AI setup for small business

You know AI could help. We do the setup you don't have time for.

Most businesses are too busy to research tools, organise files, map workflows, write safe rules and train staff. Finzo turns that into a practical setup around your company, so AI can help with real admin instead of one-off experiments.

01 Sound familiar?

Where your week disappears

You know AI matters but not where to start
Nobody has time to test every tool
Your files and processes are scattered
Staff need simple examples and rules
02 Where AI helps first

The jobs we'd set up for you

A supervised AI workstation that knows your business. It starts draft-first, then proven repeat jobs can become scheduled or scoped autopilot with clear limits.
01

Research the business

We learn what you do, who you serve, your language, your repeated work and what facts are still missing.

02

Build the company brain

Services, prices, tone, documents, contacts, rules and common jobs organised so AI has useful context from day one.

03

Map the first workflows

Replies, quotes, chasers, summaries, file sorting, reports and small tools turned into plain-English shortcuts.

04

Set the safe rules

Clear boundaries for what can be drafted, what can be read, and what must wait for human approval.

Works with Business documentsFiles and foldersEmail or exports when approvedApproved AI platform

Connected only when you authorise it, on your own account. Login & CAPTCHA stay human.

03 Why this works

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.

More than a chatbot

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.

From day one

Useful before anything runs on autopilot

The first win is not handing over control. The first win is having better prepared work ready to review.
01

It finds the facts

The assistant checks the mapped files, notes and tools before preparing the work.

02

It prepares the output

Reply, quote, summary, tracker, report, checklist or draft action list.

03

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.

Simple pricing

£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 call
Questions

Good to know

Is this just training?

No. Training helps, but the main value is that we build the business setup: brain, files, workflow map, shortcuts, tool plan and guardrails.

Do we need to pick the AI tool first?

No. We work out the right setup from the jobs you want done, then recommend the simplest sensible account or platform route.

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.

Get in touch

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.