What this project delivers
If your team does it every day, we can automate it: leads landing in the CRM, invoices flowing to QuickBooks, reports arriving every morning, documents read and filed by AI. We map the process first, then connect the tools you already pay for so the work happens without anyone chasing it.
What it includes
- Process mapping and quick-win selection
- Integrations across CRM, accounting, email and phone
- AI steps for reading, classifying and drafting
- Alerts, dashboards and exception handling
- Monitoring and ongoing improvements
Typical stack
n8nZapierQuickBooksGPT-5Node.js
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