Our Process
We follow an approach that produces practical solutions shaped around your existing business workflow. Like a tailored suit, we build software that does not change your process but works with it. Our process involves a detailed analysis of your current workflow. We allow you to correct our assumptions and shape our understanding before creating a simple product or tool to address one specific challenge. From there, we collaboratively build and grow the product, progressively eliminating challenges your business faces.
Projects
View some of our projects and previous work.
From Power BI Reports to a web based BI Dashboard
Automated the retrieval, calculation, generation, and distribution of financial data for 130 franchised clients—saving the team a combined five days of repetitive work every month. Clients could access their financial insights instantly via a website, replacing hours of manual Power BI report exports and emails. This shift also made reporting fully scalable, enabling easy access to historical and current data, along with the flexibility to introduce new visualisations and enhanced business analytics over time.
PDF Bank Statement Conversion to CSV with Trial Balance Mapping
An accounting firm no longer needs to chase clients for CSV files or deal with data-capture errors when processing PDF bank statements. The solution automatically converts the statements into structured transaction data and eliminates the need for manual, line-by-line transaction allocations. This saves hours of repetitive work every month, reduces the risk of capturing errors, and significantly speeds up annual statement imports into accounting software such as Sage and Xero.
Automated Document Filing
Automated the filing, password removal, and intelligent renaming of email attachments such as statements, invoices, and notifications. For individuals, this removes the hassle of manually saving documents for tax season. For businesses, it can automatically generate job cards or trigger the start of a production workflow—saving time and streamlining operations.
Digital Customer Onboarding
A digital onboarding app that replaces paper-based application processes with a fast, secure, and fully online experience. Built for small businesses, medical practices, and property agents, it streamlines data capture, document uploads, and approvals—reducing admin time while improving accuracy and customer experience.
The ways we can help you
Business Data Consolidation
We understand messy business data and turn it into simple, reliable systems that make your work easier.
Custom Reporting Dashboards
Replace Excel chaos by bringing data from different departments together, making business intelligence easier to share.
Internal Administration Systems
Securely manage patient data, customer information, or team learning resources with audit trails.
Manual Tasks Become Automated Workflows
If you export a CSV, clean it, and email it every week, we can automate the entire process—so it happens without you having to think about it.
Error-Free Import Systems
Manually digitizing documents? We create tools that handle the work for you, saving time and eliminating tedious tasks.
Internal Knowledge Hubs
Keeping knowledge centralized can prevent business knowledge from leaving your business. We can explore ways to ensure knowledge is retained when the unexpected happens.
We value our relationships
Businesses we have worked for
A few things clients
normally ask us
