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Sell your expertise. Automate the rest

Accounting firms, agencies, consulting, recruitment: you sell expertise and expert time. I turn your manual tasks into tools and AI-assisted workflows, so you can serve more clients without hiring for every new case.

Client portalMartin and Associates
2026 accounts
Case progress3 of 5 steps
Bank statements
Uploaded by the client
12 filesReceived
Supplier invoices
Read by the AI agent
84 linesVerified
March expense report
2 receipts missing
YesterdayTo complete
Reminder sent to the client for the 2 receipts
A client portal connected to your internal tools. Illustrative example.
One delivery per monthA tool, an automation, or an AI agent put into service in your business
Fixed price4 700 € excl. VAT per month, with no hourly billing and no extra charge
No minimum termYou can stop with 2 months' notice, and your tools stay yours

Where firms get stuck

The more you grow, the heavier your processes get. These are the bottlenecks I see most often.

Everything depends on two or three people

The expertise is in their heads. When they are overloaded or away, quality drops and deadlines slip.

Your tools do not talk to each other

CRM, project management, invoicing, messaging: each holds part of the information, and someone copies it from one to the other.

AI is still at the trial stage

A few trials in an online assistant, but nothing reliable connected to your tools and your files.

The figures arrive too late

A client's profitability, the team's workload: you find out at the end of the month, when it is too late to act.

For the people who deliver the work, and who keep the business running

I work with the people responsible for both the quality delivered to clients and internal efficiency.

Sectors

  • Accounting firms
  • Marketing and communications agencies
  • Consulting
  • Recruitment and temporary staffing
  • Law firms
  • Engineering consultancies

People

  • Owner or partner
  • Operations director
  • Production manager
  • Chartered accountant
  • Agency director
  • Administrative and financial director
  • Recruitment manager
  • Project manager
  • Office manager

The real challenge: get AI working in your production

Most service businesses have already tried AI. The advantage will go to the firms that put AI at the heart of daily work and connect it to their tools and their files.

Moving from a trial in an online assistant to a reliable workflow takes development work: connecting your software, handling special cases, planning for human review, and protecting your data.

That is what I build, month after month, as a capability that stays with you, not as a one-off project.

Example: a request handled by an AI agent

  1. 1
    A request comes inAn email, a form, or a document uploaded by a client
  2. 2
    The agent classifies itIt understands the request and links it to the right client
  3. 3
    It prepares the next stepA reply, a quote, or a case, based on your templates
  4. 4
    You approveNothing goes out without your approval
  5. 5
    Everything is recordedIn your tools, in the right place, with no retyping

What I build for service businesses

I work at the heart of your production: I replace manual work with tools, connect your data, and put AI into the workflows you already run.

Software

Production tools and a client portal

Client portals and tools to track cases and production, built around the way you work.

Example: a client portal under your brandYour clients upload their documents, follow progress, and find their files, without email back-and-forth.
Data

Your figures in one place

Connect CRM, project management, time spent, and invoicing so you can run the business on up-to-date figures.

Example: a production dashboardTeam workload, case progress, and profitability per client, updated every day.
Artificial intelligence

AI in your production

Sorting requests, reading documents, first drafts, and quality checks, always with a human review.

Example: a case-preparation agentIt reads the documents received, extracts the information, prepares the case, and flags what is missing.

Illustrative examples of common situations, not client case studies.

Understand, build, improve

Every engagement follows the same rhythm, measured month by month.

  1. 1. Month 1

    Understand

    I watch how your teams work, map your tools, and give you a written plan in order of profitability.

  2. 2. Every month

    Build

    One delivery put into service: a tool, an automation, or an AI agent. You test it with your teams before it goes into production.

  3. 3. Every quarter

    Improve

    Follow-up, maintenance, and a review: we measure what has changed and choose what comes next.

A fixed price, not a new quote for every change

The Growth plan covers the opening audit, one delivery each month, maintenance of your tools, and training for your teams.

Prices shown for
See the pricing details
Growth plan4 700 € excl. VATper month
Launch offer: 3 200 € excl. VAT per month
For the first 4 clients, the first year, the first month is free. Only 3 places left.
No minimum term, 2 months' notice.

Let's start with your most time-consuming cases

A free introductory call, to see if I can save you time. You leave with concrete ideas, whether you work with me or not.

Book an introductory callCall [00 00 00 00 00]

Free, with no commitment. The button opens your email with a message ready to send. You can also write directly tocontact@votre-domaine.fr. Reply within [24 business hours].

Your message already includes three questions to prepare the call

  1. How many people work in your company?
  2. Which sector are you in?
  3. Which task wastes the most time for your team?