Take the repetitive admin out of the owner's head.
If your week disappears into inboxes, files, reminders, reports and small follow-ups, that is exactly where Finzo AI implementation starts. We set up AI to prepare the work, so you review instead of starting from scratch.
Where your week disappears
The jobs we'd set up for you
Inbox triage and reply drafts
Summarise new enquiries, draft replies, flag missing information and prepare next steps.
File organisation
Sort downloads, scans, price lists, quotes and customer documents into a structure that makes sense.
Daily and weekly summaries
Owner-friendly summaries of leads, open tasks, overdue items and the next decisions.
Simple trackers
Lead trackers, job lists, enquiry logs and admin dashboards built around how you already work.
Connected only when you authorise it, on your own account. Login & CAPTCHA stay human.
It is not guessing from a blank chat
The useful part is the company brain behind the task: your services, prices, tone, documents, old examples, approval rules and workflow map.
That means the assistant can prepare work from real business context instead of asking you to explain the same thing every time.
Uses real sources
Price lists, templates, examples, exports and notes are mapped before they are trusted.
Follows a workflow
Find the source, prepare the work, flag gaps, save the output and ask for approval where needed.
Knows the boundaries
Read, draft, schedule or act only inside the approval rules agreed for that job.
Improves over time
Good outputs, new prices and better rules can be saved back into the workspace after approval.
It's practical AI, built around how your business works
Think of it like hiring someone, giving them a desk and a laptop, teaching them your business, and connecting them to your tools — without the wage, the payroll, or the management. It can even build you small tools: a quote builder, a lead tracker, a simple dashboard.
Useful before anything runs on autopilot
It finds the facts
The assistant checks the mapped files, notes and tools before preparing the work.
It prepares the output
Reply, quote, summary, tracker, report, checklist or draft action list.
You approve the important bits
Anything that sends, spends, publishes, deletes or changes a live system waits for approval unless a scoped automation has already been agreed.
£250 one-off
The full AI implementation: research, business brain, workflow map, first useful workflows, customer guides, tool plan, approval rules and supervised install. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month if you'd like us on hand for improvements and fixes.
Book a free AI callGood to know
Will it replace admin staff?
No. It reduces repeat drafting, sorting and chasing. People still approve, decide and handle the work that needs judgement.
Will it send anything without me?
Day one, no. It drafts replies, quotes and chasers for you to approve. Later, a clear repeat job can become scheduled or scoped autopilot only after the limits, account and stop rules are agreed.
Do I need to be technical?
Not at all. You ask in plain English ("reply to this enquiry", "chase unpaid invoices") and we set up all the technical side for you.
What does it cost?
£250 one-off to research, build and set it up. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month support keeps us on hand for improvements, new skills and fixes.
Ready to take the admin off your plate?
Tell us where your week goes and we'll show you the first 3-5 AI jobs worth setting up for your business.