We build it.
AI agents that run your back-office workflows: one workflow, one department, or the whole back office. Built with the people who do the work today, on the systems you already run, and handed over so your team owns it. Or we build it on your company memory, so the agents know how your team works.
How we work
01
AI Sprint
One week, on your own data and systems
A working example of one workflow on your own data and systems, so you see what a build would deliver, and a plan for what to build next.
Start with one workflow in a week02
We build
AI automation and agents in your workflows
One workflow, one department, or the whole back office. On the systems you already run, with the people who do the work today, guards and sign-off built in.
03
Results
Time back, spent better
Your team stops doing the repetitive work by hand and stops hunting for information across systems and inboxes. Those hours come back, and they go to the work that needs a person: the customer, the exception, the decision. The same people get more done, and the work gets better.
04
Your team runs it
Yours, documented and handed over
We write down how it works, train the people who will run it, and hand it over properly. A person still signs off where it matters and every run stays on record. When your team runs it without us, we are done, and that is how it should be.
See the AI Sprint
Back-office workflows we build agents for
Seven departments, and the workflow most firms start with in each. The agent does the steps; your people keep the decision. Start your own list from them.
Client intake and files
Where most firms start
Client document requests
What each client still owes, listed and chased until the file is complete, each request approved by the accountant.
Finance and administration
Supplier invoices
Each invoice read, coded and matched to its order, then routed to the person who approves the payment.
Compliance and risk files
The client file per advice
The client's position, goals and risk appetite recorded with the advice and its reasons, for the adviser to sign.
HR and personnel
Onboarding and offboarding
Contract, accounts and first-week plan ready for each new colleague, access closed for leavers, and HR approving every step.
Time and billing
Timesheet to invoice
Hours checked against rates and agreements, and each client invoice drafted for a person to approve.
Planning and scheduling
Tenant request to scheduled job
Tenant requests sorted by urgency and booked with the right contractor, each job approved by the property manager.
Reporting and management information
Month-end pack
Figures collected from each system and the month-end pack assembled for the controller to check.
After the first agent
Your second agent starts further ahead. It already knows how you work.
01
One agent, one workflow
Week 1
Live on your data, with a person signing off.
02
More workflows, less setup
Months 1 to 3
Each one reuses what the first already learned about your team.
03
A team of AI agents
Your way of working, kept
Running on the Claude, ChatGPT or Copilot you already pay for, all following the same approved way of working.
We call it a company brain that acts.
It learns how your team really works, a person approves every rule, and your agents follow it. Already running your own AI? You can give it the same brain.
Choose how to get started
The AI Sprint.
One week, fixed scope, one workflow. You leave with a working example of that workflow on your own data, and a plan for what to build next.
Book a call.
Bring a process that is slow, manual, or fragmented. We will tell you which steps an agent can take over, and what it takes to build it on what you already run.