Back office
Turn repeated admin into a workflow that runs the same way every time: documents and spreadsheets, scheduled reports, and forms, CRMs and notifications connected so nobody re-types anything.
- 29 priced outcomes
- 37 practical guides
- 4 free tools
- 13 inspectable examples
Each outcome has a scope, exclusions and acceptance checks. Prices are untested starting points; work is agreed after your enquiry.
A site built around this work
SI Back Office shows the same outcomes on a site made only for this kind of work.
Documents and spreadsheets
Extract, repair, convert and organise the files your team works from, with an exceptions list instead of a promise of perfect accuracy.
Composed outcome
Turn one scanned and old-format file archive into an organised, searchable collection
You scan the paper. We turn the scans and your old Office files into one organised, searchable collection, with a manifest and a spreadsheet index, for an agreed inventory.
From £2,450 · untested offer price
One-off outcome
Rename and sort one folder of files into a clear structure, with a manifest
A folder of badly named files, handed over by an agreed secure route, is copied into an agreed naming scheme after you approve a dry run. A manifest has a row for every file and shows none changed.
From £245 · untested offer price
One-off outcome
Convert a batch of old .doc and .xls files to current formats and check them
Every old Word and Excel file in one folder is converted to a current format in a parallel folder structure, with a log of what converted, what did not and a sampled check against the original.
From £295 · untested offer price
Recurring responsibility
Have each month's batch of same-layout PDFs turned into checked spreadsheet rows
Each month's PDFs in one agreed layout are extracted into your workbook with a page or file reconciliation and an exceptions list, so nobody retypes them.
From £245/month · untested offer price
One-off outcome
Collect the answers from a batch of filled-in PDF forms into one sheet
The values typed into a batch of fillable PDF forms from one template arrive as one spreadsheet, one row per form, checked against the field list, with unreadable files listed.
From £245 · untested offer price
One-off outcome
Turn a text-based PDF price list into one checked spreadsheet
One PDF price list in one layout becomes one spreadsheet whose row counts match the source page by page. Every row we could not read with confidence is listed for you to decide.
From £295 · untested offer price
One-off outcome
Make a batch of scanned PDFs searchable and test it with terms you choose
Image-only PDFs in one folder get an added text layer, with originals kept. A search test of terms you choose is held to a floor agreed in writing beforehand, and poor pages are listed.
From £195 · untested offer price
One-off outcome
Produce a batch of customer quotations from your price list and briefs
Each customer brief (a reference, item codes and quantities) becomes one checked quotation in your template, with totals worked from your price list and rules and a proof sheet of every calculation.
From £495 · untested offer price
One-off outcome
Turn a merged-cell Excel report into a flat table you can sort and pivot
One sheet of merged cells, repeated headings and subtotal rows becomes a flat table with one row per record, whose row count and totals reconcile with the original.
From £145 · untested offer price
Composed outcome
Make one set of messy workbooks clean enough to import, analyse or hand over
A defined set of inherited workbooks is repaired, flattened and date-fixed into consistent tables that pass a column-by-column readiness check you can use before any import.
From £1,500 · untested offer price
One-off outcome
Fix mixed date and decimal formats in one spreadsheet or CSV export
Dates typed as text, day-first and month-first entries mixed together, and comma or point decimals become real dates and numbers. Ambiguous rows are listed, not guessed.
From £125 · untested offer price
One-off outcome
Merge duplicate rows in one product, part, asset or company list, with a review file
One list of items, parts, assets or companies, with no personal data, is checked against written rules. Clear duplicates are merged with a log; uncertain pairs stay separate for you to decide.
From £195 · untested offer price
One-off outcome
Repair the broken formulas in one Excel workbook so its totals check out
The error values and wrong totals in one workbook are traced and fixed until your agreed check cases return the answers you calculated by hand, with every change listed.
£195 · untested offer price
Reports on a schedule
The same report or pack, produced the same way every period.
Recurring responsibility
Get your weekly or monthly report pack built from your standard export
Each period we turn the export you send into the same formatted report pack, check its totals against the export and note anything odd, month after month.
From £295/month · untested offer price
Workflows and automations
Forms, CRMs, spreadsheets and notifications connected so nobody re-types anything.
One-off outcome
Make one Airtable automation run on the records it should
Synthetic records covering three agreed cases make one Airtable automation run successfully or skip deliberately as documented, and a failed run reaches a named person.
