Professional services automation. AU-wide.

Professional services automation. Less chasing, more delivering.

Proposal follow-up runs automatically. Invoices go out when work is done. Client updates happen without a team member writing them. You deliver the work. We handle the admin around it.

Book a 15-minute look No obligation. We'll tell you if it's not a fit.

What your week looks like right now versus after we set this up

Proposal sent, no reply after three days
Right now
You check the CRM, remember to follow up, write an email and hope it lands at the right time.
After we set this up
Follow-up goes out at day 3 automatically. Escalation at day 7. You only see it if it goes quiet after that.
Project milestone completed
Right now
Someone creates the invoice manually, updates the project status in two tools and emails the client.
After we set this up
Milestone completion triggers the invoice, updates the project record and sends the client a progress note. One action, done.
New client onboarded
Right now
Same client details entered into the CRM, Xero and the project tool separately.
After we set this up
Client onboarded in one tool. Everything else updates automatically.

Real businesses, real results

Equipment hire · QLD
Lead conversion from 35% to 90% after connecting HubSpot, Xero and the hire board

Quotes, invoices and asset tracking were all in someone's head. When they were on leave, the business slowed. We connected everything once. Now the follow-up runs itself.

Sam, Freeway Sign Hire
Mortgage broker · Australia
300 leads a week handled without a single person chasing a spreadsheet

New leads stopped dying in a spreadsheet. Same system handles web, email, SMS and 2,000 dormant records, and books meetings into the team calendar.

AU mortgage broker · 35 staff
Short-stay portfolio · Australia
Zero 2am messages. Owner out of the overnight thread without losing a booking.

One inbox for every property. Answers pulled from each property's own facts. Guests get a response in minutes. The owner gets sleep.

Superhost portfolio, AU

Your tools, not ours
Xero Xero HubSpot HubSpot GoHighLevel Google Workspace Outlook Monday.com Slack

Three steps. Then we stay.

02
Build

We connect your tools and set it running. Typically two to three weeks. You approve before anything goes live.

03
We stay

We watch it and fix it. When something changes in your tools or your business, we catch it before you do. Monthly retainer. No lock-in. No disappearing.


  • We don't sell software you have to learn.
  • We don't build something and disappear.
  • We don't charge extra when your tools update or break.
  • We don't start unless the numbers make sense for your business.
  • We don't replace your CRM or project management tool. We connect them so the admin runs without you touching it.

Straight answers

How long does it take to set up?

Most setups are running within two to three weeks. We map the job first, then build. You get a test run before anything goes live.

Will this work with Xero, my CRM or simPRO?

If you're already using it, there's a good chance we can connect it. We'll tell you on the call if something is out of scope.

What happens if it breaks or my tools change?

That's what the retainer is for. We watch it and fix it. Tool updates, API changes, new fields. All on us.

Do I need to know anything technical?

No. You tell us how your week works. We handle the rest.

Which professional services businesses is this for?

Consultancies, advisory boutiques, architects, recruiters, marketing agencies, HR firms and similar businesses where the work is project-based and the admin involves proposal follow-up, time tracking, invoicing and client communication.


Spend your time delivering, not chasing.

A 15-minute look at your workflow. No fee, no obligation. We'll tell you if it's not a fit.

Book a 15-minute look No obligation. No fee.

Book a 15-min look