Reporting and reconciliation
We pull data from supplier portals, billing systems and your own platforms into one accurate report automatically. Month-end stops being a manual marathon.
Business Process Automation
Birmingham
If your team is copying, pasting, chasing or re-keying, there's probably a better way. We find the manual processes slowing you down and replace them with reliable automation, using AI only where it genuinely helps.
Cyber Essentials PlusISO 27001ISO 9001
Certified & Accredited
Solve the problem, not just the symptom
Most businesses don't need a big software project. They need one annoying, time-consuming job to stop being a job.
It might be a monthly report that takes time to pull together. It might be a spreadsheet that several people update by hand, or two systems that don't talk to each other. We look at the process end to end, then build the simplest thing that fixes it for good.
What we automate
System integrations
We connect your CRM, accounts package, helpdesk, phone system and Microsoft 365 so information flows between them. Enter it once and it's everywhere it needs to be.
Phone system workflows
We redesign call routing and menus, push call data into your CRM and put live wallboards in front of your team, so calls get to the right person and you can see what's happening.
Internal dashboards and apps
Lightweight web apps and dashboards built around a specific problem, such as a job tracker, an approvals portal or a single view of your key numbers.
AI-assisted automation, where it fits
Some processes involve reading emails, understanding documents or talking to customers. That's where AI earns its place. See our AI Consultancy page for more.
AI ConsultancySigns you need automation
- The same data is typed into more than one system.
- A recurring report relies on one person who knows how it works.
- Spreadsheets are passed around by email to stay up to date.
- Customers or staff wait for someone to manually move something along.
- You've bought software that doesn't quite connect to everything else.
Automation in action
A UK logistics firm
Job status lived in colour-coded spreadsheets that people updated by hand. We're automating the matching of incoming updates to jobs and turning the spreadsheet into a live tracker.
Why choose LeapIT for automation?
We know your systems
As your IT provider, we already understand how your software, data and phones fit together.
Right tool for the job
Sometimes it's a simple integration, sometimes a custom app, sometimes AI. We don't push a one-size-fits-all platform.
Built to last
Everything is documented, secure and supportable, not a fragile workaround that breaks when someone leaves.
Security and compliance first
ISO 27001 and Cyber Essentials Plus standards apply to everything we build.
How it works
- 01
Discovery call (free, 30 minutes)
Tell us which process is costing you time.
- 02
Process mapping
We map every step, system and hand-off, and agree what "fixed" looks like.
- 03
Build and test
We build the automation and test it against real data with your team.
- 04
Launch and support
We go live, train your people and offer an optional support plan to keep it running smoothly.
Project-based builds, with an optional support plan afterwards.
Got a process that drives you mad? Tell us about it on a free 30-minute call, and we'll tell you honestly whether automation will fix it.
Book a Free Discovery CallFAQ
Frequently asked questions about Business Automation
It's using software to carry out repetitive, rules-based tasks automatically, such as moving data between systems, producing reports or sending updates, so your people don't have to.
No. Most automation follows clear rules and needs no AI at all. We use AI only when a task involves understanding language, documents or conversations.
Usually not. We connect and automate the systems you already use. Where a gap can't be bridged, we can build a lightweight app to fill it.
Every project is scoped and priced up front after the discovery call, so there are no surprises. Ongoing support is optional.
We build with monitoring and clear documentation. Under a support plan, we pick up and fix changes before they become a problem.