Possible today
Summarising a client file
Before a meeting, everything about a customer in one page: what was agreed, what is open, what went wrong last time.
Documents, mail and notes
What this actually does at your office
Not a demo, but the work that comes back every week. Each example is marked honestly: possible with the systems that connect today, or waiting on a connection we still have to build for your package.
The jobs that eat your afternoon
Each of these is one question instead of a route through four systems.
Possible today
Preparing a quote
Start from earlier quotes for similar work, in your own wording and structure, instead of from a blank page.
Your document library
Possible today
Finding out how you do something
“How did we handle this last time?” answered from your procedures and from what has been learned about the way you work.
Procedures and memory
Once your package is connected
The monthly report
The figures collected, compared with last month, and written up as a summary you can send on.
Needs your accounting package
Once your package is connected
Chasing unpaid invoices
A call list of everything outstanding, with the customer, the amount and how long it has been open.
Needs your accounting package
Once your package is connected
Checking timesheets
The exceptions surfaced — the missing days and the odd entries — instead of scrolling every row yourself.
Needs your hours package
Work that is ready before you are
The same conversation, at a fixed moment, without anyone starting it. It is prepared for you — you still decide what happens with it.
The Monday morning overview
What is open, what is coming up this week, and what needs attention — ready before the first coffee.
Every Monday, 08:00
Weekly check on what is still open
Quotes without an answer, tickets without a reply, questions nobody picked up.
Every Friday, 16:00
Monthly summary per team
The same overview for every team, written up the same way, so months are actually comparable.
First working day, 09:00
A daily flag on anything odd
Something that stands out compared to normal weeks, so you hear about it while it is still small.
Every workday, 07:30
What it means for the people in your office
Owner or director
An answer to “how are we doing” without waiting for someone to build a report first — and without four systems open at once.
Office manager
The recurring administration and checks prepared automatically, so the work is reviewing instead of collecting.
Sales
Walk into a meeting knowing the full history of a customer, and see which quotes have gone quiet.
Finance and administration
The month-end preparation and the outstanding items brought together, with exceptions surfaced rather than hunted.
Which of these would help you most?
Tell us the job that keeps coming back at your office. In half an hour we will show you whether it can be done today — and say so if it cannot.