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Taking new clients for Q4

We find the work your team shouldn’t be doing — and automate it.

First we map how your business actually runs. Then we build the AI systems that take the repetitive work off your people. Most clients have their first automation running within six weeks of the kickoff call.

The name is the loopPlanReasonActObserve
2 weeks
to a ranked automation plan
6 weeks
to the first system in daily use
Fixed fee
agreed before work starts

01The problem

Most teams aren’t short of people. They’re short of the hours those people spend on work a system should be doing.

Nobody plans for it. A tool gets added, a process grows a manual step, someone starts a spreadsheet to bridge the gap — and three years later a meaningful share of your payroll goes to keeping data moving by hand.

  • 01Copying the same record between two systems that don’t talk
  • 02Reading invoices, forms and PDFs so a number can be typed somewhere else
  • 03Answering the same twenty customer questions in slightly different words
  • 04Rebuilding the weekly report from four exports every Monday
  • 05Chasing approvals and follow-ups that nobody owns
  • 06Waiting on someone who isn’t at their desk before anything can move

02Where the name comes from

Plan. Reason. Act. Observe.

Those four steps are the loop an AI agent runs on every piece of work it picks up. Take the first letters and you have our name. We chose it because the loop — not the model — is what makes automation hold up in a real business.

  1. Plan

    Decide what needs to happen, and in what order.

    Every run starts with an objective and a route to it — which systems get touched, in which sequence, and what the system is not allowed to do. A plan you can read is also a plan you can audit.

  2. Reason

    Work out what this particular case actually needs.

    This is the step that separates an agent from a script. The odd invoice, the ambiguous email, the record that doesn’t match anything — the system weighs the case in front of it and decides, instead of failing on the first thing it hasn’t seen before.

  3. Act

    Do the work, in your real systems.

    It writes the record, sends the reply, files the document, updates the sheet. Anything touching money, contracts or customers passes a human review step first — that gate is designed in, not bolted on afterwards.

  4. Observe

    Check what happened, and feed it back in.

    Every action is logged with its inputs and its confidence. The result is checked against what was expected, and what’s learned goes into the next plan. Without this step you don’t have a system — you have a script that repeats the same mistake quietly.

Then it plans again. That cycle is what we build for clients, and it is how we run the engagement itself — which is why we took our name from it.

03How we help

Understand the business. Automate the grind. Scale what works.

Three stages, in order. Skipping the first is how automation projects end up expensive and unused.

01Understand

See how the business actually runs

Before automating anything, we map the real workflows — who touches what, where the hours go, which numbers nobody trusts. You get a written picture of your operation and a ranked list of what is worth fixing.

02Automate

Take the repetitive work off people

We build the systems that handle the work your team keeps redoing: data entry, document handling, routing, follow-ups, reporting. Built on your existing tools, not a platform you have to migrate to.

03Scale

Handle more without hiring proportionally

Once the manual layer is gone, we harden it: monitoring, error handling, and a team that knows how to run and extend it. The goal is capacity that grows faster than headcount.

05How we work

Four steps, and you can stop after any of them

The same loop, run at the scale of an engagement rather than a task: we plan, we work out what your operation actually needs, we build, and we check it in real use.

  1. 01

    Call

    45 min

    Forty-five minutes on what your team spends its time on. We tell you honestly whether automation is the right answer. Sometimes it isn’t, and we say so.

  2. 02

    Audit

    2 weeks

    We sit with the people doing the work and map how it actually happens — not how the process document says it does. You get a ranked backlog with effort and payback for each item.

  3. 03

    First build

    3–4 weeks

    We build the highest-value item on the list and get it into real use. One working system beats a roadmap. You see whether we’re worth keeping before committing further.

  4. 04

    Extend and hand over

    Ongoing

    We work down the backlog, then train your team to own it. Documentation, runbooks and access are yours. No lock-in to us or to a platform we resell.

06Results

What this looks like in practice

Read the detail

Regional wholesale distributor

Distribution · 80 staff

Example
94%

invoices posted without a human touch

6 days

cut from month-end close

2.5 FTE

moved off data entry to supplier work

B2B software company

SaaS · 40 staff

Example
70%

of tickets answered from a draft with light edits

4h → 40m

median first response

0

extra support hires that year

Professional services firm

Consulting · 25 staff

Example
1 source

for numbers previously spread across five

8 hrs/wk

of manual reporting removed

Nightly

refresh instead of weekly

07How we operate

Four commitments we put in writing

  • We start with the audit, not the build

    Automating a broken process just makes it break faster. The first thing we deliver is an understanding of your operation you can act on with or without us.

  • We build on the tools you already own

    No migration, no platform fee, no proprietary layer you can’t leave. If your stack can do the job, we use your stack.

  • A human stays in the loop where it counts

    Anything touching money, contracts or customers gets a review step and an audit log. Confidence thresholds route the uncertain cases to a person.

  • You own everything we write

    Code, prompts, documentation and infrastructure are handed over in your accounts. Ending the engagement doesn’t break anything.

08Questions

The things people ask before the first call

How soon does something actually work?

The audit takes two weeks and gives you a plan you can act on immediately. The first automation is usually live three to four weeks after that. We deploy the first build into real use before scoping the second.

What if our data is a mess?

It usually is. That’s what the audit is for. Where data quality blocks a useful automation, cleaning it becomes a line item on the backlog with its own cost and payback — not a hidden prerequisite we surprise you with later.

Do we have to move to a new platform?

No. We build on the systems you already pay for. If your CRM, ERP and helpdesk can do the job, we integrate them. We don’t resell a platform, so we have no reason to push one.

Who owns what you build?

You do. Code, prompts, documentation and infrastructure live in your accounts and repositories from day one. If you end the engagement, nothing stops working and nothing needs to be handed back.

Is our data used to train models?

No. We use enterprise API tiers with training disabled, and we scope each system to the minimum data it needs. Where data cannot leave your environment, we design for that constraint from the start.

What happens when the AI gets something wrong?

We assume it will. Every system has a confidence threshold, an exception queue and an audit log. Uncertain cases route to a person rather than proceeding quietly. We report accuracy so you know the real rate instead of guessing.

Will this cost people their jobs?

Our clients typically redeploy people rather than cut them — the work we remove is the work nobody wanted. It’s a fair question to raise with your team early, and we’ll help you frame it honestly rather than pretend it isn’t one.

How small is too small?

Below about ten people there usually isn’t enough repeated volume to pay back a custom build, and off-the-shelf tools will serve you better. We’ll tell you that on the first call rather than sell you an audit.

Start with a conversation, not a contract

Forty-five minutes on where your team’s hours go. You’ll leave with at least one concrete thing to fix, whether or not we work together.