Services
Find the waste. Fix it. Keep it running.
Start with a Snapshot that shows where your time and money go. Then we build the automations, train your team, and stay close after go-live.
Step one
Start with a Snapshot
We interview the people who run your back-office processes, on-site or remote, and use SeePEA Rootscope to show where your workflows lose the most time and money, and which to automate first.
What you get
Your top three back-office processes to automate first
A ranked view of where your time and money go
A recommended first automation
The Snapshot is a paid engagement. If you go on to build, the fee is credited toward your build.
What we build
Automations built around your business
We start with working drafts built with your own data, so you see results before you commit. Then we put them live, following your prices, policies and business rules.
Win the work.
Less admin between the first call and the first invoice.
- New leads arrive with their contact and company details filled in
- Approved quotes become invoices without retyping
Get paid.
Money comes in with less chasing.
- Payments are matched to the right invoices
- Supplier bills are entered for you to approve
- Reminders for overdue accounts are drafted on time
Keep data clean.
Catch mistakes before they reach your books or your customers.
- Entries are checked against your rules as they come in
- Jobs are checked for missing details before they're billed
- Changes across many records are made in one step
Stay on schedule.
Less time juggling the calendar.
- Jobs and appointments are booked and moved as plans change
Works with the tools you already use, from QuickBooks Online and Google Workspace to your CRM and scheduling software.
Your workspace
Run it all in SeePEA Trellis
SeePEA Trellis is your secure online workspace for approving, running and scheduling everything we build. Every draft, decision, schedule and result is in one place your team can reach from any device.
Nothing is sent, posted or paid until a person on your team clicks Approve.
Nothing is sent until someone on your team clicks Approve.
Approve in seconds.
Each draft appears beside the information it came from. Approve, edit or reject with one tap.
Run on your schedule.
Set automations to run when you need them, or start one on demand.
Work as a team or solo.
Send drafts to one person or a shared queue. No draft gets approved twice.
See everything at a glance.
Know what ran, what's waiting, and what needs attention.
A clear record.
Every approval is logged with who made it and when.
See your savings.
Track hours saved and faster turnaround against where you started.
Your data stays yours. It's kept separate from every other client's, and we use it only to build and run your automations.
SeePEA Trellis includes SeePEA Rootscope, so you can keep seeing where time and money go and what to automate next. SeePEA Rootscope is also available on its own as a subscription.
Training and support
Advisory
Pricing
Book a 30-minute Clarity Conversation
There's no obligation and no pressure, and you'll leave with a clear next step.