Intelligent Process Automation

Stop Drowning in Manual Work

Custom automation that eliminates busywork — invoice processing, CRM updates, inventory sync, onboarding — so your team does work that actually matters.

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What Gets Automated

Every department has repetitive work that drains time. Here's where I make the biggest impact.

Finance

  • ✓ Auto-process invoices into QuickBooks
  • ✓ Route expense approvals instantly
  • ✓ Sync bank data — no manual entry
  • ✓ Generate reports on schedule

Sales

  • ✓ Capture leads straight into your CRM
  • ✓ Trigger follow-up sequences automatically
  • ✓ Onboard new customers without the manual work
  • ✓ Generate quotes from form submissions

Operations

  • ✓ Keep inventory synced across every platform
  • ✓ Push project updates automatically
  • ✓ Route timesheets to the right systems
  • ✓ Process orders end-to-end

HR

  • ✓ Onboard new hires without the chaos
  • ✓ Auto-route leave requests
  • ✓ Distribute company-wide updates
  • ✓ Schedule and track training

Your Manual Work Is Burning Money

Most businesses lose 20-30% of revenue to manual processes. Slide the numbers to see how much you could reclaim.

10
15
35

Your Estimated Annual Waste

$273,000

What You Could Reclaim

$191,100

*70% conservative efficiency gain.

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Connecting the tools you already use every day

Outlook

Outlook

Excel

Excel

SharePoint

SharePoint

Google Drive

Google Drive

QuickBooks

QuickBooks

Google Sheets

Sheets

HubSpot

HubSpot

Trello

Trello

Jira

Jira

>Dropbox

Dropbox

From Manual Chaos to Automated Clarity

No hand-offs. No miscommunication. One person, start to finish — from discovery to deployment.

  • ✓ Secure access via dedicated service accounts — your passwords stay yours.
  • ✓ Process mapping with tools like Scribe AI so you see exactly what gets automated.
  • ✓ Everything is tested in a sandbox before it touches your live systems.

Phase 1: Discovery Call

Free 30-minute call to dig into your workflow and identify quick wins.

Phase 2: Secure Onboarding

Dedicated service accounts set up securely — you stay in control the whole time.

Phase 3: Build & Iterate

Your automation is built with regular check-ins and live demos so there are no surprises.

Phase 4: Deploy & Document

You get the working automation plus full documentation so your team can run it.

Why Work With Me?

One person. Direct communication. No account managers, no hand-offs, no runaround.

Direct Access

You talk to the person building your automation — not a project manager relaying messages. Faster decisions, better results.

No Bloat

No re-engineering what already works. The focus is on the highest-impact processes — saving you time and money from day one.

Security-First

Dedicated service accounts, never your passwords. Everything is sandboxed and tested before it goes live.

Built to Scale

Your automations grow with your business. What starts as one workflow becomes the foundation — without adding headcount.

Simple, Transparent Pricing

No hidden fees. No hourly billing surprises. You know the price before I start.

Audit & Roadmap

$1,000

One-time fee

  • Deep dive into your workflows
  • Identify your highest-ROI automation opportunities
  • Implementation roadmap with clear priorities
Get Started
Most Popular

Custom Flow Development

$3,000+

Per project

  • Includes Audit & Roadmap
  • End-to-end build, test, and deploy
  • Full documentation & handover
  • 30 days of post-launch support
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Support & Maintenance

$750+

Per month

  • Proactive monitoring & alerts
  • Performance optimization
  • Priority support — direct line, no ticket queue
Contact Me

Results That Speak

Every project starts with a process that's costing real time and real money. Here's what automation looks like after.

70%

Time Reclaimed

Typical reduction in manual processing time after automation.

<2 Weeks

From Call to Live

Average turnaround for a single workflow automation.

0

Passwords Shared

Dedicated service accounts mean your credentials never change hands.

Client testimonials coming soon. Want to be the first? Get in touch.

Ready to stop doing everything manually?

Tell me about a process that's eating your time. The initial assessment is free — and I'll show you exactly what I'd automate.