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Audit
$750 one time
Credited to your first month if you continue.
- One workflow mapped end to end
- Hours and error-cost math in writing
- Two or three automation options with fixed prices
- A clear go or no-go recommendation
Back-office automation · Sugar Land, TX
Your back office shouldn't need another hire.
I automate the manual work your team does by hand: invoices, data entry, scheduling, reconciliation and reporting. It runs every day, it never calls in sick, and it costs a fraction of an employee.
Monthly plans. Three-month minimum, then month to month. Fixed scope, fixed price. Based in Sugar Land, working with businesses across Fort Bend and Houston.
The math: a fraction of a hire.
Most back-office work gets handled by hiring another person. You can keep paying for that every month, or pay a fraction of it for a system that never stops.
Hire a clerk
$37,000–$46,000/yr
$18–$22/hour in Houston, before benefits, training and turnover. Planning estimate, not a quote.
Automation plan
from $5,988/yr
$499/month for a standard automation, built and monitored. About 85% less than the hire.
The difference
24/7
It works nights and weekends, no payroll tax, no sick days, no turnover, and it does not quit for a competitor.
Costs are illustrative. Your scope sets the price, and the audit gives you the exact number before anything is built.
What gets automated.
One workflow at a time. The boring, repetitive, always-behind work is usually the best first target.
Invoices and AP/AR
Generate invoices, chase late payments, match payments to invoices, and keep the ledger current without someone retyping numbers.
Data entry and documents
PDFs, emails, forms and spreadsheets turned into clean structured data in the system you already use. No more double entry.
Scheduling and dispatch
Bookings, reminders, route or crew assignment, and no-show follow-up, so the schedule is not rebuilt by hand every morning.
Reconciliation
Bank, card, processor and inventory records matched automatically, with the exceptions queued for a human to review.
Reporting
The weekly numbers assembled from your systems and sent on time, instead of someone exporting CSVs every Friday.
Client intake and portals
New client forms, document collection and status updates handled in one place, with a clean audit trail.
How it works.
Four steps, no retainer needed to find out if it is worth doing.
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Audit
We map one workflow end to end: who touches it, how long it takes, what breaks. You get the hour math in writing.
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Plan and quote
Two or three automation options with a fixed price and a payback estimate. You pick one, or none.
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Build
Two to three weeks. Read-only access first, a staging version to test, and a handover that shows what changed.
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Run and improve
The monthly plan covers monitoring, fixes and small changes. Add the next workflow when the first one is boring.
Pay like a subscription, not like a project.
No big upfront build fee. The audit is credited to your first month, then it is a flat monthly plan you can budget for like payroll.
The hook
Starter automation
$499 /month
About 85% less than a full-time hire.
- One repeatable task from the standard menu
- Setup included, live in about a week
- Monitoring and fixes included
- Monthly note with the hours saved
- Three-month minimum, then month to month
Most popular
Custom workflow
$1,400 /month
A custom workflow, about two thirds less than a hire.
- One custom workflow built end to end
- Integration with your current systems
- Monitoring, fixes and small changes included
- Monthly health note with the hours saved
- Three-month minimum, then month to month
More than one process
Ops partner
$2,600 /month
Up to three workflows, one partner.
- Up to three automated workflows
- Priority support and faster changes
- Weekly reporting on time saved
- Quarterly review of what to automate next
All plans: fixed scope, fixed price, no hourly billing, no setup fee. Cancel after the initial term with 30 days notice. You own your data and keep access to everything built for you. More than three workflows is a custom plan.
What is included, exactly.
No surprises in month two. This is the whole plan.
| Plan detail | Starter $499 | Custom $1,400 | Partner $2,600 |
|---|---|---|---|
| Audit fee | $750, credited | $750, credited | $750, credited |
| Scope | 1 standard automation | 1 custom workflow | Up to 3 workflows |
| Setup and build | Included | Included | Included |
| Integrations | 1 system | Up to 3 systems | Up to 6 systems |
| Monitoring and fixes | Included | Included | Priority, faster changes |
| Small changes | 2 per month | 4 per month | Included while in scope |
| Reporting | Monthly note | Monthly note | Weekly report |
| Minimum term | 3 months | 3 months | 3 months |
| After the term | Month to month | Month to month | Month to month |
| Cancellation | 30 days notice | 30 days notice | 30 days notice |
| Ownership | You own the data and output | You own the data and output | You own the data and output |
| Access | Read-only first | Read-only first | Read-only first |
What counts as one workflow
A single repeated process with a clear start and finish, like: unpaid invoices to reminder emails, PDF supplier invoices into your ledger, new bookings into the calendar and CRM, or weekly sales numbers into one report.
What is not included
New software products, marketing, hosting and third-party fees, hardware, and replacing your accounting system of record. Regulated data work is quoted separately after a compliance check.
Working demos, not screenshots.
These are real products I built, running in your browser. They show the same kind of work a back-office automation does: money in, money out, records clean, reports on time.
Questions people ask.
Does this replace my staff?
No. It removes the repetitive part of their job, which is usually the part nobody wants to do. In most businesses that means the same team can handle more volume, or the next hire gets delayed.
What if we already use QuickBooks, Square, Shopify or a vertical tool?
Good. The automation should sit around the systems you already have, not replace the system of record. Integrations are scoped during the audit.
How fast can something be running?
The audit takes three to five days. A first workflow is typically live two to three weeks after that, with staging to test before it touches real data.
What about access and security?
Read-only credentials first, least privilege, and a signed agreement before anything is connected. Credentials are stored in a password manager, never in code. You can revoke access at any time.
What if the scope changes?
The plan covers a fixed set of work. Small changes are included; anything bigger is quoted before it starts, so there are no surprise invoices.
Where are you based?
Sugar Land, Texas. I work with businesses across Fort Bend and the Houston metro in person, and remote clients over video. Local references can be provided as engagements complete.
Find out what your back office is costing you.
Twenty minutes. Tell me the process that eats the most time, and you will leave with an honest answer on whether it is worth automating and what it would cost.