Chasing invoices. Re-typing the same data into three systems. Assembling the same report every Monday. It feels small in the moment — and it quietly costs you hundreds of hours a year. We find that work, and we build systems that eliminate it.
Repetitive admin doesn't show up on a P&L line. It hides inside salaries — ten minutes here, half an hour there, spread across everyone who touches an invoice, a report, or an inbox. Because no single task feels big, nobody adds them up.
We add them up. Then we put a dollar figure on each one, so you can decide — with numbers, not guesses — what's worth automating and what isn't.
You don't buy a big automation project on day one. You buy a small, fixed-price look at your own operation — and every step after that is your call, made with real findings in hand.
We sit inside your operation, map where the hours actually go, and hand you a written report.
We build the system, connect it to the tools you already use, and run it until it's proven.
Systems need tending. We monitor, maintain, and keep improving what we built as your business changes.
Your audit fee is credited in full toward any build. Most projects land between $2,500 and $3,500 — priced to the value, not the hours.
Polite, well-timed payment reminders that go out on schedule — drafted automatically, approved by you, sent without anyone keeping a spreadsheet of who to chase.
The weekly numbers your team rebuilds by hand — assembled, summarized in plain language, and delivered to your inbox before you've poured a coffee.
Incoming requests read, classified, and routed to the right person with the context attached — so urgent things surface and nothing sits unanswered.
Information captured once and synced everywhere it needs to live — paperwork extracted, matched, and filed without anyone re-typing it into a second system.
Supplier statements, purchase orders, intake forms — read by AI, checked against your records, and flagged only when a human actually needs to look.
Branded follow-ups, review requests, and post-job summaries that go out reliably — the relationship work that gets skipped when the week gets busy.
Nothing customer-facing leaves your business without a person approving it. We build approval gates into every workflow that touches your clients or your money — automation should multiply your judgment, never replace it.
Most businesses run on five or six systems that don't talk to each other — the field service platform, the inbox, the accounting software, the spreadsheets. Every gap between them is filled by a person, copying and pasting.
We close those gaps a different way: we connect your existing systems directly to an AI assistant like Claude. Ask a question in plain language, and it answers from every system at once. Ask for the work — a draft, a summary, a schedule, a report — and it's done, with you approving before anything goes out.
"Which invoices are overdue, what jobs are they tied to, and who hasn't been followed up with?"
One question · answered across every systemWe've built these connections on platforms including:
Most automation help comes from people who learned the tools last year. Rooted AI comes from the other direction: twenty-five years operating real businesses — in the trades, in service, in the day-to-day grind of invoices, payroll, scheduling, and customers who need an answer now. We automate the busywork because we've lived it, not because we read about it.
Twenty-five years across retail, construction, solar, investment funds, engineering, and the trades. We've signed the paycheques, chased the receivables, and felt every inefficiency in the bottom line.
The repetitive work we eliminate for you is the same work that used to eat our evenings and weekends. We're not solving a theoretical problem — we're solving one we know intimately.
This isn't consulting from the sidelines. The systems we build run a live, multi-trade service business right now — processing real invoices, real jobs, real money, every single day.
Our work is proven where it counts: in the messy reality of a working business, handling the edge cases and exceptions — not in a clean demo that falls apart on contact with real data.
We don't just build automation for clients — we build it for ourselves. RootedIQ is our own product: automated client reporting for marketing agencies, pulling live data from Google Ads, Meta, and GA4 into a branded report with a plain-language summary, delivered on schedule.
The hours an agency spends assembling monthly reports are exactly the kind of leak we eliminate everywhere else. RootedIQ is that philosophy, productized.
Join the waitlistOne audit. One fixed price. A written report you keep, with your biggest time leaks costed in dollars and a clear plan to eliminate them — whether you build with us or not.
Book your Operations Audit — from $500Credited in full toward any build · No obligation beyond the audit
