Disconnected Tools
Your CRM, finance system, project boards, inboxes, and communication tools all hold important information — but they do not work together cleanly.
WORKFLOW TRANSFORMATION
We go inside your business, map how the work actually moves, and rebuild it — with the right mix of automation, AI, better process, and people in the right places.
Integrations
Custom-built workflows on the apps and tools you already use — automated systems and processes running in sync across your organization.
The Problem
Most growing businesses are not short of software. They are short of connected, visible, repeatable workflows. Work gets stuck between systems, teams, inboxes, spreadsheets, approvals, and manual handovers.
Your CRM, finance system, project boards, inboxes, and communication tools all hold important information — but they do not work together cleanly.
Teams spend too much time copying data, chasing updates, building reports, creating tasks, and repeating admin that should already be automated.
Information lives across emails, spreadsheets, PDFs, Slack messages, WhatsApp threads, forms, and old systems — making it hard to trust or use.
Leaders and teams cannot easily see what is happening, who owns what, what is blocked, or which work needs attention next.
Your tools plug into monday.com — the data layer we build everything on. Work moves between them automatically, AI and automation handle the busywork, and your team approves what matters. The apps you already run, finally working as one system — with a single place to see it all.
the data layer we build on
Your tools keep working, tied together through monday.com so data moves automatically; no re-keying, no silos.
Everyone works from the same live data, not the same thing in five places, none current.
Watch work flow across every function in real time instead of hunting through apps.
AI and automation do the repetitive work; your people approve what matters.
Tools and apps you can connect to your system and processes
Central connected hub: monday.com to view and access data
Tools you have to rip out. We work with your systems and tools
INTEGRATED WORKFLOWS
We automate the repetitive work, your team signs off on what counts, and you can see everything that's running.
We connect the tools you use, the systems you run, and the people who own the work — so everything moves as one, not in silos.
See what's running, what's automated, what's waiting, and who's accountable — across every team.
We simplify, connect, and automate the busywork — then your team approves it before anything goes out.
Agentic workflows
We help build, automate, implement, and manage complex cross-functional processes and systems with AI.
Set the event that kicks off the workflow.
Let AI run the logic, conditions and what happens next.
Delegate complex steps to agents that act on your behalf.
Keep everyone aligned with conditional notifications.
Sync data and actions across apps to keep everything connected.
PRACTICE AREAS
We organise workflows around the core functions of your business — finance, sales, operations, marketing, and beyond — so the system fits how you actually work.
FINANCE
Billing, reporting, reconciliation, and cash-flow visibility, streamlined.
Explore WorkflowCFO->Active workflows
0
Automations running
0
Awaiting approval
0
Workflows
ONE VIEW
Dashboards show what's running, what's automated, and what's waiting on a human — across every function, in real time.
WORKFLOWS WE BUILD
A few of the workflows we design and build. Each one removes manual work and keeps a person in control where it counts.
We take the copy-paste, the chasing, and the re-keying off your team — the repetitive admin runs itself, and your people focus on the work that actually needs them.
We map how work really moves across your business and rebuild it into clean, connected workflows — so nothing gets stuck between tools, teams, and inboxes.
From lead to invoice, intake to delivery, we automate the processes that run your business — with your team approving the moments that matter.
How it works
Start with a Workflow Audit where we understand your business, tools, bottlenecks, and where work feels messy or manual.
We map your systems, processes, data, communication channels, approvals, handovers, and current workflow gaps.
We design and build automations, AI-powered workflows, integrations, dashboards, and better operating processes.
We implement the workflow, train your team, monitor adoption, and improve the system as your business evolves.
COMMON QUESTIONS
No. AI is one ingredient, not the whole solution. We rebuild how work moves using the right mix of better process, automation, the right systems, AI where it genuinely helps, and human oversight where judgment matters. The goal is work that flows — not AI for its own sake.
No — we remove the repetitive work your team shouldn't be doing, not the people. Automation and AI handle the copy-paste, chasing, and re-keying, while your team approves the moments that matter and focuses on higher-value work. You stay in control; the busywork doesn't.
No. We build around your existing tools instead of ripping them out. monday.com becomes the connected layer that ties everything together, so data moves between the apps you already run — no migration, no re-learning, no silos. Your tools stay; the friction between them goes.
We work with the tools you already use — CRMs, finance systems, spreadsheets, inboxes, chat, and project boards — connected through monday.com, the data layer we build on. With 500+ integrations available, most of your stack plugs straight in. Common ones include monday.com, Xero, Slack, WhatsApp, HubSpot, Gmail, and Microsoft 365.
Tools like Zapier give you the plumbing, but you still have to design, build, and maintain the workflows yourself. A typical agency hands off a project and leaves. We do both the thinking and the building — mapping how your work actually moves, rebuilding it end to end with the right mix of process, automation, AI, and human oversight, and staying with you as it evolves. You get a working system, not a toolkit or a one-off project.
No — that's the whole point. We design, build, connect, and maintain the workflows for you; your team simply uses them. You won't need developers, and you won't be handed a complex tool to figure out alone. The technical work stays on our side.
Far less than the manual work it removes. We handle the design and build; your team's main involvement is a short discovery to show us how the work moves today, plus quick approvals along the way. The aim is to give your people time back, not add a project to their plate.
Usually weeks, not months. We start with one high-impact workflow and build the fastest useful version first, so you see real results early instead of waiting for a giant rollout. From there we expand, refining and adding workflows as the system proves itself.
Every engagement is scoped to the work, so cost depends on which workflows you're rebuilding and how much we automate. There's no off-the-shelf licence fee — you're paying for a system built around your business. The Workflow Audit is the starting point, and we outline clear scope and cost before any build begins.
It starts with a Workflow Audit. We map how one important process actually moves today, pinpoint the friction, manual steps, and unclear handovers, and show you the fastest useful workflow we'd build first — with no obligation. From there we design, build, test, and roll it out with your team.
Book a Workflow Audit and we'll map how your work moves — and where to start.