AI automation / professional services firms
AI automation for UK professional services firms
Integraite is a UK AI automation company building systems for professional services firms. Not chatbots and not a report: AI that answers the phone, reads the email and the paperwork, chases what is missing and prepares the work, with your team approving anything that goes out.
Good morning. Here is what happened overnight.
- Content: Next week's posts written and designedReview
- Outreach: Prospects researched, emails draftedApprove
- Inbox: Invoices filed, junk archivedHandled
- Finance: Receipts matched to bank paymentsUp to date
Where the week goes
Taken from UK trade bodies and the trade press, not from a brochure.
- 01Owners and senior staff losing hours each week to admin, not client work
- 02Chasing late invoices draining time and cash, with some simply written off
- 03Paperwork, proposals and reporting crowding out sales and business development
- 04Too little time or expertise to adopt AI safely and check its output
The work still happens. Nobody has to do it.
What we build for professional services firms, against what it fixes
| The problem | The system |
|---|---|
| Owners and senior staff losing hours each week to admin, not client work | Inbox triage and drafting |
| Chasing late invoices draining time and cash, with some simply written off | Proposal and report drafter |
| Paperwork, proposals and reporting crowding out sales and business development | Credit control assistant |
| Too little time or expertise to adopt AI safely and check its output | Reporting you can question |
Inbox triage and drafting
Sorts incoming email by client and urgency, drafts replies in your tone and queues them for you to approve.
Proposal and report drafter
Builds first drafts of proposals, reports and client updates from your past work, notes and templates, ready for review.
Credit control assistant
Matches payments to invoices, sends reminders on a schedule you set and escalates overdue accounts with a drafted follow up.
Reporting you can question
Answers plain questions about pipeline, utilisation and profit by project from your own systems, without waiting for a spreadsheet.
UK GDPR and client confidentiality apply, so data is held in your own secure systems and a person checks every output before it goes out.
Live in weeks, not a project that never lands
We watch a real week
An hour with you writing down what actually happens, including the jobs nobody lists when asked what takes their time.
We build around your tools
It works inside the software you already use. Nobody is asked to move, learn a new system or change how they work.
You approve, it runs
Nothing reaches a client until a person says so, every action is logged, and it keeps going at night and at the weekend.
Tell us about your week. We will tell you what can run itself.
A short call, no slides. If there is nothing worth automating, we will say so.
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