Workflow automation · invoice · purchase · onboarding
For operations, finance and founders in 15–200 person companies. We engineer one repeated step — invoice approval, purchase workflow, or CRM handoff — on software you already run, with a named human gate where money or compliance is at stake.
Free map covers one repeated process for accepted briefs. Scope and pricing for pilots are confirmed after qualification — not from this page alone.
Problem recognition
Pick the role that matches your day. Each path is a job we map and pilot — not a generic “AI transformation” pitch.
Requests sit in mail. Thresholds exist on paper. Chasing replaces the audit trail. Finance becomes the bottleneck for every vendor and exception.
The same customer or internal update is rewritten every time a status changes. When one coordinator is away, the process stops.
Won deals wait on copy-paste between CRM, contracts and delivery. Founders chase a systems integration that should already exist.
Demonstration
Illustrative enterprise console. Your map uses your systems and thresholds. Not a client case study.
Approval console · INV-10482
Productized packages
Clear scope boundaries for evaluation. Final commercial terms are issued after qualification. Figures on this page are not a public price list.
MAP
Free · accepted briefs only
Not included: full audit, workshop, account access, custom development.
Get a free workflow mapPILOT
Fixed quote after qualification
Separate: licences, complex custom APIs, migration, scope increases.
Discuss a pilotRUN
Monthly agreement · scoped hours
No unlimited support. No guaranteed uptime claims on this page.
Discuss supportEXPAND
Individually scoped
Quoted after a successful pilot or clear multi-step need.
Discuss expansionCredibility
Illustrative samples of what a pilot leaves behind. These are not completed client projects.
Sample
Trigger, rules, human gate and write-back on one page.
Sample
Who decides above which line, with an audit trail.
Sample
Missing data, over-limit, duplicates — escalate, do not silent-approve.
Sample
Systems integration for the two connectors in pilot scope.
Sample
Checks on realistic items plus what was not tested.
Sample
How to pause, who is told, and how changes are requested.
Often enough alone
Zapier, Make or Power Automate for low-risk notices and simple CRM handoffs when one person can own the zap and failure is easy to spot.
Engineering adds value
Reliability under exceptions, named human approvals, multi-system validation, openable logs, documentation and a handover the business can run without the builder.
We recommend the lightest reliable option. A new automation suite is the last pitch, not the first.
The contract still sets the exact terms.
Usually yes when mail, ERP, documents, CRM or APIs can trigger or receive the step. Compatibility is confirmed in the map. Complex custom APIs are scoped separately.
One trigger, up to two integrations, one human approval stage, agreed exceptions, test evidence and handover — typically a few weeks after access is confirmed.
The map is free for accepted briefs. Pilots, RUN support and EXPAND work are quoted after qualification. This page does not publish a public price list; commercial figures require internal approval before commitment.
We use least access needed for the step, prefer your accounts, and document who can pause the flow. Credentials are not collected in this form. Details are written in the engagement agreement.
Money, compliance and commitments stay behind a named gate. Automation moves certain work and records who decided the rest.
You own the process and data in your systems. RUN defines monitored workflows, hours and exclusions. Deliverables and any code ownership are stated in the contract. We do not claim unlimited support or guaranteed uptime.
If a simple DIY zap already works safely, if there is no repeated step, if systems cannot be accessed for a pilot, or if you need a full ERP rebuild — see Enterprise applications or AI workflow instead.
Qualified enquiry
Describe one repeated step. We triage briefly. Accepted briefs receive a one-page map. Unfit briefs may be declined. Your submission creates a New lead — not an automatic Qualified opportunity.
Your enquiry is logged as a New lead. A person will triage it. If accepted, you receive the workflow map or a clarifying question. This is not yet a Qualified opportunity.