Automation Services

Transform your business with intelligent automation. Eliminate repetitive tasks, reduce errors, and free your team to focus on what matters most.

Power AutomateRPAn8nOCRDocuSign IntegrationAPI Automation

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Automation Services Pricing

Choose from Bronze, Silver, or Gold tiers - most automations pay for themselves within 3-6 months

Average ROI: 500-1000% in Year 1

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Why Automate Your Business?

Measurable impact on your operations and bottom line

70-90%

Time Savings

Reduction in time spent on repetitive tasks

95%

Error Reduction

Fewer errors compared to manual processes

$50K-$200K

Cost Savings

Annual savings per automated process

40%

Productivity Boost

Increase in team productivity

Always On

24/7 Operations

Automated processes run around the clock

Unlimited

Scalability

Handle any volume without additional staff

What Can We Automate For You?

If you do it more than once, we can probably automate it

Digitize Paper Processes

Still shuffling paper? We'll help you go paperless and save hours every day.

Scan & Extract Data: Turn paper invoices, receipts, and forms into digital data automatically using OCR

Digital Signatures: Route documents for approval through DocuSign, Adobe Sign, or other e-signature platforms

Smart Filing: Automatically organize and file documents in SharePoint, OneDrive, or cloud storage

Approval Workflows: Route documents to the right people for review and approval automatically

Connect Your Systems

Stop copying data between apps. We'll make your systems talk to each other.

Sync Customer Data: Keep your CRM, email marketing, and accounting software in sync automatically

Order Processing: When someone orders, automatically update inventory, notify fulfillment, and send invoices

Lead Management: Capture leads from your website, qualify them, and add to your CRM automatically

Financial Sync: Connect your payment processor to QuickBooks or Xero for automatic bookkeeping

Automate Email Tasks

Your inbox doesn't have to rule your day. Let automation handle routine emails.

Auto-Sort & File: Automatically categorize emails, save attachments, and create tasks or tickets

Smart Responses: Send automatic replies to common questions or confirmations

Extract Data: Pull order details, contact info, or other data from emails and add to your systems

Scheduled Reports: Automatically generate and email reports daily, weekly, or monthly

Replace Repetitive Tasks

If a person can click it, a robot can too. We automate the boring computer work.

Data Entry: Copy information between systems without touching a keyboard

Report Generation: Log into systems, pull data, create Excel reports, and email them automatically

File Management: Move, rename, organize, and backup files on a schedule

Legacy Systems: Automate old software that doesn't have an API or modern integrations

Real Examples From Our Clients

Before:

Manually entering 50+ invoices per day from email attachments into QuickBooks. 3-4 hours daily.

After:

OCR extracts invoice data, validates it, and enters into QuickBooks automatically. 15 minutes to review exceptions.

Before:

Copying customer orders from website, updating inventory spreadsheet, emailing warehouse, creating invoice. 20 minutes per order.

After:

New orders trigger automatic inventory update, warehouse notification, and invoice creation. Instant processing.

Before:

Generating weekly sales reports by logging into 3 systems, exporting data, combining in Excel. 2 hours weekly.

After:

Automated report pulls data from all systems every Monday at 8am and emails formatted report to team. Zero manual work.

Automation Platforms & Technologies

We leverage best-in-class platforms to build automation solutions tailored to your needs

Microsoft Power Automate

Cloud & Desktop Automation

Enterprise-grade automation platform integrated with Microsoft 365 ecosystem

Power Automate Cloud Flows

Cloud-based workflows that connect apps and services

Automated workflows triggered by events (email received, file created, form submitted)

Button flows for on-demand actions from mobile or desktop

Scheduled flows for time-based automation (daily reports, weekly cleanup)

Business process flows for guided user experiences

Integration with 400+ connectors (SharePoint, Outlook, Teams, Salesforce, etc.)

Power Automate Desktop (RPA)

Robotic Process Automation for legacy and modern applications

UI automation for any Windows application (clicking, typing, data extraction)

Web automation across all major browsers

Excel automation (read, write, manipulate spreadsheets without Excel installed)

Email automation (Outlook, Exchange, SMTP)

Database operations (SQL Server, Oracle, MySQL)

File system operations (move, copy, rename, zip files)

OCR for reading text from images and PDFs

AI Builder integration for intelligent document processing

Popular Integrations

Microsoft 365SharePointTeamsDynamics 365AzureDocuSignSalesforceSAP

Common Use Cases

Automated invoice approval routing through SharePoint and email

Employee onboarding workflows across HR systems

Automated expense report processing and approval

What Can We Automate?

From email processing to complex multi-system workflows, we automate it all

Email Automation

Automated email processing, routing, and response

Parse incoming emails and extract data

Route emails based on content or sender

Auto-respond to common inquiries

Create tickets or tasks from emails

Send scheduled reports and notifications

Email list management and segmentation

Document Workflows

End-to-end document processing automation

Invoice receipt to approval to payment

Contract creation to signature to archival

Form submission to review to action

Document approval workflows

Automated compliance documentation

Quality assurance checklists

Financial Automation

Streamline accounting and financial processes

Invoice processing and matching

Expense report approval workflows

Purchase order creation and tracking

Payment processing and reconciliation

Financial report generation

Budget tracking and alerts

HR & Employee Automation

Automate employee lifecycle processes

Employee onboarding workflows

Time-off request and approval

Performance review scheduling

Benefits enrollment automation

Payroll data validation

Employee directory updates

Scheduling & Reminders

Time-based and event-driven automation

Automated meeting scheduling

Appointment reminders

Deadline notifications

Recurring task creation

Calendar synchronization

Follow-up reminders

Data Management

Automated data operations and maintenance

Data backup and archival

Database cleanup and maintenance

Data validation and quality checks

Duplicate detection and merging

Data synchronization across systems

Report generation and distribution

Quick ROI Check

If your team spends just 15 hours per week on repetitive tasks, that's 780 hours per year.

780

Hours Wasted/Year

$27,300

Cost @ $35/hour

$17,300

Your Net Savings Year 1

With a $10,000 automation investment, you're profitable in 5 months and save $27,300+ every year after.

Ready to Transform Your Operations?

Schedule a free consultation to discuss your automation needs. We'll help you identify opportunities and estimate your ROI.

Schedule Free Consultation