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AI automation
Reporting and admin automation
Weekly numbers pulled together automatically, data moved between systems for you, and month-end prep that runs itself.
- From $2,500 setup
- Live in 2 to 3 weeks
- You own it
Why it matters
Reporting by hand is slow, so it happens late or not at all.
Read more
Reporting by hand is slow, so it happens late or not at all. Decisions get made on last month's numbers, or on gut feel.
- All weekYour numbers sit in three different systems.
- PulledThey are pulled into one summary automatically.
- DeliveredThe summary arrives in your inbox or team chat.
- AlertYou hear when a figure you set is crossed, such as cash below a level.
What we set up
What we set up in writing, before we start.
- A weekly summary of the numbers you care about, in your inbox or team chat
- Data moved between systems that don't talk to each other
- Month-end preparation: reconciliations prepared and exceptions listed
- Simple alerts you set, such as cash below a figure or overdue invoices above a count
The process
From first call to running every day.
- 01Pick the leak
- 02Fixed quote
- 03Company brain
- 04Build in your accounts
- 05Supervised start
- 06Live, with guardrails
- 07Monthly numbers
What happens at each step
- Pick the leakFrom the free check or the audit: the one job that costs you most each month.
- Fixed quoteScope, price, timeline and estimated running costs in writing before any work starts.
- Company brainWhat the AI needs to know, written down with you: prices, policies and the answers your best person gives. It comes with your first project.
- Build in your accountsYour forward-deployed engineer sets up phone numbers, AI services and messaging accounts in your name, so you own them from day one.
- Supervised startFor the first weeks the AI drafts and a person on your team approves. We tune it on your real conversations.
- Live, with guardrailsRoutine work runs on its own. Anything sensitive, new or involving money still waits for a person.
- Monthly numbersWhat the AI handled, response times, hours saved and everything it passed to a person.
Human in the loop
A person stays in charge.
AI does
- Builds the weekly summary, read-only
- Moves data between systems
- Prepares reconciliations and lists exceptions
- Sends the alerts you set
A person does
- Anything that changes money or records
What we measure every month
- Hours saved each week
- Reports delivered on time
- Exceptions caught before month-end
The rule in full
Reports are read-only. Anything that changes money or records waits for a person.
Price
From $2,500 setup live in 2 to 3 weeks.
From $2,500 to set up, fixed before we start. Most go live in 2 to 3 weeks.
More about price
Running costs, such as AI usage, phone minutes and message fees, are billed by the providers straight to your own accounts, at cost, separate from our fee. We estimate them in the quote.
Add on-call AI engineering from $900 a month if you want us to watch and improve it.
Who it's for
Built for businesses like yours.
Questions
Straight answers.
Do we need a data warehouse or BI tool?
Usually not. Most small businesses need one clear weekly summary, not a dashboard nobody opens.
Which tools can you pull numbers from?
Anything with an API or a scheduled export, which covers most accounting, CRM, booking and payment tools. We confirm yours before quoting.
The right amount of AI
Ready to put your daily business operations on autopilot?
Stop losing valuable revenue to missed inquiries and back-office admin. Book a 30-minute feasibility call to see what your custom AI system looks like.
Fixed pricing · 100% client-owned systems · Pay at wholesale API cost