We remove the manual work between your systems.
A senior team of data and AI engineers who connect the software you already have, automate the copying, checking and reporting your staff do by hand, and stay responsible once it is running.
Fixed scope, fixed price. First results in weeks, not quarters.
Time to process one customer order that arrives by email
What the system takes over: reading the email, entering the order, checking prices, confirming to the customer. What stays with a person: the one item that needs a decision.
Most growing companies already own the software. The work still happens by hand.
Accounting, CRM, inventory, email, spreadsheets. Each one works on its own. Between them, people copy numbers, re-type orders, chase updates and rebuild the same report every month. Large companies solved this years ago with in-house data teams. Companies with 50 to 500 employees usually cannot justify that team, so the gap keeps growing.
What it looks like
One person knows how the month-end report is built. Orders wait in an inbox. Staff paste company data into free AI tools because nobody set up a safe alternative.
What it costs
Hours of skilled time every week, slow answers to customers, mistakes that surface late, and decisions made on numbers nobody fully trusts.
What changes
The repetitive part runs on its own. People handle only the exceptions. Reports arrive without anyone assembling them. The tools for this are now cheap and mature; what was missing was experienced people to connect them and keep them working.
Six services. Each one shown the way you would actually receive it.
The screens below are illustrations built on sample data, so you can see the shape of the result before the first call.
Data and AI readiness assessment
Two to three weeks looking at how your company actually runs. We map your systems and where your data really lives, list the manual work between them, check how staff already use AI tools and whether company data is safe, and rank the automations worth doing by savings against effort.
- A score for each area, so you can see where you stand and track progress
- List of manual workflows with time measured
- Ranked plan with cost and payback for each item
- Useful on its own, even if you never hire us again
Illustration with sample data.
Reporting automation
Replace the monthly spreadsheet exercise. We bring accounting, sales, operations and CRM data into one place, rebuild the reports people currently assemble by hand, and add a simple dashboard that is updated every morning without anyone touching it.
- Profitability by product, customer or branch
- Cash, receivables and overdue tracking
- Sales pipeline and performance reporting
Illustration with sample data. Before this, the same numbers took six working days to assemble.
Document and email automation
Software that reads what arrives, understands it, and puts it where it belongs. Invoices, purchase orders, applications, claims, support requests. Anything unclear goes to a named person with a short note on what to check. Nothing is entered blindly.
- Supplier invoices read and matched to purchase orders
- Customer orders from email and PDF entered as draft orders
- Support inbox sorted, answered where safe, routed where not
Date: 4 Sep 2026
Your PO: 1174
Illustration with sample data. Every automatic decision is logged and can be reversed.
Knowledge base and AI assistants
An assistant that answers from your own documents: policies, contracts, manuals, past proposals, product specs, old tickets. Set up with the right permissions so people only see what they are allowed to see. Internal first, then customer-facing once it has proved itself.
- Built on tools you may already pay for, such as Microsoft Copilot, Google Gemini or NotebookLM
- Custom assistant where those tools are not enough
- Customer support and sales enquiry assistants
Halden MSA 2026.pdf, clause 14.2Signed copy, page 9
Ticket #2231Ticket #2610
Illustration with sample data. Every answer shows where it came from.
AI tool rollout and system integration
Choosing and connecting off-the-shelf software instead of building from scratch, whenever that is the better answer. We set up the AI features in Microsoft 365 or Google Workspace properly, connect your CRM, accounting and operations systems, and write a plain AI usage policy so staff know what is allowed.
- Copilot or Gemini set up with the right access rules
- CRM, accounting and e-commerce integrations
- Workflow tools such as Zapier, Make or n8n, built to be maintainable
Illustration. Green means connected and checked; grey means planned.
Ongoing support and monitoring
Automations break when a supplier changes an invoice layout or a software vendor changes something on their side. We watch what we built, fix it when it fails, keep integrations current, and review results with you every month. The scope, covered systems and response times are written down before we start.
- Monitoring and alerts on every automated workflow
- Fixes and updates within agreed response times
- Monthly review and a short list of next improvements
Illustration with sample data. You receive this report every month, with a short call to go through it.
Forecasting, customer churn analysis and pricing models are available once your data is clean enough to support them. We will tell you plainly when it is not yet.
Two minutes. Six questions. A rough idea of where you stand.
This is a simplified version of the first page of our assessment. Answer for your own company and you get a rough score and the one thing we would look at first. Nothing is stored or sent anywhere.
Does any regular report take more than a day of someone's time to put together?
Do people re-type information from emails, PDFs or one system into another?
Are your customers, products and prices identical in every system?
Is there a written rule on what staff may put into AI tools like ChatGPT?
If the person who knows your systems best left tomorrow, would things keep running?
Can a manager see this month's margin by product without asking anyone?
