Supplier invoices manually entered into finance systems
Invoices arrive by email and someone has to open them, download the attachment, check the details,
enter the supplier, invoice number, date, VAT, totals and nominal codes into the accounts system.
We can help automate
Invoice capture, data extraction, validation and draft invoice creation in finance platforms such as Xero, Sage, QuickBooks, FreeAgent or other accounting systems.
CRM, finance and operations systems are not connected
Customer details, quotes, orders, invoices and payment status often sit in separate systems.
Staff end up copying information between platforms or checking multiple places before they can answer a simple question.
We can help connect
Customer, finance, operations, e-commerce, stock, job management, document storage and reporting systems so data flows properly across the business.
Staff manually update spreadsheets every week
Many businesses still rely on spreadsheets for sales tracking, stock records, job lists,
customer data, finance summaries, staff schedules or operational reports.
We can help automate
Data entry, spreadsheet updates, validation checks, formatting, calculations, lookups and scheduled refreshes.
Business reports take hours to prepare
Weekly or monthly reports are often built by exporting data from multiple systems, copying it into spreadsheets,
cleaning it up, creating charts and emailing the result around.
We can help automate
Sales reports, finance reports, operational reports, KPI dashboards, management packs and live reporting.
Email inboxes are used as workflow systems
Customer enquiries, supplier invoices, quote requests, order updates, delivery notes and support issues often sit in shared inboxes.
Staff manually read, sort, forward, file and action each email.
We can help automate
Email classification, attachment handling, data extraction, folder filing, CRM updates, task creation and alerts.
Customer enquiries are copied into multiple systems
A web form, phone call or email enquiry may need to be added to a CRM, spreadsheet,
quote tracker, email list and follow-up task manually.
We can help automate
Lead capture, CRM record creation, follow-up reminders, email responses, sales pipeline updates and reporting.
Quote and proposal creation is too manual
Staff often reuse old quotes, copy customer details, update prices, add line items manually
and then save or email documents by hand.
We can help automate
Quote templates, customer detail population, pricing lookups, approval flows, PDF generation and CRM updates.
Sales orders are re-keyed into finance, stock or fulfilment systems
When an order is won, the same data may be entered again into accounts, stock,
purchasing, delivery or job management systems.
We can help automate
Order handover, invoice creation, stock updates, job creation, delivery notifications and customer updates.
Customer and supplier records are duplicated
The same customer or supplier may exist multiple times with slightly different names,
addresses, email addresses or account references.
We can help improve
Duplicate detection, record matching, data cleaning, standardisation and single customer or supplier views.
Staff manually chase missing information
Teams waste time chasing missing purchase order numbers, invoice details, customer forms,
job updates, signed documents or payment information.
We can help automate
Reminder emails, missing data checks, task creation, approval routing and exception reporting.
Documents are manually renamed, saved and filed
Invoices, delivery notes, contracts, forms, certificates, photos and reports are often downloaded,
renamed and saved into folders manually.
We can help automate
Document naming, folder filing, SharePoint or OneDrive storage, metadata tagging and searchable records.
Stock, purchasing or inventory updates are done manually
SMEs often manage stock levels, supplier orders, reorder points or product lists through spreadsheets and manual checks.
We can help automate
Stock updates, reorder alerts, supplier purchase lists, product data clean-up and reporting.
Timesheets, job sheets and field updates are manually processed
Staff may submit job sheets, timesheets, mileage, site notes or photos that someone else then re-enters
into spreadsheets, payroll, billing or reporting systems.
We can help automate
Form capture, validation, job costing, payroll summaries, invoice preparation and management reporting.
Finance teams spend too long reconciling data
Payments, invoices, purchase orders, expenses and bank transactions often need checking across several systems or spreadsheets.
We can help automate
Reconciliation checks, exception reports, payment status updates, invoice matching and finance dashboards.
Managers cannot see live business performance
Many SMEs only know what happened after someone has manually built a report.
That means decisions are based on old or incomplete information.
We can help create
Live dashboards, automated KPIs, sales pipeline visibility, finance summaries, operational reporting and AI-assisted insight.