Your team shouldn't be the automation.
If a process depends on someone remembering to run it, copy it, check it, or fix it, that's not a process. It's a risk that hasn't failed yet.
We fix that.
The spreadsheet someone updates every Monday. The order exceptions someone triages by hand. The month-end close that takes a week because half of it is manual.
The reality
Manual processes don't just waste time. They hide risk.
01
Your people are the
integration layer.
When two systems don't talk to each other, someone fills the gap. They copy data, reconcile numbers, catch errors by eye. It works. Until they're on vacation. Or until they quit.
02
Exceptions get handled.
Eventually.
An order that doesn't match. A return that hits the wrong account. A discount that shouldn't have been approved. These don't get caught by your system. They get caught by whoever notices first.
03
Reporting is still
a manual job.
Your team spends hours every week pulling data, reformatting it, and sending it to people who needed it yesterday. That's not reporting. That's data entry with a dashboard on top.
What we automate
The processes that can't afford to break.
We don't automate everything. We automate the workflows that cost the most when they break, or when someone forgets.
Supply chain and inventory
Stock counts that don't match. Dead inventory nobody noticed. Returns that create accounting problems downstream. We automate the detection, the alerts, and the data flow between your warehouse and your ERP.
Return approved
Northwell Healthcare - defective unit return
Order: #SO-29841
Return authorization
RMA #: 471582
Refund: $1,247.00
Finance and accounting
Accounts receivable, month-end close, compliance checks, cash flow alerts. The work your finance team does on autopilot. Except it actually runs on autopilot. Errors flagged before they compound.
Cash flow threshold alert
Ridgeline Manufacturing
Net 30 receivables
Outstanding: $312,400
Projected shortfall in 14 days
Month-end variance detected
GL Account 4100: Revenue
Expected: $1,847,200 | Actual: $1,831,650
Variance: $15,550 (0.84%)
Segregation of duties conflict
M. Torres (AP Clerk) attempted to approve PO above $10,000. Requires VP-level authorization per policy SOD-112.
Past-due invoice escalation
Atlas Distribution Co.
INV-0847 | 47 days past due
Amount: $28,740
3rd notice sent automatically
Reporting and business intelligence
Reports pulled by hand. Dashboards nobody trusts. The same data reformatted three ways for three teams. We build reports that compile, format, and deliver themselves. No exports. No slide decks. No Monday morning scramble.
Monthly Revenue Summary
Automated
$2.4M
Total Revenue
18.7%
Gross Margin
+4.2%
vs. Prior Month
How we work
We don't hand you a workflow diagram.
We start by mapping your current processes, including the workarounds nobody documented and the edge cases everyone routes around.
Then we design the automation, build it, test it against your real data and real exceptions, and stay accountable after it's running.
Same team.
Architecture to production.
Your business. At the speed you planned for.