Services
We remove the manual tasks your team shouldn't be spending time on, working with your existing tools, not replacing them.
We identify the manual steps in your operations and connect them so data moves automatically.
In practice
"An order placed in your CRM automatically creates the invoice, updates your tracking sheet, and notifies the relevant team member — without anyone touching it."
Typical result
Handoffs happen instantly. Nothing falls through the cracks.
We turn your manually assembled reports into scheduled, automatic outputs your team can trust.
In practice
"Your monthly management report pulls live data from all your systems, formats itself, and arrives in your inbox on the first Monday of every month."
Typical result
Hours of report preparation done in minutes, with no manual effort.
We find every place where someone is moving data by hand and build the connection that makes it automatic.
In practice
"Customer details entered in your booking system flow automatically into your CRM, billing tool, and project tracker — with no copying required."
Typical result
Data is consistent across every system. Manual entry errors disappear.
We connect platforms that don't natively communicate, so your data stays accurate across all of them.
In practice
"Your accounting tool automatically receives confirmed sales from your CRM, matched against payments already recorded in your bank reconciliation software."
Typical result
One source of truth. Finance and operations aligned without manual reconciliation.
We build simple, real-time dashboards that give your team the visibility they need without switching between tools.
In practice
"A single screen showing today's sales, outstanding tasks, and pipeline status — pulled live from the systems you already use."
Typical result
Your team sees what matters, always current, without digging through 4 different tools.
We structure your critical business data into a clean, reliable database with a simple interface your team can use.
In practice
"Client records, project history, and financial data that currently live across 4 spreadsheets get consolidated into a single searchable system."
Typical result
One version of the truth. No more version conflicts. No more "which file is latest?"
We set up automated email sequences triggered by events in your existing systems.
In practice
"When a client project moves to "complete", a thank-you email goes automatically, followed by a review request 7 days later. All without anyone on your team sending anything."
Typical result
No follow-up falls through the cracks. Your team's attention stays on new work.
We build lightweight internal tools for the specific process no off-the-shelf product handles quite right.
In practice
"A simple internal portal where staff submit expense claims, line managers approve with one click, and finance receives a clean weekly export — all automated."
Typical result
Clean, fast internal processes built exactly around how your team works.
Industries we support
If your team handles repetitive admin, manual data work, or disconnected tools — we can help, whatever your industry.
Client reporting, billing automation, document workflows
Month-end reports, reconciliation, data alerts
Listing management, enquiry tracking, document generation
Patient records, appointment workflows, compliance docs
Inventory sync, order processing, supplier communication
Booking workflows, guest communications, reporting
Document automation, deadline tracking, client comms
Project tracking, subcontractor coordination, reporting
If manual work is slowing your team down, we can help.
Use Cases
Every business is different. These are some of the most common problems we solve — and what the result looks like when they're fixed.
Two people, six hours, every month.
The finance team pulls data from three separate systems into Excel, aligns the columns, formats for management, checks for errors introduced by manual pasting, and emails it. If a number changes, they start over.
Arrives automatically, every month, before anyone starts work.
A scheduled automation pulls from all three sources, formats the report exactly as management expects it, and delivers it to the right inboxes at 7am on the first Monday of every month. No one touches it.
The finance team gets back a full day every month. The report is more reliable because no one is copying anything.
Eight to twelve minutes per order. Manually. Every day.
Every confirmed order requires an operations team member to copy customer details from the order system into the invoicing tool, then update a tracking spreadsheet, then notify the warehouse. At 40+ orders a day, that's 5 to 6 hours of pure data entry.
One confirmation. Three systems updated. No one involved.
The moment an order is confirmed, data flows automatically to invoicing, tracking, and warehouse notification. The whole handoff takes seconds. The operations team no longer touches it.
Over 5 hours of daily admin eliminated. Orders processed faster. Data consistent across every system.
Nobody knows which file is current.
Revenue, outstanding invoices, project status, and client contacts each live in different spreadsheets maintained by different people. Getting a weekly management summary means emailing 4 colleagues and waiting for them to update their files.
One live view. Always accurate. No chasing.
A structured database consolidates all five sources. A simple dashboard gives management a live view of what they need — pulled automatically from the systems already in use.
Weekly data gathering eliminated entirely. Decisions are made on live information, not last Thursday's export.
