Services
The routine work, handled.
Eight back-office jobs your agents can take over. Each agent is built around how your business does it, and you approve anything that leaves the building.
Order entry
Customers order however they like: a WhatsApp message, an email, a PDF purchase order. Your agent turns each one into a clean row in the sheet or system you already use.
How it works
- 1Your agent reads the message or document and picks out customer, items, quantities and delivery details
- 2It matches the customer and prices against your own customer list and price sheet
- 3Anything unusual is set aside for you: a new customer, a price that doesn't match, an item that's out of stock
- 4The order is entered and a confirmation is drafted for your OK
What you get
- Every order entered once, the same day
- Stock updated as orders come in
- Confirmations that go out only when you approve them
Invoicing and billing
Invoices go out when the work is done, not when someone finds time at the end of the month.
How it works
- 1Invoices are prepared from delivered orders or completed jobs
- 2Amounts, tax and payment terms are checked against the order and your price list
- 3Anything that doesn't match is flagged for you
- 4You approve, and they're sent from your own email address
What you get
- Invoices out the same week the work is done
- Fewer corrections and credit notes
- One place to see what's been billed
Collections
Late payers get reminded on time, every time, in a tone that sounds like you and keeps the relationship intact.
How it works
- 1Overdue invoices are spotted as soon as they pass their due date
- 2A reminder is drafted in your tone, firmer each time if it stays unpaid
- 3You approve before anything is sent
- 4Every Friday you get a short list of who still owes what, and who needs a phone call
What you get
- Reminders that never get forgotten
- A weekly aging report you can read in two minutes
- A clear list of who to call yourself
Supplier bills and payables
Supplier invoices stop piling up in inboxes. Each one is recorded, checked against what you ordered, and scheduled.
How it works
- 1Your agent reads each supplier invoice, whether PDF, photo or email
- 2Supplier, amounts, tax and due date go into your payables sheet
- 3Each line is checked against the purchase order and delivery note
- 4Anything that doesn't match is flagged for you before it's paid
What you get
- No bill paid twice or paid wrong
- Due dates you can see coming
- Price differences caught before you pay them
Inventory and stock sheets
Your stock sheet stays true to what's actually on the shelf, without anyone updating it by hand.
How it works
- 1Sales and deliveries are posted to your stock sheet as they happen
- 2Counts are checked against orders and delivery notes
- 3Items below your reorder level are flagged every morning
- 4Stock that looks wrong is flagged for you before anything is corrected
What you get
- A stock sheet you can trust
- Low-stock warnings before you run out
- Fewer surprises at stock-take
Documents and paperwork
Paperwork gets read, sorted and filed where your team can find it, with the key details copied into your sheets.
How it works
- 1Documents arrive by email, WhatsApp photo or scan
- 2Your agent reads them and pulls out the details that matter: numbers, dates, parties, amounts
- 3They're named consistently and filed in your own folders
- 4Missing or inconsistent documents are flagged
What you get
- Every document findable in seconds
- Key details in your sheet, not buried in a PDF
- Missing paperwork spotted early
Reporting
You know where the business stands without asking anyone or opening five spreadsheets.
How it works
- 1Every morning: what came in, what's waiting for you, what's overdue
- 2Every week: sales, cash collected, what's outstanding and who owes it
- 3At month-end: a one-page summary you can share with your accountant
- 4Numbers are taken from your own sheets, so they match what your team sees
What you get
- One short email each morning
- A weekly report in plain language
- Month-end numbers without the scramble
Data cleanup
Years of copies, versions and half-finished lists, turned into one file everyone can use.
How it works
- 1We collect every version of the sheet that matters
- 2Dates, names and amounts are made consistent
- 3Duplicates are merged and gaps are listed for you to fill
- 4You get one master file, and your agents keep it clean from then on
What you get
- One source of truth
- No more “which file is the latest?”
- A sheet anyone on your team can understand
Get a free review of your back office.
30 minutes. We'll show you what we'd take off your desk first.