Hand the routine work to AI agents.

Built for service businesses, they read documents, check them against your rules, draft reports and chase missing information. A person reviews anything that affects money, clients or compliance before it goes out.

Services

The work our agents take on.

Document processing

Reading, extracting and checking invoices, claims, contracts and compliance forms.

Workflow automation

Routing approvals, chasing outstanding items and keeping records current.

Monitoring and reconciliation

Checking every transaction against your controls and flagging exceptions for your team.

Reporting

Producing management reports, client updates and board packs from live data.

Company knowledge assistants

One place that holds your client history, decisions and standards, so staff can ask a question instead of searching for an answer.

How it works

Agents do the legwork. Your people decide.

They work inside the systems you already use, such as Microsoft 365, your accounting software and your document store.

  1. 01

    Read

    Documents and transactions are read as they arrive, and the details pulled out.

  2. 02

    Check

    Each one is checked against your rules, and anything that doesn't match is flagged.

  3. 03

    Draft

    Reports, replies and record updates are drafted, ready for the next step.

  4. 04

    Follow up

    Missing information is chased, with reminders until it arrives.

  5. 05

    Review

    A person reviews anything that affects money, clients or compliance before it goes out.

    Human in the loop
In use at BluShift Our own agents

We run our own business on the same agents.

The approach we offer clients has already been tested on our own work.

  • Preparing our sales calls and proposals
  • Tracking project progress
  • Writing client status reports
  • Keeping our company knowledge up to date
Ask how we use them

How we work together

Start small, improve every month.

  1. 01

    Assessment

    A digital maturity and automation assessment: how work moves through your business today, and which work to hand to an agent first.

  2. 02

    Monthly retainer

    A set number of hours each month to build and improve your agents, a few at a time, and keep what's live working.

  3. 03

    Fixed-price builds

    Bigger builds, like connecting an agent to several of your systems, are quoted separately at a fixed price.

We work in your tools

  • Microsoft 365
  • SharePoint
  • Outlook
  • Teams
  • Excel
  • Power Automate
  • Xero
  • Pipefy
  • Jira

FAQ

Before you book a call.

The short version. We'll go deeper on the call.

What is an AI agent?

Software that carries out a piece of routine work, rather than only answering questions. Our agents read documents, check them against your rules, draft reports and follow up on missing information, inside the systems you already use.

Will AI agents replace our staff?

No. Agents take the reading, checking, drafting and chasing off your team's desks, so your people spend more of their time on the work clients pay for.

Who checks the agents' work?

Your team does. A person reviews anything that affects money, clients or compliance before it goes out. The agents prepare, check and flag, and your people decide.

Do we need new software?

No. The agents work inside the systems you already use, such as Microsoft 365, your accounting software and your document store.

How do engagements work?

Most businesses start with a digital maturity and automation assessment. From there, a monthly retainer covers a set number of hours to build and improve your agents, a few at a time. Larger builds are quoted separately at a fixed price.

Start with one agent.

A 45-minute call, with no deck and no pressure. Bring the work your team repeats every week, and we'll look at what to hand to an agent first.