What we build
Workflow Optimisation

Find the bottleneck. Automate it away.

We map how work really moves through your business, then kill the double‑entry, the chasing and the copy‑paste between tools.

All services
No spec needed · Clear pricing upfront · You own what we build
TYPICAL OUTCOMElive
5 → 1
days to close the month
See it work

The repetitive week, cleared by itself.

Pulling data, reconciling, chasing, reporting, the boring middle runs on its own, every cycle. Your team gets the hours back.

Automations running…
ops.fulcrum.app, Automations · Today
Month-end
0 hrs
saved this run
Pull invoices from Xero
Reconcile payments
Chase late accounts
Update the CRM
Draft month-end report
Time to close the month5 days
SCROLL TO PLAY
The shift

How much of your team's week is just moving data between tools?

Double‑entry, chasing, copy‑paste between Xero, email and your CRM. We map the flow and automate the boring middle.

The old way
  • Re‑keying the same data into three systems
  • Chasing approvals and late accounts by hand
  • A five‑day month‑end that eats the whole team
With Fulcrum
  • Tools wired together, data flows once, everywhere
  • Reminders and reconciliations run themselves
  • Month‑end closed in a day, not a week
What you get

What you actually get.

We map how work really flows through your business, then automate the repetitive bits, the double‑entry, the chasing, the copy‑paste between tools.

Process mapping & audit

We map how work really moves through your business, then find the bottleneck.

Tool‑to‑tool automation

Xero, email, your CRM, connected so data flows once and updates everywhere.

AB

Reminders on autopilot

Chasing, approvals and reconciliations handled without anyone lifting a finger.

Dashboards that get used

The numbers that matter, live, not a report nobody opens.

How it works

From your pipeline to live, fast.

A straight line, with clear pricing and working software early. You always know what's happening and what it costs.

01

We map the flow

A walkthrough of how work actually moves, and where it jams.

Week 1
02

We automate the middle

We wire your tools together and remove the double‑entry and chasing.

2-4 weeks
03

Dashboard & tune

A live dashboard, and we tune the automations as your business shifts.

Ongoing
Proof
5 → 1
days to close the month

An accounting firm's month‑end ate five days every cycle. We automated the data collection and reconciliation between Xero, email and their CRM, now it closes in one.

"Month‑end used to swallow the whole team for a week. Now it's a morning."
P
Priya R.
Partner, accounting firm
Good to know

Questions, answered.

Most of the common ones, Xero, MYOB, calendars, email, CRMs and more. If it has an API, we can usually connect it.

We build with monitoring and fallbacks, and we're on hand if a tool changes. It's maintained, not set‑and‑forget.

We adjust the automation, it's part of the ongoing relationship, not a surprise bill.

Most automations are live in 2-4 weeks; we start with the one that saves the most time first.

Democratising software

Serious software, built for a
small‑business budget.

01

Clear pricing, upfront

You'll know the number before we write a line of code.

02

Start small

Fix one thing first. Watch it pay for itself. Then do the next.

03

You own it

The software and the code are yours, no per‑seat fees forever.

If it saves you ten hours a week, it pays for itself in a month, without breaking the bank.

Want to see workflow optimisation working in your business?

A free, no‑pressure 30 minutes. We'll show you exactly what we'd build and what it'd cost.

How it works