AI and workflow automation
Most consultants first have to run an audit to see where manual work happens in your business. We see it anyway, because your documents pass through us every month.
First we look at what's currently done by hand
Automation doesn't start with software. It starts with someone reviewing how the work is actually done and where the time goes.
We walk through your day-to-day processes and write down where repetitive manual work occurs, how much time it takes and how often errors appear. The result is a list, with an assessment of what delivers the biggest win.
You can take that list forward without us, too. We won't sell you software you don't need.
Four places we usually start
What's realistic and what's just talk
AI is talked about every day, and most of it doesn't concern a small business. We tell you upfront what will deliver results in your case and what won't.
If a process is muddled, automation turns it into a fast muddled process. That's why we start with a review, not with software.
What it delivers in practice
One review is enough to start
You don't need to know in advance what to automate. Write to us about what takes the most time in your business, and we'll look together at whether something can be done.
Ask for a free workflow reviewWhere we start
We start with a review: which tasks are done by hand and how long they take. Usually the biggest time sink is not the bookkeeping itself but moving data from one place to another.
The result is a list where each task has a time, a frequency and an assessment of whether software can take it over. Only then do we talk about tools.
- receiving purchase invoices and the approval flow
- expense reports and receipt collection
- recurring sales invoices
- moving data between the sales system and the accounts
What changes in practice
When documents move by themselves and data is read by machine, manual entry drops and so does the number of errors. Month-end closing moves earlier because information is already there.
We do not start by replacing software. First we use what you already have, and recommend a change only when it clearly pays for itself.
Frequently asked questions
How does the automation review start?
With one conversation and a workflow map. We look at which documents move, who touches them and how long each step takes. The result is a list of tasks with an assessment of what is worth automating.
Which tasks are easiest to automate?
Repetitive, rule-based work: receiving purchase invoices and approvals, expense reports, recurring sales invoices and moving data between systems.
Do I have to change software?
Usually not. We start from your existing tools and integrations. A change is recommended only when the current setup blocks the work or costs clearly more than switching.
How quickly does the investment pay back?
It depends on how much manual work there is today. During the review we quantify the hours saved and set them against the cost, so the decision rests on a number.
