Data, admin and CRM ops —
handled by AI, owned by us.

Your business generates a constant stream of data, documents and tasks. We capture it, process it intelligently, and keep your systems clean and current — so your team never has to.

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AI data extraction accuracy
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More records processed per headcount
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Typical time from signed to live
What's included

The three services inside AI Business Ops.

Click any service card to see the full detail — what's included, how we deliver it and what systems we connect to.

Data Operations

Extraction, classification, validation and routing of structured and unstructured data at scale.
OCR AI extraction Classification

Admin Operations

Scheduling, calendar management, communication workflows, reporting and routine admin tasks.
Scheduling Comms Reporting

CRM & ERP Operations

Data hygiene, record updates, pipeline maintenance and system-to-system sync across platforms.
Zoho Salesforce HubSpot
What's included across all three
AI document ingestionEmails, PDFs, forms and attachments read and structured automatically — no manual data entry.
Smart classificationDocuments classified by type, priority and routing rule, sent to the right team or system.
CRM data managementRecords kept clean, current and enriched — contacts, deals and statuses updated without manual effort.
ERP synchronisationData flows between ERP, CRM and finance systems without gaps or duplicates.
Scheduled reportingAutomated reports built and delivered on your cadence — daily, weekly or monthly.
How we deliver

From signed to live in under 4 weeks.

Every engagement follows the same four-stage process — so you know exactly what's happening and when.

01

AI Operations Audit

60-minute session to map your workflows, identify automation opportunities and estimate ROI. Free, no obligation.

02

Solution design

We design the workflow, select the AI models, map integrations and agree on SLAs — before any automation is written.

03

Build & test

Automation built, human validation layer configured, edge cases tested against real documents from your business.

04

Go live & optimise

Operations handed to our team. Weekly reporting from day one. Models improve continuously as volume grows.

Integrations

Connects with the tools you already use.

No rip-and-replace. We plug into your existing stack and make it work seamlessly.

Zoho CRM

CRM data ops

Salesforce

CRM data ops

HubSpot

CRM data ops

Zapier / Make

Workflow automation

Your ERP

We'll connect it
Related services
Pillar 2

Finance & Compliance

AP, AR, compliance and HR operations
Pillar 3

Support & Automation

IT helpdesk, comms and workflow automation
All services

Services overview

See all three pillars and every sub-service

Ready to clean up your data ops?

Book a free AI Ops Audit — we'll map your data workflows and show you what to automate first.
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