Finance reporting, operational requests, customer enquiries. We build workflows that bring the information together, prepare the next step and put exceptions in front of the right person.
Tailored to your process and agreed systems, with AI where interpretation or drafting helps and fixed rules where the answer is already defined.
Inputs: Requests, shared records and the team's routing and approval rules.
Work: Assign the request, prepare the next task, seek approval where needed and update its status.
Output: A work queue with an owner, next action and unresolved items for each request.
Customer service
Inputs: A support enquiry, the relevant order record and your approved policy.
Work: Identify the request, look up the agreed information and prepare a draft response. Flag missing records or a decision outside the policy.
Output: A reply for the reviewer, with the source information and exceptions visible. Your team decides what to send.
Clerq has built a month-end workflow connecting Xero records, close tasks and generated summaries. The finance page distinguishes that functionality from its synthetic walkthrough.
What we build
Infrastructure built around your business.
AI infrastructure is the connected tools, information, workflows and review controls behind the work. Clerq builds the parts you need around your existing systems.
Bring the inputs together
Connect agreed source information so the process does not depend on someone copying it between tools. We check compatibility and agree access before building.
Prepare the work for review
Turn those inputs into reports, tasks or draft responses. Give the reviewer the output and exceptions they need to act on, with decisions kept under human control.
Make the handover usable
Test the agreed workflow and important exceptions, then document how it runs and who owns each step. Your team receives the working process and its checks.
The sample shows a systems review and three individually priced workflow opportunities. It is a fictional illustration, not a customer case study.
Scope and pricing
Build the part that needs changing.
One workflow
From £995
Simple workflow £995; connected workflow £1,500-£3,000. Agreed inputs, output, exception checks, documentation and handover. Includes 30 days of fixes against the accepted specification; new requests are separate.
A wider scope across workflows, knowledge systems and training. Each workflow is priced separately, with shared setup charged once. Scope and final price are agreed in writing.
Deliverables, systems and responsibilities are agreed before work starts. Bespoke app development and ongoing management need their own scope. Required software subscriptions and support responsibilities are identified before you commission the work.
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.
Where should I start?
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.
Do you work with Xero / QuickBooks / Sage?
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.
Is it safe? Who approves?
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.
Is my business too small?
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.