Automate the Steps Between Your Systems

Most of the busywork in a business happens between systems: copying an order from an email into the ERP, updating a spreadsheet, chasing a status, building the same report. We connect your systems and use AI to handle those steps for you.

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The problem

People acting as the glue

Your ERP, accounting package, email, and spreadsheets each do their job, but they rarely talk to each other. People fill the gaps: reading an email and keying an order, exporting data to build a report, checking one system to update another.

That work is invisible until someone is out sick, and it does not scale when the business grows.

Our approach

Connected systems, routine steps automated

We connect your systems directly and automate the routine steps. Where the input is messy, such as a free-form customer email, AI interprets it and turns it into structured data. Where a decision matters, the workflow pauses for a person to approve.

You keep the software you know. The difference is that work moves through it on its own.

How it works

How we automate a workflow

Map

We document how the process runs today, including the exceptions.

Connect

We link the systems involved through their APIs, databases, or file exchanges.

Automate

Routine steps run on their own, with AI handling unstructured input like email.

Monitor

You get alerts and a log of everything the workflow did, plus approval steps where you want them.

Common workflows

Orders received by email entered into your ERP
Customer and vendor email sorted and routed
Recurring reports built and delivered automatically
Status updates and reminders sent without anyone chasing
Data kept in sync between ERP, accounting, and spreadsheets

Systems we connect

Odoo and other ERP systems
SQL Server and other databases
Accounting packages
Email and shared mailboxes
Excel and Google Sheets
EDI and trading-partner feeds

Questions

Frequently Asked Questions

Will this work with our older software?

Usually. If a system has an API, a database we can read, or an import and export format, we can connect to it. We have spent over 25 years working with business systems of every age.

What happens if something fails?

Every workflow logs what it does and alerts a person when something unexpected happens. Nothing fails silently.

Can we approve steps before they happen?

Yes. We build in approval steps anywhere you want a person to confirm before money moves or a customer is contacted.

Which process eats the most of your week?

Tell us about it in a free consultation and we will show you how much of it can run on its own.