Workflow digitisation
Your admin lives in spreadsheets, email and WhatsApp. We move it into one place where the work is captured once and nothing gets retyped.
Document and report automation.
An afternoon of copy and paste becomes one click. Documents generated straight from your own data, ready to send.
01 /Is this you
You may recognise some of this.
Signs it applies to you
- Quotes and invoices are assembled by hand from other documents
- The same figures are pasted between a spreadsheet and a template
- Two people produce the same document and it looks different
- A typo in a rate reaches a customer before anyone notices
What we build
- Documents built from the data, so the figures cannot disagree
- One template, so every document looks like it came from one business
- Generated, checked and sent without leaving the system
- A record of exactly what was sent, and when
02 /How we approach it
The document is a view of the data, not a copy of it
Copy and paste is where errors enter, and they enter at the worst moment, on the thing you send a customer. When the document reads directly from the record, the rate on the quote is the rate in the system, permanently.
It has to look like you
A generated document that looks generated defeats the point. These are built to your own layout and typography, so what lands in a customer's inbox is better than what was being produced by hand, not merely faster.
03 /The other three
Start here
Tell us the problem.
We'll tell you the simplest way to solve it. If it isn't worth building, we'll say that too.