Trace
Follow the real workflow, systems, hand-offs and workarounds.
Workflow automation
Fix the workflows that block profitable growth.
Clerq diagnoses, builds and runs AI-assisted operations for UK founder-led businesses with £1m to £20m revenue.
We start with the paid Clerq Diagnostic. In two weeks, you get a prioritised roadmap of the workflows worth fixing, expected operational benefits, controls and fixed-price build quotes. You can take that roadmap to any builder.
High-intent workflows
Start where the drag is measurable.
These are common operating problems, not pre-packaged promises. The Diagnostic tests whether each workflow is suitable, safe and commercially worthwhile in your business.
Finance and operations
Returns reconciliation
Join refund, warehouse, carrier and finance records so exceptions surface quickly and close data stays credible.
Explore the workflow →Finance
Month-end close automation
Standardise close preparation, evidence collection and exception handling while finance retains approval.
Explore the workflow →Finance
13-week cash flow forecasting
Turn current accounting, sales and payment data into a governed weekly short-term cash view.
Explore the workflow →Customer operations
Customer service triage
Classify, enrich and route incoming cases while keeping sensitive decisions with your support team.
Explore the workflow →Marketing
Marketing reporting automation
Bring channel, trading and customer data into a repeatable report with explicit definitions and owners.
Explore the workflow →Commercial operations
Supplier contract operations
Extract obligations and dates, route review and keep people accountable for renewals and exceptions.
Explore the workflow →How decisions get made
Controls before cleverness.
An automation is only useful when the inputs, decisions, exceptions and accountable owner are clear.
Measure
Establish frequency, effort, delay, error exposure and value.
Design
Define automation boundaries, human reviews and failure routes.
Prioritise
Recommend only the builds with a credible operating case.
The Diagnostic is the mandatory first step.
It protects you from buying technology before the workflow is understood. The written roadmap is useful whether Clerq builds the recommendations or you take them elsewhere.
- Two-week delivery
- From £2,500
- Build only when recommended
- Three months of Run included after Build
See the DiagnosticGet the Sample DiagnosticCompare the full method or inspect the illustrative sample.
A practical place to start
Find the workflow worth fixing first.
Use a 20-minute introductory call to test fit, or review the illustrative Sample Diagnostic first.