Who this is for
- Owners, CFOs, and controllers at companies roughly $5M–$150M revenue (flexible)
- Operations leads who live in Excel, QuickBooks, NetSuite, Shopify, or industry SaaS
- Teams without dedicated automation IT who still need reliable, documented runs
Why this matters for smaller teams
- You still deserve **evidence and reruns**, not fragile macros — without hiring a full RPA COE.
- Buying should be **incremental**: assess → one win → retainer or next build — not a seven-figure platform gamble.
- The same **Hub + documentation** pattern we use at enterprise scales down when we keep scope honest.
High-impact automation areas
We automate accounting and finance work and, in parallel, many operations and administrative flows that sit beside finance — the same rules-based, high-volume patterns (handoffs, portals, email, spreadsheets, ERP interfaces) with full lineage where you need evidence.
We meet you where you are: common SMB stacks (QuickBooks Online, NetSuite, Microsoft 365, Google Workspace, Shopify, ServiceTitan-class tools, industry vertical SaaS) plus the Excel that still runs half the company. Discovery confirms which systems are authoritative before we wire anything.
Accounting & finance
Month-end, AP, and cash discipline
Vendor bills, three-way match light, payment batches, cash application from bank files, and close checklists — fewer spreadsheets that only one person understands.
Order-to-cash and invoicing hygiene
Pulling orders from e-commerce or CRM, generating or validating invoices, gentle reminders, and exception lists for the person who approves exceptions.
Reporting packs owners actually read
Recurring management reports from QuickBooks / NetSuite / exports with variance commentary templates — not a black-box “AI”; transparent tables you can audit.
Light governance you can defend
Logging, rerun instructions, and short runbooks so when staff turns over, the next person is not reverse-engineering a macro.
Operations, supply chain, and administrative flows
Vendor and customer onboarding packets
Collecting W-9 / certificate data from forms or email, naming conventions, and loading structured rows into accounting or CRM — reducing “swivel chair” between inboxes and systems.
Inventory and fulfillment interfaces (where volume warrants)
Scheduled reconciliations between Shopify (or similar), 3PL CSVs, and your ledger view — scoped when SKUs and transaction volume justify automation over manual.
Scheduling and operations admin (non-HR-core)
Consolidating crew or job schedules into billing-ready summaries, or turning operational exports into finance-ready cutoffs — only where data stays non-PHI and finance-owned.
Illustrative, not exhaustive
The scenarios above are representative examples, not an exhaustive catalog. Most strong automation candidates are rules-based and repeatable, grounded in systems or documents your teams already use, and benefit from clear audit evidence. Processes that fit that pattern—whether in accounting, operations, or the handoffs between them—are usually worth a structured discovery or automation assessment to confirm fit, scope, and ROI before any build commitment.
How we work
A typical path: (1) fixed-price automation assessment so you know ROI and sequence before you spend on builds. (2) Per-solution or phased development so each go-live is budgeted. (3) If you do not have IT to operate the Hub and schedules, a monthly retainer covers monitoring, small fixes, and prioritization — you request additional automations as separate scoped fees when ready. Exact numbers follow the same rate logic as larger clients, scaled to scope — book a call and we will align to your budget.
Discuss your roadmap
Start with a low-risk automation assessment or a discovery call. We will help you prioritize what to automate first and how to govern it.