B2B operations automation
Automation Genie designs dependable systems for growing businesses—connecting the work already happening across your inboxes, tools, documents, and teams.
For MSPs, commercial contractors, and professional-service firms with 10–250 people. No lead-gen machines. No software rip-and-replace.
Built around the systems that protect time, cash flow, and client experience.
Human-first, exception-aware automation
Built for your operation
We focus on three B2B service models with the same operational backbone: request, assign, deliver, document, bill, report.
For MSPs and IT service teams
Tickets, alerts, onboarding steps, device changes, billing data, and client reporting all compete for the same technical time.
53% of MSPs report using automation for monitoring and alerts; 35% for helpdesk and ticketing.
Kaseya 2026 State of the MSP Report ↗For field, facilities, and project service firms
A job can start in an email, move to a schedule, collect site updates and paperwork, then wait too long to be invoiced.
Construction leaders are prioritising practical digital outcomes from scheduling through to project billing.
Autodesk 2025 Construction Spotlight ↗For accountants, consultancies, and specialist agencies
Client requests, documents, approvals, delivery steps, and recurring updates live in too many places for a small operations team to chase.
Accountants are adopting AI, automation, and cloud tools to spend less time on compliance work and more on advisory work.
Intuit 2025 Accountant Technology Report ↗Automations with proof
We start with repeatable operational moments—not abstract AI categories. These are the workflows businesses are already choosing to make less manual.
of AI-using US small businesses use it in customer service.
Classify the request, pull the right knowledge, draft a response, and send the exception—with its context—to the right person.
of UK SMEs use AI for admin and scheduling—the most common task.
Turn an incoming request into an assigned job, a confirmed appointment, and the updates each person needs to act without chasing.
of AI-using US small businesses use it for data processing / bookkeeping.
Extract key fields, check what needs a human look, create a clean draft, and keep the document trail attached to the work.
Your number, not a made-up promise. We estimate an opportunity using your monthly volume, minutes per task, and fully loaded team cost—then design the smallest dependable system that removes it.
The useful stuff
Once the operational fit is clear, we productize the workflows that are costly to leave manual—not another layer of marketing noise.
Turn a signed yes into an organized start: intake, documents, task creation, welcome sequences, and handoffs that happen on time.
Move invoice, receipt, quote, and contract data between your inbox, accounting tools, and team—without rekeying the same information.
Connect requests, schedules, project work, and status updates so every job gets the next right action without someone playing traffic controller.
Triage repetitive requests, draft responses from your own knowledge, and route the exceptions to the right human with the context attached.
Bring the numbers your team already has into one useful weekly view—so leaders can act instead of assembling spreadsheets on Sunday.
Standardize employee onboarding, recurring checks, policy acknowledgements, and document trails without turning your ops person into a chaser.
Why this focus
Microsoft reports that 70% of surveyed SMBs using AI or generative AI see efficiency or productivity gains. The useful work is rarely flashy: task automation, document work, and customer-service support.
Research signal: Microsoft SMB Report ↗
A gentler way to automate
We map the recurring work your team keeps having to remember, copy, or chase.
We connect the tools you already use and add AI only where judgment is genuinely repeatable.
We document, monitor, and refine the workflow so it remains useful as your business changes.
We work with the stack you have. The goal is a calmer operating rhythm—not a shinier pile of tools.
Clear commercial models
Platform and AI usage costs are scoped separately, so you only pay for the tools your workflow actually needs.
Start here
$1,500fixed scope
A focused operational review that turns one recurring pain point into a build-ready plan.
Most popular
From $5,000per project
A fixed-scope automation build for a defined operational workflow—designed, tested, documented, and handed over.
Keep it improving
From $1,500per month
Ongoing optimisation for teams with live automations that need a dependable owner and a steady delivery rhythm.
A good place to start
We’ll turn the friction into a practical automation opportunity—clear scope, clear outcome, no tech theatrics.