Business automation
Custom Business Automation
IT that runs itself — workflows, billing, documents, and AI assistants sized for Lakes Region offices and practices.
Custom business automation is SOS TECH’s headline offer: connect the tools you already run, remove double entry, and put approvals, reminders, and filing on a schedule your staff can trust.
That can mean QuickBooks Online sync and recurring invoices, intake forms that file themselves, templated email replies, live KPI dashboards, or a small AI assistant that drafts and sorts while people still approve what leaves the office.
Most Lakes Region businesses do not need another platform. They need the gap between two systems closed — a form that lands in the right folder, a payment reminder that used to sit in someone’s head, a nightly report that took an hour by hand. SOS TECH designs that piece, builds it, and keeps it running.
Work starts with a free automation consult. Shane walks the current tools, names the busywork to remove, then builds and tests before anything goes live. After launch you get the same owner-operated support as the rest of the practice.
AI is used where it saves time and stays reviewable. Data stays in Microsoft 365, QuickBooks, your line-of-business software, or a private app hosted for you.
- Workflow automation between the apps you already use
- Billing and accounting automation (QuickBooks Online)
- Email, intake forms, and document filing
- AI assistants, chatbots, and meeting notes
- Reporting dashboards with live KPIs
- Discover → Build → Test → Support
How a project runs
Discover the busywork, build the connection, test with a small group, then support it like the rest of your IT.
- Discover — walkthrough of tools, handoffs, and pain points
- Build — connect apps, forms, billing, or AI assistants
- Test — verify with your staff before go-live
- Support — changes and fixes through Shane
More from SOS TECH
Cloud
Cloud Solutions
Migrations to the cloud, managed phone, and Cloud PBX with the apps you already use.
Managed IT
Managed IT Services
Antivirus, patching, backups, licensing, and network monitoring — handled.
Continuity
Disaster Recovery
Recover from a worst-case outage — or from a handful of lost files.
Business VoIP
Business VoIP
Hosted business phone with local numbers, softphones, desk sets, and call features — managed by Shane.
Get in touch
Let's start with a conversation
Clients on a managed agreement receive priority for callbacks and on-site visits. New and one-time work is always welcome and scheduled as availability allows.