For small businesses

AI & Automation
Cut Costs while boosting productivity

We help small businesses streamline operations, reduce manual work, and increase profits.

Let us implement industry-standard AI and Automation software to boost your business for a fraction of the cost of an employee.

For small businesses

AI & Automation
Cut Costs while boosting productivity

We help small businesses streamline operations, reduce manual work, and increase profits.

Let us implement industry-standard AI and Automation software to boost your business for a fraction of the cost of an employee.

Services

Services

Make your business easy To Run!

You've heard that AI and the latest software can revolutionise your small business. But where do you even start to learn more?

We know tech. You know your business. Together we'll explore your existing business processes, learning your frustrations and where your effort and costs are highest. Then we'll produce suggestions where AI and Automation can help, explaining how it would work in a way that allows you to understand the trade-offs - including any challenges in the transition, plus long-term costs and risks to consider.

We'll always suggest small steps with the biggest wins to start with. Where possible, keep your existing software and build automations around it. When you're delighted with the impact, we can take on bigger challenges!

Initial consultations are always free - and can give you ideas to explore on your own if you're not ready for our help. There are many areas where technology can indeed revolutionise your business, and you may be surprised how a fresh pair of eyes will highlight broken processes you've come to accept as inevitable…

Admin & Data Entry

Manually copying data between spreadsheets, CRMs, and accounting tools wastes hours each week. Automation can eliminate this by:

  • Auto-filling spreadsheets with real-time data from multiple sources.

  • Syncing customer or order details across different platforms (such as CRM to invoicing software).

  • Using AI-powered document scanning (OCR) to extract and categorize data from invoices, contracts, and receipts.

Admin & Data Entry

Manually copying data between spreadsheets, CRMs, and accounting tools wastes hours each week. Automation can eliminate this by:

  • Auto-filling spreadsheets with real-time data from multiple sources.

  • Syncing customer or order details across different platforms (such as CRM to invoicing software).

  • Using AI-powered document scanning (OCR) to extract and categorize data from invoices, contracts, and receipts.

Customer Communication

Keeping up with customer enquiries, follow-ups, and appointment scheduling can be overwhelming. AI and automation can help by:


  • Setting up automated email responses and follow-ups based on customer actions.

  • Implementing AI chatbots to instantly answer FAQs and collect client details.

  • Automatically scheduling calls or appointments with clients and sending reminders to reduce no-shows.

Customer Communication

Keeping up with customer enquiries, follow-ups, and appointment scheduling can be overwhelming. AI and automation can help by:


  • Setting up automated email responses and follow-ups based on customer actions.

  • Implementing AI chatbots to instantly answer FAQs and collect client details.

  • Automatically scheduling calls or appointments with clients and sending reminders to reduce no-shows.

Finance & Invoicing

Tracking payments, sending invoices, and following up on overdue accounts can be tedious. Automation ensures accuracy and saves time by:

  • Generating and sending invoices automatically when services are completed.

  • Sending payment reminders at set intervals to improve cash flow.

  • Auto-categorizing and tracking business expenses, helping you stay organized for taxes.

Finance & Invoicing

Tracking payments, sending invoices, and following up on overdue accounts can be tedious. Automation ensures accuracy and saves time by:

  • Generating and sending invoices automatically when services are completed.

  • Sending payment reminders at set intervals to improve cash flow.

  • Auto-categorizing and tracking business expenses, helping you stay organized for taxes.

Benefits

Benefits

Benefits

Unlock Time and Money

Save Time

We'll suggest automations for tedious and repetitive tasks so you can focus on what you love.

Save Time

We'll suggest automations for tedious and repetitive tasks so you can focus on what you love.

Cut Costs

Our plan will have a clear return on investment—reduce errors, and optimize resources to save money and boost profitability.

Cut Costs

Our plan will have a clear return on investment—reduce errors, and optimize resources to save money and boost profitability.

Seamless Integrations

Change can be daunting. Keep what works—we'll suggest incremental upgrades to make business easier and fun again!

Seamless Integrations

Change can be daunting. Keep what works—we'll suggest incremental upgrades to make business easier and fun again!

Book a call

Book a call

Book a call

Book your free consultation

Let us find out your business challenges and see how we can help!

Book a Time Slot

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Or email dan@ideonate.co.uk

FAQ

FAQ

FAQ

Frequently asked questions

What is your pricing?
How is a typical engagement structured?
Will there be recurring costs?
Who are you?
How can I contact you?
Are you a software reseller?
What is your pricing?
How is a typical engagement structured?
Will there be recurring costs?
Who are you?
How can I contact you?
Are you a software reseller?
What is your pricing?
How is a typical engagement structured?
Will there be recurring costs?
Who are you?
How can I contact you?
Are you a software reseller?

Ideonate

AI and Automation consulting for small businesses

© Ideonate Limited 2025. All rights reserved.

Ideonate

AI and Automation Consulting for Small Businesses.

© Ideonate Limited 2025

Ideonate

AI and Automation consulting for small businesses

© Ideonate Limited 2025. All rights reserved.