Operations &
Finance Automation.
Running a business is mostly repetition: leads, proposals, invoices, onboarding. We automate the whole chain.
5.0 across 42 Google reviewsWhat we see in most operations.
The team is busy, but a lot of that work adds nothing. Data gets copied between tools by hand. Follow-ups depend on memory. Invoices go out late because someone has to build them. The business runs on people remembering steps instead of systems executing them.
Data typed in by hand, everywhere
Leads copied into the CRM, numbers moved into spreadsheets, the same client details re-entered in five tools. Hours spent keeping things in sync by hand.
Follow-ups and invoices that slip
A quote never chased, an invoice sent late, an onboarding step missed. When the process lives in someone's head, things fall through exactly when the team is busy.
Tools that do not talk to each other
CRM, email, invoicing, and accounting all running in isolation. Every handoff between them is a manual step and a point of failure.
Deliverables.
Every lead from your forms, WhatsApp, and inbox lands in your CRM automatically, routed to the right person, with nothing typed by hand.
Automated follow-up sequences and internal reminders, so no lead, quote, or unpaid invoice slips because someone forgot.
Proposals, contracts, invoices, and receipts generated and sent on trigger, formatted and logged, with no manual document work.
Client onboarding that runs itself, plus your tools kept in sync so the same data does not live in five places.
What we cover.
How we work.
Map
Walk your operation from lead to invoice. Find the manual steps, the handoffs, and where things slip.
Design
Architect the automation with error handling and alerts, so a failed step pings you instead of breaking silently.
Build
Implement in n8n or custom code: CRM sync, follow-ups, document generation, and the connections between your tools.
Monitor
Execution logs, failure alerts, and improvements as your process changes. The same setup we run our own agency on.
Map
Walk your operation from lead to invoice. Find the manual steps, the handoffs, and where things slip.
Design
Architect the automation with error handling and alerts, so a failed step pings you instead of breaking silently.
Build
Implement in n8n or custom code: CRM sync, follow-ups, document generation, and the connections between your tools.
Monitor
Execution logs, failure alerts, and improvements as your process changes. The same setup we run our own agency on.
Who this is for.
- Any business drowning in manual admin: data entry, follow-ups, invoicing, onboarding
- Teams where leads, quotes, or payments slip because a step depends on someone remembering
- Owners who want the back-office to run without adding an ops or finance hire
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Operations & Finance Automation, answered.
Straight answers on what is included, timing, and how we work.
From a lead landing in your CRM to the invoice going out: capture, follow-ups, onboarding, proposals, invoicing, receipts, and data sync between your tools. If it is manual and repetitive, it can usually be automated.
n8n, Claude, and custom code where needed. We build with the same stack we run our own operations on, so nothing is theoretical.
No, it removes the manual work that slows them down. Your team stops copying data between tools and spends time on work that actually needs a human.
We map your process, find the bottlenecks and error-prone steps, and start where the return is clearest. Quick wins first, then the bigger pipelines.
Yes. We build with error handling, logging, and fallbacks, so a failed step alerts you instead of silently breaking.
Automate the work of running your business.
We map your operations, then automate the chain from lead to invoice.