Quotes & proposals
BeforeHours spent pulling prices and past jobs into a document.
AfterDrafted in minutes from your prices and past work, ready to check and send.
Works with Email, pricing spreadsheets or systems, past quotes, CRM
What we do
AI agents that take on the work your team shouldn’t be doing.
Most businesses don’t need more software. They need the work that clogs up the week (quoting, reporting, chasing, re-keying) done reliably, inside the systems they already use. That is what we build.
Five jobs, in detail
What changes when an agent takes the work on.
Reports & data entry
BeforeFigures copied out of several systems into a spreadsheet, every week.
AfterGathered and reconciled automatically, in the same format every time.
Works with Accounts, CRM, spreadsheets, job and project systems
Customer enquiries
BeforeMessages wait in a shared inbox until someone has time to sort them.
AfterEach one read, sorted and passed to the right person as it arrives.
Works with Shared inbox, website forms, CRM
Scheduling & follow-ups
BeforeBookings and reminders depend on someone remembering.
AfterTimes booked, reminders sent and replies chased, without anyone keeping track.
Works with Calendar, email, CRM
Invoices & bills
BeforeEvery invoice checked against its order and typed in by hand.
AfterRead, matched and entered into your accounts, with anything odd flagged.
Works with Email, accounts software, purchase orders
Works with your tools
Your tools stay. The copying between them goes.
Most processes pass through several systems, with someone moving information between them by hand. We connect them, so the work flows through without the re-keying.
AgentQuote sentInvoice enteredReport delivered
Logos are shown to illustrate the kinds of software we work with and belong to their owners. Their use does not imply endorsement.
What an agent is
Clear about what it does, and what it doesn’t.
It is
- Software that carries out a defined piece of work from start to finish
- Built into your existing systems, with access you control
- Designed to hand anything unusual or important to a person
It isn’t
- A chatbot on your website or an automated phone line
- A replacement for the people in your team
- Another system for your staff to learn
Next step
Find out where AI would make a difference.
Tell us how the work gets done today. In half an hour we can usually say where an agent would earn its keep in your business, and where it wouldn’t.
Introductory call30 minutes · phone or video · no charge
Book an introductory call
Or email us[email protected]