£135 · untested offer price
One-off outcome
Split one wide Airtable table into linked tables without losing a record
On a duplicate of your base, one table becomes a parent and a child table that reconcile as at a recorded snapshot. You then adopt the duplicate, and we list what that changes.
From £595 · untested offer price
One-off outcome
Hook up failure alerts for up to five automations so a named person is told
A deliberate synthetic failure in each of up to five automations raises an alert that reaches a shared mailbox or channel read by a named owner and a named backup.
£125 · untested offer price
Recurring responsibility
Keep your named automations running, month after month
Each week we review alerts and run history for up to eight automations you name. Up to two repairs a month: each failure cause ends in a corrected copy for you to switch on, or a written explanation.
£395/month · untested offer price
One-off outcome
Stop web-form leads creating duplicate HubSpot contacts and companies
Synthetic submissions through one HubSpot form or API integration give the agreed counts: one contact for a repeat email, one company for two people at one domain, and no merging of different people.
£225 · untested offer price
Composed outcome
Repair the path from web form to salesperson, end to end
Up to three web-form paths into HubSpot are made to create one contact, find one owner, raise an alert on failure and sync agreed fields, proved with a synthetic lead through each.
From £1,500 · untested offer price
One-off outcome
Make one HubSpot and Salesforce field sync the way you agreed
For one mapped field, a change on a synthetic test record crosses in the agreed direction, stays after the sync settles, and raises no sync error.
£295 · untested offer price
Recurring responsibility
Weekly HubSpot check that new web leads have an owner, plus one small repair a month
Each week we check new HubSpot web leads for an owner, duplicates and sync errors, investigate every problem and make up to one small repair a month, tested on synthetic records.
£149/month · untested offer price
One-off outcome
Make every new HubSpot lead land with the owner your rules name
Synthetic leads land with the owners your written rules name, an unmatched lead lands with a named fallback owner, and a user removed from the pool receives none.
£245 · untested offer price
One-off outcome
Set one bad record aside in a Make scenario and tell a named person
On a copy fed by a disposable source, one bad record in a synthetic batch is held or skipped as you agree and a named person is alerted. The good records are processed once and the next run is tested.
£175 · untested offer price
One-off outcome
A webhook receiver that checks signatures and handles repeats and replays safely
One signed webhook event is accepted only with a valid signature, answered fast from a durable record, and acted on once in effect when delivered twice or replayed from a captured copy.
From £495 · untested offer price
One-off outcome
Poll an API on a schedule without missing a record or acting on one twice
A scheduled poll of one documented API processes every new or changed record once in effect, including a late arrival and a kill at every step, proved on a synthetic copy.
From £645 · untested offer price
Composed outcome
Consolidate overlapping automations into one owned, documented set
We inventory the automations in the accounts you name, settle each overlap with you, and return a smaller set with an owner, an alert and a runbook for every one.
From £1,950 · untested offer price
One-off outcome
Make new Facebook leads appear in Salesforce again
A new synthetic lead submitted to the agreed Facebook form starts one Zap and creates one Salesforce test lead with the agreed fields.
£165 · untested offer price
One-off outcome
Send every mapped Google Sheets invoice field to Xero
One disposable row with the agreed columns makes one draft Xero invoice containing every agreed line item and amount.
£145 · untested offer price
Guides for this work
Troubleshooting guide
A HubSpot field keeps changing back from Salesforce: sync rules, baselines and picklist errors
Read the sync rule on the field, understand the first-sync baseline, then check types, picklists and where HubSpot lists sync errors.
Troubleshooting guide
How to check a PDF extraction is right: count, compare, and list what could not be read
Extraction mistakes are silent. Counting rows page by page, comparing a pre-chosen sample and keeping an exceptions list shows where a spreadsheet differs from its document.
Troubleshooting guide
Website form to Pipedrive: store first, match by email, create a linked lead, respect the limits
The order of calls, the API versions, the matching rule, the rate limits and the outage design for pushing a form enquiry into Pipedrive without losing it, and the lookup that keeps a lost reply from creating a second lead.
Troubleshooting guide
A Make scenario stopped on one record: error handlers and incomplete executions explained
What Make does by default when a module fails, what the five error handlers do, why a route that only sends a message skips the error, and why a stored incomplete execution can hold back the next run.
