What software can you automate?

The software integration tools cannot reach: QuickBooks Desktop, Sage, custom and legacy ERPs, insurance AMS (AMS360, Applied Epic), UltraTax and Accounting CS, and apps locked inside Citrix or remote desktops. One honest rule: if your software has a good API, you do not need us — use Zapier or n8n. We automate everything those tools cannot touch.

Where does the automation run? Is my data safe?

On your own computer, inside your office. Your data never leaves your machines. The automation replays verified, deterministic steps — it is not an AI improvising with your records. For healthcare clients we sign a BAA.

What happens when the software updates and something breaks?

The automation verifies every step and stops safely if the screen changes unexpectedly — it never guesses. You get an alert, we fix it, usually the same day. That monitoring and repair is what the monthly fee covers.

Done-for-You Desktop Automation

Your team retypes data all day. We make it stop.

We build automations for the software Zapier can't touch — QuickBooks Desktop, insurance AMS, legacy ERPs, Citrix apps. No API? That's our specialty. Built for you, running on your machines, first workflow live in 2 weeks.

Free assessment call · No payment until your first workflow works

Sound familiar?

Bank statements typed line-by-line into QuickBooks Desktop

Client data re-keyed into AMS360 or Applied Epic, then again into carrier portals

Invoices and orders entered by hand into a legacy ERP that has no API

Client documents typed into UltraTax or Accounting CS, line by line

A VA spending 6 hours a day copying from email into desktop software

Apps locked inside Citrix or a remote desktop that nothing integrates with

Every one of these is hours of skilled staff time spent being a human clipboard — because the software involved has no API, so no integration tool can reach it. That's the exact problem we solve.

How it works

Show us the task

A 30-minute screen call. You do the task once, the way your team does it every day. We map every click and keystroke.

We build and verify it

Within 2 weeks we install the automation on your machine and run it side-by-side with your team until it is provably correct.

It runs on schedule. We watch it.

Every morning the work is already done. If the app updates and something shifts, the automation stops safely, alerts us, and we fix it — usually the same day.

Why this works when other tools don't

Works where Zapier can't

Zapier, Make, and n8n need APIs. Your desktop software doesn't have one. We automate at the screen level — the same way your staff works — so QuickBooks Desktop, AMS360, Applied Epic, legacy ERPs, and Citrix apps are all fair game. If your software has an API, we'll tell you to use n8n instead.

Deterministic, not AI guesswork

The automation replays exact, verified steps and checks each one succeeded before continuing. No improvising AI touching your books. It runs on your machine — your data never leaves your office.

Half the cost of a VA, none of the typos

A data-entry VA costs $600–$1,600 every month and still makes mistakes. Your automation runs from $500/month, works at 6am, never resigns, and enters data exactly the same way every time.

Simple pricing

From $1,500 one-time to build your first workflow, then from $500/month to run, monitor, and maintain it. A full-time VA doing the same clicking costs $600–$1,600 every month — and makes typos.

If your first workflow isn't live and working in 30 days, you pay nothing.

Tell us your worst task

Describe the repetitive work and the software it lives in. We'll reply within 24 hours with whether we can automate it, how, and a fixed quote.