AI Systems Integration
Stop copying and pasting between tools
Your practice runs on disconnected tools. We connect them with AI automations that actually work. No more manual workarounds.
The problem
Every practice has fragmented tools
Your practice management system doesn’t talk to your accounting software. Your CRM doesn’t sync with your document management. Your team fills the gaps with copy-paste, double entry, and workarounds that waste hours every week.
It’s not a technology problem. It’s a connection problem. And AI solves it.
What we build
AI automations that do the work your team shouldn’t
Client intake agents
Collect information, chase documents, prepare a summary. All before the first meeting. Your team doesn’t lift a finger.
Automated follow-ups
Triggered by what happened in the appointment, not just a calendar date. Personalised, timely, hands-free.
Cross-system sync
Your practice management, CRM, and accounting software talking to each other. No more copy-paste between tabs.
Smart document generation
Letters, reports, and summaries that pull from your real client data. Not a template. Actual content, ready to send.
How it works
Three steps to working systems
01
Audit your workflows
We map every process your team runs. Where does data move? Where does it get stuck? Where do humans do what a machine should?
02
Identify highest-value automations
Not everything needs automating. We find the workflows that waste the most time and have the clearest return. Then we prioritise.
03
Build and hand over
We build the automations, test them in your practice, train your team, and hand everything over documented. You own it.
13 steps reduced to one command
A content creator automated a 13-step video distribution workflow into a single command. The same principles apply to your practice.
A new client enquiry can trigger intake, document collection, file creation, and welcome communication. All without your team lifting a finger.
Software we connect
We work with the tools your practice already uses
Accounting
Xero, MYOB, GreatSoft, APS, Karbon, FYI Docs, SuiteFiles
Legal
LEAP, Actionstep, Smokeball, Clio
Medical
Best Practice, Medical Director, HotDoc, Cliniko, Halaxy
Engineering
Procore, Aconex, Autodesk Construction Cloud
Proof
We built Velluto Health
We built a clinical preparation engine for GP practices that automates everything between a booking and a consultation. Pre-consultation summaries, document collection, patient history review. All done before the doctor walks in.
We don’t just advise. We build.
