Once your team has the groundwork, we free their time for advanced topics and critical thinking.
For accounting firms, customs brokerages, fractional CFO shops, and compliance teams inside US & UK fintech, where audit trail, validation, and human review are not optional.
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We replace manual work with systems.
Your team spends its day moving information between an inbox, a spreadsheet and the CRM. That work is invisible until you count it. We build the system that does it instead, built around the way your firm already works.
- Arrives
- A loan enquiry, a renewal notice, a client request.Captured the moment it lands, from whichever inbox or form it came through.
- Reads
- Qualified, risk-scored, and routed.The system pulls out what matters and decides where it goes.
- Records
- CRM, compliance file, and pipeline updated.One write, everywhere it needs to be. Nobody retypes anything.
- Acts
- Client contacted, policy filed, meeting booked.The next step happens on its own, or waits for someone to approve it.
A live build, not a case study.
One system is running now for a UK mortgage brokerage. Client documents go in, a completed fact-find comes out, and anything that disagrees with the record already on file gets put in front of an adviser rather than written into it. The numbers below come from one real run.
Firm unnamed while the pilot runs. Figures are from a production run on 25 September 2026, not a projection. Inference is pinned to a single region, model retention is off, and the audit table holds no client data.
Built to be checked.
The model is one part inside ordinary software. It gets used where judgment is needed and nowhere else, and it never has the last word on anything that reaches a client or a file.
Every system we build assumes it will be wrong sometimes. That assumption is what makes it safe to run.
If your network or compliance team needs to sign this off, ask and we’ll put the same detail in writing before any build starts.
Scope it. Build it. Hand you the keys.
- Workshop
- Free, and free whether or not you ever buy anything.An hour on your actual process. You leave with a written spec of the one workflow worth automating, and nothing to buy.
- Spec
- In your inbox within 48 hours.One page: what gets built, what it touches, where a person stays in the loop, and what it should save.
- Build
- Weeks, not quarters. Fixed fee, agreed up front.Priced against what the problem costs you now, not against how long it takes us. No hourly billing, no change-request meter.
- Handover
- Your team runs it. We keep it accurate.You get the documentation, the charter and the keys. Lender forms and CRM fields change. Keeping up with them is our job, not yours.
Eight systems are designed and ready to adapt to your operation. Each one is built to a target we agree before we start.
- Lead qualification
- 40+ hrs/week
- Client onboarding
- 5× faster
- Revenue protection
- 23% fewer lapses
- Call intelligence
- 100% logged
These are the targets the systems are designed around, not averages from past clients. We’ll tell you what yours hits once it’s been running long enough to measure.
My first automation build was a chatbot for a funeral home. Not the obvious starting point, but it was the right teacher: failure wasn't tolerable. It had to read what a family wrote, route correctly, fail safely, and never embarrass the director. Regulated firms run on the same constraint. That is still the work.
Who this isn’t for.
- Scale
- Firms wanting one tool rolled out across ten departments at once. We do one workflow properly, then the next.
- Speed
- Anyone who needs it live next week. Scoping alone takes longer than that, and skipping it is how these go wrong.
- Staffing
- Firms looking to cut headcount. These systems take work off people, not people off payroll.
See the plan. Then decide.
Free. Nothing to buy.
We map your worst bottleneck and write it up as a one-page spec. You keep the spec whether you build it with us, build it yourself, or decide it isn't worth doing at all. There’s no follow-up sales call unless you ask for one.
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