Automation library
21 automations for finance, operations and customer service. Each one names the tools, the human checkpoint and the Clerq offer that covers it.
Free introductory call. Choose a time in Calendly.
Supplier invoices arrive by email, get read, coded and queued for approval before posting to your accounting system.
One workflow build →Match invoices against POs and goods received, and only send the mismatches to a person.
One workflow build →Receipts are captured, read and checked against your expenses policy before a manager approves.
One workflow build →Overdue invoices are listed daily and polite, accurate chasers are drafted from the ledger for someone to send.
One workflow build →Unmatched bank lines are grouped with likely matches and missing paperwork, so reconciliation is review, not hunting.
One workflow build →Your close checklist runs itself: tasks issued, evidence gathered and status visible to the finance lead.
Workflow build or full implementation →Before the VAT return, missing VAT receipts and odd codings are listed so the return is prepared on clean records.
One workflow build →A first draft of variance commentary is prepared from the numbers, ready for the finance lead to edit.
Knowledge system or workflow build →Supplier statements are compared with your ledger and differences listed with the likely reason.
One workflow build →Sales, margin and stock figures are pulled together into a weekly pack, ready for review.
One workflow build →One register with verified dates and owners, and reminders before every notice period.
Process redesign or workflow build →Routine supplier questions (remittance, PO status, payment dates) are answered from your own records.
One workflow build →Returns, refunds and stock movements are matched so the books and the warehouse agree.
One workflow build →Low-stock lines are flagged against your reorder rules with a draft purchase order.
One workflow build →New suppliers are set up with the right details and checks, without chasing emails.
Process redesign or workflow build →Missing timesheets and approvals are chased automatically so payroll and billing are not held up.
One workflow build →Incoming customer emails are classified, routed to the right person and given a draft reply.
One workflow build →"Where is my order?" questions are answered from your order and courier data.
One workflow build →Staff ask questions in plain English and get answers grounded in your own documents.
Knowledge workflow (individually quoted) →Reviews, surveys and emails are summarised weekly into themes your team can act on.
One workflow build →Complaints are logged, categorised and routed with the history attached, so nothing is missed.
One workflow build →Next step
Choose a time in Calendly to discuss what keeps coming back onto your team’s desk. Any assessment or build is agreed separately.
Prefer email? stephen@aiclerq.com
Assessment £499 with a two-hour systems walkthrough and report. Simple workflow £995; connected workflow £1,500-£3,000; bespoke work individually quoted. Basic care £150-£250/month; active improvement from £750/month. Scope and final price agreed first.
Start with a free introductory call. Choose a time in Calendly. The optional £499 assessment includes a two-hour walkthrough of one team and its systems, preparation, a prioritised report and a short follow-up call. A defined build can be quoted directly.
We start with your current tools. We confirm suitable connections, access and file hand-offs before agreeing a build. The Xero example does not establish support for every accounting platform.
Payments, supplier decisions and customer replies stay under human approval. We agree the inputs, secure sharing method, access permissions and responsibilities before work starts. Use only a brief description in the public enquiry form. Do not send confidential records. See our privacy policy for website data handling.
Sometimes AI is not worth it yet. If the process is unclear, automating it makes it faster and worse, and we will tell you so. Try the readiness check.