HOW IT WORKS

One form.Four stages.Then it runs.

You map out how your business runs: your processes, your team and who approves what. We do the setting up. Every stage ends with a test you run yourself.

Book a call See the four stages
YOUR SETUP · EXAMPLE Stage 2 of 4
  1. Your business, mapped All 14 parts answered
  2. Setup Test passed on the owner's phone
  3. ConnectIN PROGRESS Accounting connected · email next
  4. Automate
  5. Keep it true
THE FOUR STAGES

See each stage at work.

PICK A STAGE · EXAMPLES

Claude learns how your business actually works.

Claude · Example Co EXAMPLEWaiting for you
I think there's a problem with our last pay run. What does our process say I should check?
  1. Found your pay run process Pay run process · confirmed by the owner, 12 March
  2. Checked your standing orders Standing orders · ask first
  3. Noted what it can't see yet Payroll · not connected yet
Check three things: rates against your pay table, allowances on every payslip, and hours against the roster.
Stops before doing anything.
WHAT WE WRITE FOR YOUPLAIN TEXT · YOURS TO KEEP

Limits, who approves what, and what Claude must never do on its own.

YOUR PART Talk through the gaps with us.
OUR PART Write down your processes and your jobs, put them in your Claude account, and test them.
THE TEST YOU RUN YOURSELF

Ask the pay run question yourself.

PASSES IF
  • It answers from your processes
  • On your phone
  • In a new chat
WHAT YOU'LL NEED

Three things to have ready.

TICK WHAT YOU HAVE0 of 3 ready
QUESTIONS

About the process.

We'll email you within one business day to book a call.

Stop giving your evenings to the admin.

Map your business once, and the repeat work stops landing on you. Save and come back any time. "Don't know yet" is fine.

Book a call