Common Starting Points
Roles teams are already using
Each started as a conversation: "I spend X hours per week on this." We defined the workflow, benchmarked on real data, and deployed.
2–3 hrs/week → 15 min
Matching invoices against bank payments
Invoice Reconciliation
Pull from Xero, match against bank feed, flag the 10% that need review. Update after your approval.
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1–3 hrs/day
Copy-pasting orders into your system
Order Data Entry
Extract from emails, validate against catalog, enter into ERP. You review exceptions only.
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Continuous cleanup
Messy, duplicate contact records
CRM Hygiene
Find duplicates, standardize formatting, flag incomplete records. Merges only with your approval.
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1–2 hrs/report
Building the same report every week
Weekly Report Compilation
Pull from CRM and accounting, format into your template, deliver on schedule.
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