Troubleshooting guide
A scanned PDF cannot be searched: what text recognition can fix and how to test it
Scanning produces pictures of pages. Text recognition can add a hidden text layer, but quality depends on the scan. Test it with words you know are on known pages rather than trusting a percentage.
Troubleshooting guide
A scheduled job that asks for records since its last run: why it loses some and repeats others
Four small pieces make polling reliable: a checkpoint, an overlap, a key for every record and complete paging. See why each exists.
Troubleshooting guide
A scheduled report arrived at the wrong time or covered the wrong days
Find out which clock your automation tool uses, fix the reporting period in one place, and test across a clock change instead of assuming.
Troubleshooting guide
A Zap runs, but fields are missing: trace the value from trigger to destination
Inspect one synthetic record through each step and separate missing input, transformation, permissions and destination validation.
Troubleshooting guide
A Zap stopped or shows Errored or Halted: what each status means and what to replay
Read the run status first, understand why a Zap turns itself off, and know what a replay repeats and why error emails can arrive hours late.
Troubleshooting guide
An Airtable automation failed or did not run: read the history, then check five causes
Find the failing step in the run history, understand why records already matching never trigger, and check inputs, scripts, limits and who gets told.
Troubleshooting guide
An n8n webhook works while you watch but not afterwards: test and production URLs
The Webhook node has two addresses with different rules. See which one your sender uses, how to read production runs, and how to be told when one fails.
Troubleshooting guide
Can this PDF be read as data? Check for a text layer before you plan an extraction
A PDF can hold selectable text or only a picture of each page. A two-minute test tells you which, and that decides the method, the checks and what anyone can honestly promise.
Showing 12 of 37 that touch this work. See all guides on the site.
Examples you can inspect
Inspectable example
Synthetic lead-routing rule table: eight leads, four rules and a fallback
A written rule order, a named fallback and eight invented leads with expected owners show what a routing acceptance test looks like.
Inspectable example
Synthetic rename manifest: three clean renames with matching checksums and four held names
An invented seven-file folder shows a dry run and a manifest with a row for every file, with three renamed files whose checksums match, and four held, a pair of names that differ only in letter case, a reserved device name and a name ending in a period, all listed, not guessed.
Inspectable example
Synthetic date column: which rows a rule can settle, and which must stay on the ambiguity list
Nine invented entries show day-first and month-first typing, a two-digit year, a row where only one reading is possible, an impossible date and a four-year shift, with the decision and reason for each.
Inspectable example
Synthetic delivery ledger: the same event arrives three times and the action runs once
A made-up sender delivers six requests, including retries, a tampered copy and an unsigned one; the ledger shows which are accepted and how many actions run.
Inspectable example
Synthetic invoice reconciliation: identical net lines, two different tax totals
Three invented small-value lines show how line-level and invoice-level tax rounding can disagree even when net values and line counts match.
Inspectable example
Synthetic invoice retry matrix: source operation, attempt and target draft are different IDs
Concrete made-up references specify when a retry retains one target draft and when changed contents, a second organisation or multiple matches need a separate decision.
Inspectable example
Synthetic merged-cell report flattened: nine rows in, five records out, every total reconciled
An invented printed-style sales report with merged region labels, subtotal rows and a spacer becomes a flat five-record table, with a reconciliation showing 9 original rows = 5 records + 4 removed.
Inspectable example
Synthetic polling trace: five strategies over the same five records
One invented record is slow to appear and one run crashes; five ways of remembering your place give five different results, from a lost record to nine actions for five records.
Showing 8 of 13 that touch this work. See all examples on the site.
Free tools
Free tool
Workflow time-value calculator: show the assumptions behind automation payback
Use your own time, volume, cost and running-cost inputs to calculate simple monthly value and payback; not a quote or guaranteed saving.
Free tool
Invoice rounding bench: compare per-line and total rounding, half-up and half-even
Enter invoice lines and see net, tax and gross under four rounding rules side by side, in exact whole-number minor units, with the difference between summing lines and rounding the total. Not tax or accounting advice.
Free tool
Pack and case unit-price calculator: compare supplier prices per single unit
Enter supplier price lines priced per unit, pack or case. Get the exact price per single unit, the working, and the lines whose pack basis is unclear. No floating point.
Free tool
CSV header diff: find missing, added, renamed and duplicate columns between two files
Paste two CSV header rows, or read the header of two small files in your browser, and see missing, added and likely renamed columns, duplicate and empty headers and the delimiter. Nothing is uploaded.
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