Pittsburgh business automation

Stop copying numbers between two systems every Friday.

Pittsburgh business automation that ends the busywork. We connect the systems your team has been working around manually — QuickBooks, Salesforce, your helpdesk, your booking calendar, your line-of-business app — so the work just stops happening. The first one usually pays for itself in a month.

Take the 5-minute self-assessment → Call (412) 998-1370 →

Common Pittsburgh small-business automations we build

Invoice + accounting sync

Stop the Friday afternoon copy-paste from your billing system into QuickBooks/Xero. Reconciliation runs daily, errors get flagged before they compound, month-end stops being a fire drill.

Lead capture → CRM

Web-form, phone, email, and walk-in leads all land in your CRM in real time with the right tags. Sales team stops asking "did anyone follow up on that one?" because the assignment happens automatically.

Approval workflows

Purchase orders, time off, change requests — replace the email thread with a queue your manager actually clears in 10 minutes a day. Audit trail included.

Document intake + filing

Forms, signed contracts, scanned receipts get extracted, tagged, and filed in the right folder of your DMS automatically. Search across years of documents in seconds instead of asking around the office.

Customer service triage

Incoming tickets and after-hours calls get classified and routed before a human looks at them. Tier-1 questions get drafted responses your team approves with one click. Customer support AI →

Reporting + exception alerts

Dashboard you actually look at, with the metrics that matter for your business, plus alerts when something hits a threshold (low inventory, delayed shipment, churned customer). Daily digest email so nothing gets silently missed.

How we work on Pittsburgh automation projects

Start with the free 5-minute self-assessment or a 6-minute phone call at (412) 998-1370. We listen, take notes, write up three things you could automate this quarter. No pitch deck, no follow-up sequence.

If a single automation is the right starting point, Foundation Monthly Retainer at $4,500/mo (first month free) covers it. If your business has a more involved multi-system rebuild — invoicing across three platforms, custom ERP integrations, regulated-data movement — the Two-Week Deep Discovery ($7,500 fixed fee) ships a working prototype on your systems in 14 days. Refund if it fails your security review.

Pittsburgh industries we automate for

  • Pittsburgh law firms — matter intake, conflict checks, time entry sync, billing reconciliation, document automation
  • Healthcare practices — patient intake, prior-auth, charting follow-up, insurance verification, no-show recovery
  • CPA and financial firms — engagement letter automation, document collection, tax-season triage, client portal workflows
  • Manufacturers and contractors — work-order routing, inventory sync, supplier integration, field-tech mobile data capture
  • Insurance agencies — quote-and-bind automation, renewal triage, commission reconciliation

Common questions

What does business automation actually mean for a Pittsburgh small business?

Connecting two systems your team has been working around manually. Your bookkeeper copying numbers from invoices into QuickBooks every Friday. Your sales team retyping leads from email into the CRM. We replace the copy-paste with an integration that runs on its own.

How long does it take?

Most single-process automations ship in 1–3 weeks. Two-Week Deep Discovery ($7,500) audits the workflow and builds a working prototype in 14 days. Multi-process or multi-system workflows typically take 4–8 weeks.

How much does it cost?

First single-process automation usually pays for itself within a month in time saved. Foundation Monthly Retainer at $4,500/mo (first month free) covers most small Pittsburgh businesses' automation backlog. Larger rebuilds run $25K–$60K as scoped POC builds.

What systems can you integrate?

Almost anything with an API — QuickBooks, Xero, Salesforce, HubSpot, Microsoft 365, Google Workspace, Slack, Zendesk, Shopify, Stripe, ADP, ClickUp, Notion, Airtable, MySQL, PostgreSQL. For systems without APIs we use RPA tools to drive the legacy UI.

Do automations run in the cloud or on our servers?

Your choice. For regulated industries (law, healthcare, finance) we deploy on your own infrastructure so client data never leaves your firewall. For everyone else, a managed cloud runner is simpler and cheaper.

What happens when an automation breaks?

Every automation sends a daily exception log to your team — so when a record doesn't match or an API rate-limits, you find out the same day instead of three weeks later. 30 days of post-launch support included.

Ready to automate something?

Three free ways to start.

Take the free 5-minute self-assessment, call (412) 998-1370 for the six-minute phone version, or book 30 minutes directly with Marc. All three end with a written report — what to automate first, rough effort, ballpark savings.

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