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Operations made simple for small businesses.

We design AI-powered workflows and lightweight ERPs that cut manual work, connect your tools, and keep teams on beat—with receipts, not buzzwords.

Book a 20-min DiscoverySee if we’re a fit (2-min quiz)

Trusted by these six companies so far

    • Transistor
    • Tuple
    • StaticKit
    • Mirage
    • Laravel
    • Statamic

Run the day, not the tools.

Messages, tasks, and tracking—finally in one flow.

Customer relations

Forward‑facing experiences that convert and coordinate.

  • • Reviews & replies
  • • Email & text follow‑ups
  • • Smart chat intake
  • • Scheduling & reminders

Dashboards & ops

Internal visibility and control with Retool.

  • • Work orders & approvals
  • • Dashboards & history
  • • Reporting & audit trails

Intelligent AI workflows

Glue between front and back—fewer touches, faster outcomes.

  • • Route, enrich, and validate data
  • • Trigger next steps across tools
  • • Measure cycle time and quality

What it looks like in practice.

A closer look at the pieces you’ll use day to day.

Reviews & replies

Ask, respond, and publish—automatically.

Request reviews at the right time, auto‑reply with helpful templates, and surface the best quotes on your site.

Email & text follow-ups

Nurture, remind, and confirm without manual sends.

Sequences that adapt to replies, confirmations, and outcomes—so work moves forward without chasing.

Reputation management

Monitor and grow reviews across channels.

Track ratings, respond quickly, and publish wins automatically to build trust where prospects decide.

Smart chat intake

Answers questions and captures clean requests.

Guided chat that qualifies, collects key details, and routes to the next step—no messy inbox threads.

Real‑world use cases

Real‑world AI‑powered workflows and their impact — receipts, not buzzwords.

  • Receipt — Same-day Scheduling
    Runs: 3,400/mo · Success: 98.6% · Review: 7%

    Before: 8 steps / 120m avg → After: 3 steps / 25m avg

    Time saved: 1.1 min/run

    Costs: Models $38/mo, SMS $24/mo, Retool/HL $47/mo

    Net impact: +62 hrs labor ≈ $3,100/mo saved – $109 cost = $2,991/mo net

    Last updated: 2025-10-12 (added waitlist fill) · Owner: Ops
  • Receipt — Intake → Approval → Ticket
    Runs: 2,100/mo · Success: 97.2% · Review: 12%

    Before: 10 steps / 90m avg → After: 4 steps / 30m avg

    Time saved: 2.4 min/run

    Costs: Models $61/mo, Email/SMS $35/mo, Retool $52/mo

    Net impact: +84 hrs labor ≈ $4,200/mo saved – $148 cost = $4,052/mo net

    Last updated: 2025-10-10 (auto-approve low risk) · Owner: Service Desk
  • Receipt — No‑show Rescue
    Runs: 1,200/mo · Success: 95.1% · Review: 5%

    Before: 6 steps / 30m avg → After: 2 steps / 8m avg

    Time saved: 0.7 min/run

    Costs: Models $19/mo, SMS/voice $33/mo

    Net impact: +22 hrs labor ≈ $1,100/mo saved – $52 cost = $1,048/mo net

    Last updated: 2025-10-09 (added fallback channel) · Owner: Front Desk
  • Receipt — Instant Quote
    Runs: 2,600/mo · Success: 99.1% · Review: 9%

    Before: 7 steps / 45m avg → After: 2 steps / 10m avg

    Time saved: 1.5 min/run

    Costs: Models $42/mo, Email/SMS $18/mo

    Net impact: +65 hrs labor ≈ $3,250/mo saved – $60 cost = $3,190/mo net

    Last updated: 2025-10-08 (added quote templates) · Owner: Sales
  • Receipt — Lead‑to‑Invoice
    Runs: 900/mo · Success: 96.4% · Review: 11%

    Before: 12 steps / 180m avg → After: 5 steps / 55m avg

    Time saved: 4.1 min/run

    Costs: Models $73/mo, Retool/HL $88/mo

    Net impact: +62 hrs labor ≈ $3,100/mo saved – $161 cost = $2,939/mo net

    Last updated: 2025-10-05 (auto AR sync) · Owner: RevOps
  • Receipt — Same‑day Dispatch
    Runs: 1,400/mo · Success: 97.9% · Review: 6%