Answer all six to see your score.
Three stages. You can stop after any of them.
Assess
We interview the people doing the work, look at the systems and sample data, and measure how long the manual steps really take.
Build
We connect the agreed systems, automate the repetitive steps, route exceptions to people, test on real cases with your team, and go live.
Support
We monitor what we built, fix what breaks, adapt to changes in your business, and bring the next improvement from the plan.
Work we automate, by department.
Typical requests. If yours is not listed, it is probably still something we have done.
Finance
Read, match to the purchase order and delivery, flag differences, post the rest.
Reports that build themselves from the source systems instead of a spreadsheet pack.
Reminders on overdue invoices on your schedule, with the hard ones escalated to a person.
Operations
Emails and PDFs become draft orders, with unclear items sent to a person.
Warnings before stock runs out or piles up, based on real sales.
Collect documents, check they are complete, create accounts in every system, notify the right people.
Sales and service
A draft quote from an enquiry, using your price list and rules, ready for approval.
Requests sorted by type and urgency, routine ones answered, the rest routed with context.
Recorded sales calls turned into CRM updates and follow-up tasks.
Company-wide
An assistant that answers "what does our contract with X say about Y" from the documents.
Customers, products and prices kept consistent across CRM, accounting and e-commerce.
A record of who changed what and when, ready when auditors ask.
You will probably recognise your company in a few of these.
Big enough to have real systems and real volume, too small for an in-house data team.
Accounting, CRM, inventory or industry software that works, but not together.
Staff who re-type, check, chase or rebuild the same things every week.
A small IT team or an outside IT provider, and no one whose job is data or automation.
A fixed price and a measured outcome, not a long transformation programme.
Software we work with every week
The people who ran data and AI at scale, doing the work themselves.
Senior people, not a junior bench
The team has built and led data, machine learning and engineering functions of up to 100 people. The person on your call is the person doing the work.
We stay responsible after go-live
Most automation projects fail in month three, when something changes and nobody owns it. Support and monitoring are part of the offer, not an afterthought.
Your existing tools first
We connect and configure what you already pay for before we build anything custom. Custom code is for the parts where off-the-shelf tools stop.
Fixed scope, fixed price, measured result
Every project starts with a baseline and an agreed way to measure success. You know the price before we start and you know whether it worked when we finish.
Built by people who have done this inside large companies.
Doctorates, business degrees and certified data management professionals, plus cloud certifications on Azure, AWS and Google Cloud.
The size of the data and AI teams our leads have built and run inside banks and other large companies.
Banking, fintech, insurance, retail and e-commerce, travel technology, telecom, healthcare and CRM systems.
Sets the plan, owns the result, and has run this at scale.
Builds the document readers, assistants and models, and makes them reliable for daily use.
Connects your systems and builds the workflows that move information between them.
Keeps everything running, monitored and secure after go-live.
We spent the last decade building and running data and AI inside large organisations: document processing, reporting platforms, customer analytics, fraud and risk models, and the integrations between core business systems.
We now bring that experience to companies that cannot justify a team of that size but have the same problems on a smaller scale. You work directly with senior people. Nobody hands your project to a junior after the first call. We work remotely on US business hours, with a named lead for every client, and contracts and invoicing through our US entity.
Things people ask before the first call.
Is our data safe?
Your data stays in your own accounts and systems. We work through access you grant and can remove, we do not copy company data to our own servers unless a specific workflow needs it and you approve it, and we use business versions of AI tools that do not train on your data. We put this in writing before we start.
Do we need to replace our software?
Almost never. The point is to make what you already have work together. If a system is truly the problem, we will say so and explain the options, but that is rare.
What happens when an automation breaks?
Every automation we build has monitoring. If something fails, we know before you do and it falls back to a person rather than doing something wrong silently. Under a support agreement, fixes are covered within agreed response times.
How do we work together day to day?
Remotely, on US business hours, through the tools you already use for calls and messages. Every client has a named lead who is reachable directly. Contracts and invoicing run through our US entity.
Why not just use ChatGPT or Copilot ourselves?
You should, for individual tasks. What those tools do not do on their own is connect to your order system, read every invoice reliably, or run every night without someone pressing a button. That connecting and running is the work we do.
How much does it cost?
Every stage has a fixed price agreed in writing before it starts, so there are no surprises later. The free audit call tells you which stage applies to you and whether the work is worth doing at all.
How fast can we see results?
The assessment takes two to three weeks. A first workflow typically goes live four to eight weeks after that. If timely access and a decision-maker are available, those timelines hold; if not, we will tell you where the delay is.
A free 30 minute audit call.
Tell us about one process that takes too much of your team's time. We will tell you plainly whether it can be automated, roughly what it would cost, and what it would save. No slides, no pitch.
Prefer email? Write to info@fieldworkanalytics.com