Products

Automation for every team.

Pre-scoped workflows for common industries — or describe anything custom. Fixed price, delivered in 72 hours.

Financial Services

Operations & trading desks

For ops teams, finance managers, trading desks, banking and insurance.

Financial Services

Trade capture

Parse confirmation emails and broker tickets into structured Excel — automatically.

Email parsingAI extractionExcel output

Financial Services

Reconciliation

Cross-match trade data, flag mismatches in price, direction, or maturity instantly.

Multi-sourceFlag discrepanciesException report

Financial Services

Automated reporting

Pull data from multiple sources and generate formatted reports on a schedule.

ScheduledMulti-sourcePDF/Excel

Financial Services

Document processing

Extract data from PDFs, invoices, or contracts and push it into a spreadsheet or ERP.

OCR + AIAny layoutERP export

Financial Services

Invoice processing

Automatically extract and route invoice data into your accounting system or ERP.

Auto intakePO matchingAccounting push

Financial Services

KYC document collection

Collect, validate, and organize KYC documents automatically from clients.

Auto invitationsValidationStatus tracking

Financial Services

Cash flow reporting

Aggregate data from multiple sources and generate formatted cash flow reports.

ScheduledMulti-sourceFormatted

Financial Services

Contract data extraction

Pull key fields from contracts and push them into spreadsheets or CRMs automatically.

AI extractionCRM pushAudit trail

Financial Services

Trade confirmation emails

Parse and log trade confirmation emails automatically into your system of record.

Real-time inboxStructured loggingAuto-archive

Custom build

Don't see your workflow? We build custom automations for financial teams. Tell us your process and we'll scope it in 24 hours.

Describe your workflow

Industry Solutions

Sector-specific workflows

Pre-scoped automations for your sector, ready to adapt.

Real Estate

Real Estate

Automation for contracts, client onboarding, and follow-up so your agents spend time closing.

Contract handlingClient onboardingFollow-up

Legal

Legal

Intake, document processing, and deadline tracking for law firms and in-house legal teams.

Client intakeDoc processingDeadline alerts

Healthcare

Dental & Healthcare

Reduce front-desk admin — automations for patient intake, scheduling, and billing.

Patient intakeSchedulingBilling automation

Manufacturing

Manufacturing & Logistics

Order processing, inventory tracking, and supplier communication without touching your core systems.

Order processingInventory alertsSupplier comms

Accounting

Accounting & Tax

Bookkeeping automation and VAT reporting — reduce manual data entry and keep your records clean.

BookkeepingVAT reportingClean records

Custom build

Need something specific to your industry? We scope and build it around your exact workflow.

Describe your workflow

Small & Medium Business

Everyday business ops

Simple automations that save your team hours every week.

SMB

Email & inbox workflows

Auto-sort, label, reply to, or escalate emails. Gmail and Outlook.

Auto-sortAI repliesEscalation rules

SMB

CRM auto-update

Contacts, deals, and notes updated automatically. HubSpot, Salesforce, Pipedrive.

Auto-updateDeal trackingNotes from calls

SMB

Lead enrichment

New leads automatically researched with company data before hitting your CRM.

Auto-researchLinkedIn dataCRM push

SMB

Chatbot & Live Chat

Automate customer replies, FAQs, and lead qualification on your website or WhatsApp.

FAQ automationLead qualificationWhatsApp

SMB

Review management

Automatically request, monitor, and respond to reviews across Google and other platforms.

Review requestsMonitoringAI responses

SMB

Client onboarding

Automate the full onboarding: welcome emails, document collection, task assignment.

Welcome sequenceDoc collectionTask assignment

SMB

Automated follow-ups

Send follow-up sequences based on client actions, responses, or inactivity.

Trigger-basedSequencesInactivity alerts

Custom build

Have a repetitive task slowing your team down? We build it custom, fixed price.

Describe your workflow