What we actually do

AI Readiness Audit

A structured look at how work really flows through your business — where time goes, where things get retyped, where customers wait. We interview the people doing the work, not just the owner.

You come away with a ranked list of opportunities, each with an honest estimate of effort, cost and hours saved, plus the ones we recommend you don't do.

• Discovery workshop with your team
• Review of your current tools, data and where it lives
• Opportunity map scored on value vs. effort
• Costed recommendations with realistic timelines
• 90-minute findings session to talk it through

Typically 1–2 weeks. You own the report outright — usable with us or with anyone else.

Process Automation

The dull middle of a process — reading an email, pulling out the details, putting them in the right system, chasing when nothing comes back. Machines are good at this and people resent it.

We connect the tools you already pay for and drop AI in only where it genuinely adds something: understanding messy human input, summarising, classifying, drafting.

• Enquiry triage and routing straight from the inbox
• Quote and proposal drafting from your templates and price list
• Order, booking and job-sheet processing
• Automatic follow-ups and chasing
• Reporting packs built and sent on a schedule

Works with Microsoft 365, Google Workspace, Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Shopify, Monday, Trello, Slack, Teams — and most things with an API. Anything that reaches a customer gets a human approval step by default.

Document & Data Intelligence

Most small businesses sit on a mountain of PDFs, scans, emails and spreadsheets that nothing can search properly. We turn that into structured, usable data.

• Supplier invoices and purchase orders read and pushed into your accounts package
• Contracts summarised with key dates, renewal terms and obligations extracted
• Site reports, survey forms and timesheets digitised from photos and scans
• Customer feedback and reviews grouped into themes you can act on
• Messy spreadsheets cleaned, de-duplicated and reconciled

We measure accuracy on a real sample of your documents before go-live, and set confidence thresholds so anything uncertain goes to a person.

Team Training & Enablement

Tools don't change a business; habits do. Our sessions are hands-on and role-specific — people work on their own real tasks and leave with things they'll use on Monday.

• An introductory session for the whole team — what AI is good and bad at, in plain English
• Role-based workshops for sales, operations, finance and marketing
• A prompt library written around your business, not generic examples
• "What not to paste into a chatbot" — practical data safety
• Champion coaching, so one or two people internally can keep momentum going

Delivered online, or in person where that works better. Groups of up to 15 work best. You get a recording and a written playbook for new starters.