    Before: 9 steps / 75m avg → After: 3 steps / 20m avg

    Time saved: 1.8 min/run

    Costs: Models $29/mo, SMS $21/mo

    Net impact: +42 hrs labor ≈ $2,100/mo saved – $50 cost = $2,050/mo net

    Last updated: 2025-10-07 (priority slotting) · Owner: Logistics
  • Receipt — Parts Reorder
    Runs: 650/mo · Success: 99.4% · Review: 3%

    Before: 6 steps / 25m avg → After: 2 steps / 6m avg

    Time saved: 0.8 min/run

    Costs: Models $12/mo, Email $9/mo

    Net impact: +9 hrs labor ≈ $450/mo saved – $21 cost = $429/mo net

    Last updated: 2025-10-03 (low‑stock alerts) · Owner: Ops
  • Receipt — Field Visit Routing
    Runs: 480/mo · Success: 95.8% · Review: 8%

    Before: 7 steps / 60m avg → After: 3 steps / 18m avg

    Time saved: 3.2 min/run

    Costs: Models $27/mo, Maps/SMS $19/mo

    Net impact: +26 hrs labor ≈ $1,300/mo saved – $46 cost = $1,254/mo net

    Last updated: 2025-10-06 (clustered routes) · Owner: Field Ops
  • Receipt — Invoice Chase
    Runs: 720/mo · Success: 93.2% · Review: 15%

    Before: 5 steps / 20m avg → After: 2 steps / 7m avg

    Time saved: 0.6 min/run

    Costs: Models $15/mo, SMS/Email $22/mo

    Net impact: DSO −4d; +7 hrs ≈ $350/mo saved – $37 cost = $313/mo net

    Last updated: 2025-10-04 (escalation rules) · Owner: Finance

Clear tiers, built around outcomes.

Start small, learn fast—then scale what works.

Discovery Audit

Map one process, baseline KPIs, and get a 1-page pilot plan within 48 hours.

$1,500

  • 90-min workshop
  • process map
  • KPI baseline
  • pilot plan + estimate
  • data + integration check
  • security notes
Book Discovery

Pilot Sprint

Ship one automated workflow or a lightweight internal app that staff actually uses.

$8k–$25k

  • workflow/app build
  • messages & reminders
  • simple approvals
  • dashboard
  • handover + training
  • 14-day hardening
Get My Pilot Plan

Ops Toolkit

A modular ERP you’ll actually use: work orders, inventory, contractscheduling, reporting—no 12-month build.

$15k–$45k

  • 1–2 modules
  • roles/permissions
  • data model
  • integrations
  • dashboards
  • SOPs
Design My Toolkit

Managed Automation

Monthly price - Ongoing tweaks, reviews, new automations, and monthly KPI reviews.

$2k–$6k

  • backlog hours
  • model prompt tuning
  • integration upkeep
  • alerts
  • monthly “receipts” report
Talk to an Expert

Transparent costs: Messaging (SMS/voice), model usage, and third‑party fees are billed at pass‑through rates. We’ll estimate these in the pilot plan and cap them during pilots.

Get started today

It’s time to take control of your books. Buy our software so you can feel like you’re doing something productive.

Workflow Audit

Frequently asked questions

If you can’t find what you’re looking for, email our support team and if you’re lucky someone will get back to you.

    • Does TaxPal handle VAT?

      Well no, but if you move your company offshore you can probably ignore it.

    • Can I pay for my subscription via purchase order?

      Absolutely, we are happy to take your money in all forms.

    • How do I apply for a job at TaxPal?

      We only hire our customers, so subscribe for a minimum of 6 months and then let’s talk.

    • What was that testimonial about tax fraud all about?

      TaxPal is just a software application, ultimately your books are your responsibility.

    • TaxPal sounds horrible but why do I still feel compelled to purchase?

      This is the power of excellent visual design. You just can’t resist it, no matter how poorly it actually functions.

    • I found other companies called TaxPal, are you sure you can use this name?

      Honestly not sure at all. We haven’t actually incorporated or anything, we just thought it sounded cool and made this website.

    • How do you generate reports?

      You just tell us what data you need a report for, and we get our kids to create beautiful charts for you using only the finest crayons.

    • Can we expect more inventory features?

      In life it’s really better to never expect anything at all.

    • I lost my password, how do I get into my account?

      Send us an email and we will send you a copy of our latest password spreadsheet so you can find your information.