Payment Chaser
Escalating reminders and payment links sent automatically at day 1, 7, 14, and 30 overdue — the follow-through that's easy to describe and hard to actually do by hand for every overdue invoice.
AI & Automation
Business Process Automation
Every business has a handful of internal processes that are entirely rule-based — the same steps, in the same order, every single time — and are still run by hand anyway. This is the catch-all for making those processes run themselves.
The Problem
Where this quietly costs you.
Overdue invoices need reminders sent on a schedule. New hires need the same onboarding checklist walked through every time. Purchase approvals need to move through the same chain of people. None of this requires judgment — it requires consistency, and consistency is exactly what manual processes lose first as a business grows.
The other version of this problem is systems that don't talk to each other: an ERP, a POS, and a CRM that each hold part of the truth, reconciled by someone manually copying numbers between them.
If a process can be written down as a flowchart, it doesn't need a person running it step by step.
What We Build Most Often
Automations for the rule-based work already written down in someone's head
These are the builds we’re asked for most. They’re a starting point, not a menu.
ERP / POS / CRM sync
Keeps records consistent across the systems that are each supposed to hold part of the truth, so nobody's manually reconciling numbers between them at month-end.
HR onboarding workflows
The same new-hire checklist — accounts, equipment, paperwork, introductions — triggered and tracked automatically instead of depending on someone remembering every step.
Approval & procurement chains
Purchase and approval requests routed through the right chain of people automatically, with visibility into where something is stuck.
What We Can Connect To
The systems already running your internal operations
Your case is probably in scope, even if it’s not on this list.
- ERP, POS, and accounting systems for cross-system sync
- CRMs and internal ticketing/approval tools
- HR and onboarding platforms
- Email and calendar systems for reminders and scheduling
- Spreadsheets, as a starting point when nothing more structured exists yet
- Any REST API your existing systems already expose
Client Results
What clients say about this.
ERP & Multi-Warehouse Systems
“Replaced Three Outdated Tools with One Unified ERP Platform”
Multi-warehouse inventory tracking was plagued by sync errors before the custom ERP. It's rock-solid now, and gives our execs real-time stock, purchase order, and financial visibility.
Not On The List?
Don’t see your workflow?
Tell us the process. If it's repetitive and rule-based — the same steps, in the same order, every time — it's automatable, whatever it's called internally.
FAQ
Common questions about business process automation.
How is this different from the other AI & Automation capabilities?
The other four capabilities describe automations organized around leads, documents, and conversations specifically. This is the catch-all for everything else that's rule-based and internal — if your process doesn't obviously fit those, it's probably here.
Our process is a bit unusual — is it still worth asking?
Yes. The test isn't whether we've built exactly this before, it's whether the process follows a consistent, describable pattern. Most internal workflows do.
Do you need access to all our internal systems upfront?
No — we start by scoping one real process end-to-end, which usually only touches one or two systems, and expand from there once it's proven.
What if our systems don't have a public API?
Most modern ERP, POS, and CRM systems expose some form of API or integration layer; where they genuinely don't, we scope an alternative (scheduled exports, RPA-style automation) rather than ruling it out.
Related
Explore the rest of AI & Automation.
What's the most repetitive process on your team's plate?
One conversation is enough to find out — and to scope the first automation.