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Operations & Admin

The repetitive back-office work, quietly automated.

Every firm has work that lives in inboxes, spreadsheets and PDF forms — onboarding, KYC, internal Q&A. It's nobody's job, but it eats everyone's week. We build AI systems that do it in the background.

Problems we solve

The work that quietly eats your week.

Client onboarding & KYC

Forms, ID documents, proof of address, beneficial-owner screening. Manual workflows that delay revenue and frustrate clients.

Inbox triage & routing

Shared inboxes (info@, support@, ops@) where every email needs reading, categorising and routing — usually by a senior person who shouldn't be doing it.

Internal knowledge & Q&A

Policies, procedures and prior decisions buried across SharePoint, drives and inboxes. Staff ask the same questions because nobody can find anything.

Example workflows

Before, after, and what you get back.

Workflow
Client onboarding pack
~6× faster
Before

Ops manager emails forms, chases missing fields, manually checks ID docs and rekeys into the CRM. ~2 hours per client.

After

Client uploads docs via a branded link. AI extracts and validates fields, runs KYC checks, populates the CRM. Ops approves exceptions only.

Workflow
Shared inbox triage
~5× faster
Before

Senior person scans the inbox every morning, categorises, forwards, replies to the easy ones. ~90 minutes daily.

After

AI tags, routes and drafts replies for the routine 70%. Humans handle the judgement cases and approve drafts in one click.

Workflow
Internal Q&A bot
Hours / week / senior
Before

Staff Slack the same five people asking 'what's the policy on…'. Senior time lost, junior staff blocked.

After

Trained on your policies, handbooks and past answers. Cites the source document, escalates to a human when unsure.

Why this works

Ops work rarely justifies enterprise software, but adds up to dozens of hours a week across a firm. Bespoke AI sits in the gap — too small for a SaaS, too repetitive for senior people.

Integrates with

Lives inside the tools your team already uses.

Microsoft 365Google WorkspaceSlack / TeamsHubSpot / SalesforceZapier / n8nSharePointCustom APIs
Let's talk

Let's talk about where AI fits in your business.

A 20-minute conversation. Tell us how your team works today and we'll map out where AI can save real hours — no slide deck, no sales pitch.

What happens next
  • Instant calendar invite

    You'll get a confirmation email with the Google Meet link the moment you book.

  • Reminder 1 hour before

    A quick nudge by email so the call never sneaks up on you. Reschedule any time from the invite.

  • Tailored next steps

    After the call, we'll send a short written summary with where AI fits — no obligation, no pitch deck.