Automate your workflows, run smarter with AI
We connect the software you already use so data moves between systems on its own, and apply AI to the steps that need reading, analysing, sorting or drafting. A person signs off wherever it matters.
Reply assistant
Answering: “What time do you close?”
38questions today
Invoice reader
12 invoices read. One is missing an ABN.
Waiting for a personStock watcher
3 items running low — manager told.
3to reorder
Weekly report
Putting this week’s numbers together…
A simulated board — illustrative figuresDEMO
Common challenges
Data is copied by hand from email into spreadsheets, then into accounting software. Every re-entry is another chance for error.
Staff spend hours on repetitive tasks, which is also where most errors occur.
When that person is on leave, work stalls, and new staff need weeks to get up to speed.
Two kinds of automation
We combine two kinds of automation, depending on each step of your process.
Data flows automatically between your software, following pre-built rules. The best fit for repetitive, highly standardised work.
AI takes on complex tasks that need reading and analysing content (extracting data, sorting documents, drafting). Every important output is checked by a member of your team before it goes out.
We advise on the right approach for each step, and only recommend AI where it adds real value.
How it runs
AI handles the reading and data entry, and your team only reviews the exceptions.
A PDF, a photo, or right in the email body.
Supplier, date, amount, ABN and GST.
Checks the amount and supplier, and flags duplicates.
Only exceptions are sent to a person for review.
Into Xero, MYOB or whatever you already use.
This is an illustrative workflow. We design every solution around the way your business works.
Examples by team
Each solution is set up around your data and the way you work; start with one process and expand over time.
Answers frequently asked questions automatically, so your staff can focus on enquiries that need a person.
Suits: Salons, clinics, restaurants
Reads invoices and receipts and records them in your books, with a person reviewing only the exceptions.
Suits: Businesses with a high monthly invoice volume
Turns customer requests into quotes faster, so no lead is missed.
Suits: Distributors and B2B sellers
Keeps inventory accurate against orders and alerts you before stock runs low.
Suits: Building suppliers, logistics, retail
Brings administrative paperwork into one place, so managers only need to review and approve.
Suits: Businesses with 10+ staff working shifts
Weekly figures are compiled automatically and delivered to your inbox.
Suits: Owners who track performance weekly
Beyond these examples, we design each automation around the way your business already works.
What sets us apart
When a case is complex or the data is incomplete, the AI hands it to a specialist on your team, so answers stay accurate rather than guessed.
Incoming emails, the data the AI extracted and who approved it are all logged for review.
We build on platforms such as n8n or Make and connect to most software with an API that you already use, avoiding unnecessary replacement costs.
Every AI and automation service is set up in your business’s name.
We map out exactly how your data will flow before anything is deployed. Sensitive or internal data can stay entirely on your own infrastructure.
We give clear advice on the solution and cost from the start, so you invest where it counts.
How it works
Before automating anything, we identify where the same information is being entered again and again.
We work with your team to identify repetitive tasks and how much time each one takes.
Where the data comes from, which steps run on rules, which need AI, and where a person signs off.
The new process runs alongside your current one until your team is confident using it.
We stay close for the first four weeks and train the person responsible.
Start small
After a 30-minute consultation, we recommend which process to automate first.
FAQ
Start with the work that is re-entered most often. After a 30-minute consultation, we recommend which process to prioritise, with a clear approach and cost.
Only if you agree to it, and we tell you exactly which data goes where before we build. Many steps need no AI at all — and where the data is sensitive, there are ways to run it without anything leaving your systems.
Every step is recorded, and anything uncertain is passed to a person to decide. Good automation knows when to stop and ask.
Usually not. Most common tools can be connected, which avoids the cost of replacing software that already works.
No. Many processes only need rule-based automation, which costs less and runs more predictably. We only recommend AI for steps that need to read and understand content, such as invoices or emails.
We use automation platforms such as n8n or Make, connected to your existing software through its API. The accounts are in your business’s name, so you keep full control of the system.
Book a session with a Holdrix specialist to talk through your current workflows and pinpoint what to automate first. A free 30-minute online consultation.
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