Work on PilotYour work. Automated.
Managed automation for real business work

Less repetitive work.
More control.

We build, run and maintain automations for reports, data entry, document processing and everyday tasks, working alongside the applications you already use.

Controlled access Traceable runs Human review where needed Works with existing systems
Owner workspace · PreviewHealthy
Acme CoOwner Workspace
JD
Jane DoeOwner
Good morning, Jane
Here's what's happening with your business automations
Live
Active automations8
▲ +2 vs last month
Completed this week24
▲ +33% vs last week
Needs review2
● 0 vs last week
Time saved12.5h
▲ +2.3h vs last week
All core systems running smoothly7 of 8 automations completed on schedule
2 items need your attentionReview flagged items to keep things on track
View details
Automation portfolioYour automated workflows, data sources and reports

Daily Sales Report

Pulls from Foodics, validates data and emails a PDF daily.

CompletedFoodics → Email PDF

Bank Statement Upload

Fetches bank statements and processes them automatically.

RunningBank → Files

Reconciliation Pack

Matches transactions and generates reconciliation reports.

Needs reviewBank + Foodics → PDF

Weekly Management Pack

Creates a weekly summary of key business metrics.

ScheduledMultiple sources → Email

Invoice Capture

Extracts data from supplier invoices using OCR.

HealthyEmail → Files

Executive Summary

Generates a board-ready summary with KPIs and insights.

CompletedMultiple sources → PDF

Payroll Inputs

Prepares payroll data from time tracking and HR systems.

RunningHR → Payroll

Scheduled Alerts

Monitors key thresholds and sends proactive alerts.

HealthySystem → Slack/Email
Recent activityView all →
Daily Sales Report completedPDF emailed to jane@acme.co
2h ago
Bank statement uploadedMarch statement processed
4h ago
Reconciliation Pack needs review3 unmatched transactions
6h ago
Invoice Capture completed12 invoices processed
1d ago
This week's runs24 completed · 4 review
Mon
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What can be automated

Start with outcomes, not technology

Each category below is a result you can recognize, not a technical integration. Examples marked "in pilot" are proven; others are on our roadmap as demand and dependencies allow.

Reports & insights

Daily sales reports, executive summaries, management packs and recurring dashboards delivered automatically.

Finance operations

Bank statement uploads, reconciliation preparation, finance data movement and periodic close support.

Data between systems

Move approved data across spreadsheets, portals and business systems without repetitive re-entry.

Documents & admin

Capture documents, extract information, route files, prepare outputs and manage recurring administrative work.

Low effort for the customer

One clear path from idea to recurring result

1

Tell us what you need

Explain the repetitive task in ordinary business language.

2

We build and test

We define inputs, outputs, frequency and approval points, then build it.

3

Your automation runs and delivers results

See exactly what happened, and stay informed as it becomes routine.

For owners & executives

See the result, risk and next action without learning the automation behind it.

For finance teams

Prioritized review queues, exceptions, reconciliations and scheduled finance outputs.

For teams & professionals

Request automations, track work, receive files and connect systems with minimal setup burden.

Trust without security theatre

Show customers exactly what has access, what ran, and what needs approval.

Security is expressed through visible product controls: workspace boundaries, scoped connections, audit history, review gates and revocation.

Scoped access

Connections explain the permitted action, not secret values.

Run history

Every execution has a status, time and outcome.

Approval gates

Sensitive workflows pause for review.

Workspace control

Roles and permissions determine what each user sees.

Ready to automate your first task?

Tell us what you do every week that a system could do for you.