AI automation agency for SMEs

Custom agentic AI
that frees up
your time.

Swap the pile of per-seat tools for one system shaped around your process. Built on your stack. Owned by you.

  • You own the code
  • Custom to your process
  • Edit it with any AI tool
Client onboardingLead gen & GTMProcess automationVibe-code tune-upYou own the code
Built on the stack you already pay for
ClaudeHubSpotZohoMicrosoft 365Google WorkspaceClayn8nQuickBooksSalesforceApolloClaudeHubSpotZohoMicrosoft 365Google WorkspaceClayn8nQuickBooksSalesforceApollo
Agentic AI · built for one firm: yours

Welcome to post-SaaS: software built around your team.

For a decade you rented software and bent your team around it — per seat, per year. Agentic AI changes the maths: custom systems are now fast and affordable to build, shaped to your process, with people in control. Two ways to work with us:

Path 01 · Keep your stack

Build on the tools you already pay for

Love HubSpot, Zoho, Microsoft 365 or QuickBooks? Keep them. We add the custom layer on top — agents, automations and integrations shaped to your process. No migration, no retraining.

  • ✓Works inside your current accounts
  • ✓Live in weeks, not quarters
  • ✓Your team keeps the tools they know
Path 02 · Replace what’s overpriced

Swap costly SaaS for a system you own

Paying per seat for a platform you use 20% of? We build the part you actually use — custom to your process — often for a fraction of what you pay in licences, and you own it outright.

  • ✓No per-seat fees or renewal hikes
  • ✓Only the features you really use
  • ✓Code, data and docs are yours
CompareOff-the-shelf SaaSTypical agencyTribeHQ · Post-SaaS
Built around your processYou adapt to the toolTheir template, your logoDesigned from how your team works
Works with your current toolsAnother tool to adoptOften their preferred stackBuilt on top of what you already use
Cost over timePer-seat fees that rise at renewalA retainer that’s hard to leaveOne build, low running cost, no per-seat fees
Who owns itThe vendorOften the agencyYou — code, data and docs
Changing it laterFeature request, then waitChange order, then invoiceAsk your AI tool — or ask us
People in controlDepends on the productDepends on the buildHumans approve what matters

Not sure which path fits? Our workflow audit checks your stack and licence spend →

Start with onboarding

Which workflow would you rather never think about again?

Most of our clients start with onboarding. Pick yours — we map it, build it around your process and hand you the code.

From signed to started, without the chasing.

The weeks between “yes” and kickoff are where clients cool off and your team burns out. We build an onboarding system around your exact steps — so it runs itself and you only step in to approve.

Map this workflow with us →
Examples of what we build
  • Engagement letters generated and sent for e-sign
  • Document checklists that chase themselves
  • Client folders and portal access set up automatically
  • Kickoff scheduling and a welcome sequence
  • Data from intake forms pushed into your CRM and billing
  • Status updates posted to your team, not asked for
Yours, end to end

Your code. Your repo. Your AI tools.

Most agencies rent you a black box. We hand you the keys. Every workflow, prompt and integration lives in your GitHub and your accounts — documented so Claude Code, ChatGPT, Cursor or Codex can read it and change it with you.

  • ✓No lock-in and no licence fees to us — cancel and everything keeps running
  • ✓Plain-English docs plus a CLAUDE.md and AGENTS.md in every repo
  • ✓Want a change? Ask your AI tool — or ask us to review it
What we do

Four ways we free up your time.

Onboarding first — it’s where most firms lose the most hours. Every build is custom to your process, lives in your accounts and repo, and connects end to end: a lead becomes a signed client becomes a smooth start, without anyone copy-pasting.

Lead genLead capturedRouted to the right owner
SalesDeal signedE-sign starts onboarding
OnboardingClient onboardedDocs, access, kickoff — done
OpsBusywork automatedInvoices, reports, handoffs
01

Client Onboarding

def. Everything between “signed” and “started” — letters, documents, access and kickoff — running on its own, with your team stepping in only to approve.

  • Engagement letters & e-signature
  • Document chasing that runs itself
  • Client folders, portals & access
  • Kickoff scheduling & welcome sequences
02

Lead Gen & GTM Engineering

def. Signals, enrichment, routing and follow-up engineered as one system, so the right leads reach the right person fast.

  • Signal-based outbound
  • Speed-to-lead routing
  • CRM cleanup & pipeline stages
  • Follow-ups that draft themselves
03

Process Automation

def. The repetitive back-office work — proposals, invoices, reports and handoffs — turned into workflows nobody has to think about.

