What we do

A closer look at each service.

Pick a service to see the problem it solves, where it fits, and exactly what we deliver.

The problem

Every invoice is a
manual tax on your team.

For most businesses, invoice processing is a chain of low-value repetitive steps: someone opens the email, downloads the PDF, reads the line items, keys them into accounting software, checks them against a PO, routes them for approval, and files them. Multiply that by 50 invoices a month and you've built a part-time job out of data entry.

Errors compound. Duplicates slip through. Invoices get lost in inboxes. Late payments damage supplier relationships. And the person doing all of this is probably capable of far more valuable work.

Who this is for

Use cases

Accounting and professional services firms

Process client billing, supplier invoices, and expense documents automatically with structured output into your accounting platform.

Construction and trades companies

Capture subcontractor invoices from email, validate against contracts, and route for project manager approval before payment.

Property management companies

Automate maintenance vendor invoicing across multiple properties, matched to work orders, approved by property, and reconciled monthly.

Any business receiving 20 or more invoices per month

If your team spends meaningful time on AP, the ROI on automation is immediate and measurable.

Example workflow

From email to approved
in minutes, not days.

1Invoice arrivesEmail, portal, orscanned upload2AI extractionVendor, amount,date, line items3ValidationMatch PO, detectduplicates4Approval routingAuto-approve ornotify approver5Posted to booksQuickBooks, Xero,or your ERPException flaggedRouted to your team for reviewAutomatedException path
What's delivered

Everything you need,
nothing you don't.

Extraction pipeline

AI-powered extraction of all key fields from any invoice format: PDF, email, scan, or portal export.

Validation rules

Configurable rules that check for duplicates, match against POs or contracts, and flag discrepancies before approval.

Approval routing

Invoices under a defined threshold are auto-approved. Above it, the right person is notified with one-click approve or reject.

Accounting integration

Approved invoices post directly to your accounting platform. No copy-paste, no re-keying, no manual filing.

The problem

Great outreach takes time
your team doesn't have.

Effective outreach isn't blasting generic emails to a purchased list. It's identifying the right prospects, understanding their business context, and sending a message that feels like it was written specifically for them, because it was.

That level of personalization used to require a full-time researcher and a skilled copywriter. Today it can be automated, but only if someone builds the right architecture behind it. That's what we do.

Who this is for

Use cases

Marketing and creative agencies

Identify decision-makers at target accounts, research their current campaigns, and generate outreach that references their actual work.

Professional services firms

Find businesses that match your ideal client profile, research their recent activity, and reach out with a message tied to a relevant trigger.

Staffing and recruitment firms

Identify companies that are hiring, research their open roles, and reach out to hiring managers with a pitch timed to their exact need.

Any business doing B2B sales

If you sell to other businesses and you're still doing prospect research manually, there's a significant leverage gap to close.

Example workflow

From target profile to
personalised message, automatically.

RESEARCH & PERSONALISATION1Define profileIndustry, size, role2Find prospectsFrom your chosensources3Enrich contextNews, signals,triggers4Draft messageClaude, in yourvoice5You approveReview, edit,or sendAUTOMATED FOLLOW-UP6Email sentDay 17Follow-upDay 4 if no reply8Final nudgeDay 10, close loop9Reply detectedSequence pauses,routed to you
What's delivered

Research at scale,
outreach that feels human.

Prospect discovery engine

Automated identification of prospects that match your ideal client profile, pulled from relevant sources on a defined schedule.

Personalised message drafts

Claude-generated outreach written in your voice, referencing each prospect's specific context, ready for your review before sending.

Multi-step follow-up sequences

Automated follow-ups timed by response or silence. Sequences pause automatically the moment a prospect replies.

CRM logging

Every prospect, message, and interaction automatically logged so your pipeline stays current without manual data entry.

The problem

Your data exists.
Accessing it shouldn't be work.

Most businesses already have the data they need to make good decisions. The problem is that it lives in three different systems, requires someone to pull it manually every week, and arrives in a spreadsheet that takes 20 minutes to interpret.

A well-built reporting system changes that entirely. Your numbers are always current, always in the same format, and visible to the right people without anyone having to do anything. Decisions get faster, surprises get rarer, and your team gets time back.

Who this is for

Use cases

Professional services and agencies

Automated client reporting, utilisation tracking, project margin reporting, delivered on a schedule without anyone touching a spreadsheet.

Real estate and property management

Portfolio-level occupancy, maintenance costs, and rent roll reporting across multiple properties, consolidated automatically.

Construction and project-based businesses

Live project cost-to-budget tracking, subcontractor payment status, and schedule progress, visible to the right people in real time.

Sales-led businesses

Pipeline reporting, conversion tracking, and revenue forecasting that updates from your CRM without any manual data wrangling.

Example workflow

From scattered data sources
to a single live view.

YOUR DATA SOURCESCRMHubSpot, DynamicsAccountingXero, QuickBooksSpreadsheetsExcel, SharePointOther systemsAPIs, exportsData pipelineClean, transform,join, scheduleOUTPUTSLive dashboardTableau or webScheduled reportPDF, auto-sentThreshold alertsTriggered notices
What's delivered

Always current, always
ready when you need it.

Custom Tableau dashboard

Built around your specific metrics and the decisions your team actually needs to make, not a template with your name on it.

Automated data pipeline

KNIME and SQL pipelines that pull, clean, and join your data on a schedule, with no manual exports and no stale numbers.

Scheduled report delivery

Reports emailed to the right people at the right time, in a consistent format they can act on immediately.

Threshold alerts

Automated notifications when a metric crosses a defined threshold, so you find out about a problem before your client does.

The problem

Every document your team
reads manually is a pipeline waiting to be built.

When a client submits an intake form, someone reads it and types the information into your CRM. When a supplier sends a quote, someone opens it and checks the numbers. When a contract arrives, someone highlights the key dates and parties and enters them into a spreadsheet.

Each of those steps is a human acting as a bridge between unstructured text and a system that needs structured data. We replace that bridge with an automated pipeline that processes every document the same way, every time, without error or delay.

The key difference between this and simply asking Claude a question about a document: we build a repeatable factory, not a one-off conversation. The same extraction logic runs on every document automatically, produces the same structured output, and feeds it downstream without anyone involved.

Who this is for

Use cases

Legal and professional services

Extract parties, dates, obligations, and key clauses from contracts, structured into a database with no reading required.

Real estate and property management

Pull tenant details, lease terms, and key dates from lease agreements and certificates of insurance automatically.

Healthcare and wellness clinics

Extract patient information from intake forms and convert unstructured health history notes into structured records.

Financial services and mortgage brokers

Process income statements, bank statements, and application documents, extracting key figures without manual review.

Example workflow

From unstructured document
to structured, actionable data.

1Document arrivesPDF, email, scan,or form2AI extractionClaude reads everyfield3Validation & QACompleteness andconfidence checks4Structured outputTo CRM, database,or spreadsheetEXAMPLE EXTRACTED FIELDSParty namesKey datesDollar amountsLine itemsClauses & terms
What's delivered

A document factory, not
a one-off conversation.

Custom extraction schema

We define exactly which fields to extract from your specific document type, designed around what your downstream systems actually need.

Automated ingestion pipeline

Documents picked up automatically from your email, shared drive, or upload portal, with no manual trigger required.

Validation and quality checks

Completeness checks and confidence scoring flag anything the pipeline isn't certain about before it reaches your systems.

Structured output to your systems

Extracted data delivered to wherever you need it, whether a database, CRM, spreadsheet, or downstream workflow, in a consistent and usable format.