What we take over, how it runs, and what you still decide.

Subcontractor Retention Tracking Automation for Construction Teams
Service
A retention tracking spreadsheet records what has been held back from each subcontractor. This service automates the logging, matching, release diary and document checks, while a site manager or quantity surveyor approves every amount.

Rental Application Intake and Document Checks Automation
Service
An AI worker takes rental enquiries from listing sites and email, sends the application form and document list, flags missing files and books viewings. Complete files reach the leasing agent or landlord as one summary.

Petty Cash Reconciliation Automation for Finance Teams
Service
AiStaffo sets up an AI worker that reads staff receipts, matches them to the petty cash log, checks the float against the cash count and drafts top-up requests. A person approves every top-up.

RFI and Submittal Log Follow-Up Automation for Construction Teams
Service
AiStaffo sets up an RFI and submittal log that tracks every item's number, due date and owner, sends reminders and escalates overdue items. Your project team still writes the answers.

Intercompany Reconciliation Automation for Multi-Entity Groups
Service
Intercompany reconciliation automation pulls each entity's ledger on a schedule, pairs mirror entries and lists every break by entity, amount and age. A finance lead still decides on currency and timing differences and approves the eliminations.

Distributor Sell-Out Report Consolidation, Automated
Service
Distributor sell-out report consolidation turns each partner's file into one clean dataset in your own product codes, with an exceptions list and a missing-file list. A sales analyst approves new mappings and handles unreadable files.

Franchise Royalty Invoice Automation for Franchisors
Service
Franchise royalty invoice automation requests each franchisee's sales report on the agreed date, checks it, applies the unit's contracted rate and drafts the invoice. Your finance lead still approves rates and disputed reports.

Automated Timesheet Approval Reminders and Hour Checks
Service
A service that chases timesheets for you, flags missing or out-of-limit entries, routes complete sheets to approvers and exports approved hours. People still decide disputes and pay rules.

Warranty Claim Intake Automation for Every Claim Channel
Service
An AI worker that turns warranty claims from email, web forms and WhatsApp into one structured record, checks purchase dates and keeps customers updated at each stage.

Preparing invoice data for UK and Spain e-invoicing rules
Service
The UK and Spain have set e-invoicing dates. This service checks the invoices you already issue, flags missing tax and VAT fields, and tracks the master data fixes until they close.

AI Receptionist for Missed Calls and Callback Logging
Service
An AI receptionist answers the business phone and after-hours line, asks the same intake questions on every call, and writes a structured record for your team. Staff keep pricing, complaints and exceptions.

Tenant Maintenance Request Intake and Triage Automation
Service
An AI worker takes tenant repair requests from WhatsApp, SMS, email or a web form, sorts them as emergency, urgent or routine, and opens the work order. Your team keeps diagnosis, vendor choice and spending decisions.

Supplier Statement Reconciliation Automation for Finance Teams
Service
Supplier statement reconciliation automation collects each supplier's statement, matches it line by line to your payables ledger, and drafts queries for the differences. A person approves every message and decides every dispute.

Automated Weekly Management Reports Built on Your Own Template
Service
AiStaffo sets up an AI worker that collects the agreed figures from your accounting, CRM and operations files each week, fills your existing report template and flags anything it cannot verify. A named person approves the draft before leadership sees it.

Month-End Close Checklist Automation With an AI Worker
Service
An AI worker keeps the month-end close checklist, asks each named owner for their schedule, accrual support or bank confirmation, and logs anything still open. A finance lead still reviews the reconciliation pack, approves journal entries and signs off the close.

Automate CRM Data Entry from Emails and Call Notes
Service
AiStaffo builds an AI worker that reads the email threads and meeting notes behind each deal, writes the activity log and next-step date into your CRM, and sends stage or value changes to a rep first.

Employee Certificate Expiry Tracking and Renewal Chasing
Service
An AI worker keeps a register of staff certificates and licences, reminds holders and managers before each expiry, and passes open gaps to a named person. A person still decides who may work in each role.

Making Tax Digital quarterly update preparation for UK landlords and sole traders
Service
For sole traders and landlords in scope of Making Tax Digital for Income Tax, an AI worker prepares the quarterly update draft. A person checks every category and submits through HMRC-recognised software.