  • Proposals & quote-to-cash
  • Invoicing & payment reminders
  • Weekly reports written by Claude
  • Inbox triage & team handoffs
04

Vibe-Code Tune-up

def. Built something with Claude Code, Cursor, Lovable or ChatGPT? We review, harden and finish it — secure, tested and ready for real clients, and still easy for your AI tools to change.

  • Code review & security fixes
  • Tests, logging & error handling
  • Deploys, auth & data backups
  • Docs + CLAUDE.md for your AI tools
The 2026 glossary

The buzzwords, minus the buzz.

What each term actually means, and where it shows up in the systems we build for you.

Signal-based selling

Reaching out when a buyer does something — visits pricing, hires, raises — not from a static list.

Used in → GTM Engineering
GTM engineer

An operator who builds revenue systems with code and AI, instead of prospecting by hand.

Used in → Fractional team
Enrichment waterfall

Querying data providers in sequence until a contact or firmographic field is found — cheaper and more complete.

Used in → GTM Engineering
Speed-to-lead

The time between a buyer raising a hand and a human or agent responding. Minutes win deals.

Used in → RevOps
Human-in-the-loop

Agents draft and prepare; a person approves anything that sends, signs or spends.

Used in → Every build
Multi-agent orchestration

Several specialised agents handing work to each other under one set of rules, logs and approvals.

Used in → Agentic Workflows
MCP

Model Context Protocol — the standard that lets Claude securely read and act inside your apps.

Used in → Claude Automations
Agent guardrails

Action boundaries, audit trails and escalation paths that keep an agent inside the lines you set.

Used in → Every build
Why most AI projects stall

The tool was never the problem. The process was.

AI pilots fail when nobody mapped the workflow, nobody owned the output, and the vendor got paid for the sale instead of the result. We're built to avoid all three.

Built around your process
We map how your team actually works before we build anything. No templates, no forcing you into someone else’s tool.
You own the code, end to end
Code in your GitHub, automations in your accounts, docs in plain English. Change it yourself with any AI tool.
Humans approve
Nothing sends, signs or spends without a person saying yes.
Measured in hours saved
We track the time we free up every week — reported, not promised.
Who we build for

Lean teams with more demand than hands.

Accounting & advisory firmsTake on more clients without adding staff before tax season.
B2B professional servicesTurn referrals and inbound into a pipeline you can forecast.
Seed–Series A B2B teamsGTM engineering capacity without a full-time hire.
Case studyUS accounting firm · Microsoft 365

From signed engagement to ready-to-work client — with no manual handoffs.

Client onboarding intake
Contract & e-signature
SharePoint folder setup
Planner task creation
[RESULT]hours saved / month
[RESULT]faster onboarding

“[Client quote — add once approved]”

How we work · Transparent pricing

Map. Build. Run. You keep the keys.

Step 1 · 1 week

Workflow Audit

[PRICE] fixed

We map your GTM and ops workflows, score what to automate, and hand you a build plan — yours to keep either way.

Step 2 · 2–4 weeksMost chosen

Build Sprint

[PRICE] per sprint

We ship 2–4 production workflows — agents, CRM automation, signal-based outbound — documented and tested in your accounts.

Step 3 · monthly

Run & Improve

[PRICE] / month

Your fractional GTM engineer: monitoring, new workflows, weekly reporting. Cancel anytime — the system stays yours.

Questions buyers ask us

Why start with client onboarding?
It’s where lean firms lose the most hours and the most goodwill — chasing documents, re-typing data, booking kickoffs. It’s also easy to measure, so you see the time saved in the first month.
Who owns what you build?
You do, end to end. Code lives in your GitHub, automations in your accounts, with plain-English docs. No licence fees to us and no lock-in.
Can we change it ourselves later?
Yes. Every repo ships with docs and a CLAUDE.md, so Claude Code, ChatGPT, Cursor or Codex can make changes safely. We’re on call if you want a second pair of eyes.
We vibe-coded an app. Can you fix it?
Yes. We review it, fix security and data issues, add tests, logging and proper deploys, and document it — so it’s ready for real clients and still easy for your AI tools to work on.
How do you handle client data and security?
Least-privilege access, audit logs on agent actions, and human approval before anything leaves your firm.

Find out how many hours onboarding is costing you.

30 minutes. We walk through your onboarding and lead flow and tell you what’s worth automating — and what isn’t.

Book a workflow audit