Skip to content

Wholesale and distribution

Many customers, many small orders, thin margins.

What we typically take over

  • Orders from WhatsApp and email entered same day
  • Stock sheet updated from every sale
  • Overdue accounts reminded weekly
  • Price lists kept consistent across customers
  • Delivery notes matched to invoices
  • Low-stock alerts every morning

Documents we read

  • Purchase orders
  • Delivery notes
  • Invoices
  • Price lists

Import, export and trading

Paperwork-heavy deals across currencies and borders.

What we typically take over

  • Shipping and customs documents read and filed
  • Supplier invoices checked against contracts
  • Payment due dates tracked per shipment
  • One sheet per shipment, always up to date
  • Missing documents flagged before they hold up clearance
  • Amounts kept in the currency you invoiced in

Documents we read

  • Commercial invoices
  • Packing lists
  • Bills of lading
  • Certificates of origin

Logistics and freight forwarding

Every job has a trail of documents and charges.

What we typically take over

  • Job sheets updated from emails and documents
  • Carrier invoices matched to quoted rates
  • Customers invoiced as soon as a job closes
  • Proof-of-delivery documents filed per job
  • Extra charges spotted and billed
  • Weekly receivables by customer

Documents we read

  • Booking confirmations
  • Proof of delivery
  • Carrier invoices
  • Rate sheets

Construction and contractors

Jobs, subcontractors and materials, all billed differently.

What we typically take over

  • Supplier bills allocated to the right job
  • Progress invoices prepared on schedule
  • Subcontractor paperwork tracked
  • Job cost sheet kept current
  • Retentions and due dates tracked
  • Receipts from site photographed and filed

Documents we read

  • Quotes
  • Supplier bills
  • Progress claims
  • Subcontractor agreements

Property management

Rent, repairs and owners, every month.

What we typically take over

  • Rent received matched to each unit
  • Late tenants reminded politely
  • Repair invoices logged per property
  • Owner statements prepared monthly
  • Lease dates and renewals tracked
  • Deposits and service charges kept straight

Documents we read

  • Leases
  • Rent statements
  • Repair invoices
  • Owner reports

Professional service firms

Time, clients and billing that never quite line up.

What we typically take over

  • Client invoices prepared from time and fees
  • Unpaid invoices followed up
  • Engagement documents filed per client
  • Expenses captured and rebilled
  • Client lists and contacts kept clean
  • Monthly billing summary for partners

Documents we read

  • Engagement letters
  • Timesheets
  • Invoices
  • Expense receipts

Manufacturing

Materials in, products out, and paperwork at every step.

What we typically take over

  • Purchase orders sent to suppliers
  • Production and stock sheets updated from the floor
  • Delivery notes matched to invoices
  • Supplier invoices matched to purchase orders
  • Low-material alerts before a line stops
  • Customer orders entered and confirmed

Documents we read

  • Purchase orders
  • Production sheets
  • Delivery notes
  • Supplier invoices

Retail and multi-store chains

Every store keeps its own numbers. You need one picture.

What we typically take over

  • Daily sales from each store combined into one report
  • Stock transfers between stores tracked
  • Supplier deliveries checked against orders
  • Low stock flagged per store
  • Supplier invoices matched to deliveries
  • Weekly sales summary by store

Documents we read

  • Daily sales reports
  • Transfer notes
  • Delivery notes
  • Supplier invoices

Hospitality, restaurants and catering

Deliveries every morning, bookings every night.

What we typically take over

  • Supplier invoices checked against deliveries
  • Event and catering bookings invoiced
  • Daily takings reconciled
  • Deposits and balances tracked per event
  • Price changes from suppliers flagged
  • Weekly costs summary

Documents we read

  • Delivery notes
  • Supplier invoices
  • Booking confirmations
  • Till reports

Clinics and medical practices (admin only)

Front-desk and billing admin. Nothing clinical.

What we typically take over

  • Appointment reminders
  • Patient billing and insurer claims tracked
  • Medical supply orders
  • Unpaid patient balances followed up
  • Supplier invoices matched to orders
  • Monthly billing summary

Documents we read

  • Appointment lists
  • Patient invoices
  • Insurer claim statuses
  • Supply orders

Automotive dealers and parts

Parts, jobs and vehicles, each with its own paper trail.

What we typically take over

  • Parts orders and supplier invoices
  • Service jobs invoiced when closed
  • Vehicle paperwork filed per car
  • Parts invoices matched to orders
  • Unpaid service invoices followed up
  • Stock of fast-moving parts tracked

Documents we read

  • Parts orders
  • Job cards
  • Supplier invoices
  • Vehicle documents

Agriculture and food processing

Contracts, weights and payments that all have to agree.

What we typically take over

  • Purchase and sales contracts tracked
  • Delivery and weighbridge slips entered
  • Buyer payments followed up
  • Deliveries matched to contracts
  • Supplier invoices matched to weights received
  • Weekly position by contract

Documents we read

  • Contracts
  • Weighbridge slips
  • Delivery notes
  • Invoices

Get a free review of your back office.

30 minutes. We'll show you what we'd take off your desk first.