AI automation
AI automation for the work your team retypes.
Enquiries, PDFs, invoices and emails are read, checked and entered into your CRM, accounting software or spreadsheets. People approve, the system types.
2–4 wkspilot on one workflow1 metricagreed before we startHumanapproval before anything is posted
INV-20418.pdf
From accounts@supplier.co.uk- Supplier
- Northgate Supplies Ltd
- Invoice no.
- INV-20418
- Net
- £1,240.00
- VAT 20%
- £248.00
- Due
- 14 Nov 2026
GSPurchase ledger
NameAmountDue
Previous entry——
Northgate£1,488.0014 Nov
Approved by finance
Example with sample data
What it handles.
Invoices into Xero or QuickBooks
Supplier invoices are read, coded and queued for approval.
Discuss this scenarioEmail enquiries into CRM
Each enquiry becomes a contact and deal with the right fields filled.
Discuss this scenarioReports from spreadsheets
Weekly figures pulled together and summarised in plain English.
Discuss this scenarioHow it works in your industry.
What we test before launch.
- We run the workflow on a month of your real documents before launch.
- Anything the system is unsure about goes to a person for a check.
- Every change is logged with the source document.
HubSpot
Microsoft 365
Google Workspace
WhatsApp
SlackYour AI automation pilot, step by step.
- 01Free audit, 30 minutes
We start where it hurts: “We retype invoices and PDFs”. We name the first workflow and estimate what it is worth.
- 02Pilot: invoices into Xero or QuickBooks
Supplier invoices are read, coded and queued for approval.
- 03Connected and tested
Connected to HubSpot, Microsoft 365 and Google Workspace, then tested on your real cases before anything goes live.
- 04Measured
Hours of manual entry per week, error rate in the entered data and how long a document waits before it is in your system.
Short answer · updated 8 October 2026
What does AI automation do and what does it cost?
AI automation uses language models to read documents and messages and enter the data into your systems, with a person approving the result.
Works with HubSpot, Microsoft 365, Google Workspace, WhatsApp and the other tools you already use. Every project starts with a free 30-minute audit.
- Pilot, one workflow
- £2,030
£2,900standard - Team training
- £595
£850standard - Care, optional
- £245/mo
£350/mostandard
Launch prices with 30% off. All prices exclude VAT.
Audit my manual workFAQ
Questions about AI automation.
Short answers on cost, timing, integrations and security. More detail in a free audit.
HubSpot, Pipedrive, Xero, QuickBooks, Google Workspace, Microsoft 365 and most tools with an API.
No. We work with what you already use.
Take routine work off your team’s hands.
Tick what takes the most time. We’ll reply with how AI could help and what a pilot would cost.