It depends on who remembered.
After sending a proposal, the sales team should follow up at 3 days, then again at a week. In practice, it happens when someone remembers, which means busy weeks produce almost no follow-up and opportunities go cold unnecessarily.
Every proposal gets a follow-up sequence. Automatically.
When a proposal is sent, a follow-up sequence starts. The right emails go out at the right intervals. The salesperson is notified the moment a prospect responds. Nothing is left to memory.
Follow-up happens 100% of the time. Pipeline visibility improves. The sales team focuses on conversations, not admin.
Fourteen manual steps. Spread across five systems.
When someone new joins, HR creates accounts in 6 systems, sends welcome emails, assigns a buddy, adds them to distribution lists, and sends notifications to IT, finance, and their manager. Steps get missed. It takes most of a working day.
One form triggers everything.
HR fills in one onboarding form. Every account is created, every welcome email is sent, every notification is delivered — automatically, in the right order, to the right people.
Onboarding time drops from a full day to under 30 minutes of HR involvement. Nothing gets missed.
Three to four hours of email chasing, every month.
On the 25th of every month, an admin assistant manually emails 12 suppliers requesting their monthly invoices, chases any non-responders, consolidates the received invoices into a tracking sheet, and flags missing ones to finance.
Emails go automatically. Tracking updates itself.
Automated emails go to all 12 suppliers on the 25th. Responses automatically update the tracking sheet. The admin assistant receives a clean summary of what's arrived and what's still outstanding — without sending a single email.
The full month-end invoice chase is handled automatically. The assistant's involvement drops from 3 hours to 15 minutes of reviewing.
Worth knowing
Every example above was built on top of the tools the client was already using — their existing CRM, accounting software, email platform, and spreadsheets. We didn't ask anyone to switch platforms.
Most operational problems come from tools working in isolation, not tools that are fundamentally broken. We connect what you have, automate the manual steps between them, and your team keeps using the same interfaces they already know.
If a new tool genuinely makes sense, we'll recommend it clearly and explain exactly why. But that's the exception, not the starting point.
Industries we support
Manual work looks slightly different in every industry. Here's how it typically presents in yours.
Client reporting, billing, document workflows
Month-end reports, reconciliation, data alerts
Listings, enquiry tracking, document generation
Patient records, appointment workflows
Inventory sync, order processing, supplier comms
Booking workflows, guest communications
Document automation, deadline tracking
Project tracking, subcontractor coordination
Interactive Demos
These are real workflow automations built by ForthGrid, made interactive so you can experience exactly what your team would see.
ForthGrid reads new hire start dates from HiBob and automatically provisions their entire Google Workspace environment on day one. No form, no IT ticket, no manual steps.
Pick an invoice and watch ForthGrid read it, match it against the PO register, check approval thresholds, and automatically approve, escalate, or flag, all in under 10 seconds.
ForthGrid pulls live figures from Xero, procurement, Expensify, and your bank feed, assembles a formatted finance report, and delivers it to the CFO and leadership every month. Zero manual effort.
Automated email sequences triggered by proposal sends, with CRM updates and salesperson alerts.
Scheduled data pulls from multiple sources, formatted and delivered to management automatically.
Automated invoice requests, response tracking, and finance team summaries every month-end.
Want this for your business?
Every demo on this page represents a real automation pattern we've implemented for clients. If you recognise a workflow that looks like yours, let's talk about what it would take to build it for you.
Get in touchEvery project begins with a free Workflow Review.
You agree the full cost before any work starts.
Each project is scoped and priced individually.
How We Work
From first conversation to live system. Here's exactly what to expect at every stage.
Start here
Before any project begins, we offer every new client a free 30-minute Workflow Review. We map your current operations, identify where your team is losing the most time, and tell you honestly what automation could save — and what it would cost. You leave with a clear picture. There is no obligation to proceed.
What you get from the review
A map of your current manual workflows
Your top automation opportunities, ranked by impact
An honest view of what's achievable and what it costs
No obligation to proceed — ever
Ready to book? Use Contact.
The process
We start by listening. In a focused session, we map how your business actually operates today: which systems you use, where the manual work happens, and what's costing your team the most time. We don't come with assumptions or pre-decided solutions. We come with questions.
