Operations &
Finance Automation.
Does your paperwork build itself? Proposals, contracts, invoices and receipts can, with a person only where money moves.
5.0 across 40+ Google reviews- Operations and finance automation: the chain we run ourselves, from the lead to the receipt, posted into the accounting and the ERP.
- Five example workflows: proposal, contract, invoice, receipt, expenses. We map yours, with a person only where money moves.
- What you receive, how we work, and what stays human. Part of our AI workflow automation.
Look at your week.
You did not start your business to spend your nights on Excel. The order re-entered for the invoice, the same client details typed in five tools, the receipt in a drawer until the accountant asks, the invoice sent late because someone forgot. The same tasks, every week.
The same data in five tools
The order in the store, again in the invoice, again in the accounting, again in the spreadsheet. Every copy is a chance for an error and an hour lost.
The invoice sent late, the reminder never sent
A quote accepted on Monday, invoiced on Friday, chased never. The step lived in someone's head and the cash arrived a month late.
The proposal typed into the contract, then into the invoice
The same lines and the same amounts typed three times, in three tools, by three people. Every copy is a chance for a wrong number on a document the client signs.
Example workflows, step by step.
These are examples, not a catalogue. We map the workflows of your business, then build the ones that pay first. Each one starts with something that happens in your business and ends with something done. Hover a step to read what happens in it.
A new lead: the proposal
Hover a step to read itTap a step to read itProposal accepted: the contract
Hover a step to read itTap a step to read itContract signed: the invoice
Hover a step to read itTap a step to read itInvoice paid: the receipt
Hover a step to read itTap a step to read itAn expense comes in
Hover a step to read itTap a step to read itFour things, in your own accounts.
Every document and every hand-off from quote to cash, and from order to stock. One page, before we build.
Your invoicing, your accounting, your store, your ERP, your Drive. In your accounts, not ours.
A human check every time money moves out: a payment, a purchase order, a refund. Written down and enforced.
Invoices sent, reminders sent, payments matched, receipts posted, stock alerts. One line a week. A failed step pings us.
How we work.
- 1
Understand
Every document your business produces and every place data is retyped.
- 2
Choose
Quote to cash first for most businesses, the store sync first for stores. What stays human, written down.
- 3
Build
In n8n and Claude, on your invoicing, accounting, store and ERP. Tested on real documents before it runs.
- 4
Run
We run it after launch. A failed step pings us, not you.
Who this is for.
- Owners doing the invoices, the reminders and the receipts themselves at night
- Stores and distributors with a store and an ERP that do not talk
- Any business where a lead, a quote or a payment slips because someone forgot
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Other areas we automate.
Sales & Lead Generation Automation
Leads found, answered and followed up without your team doing it by hand: first reply in a minute, follow-ups until someone answers, quotes drafted from your prices, everything in the CRM.
Customer Service Automation
The questions people ask you every day answered in seconds by a chatbot, on your website or on the channel your clients use, from your own prices and hours, with a person taking over when it matters.
Customer Retention Automation
Customers who come back on their own: abandoned carts and checkouts, delivered orders, appointments, silent customers, failed payments and renewals handled by workflows, by email.
Social Media Automation
Two tools, one or both depending on your need: a Video Editor that turns your raw videos into posts ready for every platform, and Social Autopilot that posts them on Instagram, Facebook, YouTube and TikTok with a caption written per platform.
Reporting & Data Automation
Your numbers without building them: a Monday summary that says what moved and why, dashboards fed from your tools, an alert the moment a number crosses a line.
Operations & Finance Automation, answered.
Straight answers on what is included, timing, and how we work.
Most of the time, yes. We connect to what you already use: your invoicing tool, your accounting, your store, your ERP, your Drive. If a tool has no export and no API, we say so before we start.
Everything that moves money out: a payment, a purchase order, a refund, a discount. The workflows prepare and remind; a person approves. Written down and enforced in every flow.
Yes. Supplier, date, amount and tax are read from the photo or the PDF in Arabic, French or English, and the expense is classified into your own chart of accounts. The rare receipt it cannot read is sent to a person.
It pings us, not you. An invoice that could not be sent or a sync that stopped raises an alert with the document attached, and nothing is posted twice.
It depends on the number of documents and tools. Quote to cash for a service business is a smaller project than a store synced with an ERP. A setup project comes first, scoped after we map your back office. No prices on the site.
Take the paperwork off your evenings.
We map your documents from the lead to the receipt, show you what to automate first, and keep a person wherever money moves.