What we automate
The admin between your systems. Automated.
Most firms don’t need new software. They need the work that happens between HubSpot, Xero, SharePoint and the inbox to stop depending on someone copying, chasing and checking by hand. These are the five areas where we take that work off your team.
Five areas we automate
- 01
Contracts and associates
Contracts and SOWs generated from CRM data, approved, signed and filed without anyone copying fields between documents.
Seconds
Contract generation, previously hours
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
- 04
Email triage and request fulfilment
Inbound requests read, classified, costed and routed by AI, then fulfilled through automated workflows, with people handling the exceptions.
6 wks to 4 days
Time to triage and fulfil a request
- 05
Research and outreach
Company and executive research, scoring, reporting and first-draft outreach prepared by AI and approved by a person.
70–90%
Estimated reduction in hands-on research time
How it fits together
One layer across the tools you already use.
We don’t ask you to change your CRM or finance system. We connect them, automate the steps in between, and keep a person in the loop wherever judgement or money is involved.
Systems you keep
- HubSpot / Salesforce
- Xero / QuickBooks
- SharePoint / Drive
- Outlook / Gmail
- E-signature
The layer we build
AlbaNova operations layer
- Generates documents
- Reads and sorts email
- Checks and reconciles
- Builds reports
- Routes approvals
What changes
- Contracts out in seconds
- Invoices on time
- Requests answered faster
- Reports on schedule
How we build
Four rules we don't break.
Connect, don't replace
The systems you rely on usually work. The admin between them doesn't. We automate that layer and only retire software that's costing you money for no reason.
People approve what matters
AI reads, sorts, drafts and checks. Anything client-facing, financial or uncertain goes to a person before it leaves the building.
Measured in hours and pounds
Every piece of work starts with an estimate of the time it gives back, and we report against it. Where a figure is an estimate, we say so.
You own it
Everything runs in accounts you control, on mainstream tools, with documentation another competent developer could pick up.
In short
AlbaNova automates five areas of operations for professional services firms: contracts and associate management, finance and invoicing, reporting, email triage and request handling, and research and outreach. The work connects systems such as HubSpot, Salesforce, Xero, QuickBooks, SharePoint and Microsoft 365, using workflow automation and AI, with people approving anything client-facing or financial.
Free Operations Audit
Find out what's worth automating.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days