The service · Sage 200 workflows

Insight is only worth having
if it changes what you do.

mybusiness intelligence shows you what's happening. Where that points to a clear, repeatable action - chasing the right invoices, clearing slow stock, flagging an order mix - mybusiness automation is the route from "we should" to "it's done".

1Idea 2Specification 3Quote Your approval 4Build & test 5Operate, logged
Nothing runs until it has passed your approval gate
How it works

Specified, quoted, approved - then built

Nothing is built quietly in the background. Every automation follows the same disciplined path, and you hold the pen at every gate.

STEP 1 - IDENTIFY

The idea surfaces

An automation opportunity comes out of your mybusiness intelligence highlights - or straight from you. Either way it starts as a written idea, not code.

STEP 2 - SPECIFY

A written specification

What it does, what data it touches, what it must never do. You see the full spec - organisation-level data only - before anything else happens.

STEP 3 - QUOTE

A fixed quotation

Every automation is quoted individually for the work involved. No subscriptions you didn't ask for, no scope surprises.

STEP 4 - APPROVE

Your signature, then the build

Work begins only on your signed quotation. The automation is built, tested and demonstrated to you before it goes anywhere near live data.

STEP 5 - OPERATE

Logged and traceable

Every automated action is logged and traceable - you always know what ran, when, and why. AI can recommend; the design decides where humans approve.

ALWAYS

Draft first

Anything an automation would send outward - an email, a document, a report - can be produced as a draft for a person to review before it leaves the building.

Where it earns its keep

The kind of work worth automating

Repeatable, rule-based, and currently eating someone's afternoon:

Credit control

Drafted chase letters matched to each customer's payment history - ready for review and send.

Stock actions

Slow-mover clearance lists, reorder alerts, and dead-stock flags built from the same figures your dashboards show.

Order & margin alerts

Notifications when an order mix, price or margin drifts outside the boundaries you set.

Reporting rhythms

The pack your Monday meeting actually needs, produced on schedule instead of assembled by hand.

Data quality

Standing checks that flag unposted costs, suspense build-ups and missing references before they distort the numbers.

Your idea here

If it's repeatable and rule-based, it's a candidate. Bring us the afternoon you'd most like back.

Built carefully

Security by design, not by promise

Automation touching your accounting data deserves more caution than most software gets. Ours is built the way we build everything:

Specifications work at organisation level - automations are designed around business data, not personal data. Every action is logged. And the same discipline that governs mybusiness intelligence applies here: your data is never used to train AI models, and we keep no copy of your ledger.

Built without a signed quotenever
Specification shown firstalways
Actions logged & traceablealways
Personal data in specsno - org-level only
Used to train AI modelsnever

What would you automate first?

Tell us about the manual process you'd most like to lose - we'll tell you honestly whether it's a good candidate.