review — without stopping the flow of clean orders.
ERP ↔ Ecommerce Sync
Keep inventory, pricing, and product data in sync across your ERP and ecommerce platform in real time. No manual exports. No overnight batch jobs. No overselling.
Automated Reporting & Dashboards
Pull data from every system and deliver formatted reports on a schedule — or on demand. Sales, ops, finance, and marketing all get the numbers they need without asking for them.
Customer Communication Workflows
Order confirmations, shipping updates, reorder reminders, and support follow-ups — all triggered automatically based on system events. No one manually sends the same email twice.
Document Processing & Extraction
Invoices, purchase orders, packing lists, and contracts — processed automatically using AI. Extract the data, route it to the right place, and flag anything that needs a human.
Lead Routing & CRM Automation
Incoming leads scored, enriched, and routed to the right rep automatically. Follow-up sequences triggered based on behavior. No more leads sitting in an inbox for three days.
Inventory & Procurement Alerts
Monitor stock levels, reorder points, and supplier lead times in real time. Alert the right people before a stockout happens — not after a customer calls about it.
We find the work, then we eliminate it
Process Audit
We map every manual, repetitive task your team performs — across ops, sales, finance, and customer service. We quantify the time cost, error rate, and downstream impact of each one. You'll see, often for the first time, exactly what your processes are actually costing you.
Prioritize by ROI
Not every automation is equal. We rank every candidate workflow by ROI potential — labor saved, error reduction, speed improvement, and strategic value. You get a clear roadmap with the highest-return automations built first, so the engagement pays for itself as quickly as possible.
Build & Deploy
We build in 2-week sprints. Each automation is tested in staging, validated against real data, and deployed with error handling and alerting built in. We document everything and train your team before handing over any workflow.
Monitor & Improve
Automations are maintained and monitored as part of every engagement. We track performance, handle edge cases as they emerge, and continuously identify new automation opportunities as your business evolves.
Tool-agnostic. Outcome-focused.
We choose the right tool for each job — not the one with the biggest vendor partnership. If it has an API, we can connect to it.
- n8n
- Make (Integromat)
- Zapier
- Custom Python / Node.js
- OpenAI GPT-4
- Anthropic Claude
- AWS Textract
- Custom ML Models
- SAP
- NetSuite
- Microsoft Dynamics
- Epicor / Infor
- HubSpot
- Salesforce
- Shopify
- WooCommerce
- Gmail / Outlook
- Slack
- Microsoft Teams
- Twilio / SMS
- PDF Extraction
- DocuSign
- Google Docs / Drive
- SharePoint
- AWS Lambda
- Google Cloud Functions
- Vercel Edge
- Docker
- PostgreSQL
- MySQL
- MongoDB
- Airtable / Notion
Average ROI increase across all engagements
Typical payback period on automation investment
Hours of manual work eliminated per engagement
Average client partnership length
AI Automation Questions
Traditional automation handles structured, predictable tasks — if X happens, do Y. AI automation handles the messy stuff: reading unstructured emails, extracting data from inconsistent PDFs, making judgment calls on routing and classification. We use both. Most engagements combine workflow automation tools (n8n, Make) with AI models (GPT-4, Claude) to handle the full spectrum — from clean structured data to the exceptions your team currently handles manually.
Most individual automations take 2–4 weeks from scoping to production. A full process audit and multi-workflow engagement runs 6–12 weeks. We prioritize by ROI — the highest-impact automations go first, so you start seeing returns before the engagement is complete. We work in sprints and deploy incrementally, not in one big launch.
Almost anything. We work with SAP, NetSuite, Microsoft Dynamics, Epicor, Infor, and other ERPs. Shopify, WooCommerce, and custom ecommerce platforms. HubSpot, Salesforce, and other CRMs. Email (Gmail, Outlook), Slack, Teams, and SMS. If it has an API or can export data in any format, we can work with it. Legacy systems without APIs can often be handled through screen automation or document extraction.
No. We build automations that are designed to run without technical intervention. For ongoing retainer clients, we monitor and maintain all automations as part of the engagement. For project-based work, we document everything, provide training, and build in error handling so that when something does need attention, a non-technical team member can resolve it — or knows to flag it.
It varies by process, but here's a realistic example: a 10-person operations team spending 2 hours/day on manual data entry across order processing and reporting is consuming roughly 1,040 hours per year at $35–$50/hr — that's $36,000–$52,000 in labor cost annually, not counting errors and delays. Most automations we build cost $8,000–$25,000 and eliminate the bulk of that manual work. Payback period is typically 3–9 months. That math repeats across quoting, reporting, sync, and communication workflows.
Yes — this is one of our specialties. Using AI document extraction, we can process invoices, purchase orders, packing lists, contracts, and any other structured or semi-structured document. For emails, we can parse unstructured text, extract key fields, and route or respond automatically. This is typically where the most manual work lives, and where the ROI is highest.
We use OpenAI (GPT-4), Anthropic (Claude), and purpose-built AI models depending on the task. For workflow orchestration we use n8n, Make (Integromat), or custom Node.js/Python depending on complexity. Infrastructure runs on AWS, Google Cloud, or your existing stack. We are tool-agnostic — we choose based on reliability, cost, and fit for your specific use case, not because we have a partnership to push.
Automations need to be maintained when underlying systems change — this is true of any integration. We build with this in mind: clean separation between business logic and system connectors, thorough documentation, and alert systems that notify you if a workflow fails. For retainer clients, we handle updates as part of the engagement. For project clients, we scope update support as an add-on.
// FREE PROCESS AUDIT
Find out what your
processes are costing you.
We'll map your manual workflows and show you exactly where the money is going — before you commit to anything.
Get a Free Audit