Custom AI systems · AI agents

Custom AI agents. Less work by hand.

Reduce invoice checking, repeated data entry and weekly reporting. We build AI agents around your existing systems, with your people in control.

The work slowing you down

Stop moving the same information by hand.

When a task means reading a document, copying a value, checking a record and chasing an approval, your team loses time at every step. Custom AI agents can handle the routine steps and bring exceptions to the right person.

Less invoice checkingFewer duplicate entriesFaster handoversTrusted knowledgeShorter approval queuesReports ready for review
What success looks like

Measure the difference in the work.

Time back

Compare staff time spent per task before and during the pilot.

Fewer manual steps

Count the checks, copies and updates still needing a person.

Shorter turnaround

Track how long work waits between receipt and completion.

Better data quality

Review missing fields, mismatches and corrections.

Manageable exceptions

Check how often an agent needs help and whether flags are useful.

Human control

Verify permissions, approvals and action logs before rollout.

What we build

Keep work moving between teams.

Less copying between systems

Connect records and updates so your team does not have to enter the same information twice.

Clearer operational decisions

Bring reporting and exceptions together so managers can see what needs attention.

Fewer stalled approvals

Prepare the information a reviewer needs and route it to the right person.

Routine work handled by AI agents

Complete approved steps across your tools, with a record of what happened and when.

What we automate

Where your team can get time back.

Finance

Less time checking invoices

Spend less time checking every invoice. Match payments automatically and send discrepancies to finance for review.

  • Xero / QuickBooks
  • Stripe & bank feeds
  • Exception queues
  • Auto-posting rules
Operations

Consistent stock and order records

Reduce duplicate entry and conflicting stock records by keeping orders, inventory and equipment data in sync.

  • Shopify / WooCommerce
  • ERP & WMS sync
  • Equipment tracking
  • Low-stock alerts
CRM

Current CRM records, without retyping

Reduce retyping and missed handovers. Keep records current and move approved work through your process.

  • HubSpot / Pipedrive / Salesforce
  • Record updates
  • Task preparation
  • Human approval
Documents

Less paperwork holding up work

Cut the time spent rekeying PDFs, scans and forms. Extract the fields your team needs and flag uncertain values for review.

  • OCR + LLM extraction
  • Quotes & receipts
  • Contracts
  • Email parsing
Internal tools

Reports without rebuilding spreadsheets

See what needs attention without rebuilding spreadsheets. Bring reports and approvals into one view.

  • Admin panels
  • Approval workflows
  • Reporting dashboards
  • Role-based access
AI agents

Shorter queues with AI agents

Reduce routine queues with AI agents that triage requests, draft replies and prepare summaries for approval.

  • OpenAI / Anthropic / Gemini
  • RAG over your data
  • Tool use & function calling
  • Human-in-the-loop

Project stories

From checking every line to knowing what needs attention.

M&E contractor · Greater Manchester

Accounts checks the exceptions, not every line.

Two people in the accounts team of an M&E contractor match supplier invoices by hand against purchase orders and delivery notes in Sage. It is slow, and things slip through.

A custom AI agent now does the matching and drops anything that doesn't line up into a shared inbox with the reason attached, like 'quantity invoiced 40, delivered 36'.

Each supplier's invoice format needed tuning during the pilot. Anything the agent isn't sure about stays with accounts for review.

Accounts spend their time on the exceptions, and duplicate or overpriced lines get caught before payment.

Pub and hotel group · Lancashire

Monday starts with the numbers, not the copying.

At a pub and hotel group, the operations manager spends Monday mornings copying figures from each site's till and reservation records into a spreadsheet before anyone can talk about the week.

The figures now pull themselves into a one-page Monday summary, with supplier invoices checked against agreed prices as they land.

One thing it picked up early: a drinks supplier creeping individual line prices up across several invoices. That gave the manager something specific to take back to the supplier.

Monday reporting takes minutes, and supplier price changes surface the same week instead of months later.

Process

Prove the improvement before scaling.

01

Baseline

Map the bottleneck and agree how to measure time, errors or turnaround.

02

Pilot

Build one workflow with your data, tools and human approval points.

03

Evaluate

Compare the pilot with the baseline and review exceptions with your team.

04

Roll out

Scale what works, monitor the agreed measures and hand over ownership.

Engagement

Start with one measurable improvement.

Start with one workflow and a clear measure of success. Test the result with your team before committing to a wider rollout.

  • ·An agreed baseline and pilot success measures
  • ·A clear build plan with review points
  • ·You own the code, credentials and documentation
FAQs

Automation, answered.

Do we need to change our existing systems?+

No. We wire AI into the systems you already run. Your team keeps using the same tools, and the intelligence runs behind them, pulling data, automating tasks and surfacing answers where you already work.

How do we measure whether an AI agent is helping?+

We agree a baseline and success measures during discovery. Depending on the workflow, these can include handling time, manual touches, error rates, exception volumes and turnaround. We compare the pilot against that baseline before deciding what to roll out.

What can a custom AI agent do?+

AI agents can read and update your CRM, process documents, reconcile invoices, prepare reports, use your private knowledge and move work between the systems you already run. Permissions, review points and audit trails are designed around your operation.

What kinds of work do you automate?+

Invoice reconciliation, order and inventory sync, equipment and asset tracking, document processing, reporting, CRM updates, internal approvals and AI agent workflows. If it is repetitive and rules-based, it is a candidate.

How much does a custom platform cost?+

Pricing is custom. Most engagements start with a paid discovery to scope the work, then a fixed-price build. Smaller systems are single engagements; larger multi-system platforms are quoted per project.

Which systems can you integrate with?+

Anything with an API or database, Xero, QuickBooks, Stripe, Shopify, HubSpot, Pipedrive, Salesforce, Notion, Airtable, Google Workspace, Microsoft 365, custom internal tools, and leading LLMs (OpenAI, Anthropic, Google Gemini, Perplexity).

Who owns the code and the data?+

You do. We build inside your accounts, on your infrastructure where possible, and hand over full ownership of the code, credentials and documentation.

How long does a typical build take?+

Discovery is usually 1 to 2 weeks. Builds range from 2 weeks for a focused system to 8 to 12 weeks for a full multi-system platform.

Systems we connect

Less copying between the tools you use.

Salesforce logo
HubSpot logo
Pipedrive logo
Xero logo
AutomateLJ Studios
QuickBooks logo
Claude logo
OpenAI logo
Zapier logo

Draining hours every week?

Tell us which task takes the time. We will help scope a pilot and agree how to test the improvement.