The back office, automated
Internal workflows that quietly run your business while your team focuses on customers.
Where we save the most hours
Client onboarding
Auto-generate contracts, kickoff docs, project workspaces, and welcome sequences from one form.
Invoicing & AR
Generate invoices from project data, chase aging receivables, reconcile payments.
Document processing
Pull structured data out of PDFs, emails, and forms into your systems of record.
Internal knowledge
Wiki-style answers from your SOPs, contracts, and historical decisions.
Recurring ops
Weekly/monthly report generation, dashboard refreshes, status notes — fully automated.
Workflow glue
Stitch the tools you already pay for. Replace 30 Zapier zaps with one auditable workflow.
What we mean by AI back-office automation
Back-office automation isn't macros and brittle Zapier zaps that break every time a vendor changes a UI. It's a small set of resilient workflows that own a piece of your business end-to-end — onboarding, invoicing, document handling, internal knowledge, recurring ops — and report on themselves when something looks off. We build them on Make, n8n, or custom code depending on what the workflow actually needs.
Step 1
Map the workflow
We sit with the people doing the work and document the real steps, exceptions, and handoffs.
Step 2
Pick the right runtime
Visual tools where they fit; custom code where they don't. We avoid lock-in and over-engineering.
Step 3
Ship, instrument, hand over
Every workflow ships with logging, alerts, and a runbook so your team can own it without us.
Operations leads
Cut hours of manual reconciliation, status updates, and report generation each week.
Finance and AR
Invoice generation, dunning, statement reconciliation, vendor onboarding.
Client services teams
Onboarding kits, status reports, document collection, kickoff workspaces.
What's included
- Client onboarding pipelines (contracts, kickoffs, welcome flows)
- Invoice and AR automation with reconciliation
- Document processing with OCR and structured extraction
- Internal knowledge assistants on top of your docs
- Recurring operations: reporting, alerts, status updates
Frequently asked
- How is this different from hiring a Zapier expert?
- Zapier is one of many tools we use. We pick the tool to fit the workflow, not the other way around, and we build for the edge cases that break no-code on day 30.
- Do you build on top of our existing stack?
- Yes. We work with HubSpot, Salesforce, QuickBooks, Xero, Notion, Monday, Airtable, and most modern SaaS. If it has an API, we can wire it in.
- What happens when a workflow breaks?
- Every workflow has structured logging, retry logic, and alerts. We respond during your support window and document the fix.
- Who owns the workflows after launch?
- You do. We hand over the code, the workspace, and the runbook. Most clients keep us on for ongoing changes, not because they have to.
- How do you scope a back-office automation project?
- We start with a half-day workshop to map the workflow with the people actually doing the work, identify the highest-leverage steps, and quote a fixed-scope 30-day build with measurable hours-saved at the end.
- Can these workflows hand off to AI employees?
- Yes — back-office automation pairs naturally with our AI employees. The workflow triggers, the agent handles the judgment call (drafting a reply, summarizing a document, deciding what to escalate), and the workflow finishes the action.
Explore other services
Mopshy services are designed to compound. Pair lead generation with AI employees to answer every inbound, or layer sales automation on top of back-office workflows to keep the whole revenue motion humming.
Ready to simplify your business with AI automation?
Let's talk about how intelligent automation can save your team time, reduce errors, and help you focus on what actually drives your business forward.