Intelligent Automation Services | Ship in Weeks, Not Months

Why Choose Our Business Process Automation Services

Fewer clicks, faster cycles

Turn hours into minutes with automated handoffs between your systems.

Use what you have

Keep your CRM/AMS/ERP—no rip-and-replace needed for automation.

Governed & auditable

Approvals, logs, rollback, and retention policies built into every workflow.

Proven in weeks

Pilot in 14–30 days with acceptance tests or don't continue.

Pick 2 or Bring Your Own Automation

Choose any 2 to start (or bring your own process). We'll ship your pilot in 14–30 days with acceptance tests.

Proven Outcomes for SMB and Mid-Market

40-80

hours saved per month

≥95%

auto-match on documents

-50%

COI/FNOL cycle time

≤1%

error rate after week 2

Real Automation Results

Reduced invoice reconciliation from 3 hours/day to 20 minutes

Property management company

Cut lead response time from 48 hours to under 15 minutes

Insurance brokerage

Automated 92% of customer onboarding tasks

Financial services firm

Eliminated manual data entry between CRM and accounting systems

Home services company

How Our Business Process Automation Works

1

Week 1 — Discover & Baseline

We connect to your inbox, exports, and APIs to map fields and set success metrics for your automation pilot.

2

Week 2 — Build

We ship two automations complete with retries, exception handling, and comprehensive logging for transparency.

3

Week 3–4 — Pilot & Harden

We run parallel testing, fix mismatches, enable alerts, and hand over runbooks for ongoing success.

Security & Compliance Built In

Access Controls

SSO/RBAC, approval workflows, and encrypted data handling with Git-backed change control.

Data Governance

Redaction capabilities, retention policies, and regional hosting options (US/Canada/EU).

Audit Ready

Comprehensive evidence logs and export packs for compliance and regulatory requirements.

Our Compliance Framework

SOC 2 Type II Implemented

GDPR Compliance Implemented

Data Residency Options US, Canada, EU

Encryption In transit & at rest

Audit Logging 90-day retention

Transparent Pricing for Business Automation

Fixed-price pilot (14–30 days). Managed automation monthly with SLA options (8×5 → 24×7). Get a quote in one business day.

Pilot Package

Fixed Price

2 automation workflows
14-30 day implementation
Acceptance testing
Basic logging & monitoring

Managed Automation

Monthly

Priced per workflow

Unlimited workflows
24/7 monitoring
SLA options available
Priority support
Advanced analytics

Enterprise

Custom

Priced per workflow

Dedicated instance
Custom integrations
Advanced security
Dedicated support team
Custom SLA terms

What Our Clients Say

SJ

Sarah Johnson

Operations Director, Insurance Firm

"The document automation system cut our processing time by 85% and eliminated errors in our FNOL process. Implementation was seamless."

MC

Michael Chen

CFO, Property Management Co.

"The bi-directional sync between our CRM and accounting systems eliminated all manual data entry. We're saving 50+ hours monthly on reconciliation."

DR

David Rodriguez

Service Manager, Home Services

"From lead to scheduled job in under 5 minutes. Our customers love the instant response, and our team can focus on quality service instead of admin work."

Before & After Automation

Before Automation

Manual data entry between systems
48+ hour response times to leads
15% error rate in document processing
No audit trail for compliance

After Automation

Automatic bi-directional sync
15-minute lead response time
Under 1% error rate with OCR
Complete audit trail with logs

Frequently Asked Questions

Get a fixed pilot price & 30-day plan

Pick 2 workflows (or bring your own). We'll confirm feasibility and send a one-pager with scope, timeline, and price.