You get: A clear map of your current workflows and a prioritised list of automation opportunities, ranked by time saved and effort required.
Before writing a single line of code, we design the full logic of what we'll build. You see exactly how the automation will work, what triggers it, what it does, and what the output looks like. We get your sign-off before any work starts. Pricing is fixed at this stage. No surprises.
You get: A complete specification of the automation and a fixed-price quote. You know exactly what you're approving before we start.
We build using the tools that fit your environment — whether that means connecting existing platforms, scripting automation logic, or building a lightweight internal tool. We test throughout with your real data, not synthetic examples. We keep you updated at every significant step and incorporate your feedback before final delivery.
You get: A fully working system, tested with your actual data and verified against your real processes.
We deploy to your live environment, train the team members who'll use the system, and hand over clear documentation covering exactly how it works. We stay available during the initial live period to handle any questions. You own everything we build. There's no ongoing technical dependency on us unless you want it.
You get: A live system, a trained team, complete documentation, and a clear record of what was built and why.
What's included
These are included as standard in every project. We don't charge separately for things that should be part of any professional engagement.
Free initial Workflow Review — no charge, no commitment
Fixed pricing agreed before any work starts
Regular updates throughout the project — no long silences
Testing with your real business data before going live
Team training at handover
Full documentation of every system we build
Support period included after launch
You own everything — no ongoing platform fees to us
FAQ
Who we are
About Us
We don't sell platforms or push tools. We look at how your business actually runs and fix the parts that cost your team the most time.
Who we are
ForthGrid is an automation consultancy. We work with businesses to find and remove the manual, repetitive work that slows teams down and introduces errors into their operations.
We don't have a platform to sell. We don't have a preferred technology we try to fit every problem into. We look at how your business actually operates, identify where time and effort are being wasted, and build systems that fix those specific problems — simply and sustainably.
Our clients are operations managers, finance leads, and business owners at companies between 10 and 150 people. They're good at running their businesses. They just want their tools and workflows to work as hard as they do.
You work with the people who build
Our primary clients
Typical project duration
Long-term contracts required
How we approach our work
01
We don't arrive with a technology recommendation. We arrive with questions. The right tool reveals itself once we understand the problem clearly, and sometimes the answer is simpler than expected.
02
Replacing working software is expensive, disruptive, and usually unnecessary. We work with your existing systems wherever possible, connecting, extending, and automating the gaps between them rather than starting from scratch.
03
A system no one uses solves nothing. We design automations and tools that fit how your team already works, so adoption is natural. If it requires significant behaviour change, we rethink the design.
04
Complex systems break and become impossible to maintain. We build the minimum that solves the problem well, and we document everything clearly so your team isn't dependent on us to understand what we built.
Why work with us
We know the tools, vendors, and operational patterns common to businesses working at this scale in this market. We don't bring enterprise solutions to 20-person teams.
No jargon, no technical mystification. We explain what we're building in terms your whole team can understand. If something can't be explained simply, we question whether it should be built.
Our pricing reflects the scale and budget of the SMEs we work with, not international agency day rates. You'll know the full cost before any work starts, and it won't change.
No account managers, no handoffs to a delivery team you haven't met. You communicate directly with the people building your system from day one.
We'd rather solve your problem properly once than fix a shortcut repeatedly. Most of our clients come back with more work once they've seen the first automation running.
What we believe
If something can't be explained simply, it probably shouldn't be built. We push back on unnecessary complexity: in design, in pricing, and in how we communicate.
A delivered system that nobody uses is a failure, regardless of how well it was built. We measure success by what changed for your team, not what we shipped.
We're building a consultancy, not completing a task list. The goal is to be the team you call every time an operational problem appears — not just the first one.
No pitch, no pressure. A straightforward conversation about where your team is spending time it shouldn't be.
Contact
A 30-minute Workflow Review is usually enough to identify where automation can make a real difference. Free. No obligation.
Get in touch
What happens next
Within one business day, we read through what you sent and reply with any clarifying questions or to confirm a call time.
A 30-minute call where we ask about your current operations, understand your biggest time-wasters, and listen before we advise.
Within 48 hours of the call, we send a written summary: what we found, what we'd recommend, and what it would cost. No obligation.
Or email us directly
contact@forthgrid.comFAQ