Data entry, reporting and the handoffs between systems, running on a schedule and flagging the bits that need a person.
The parts of the week that repeat.
Incoming this morning38 items
Supplier invoices
Read, coded, entered
24
Order emails
Parsed into the system
11
Timesheets
Totalled by crew
3
Started at 6:00Done by 6:04
Data entry that happens overnight
Invoices, order emails, timesheets. The things somebody currently retypes into a second system get read, checked against your rules, and entered before anyone opens a laptop.
Scheduled4 running
ReportGoes to
Monday numbers
Every Monday, 7am
Leadership
Unpaid over 30 days
Every Friday
Accounts
Crew utilization
First of the month
Ops
Reports that send themselves
The spreadsheet somebody rebuilds every Monday gets built once, then arrives on its own, in the inbox of the people who actually read it.
Last runFinished
Pull1.2s
Match3.8s
Write2.1s
Review2 held
Every step logged, every nightNext run 6:00
You can see what it did
Every run is logged step by step, with what it touched and how long it took. When something looks wrong you can read exactly what happened rather than guessing.
Needs a person2 waiting
Invoice 4471
No purchase order matches
Held
Timesheet · Crew 2
19 hours in one day
Held
36 went through untouchedNothing guessed
It stops rather than guesses
When something doesn't match, it holds the record and puts it in front of a person with the reason attached. Automation that quietly invents an answer is worse than no automation.
It works with what you already run.
Accounting
QuickBooksXeroSageNetSuite
Email & documents
Google WorkspaceMicrosoft 365DropboxBox
Operations
ServiceTitanJobberBuildertrendShopify
CRM & spreadsheets
HubSpotSalesforceAirtableGoogle SheetsAnd more, just ask