Automate your back office in weeks, not months.
We use AI to build faster, so custom automation costs less and goes live sooner. Then we run it for a flat monthly fee.
First automation typically live in 2 to 4 weeks.
Your office is full of work that shouldn't need a person.
- Job details re-typed from your field software into QuickBooks
- Invoices that go out late, or not at all
- A spreadsheet or old database that only one person understands
- Paper forms someone has to key in at the end of the day
How it works
Start small, see results, and only go bigger if it makes sense.
Free workflow review
A 30-minute call and a short written summary of your biggest time sinks. Yours to keep, whether or not we work together.
A fixed-price first automation
One clear fix, typically live in 2 to 4 weeks, so you see real results before committing to anything bigger.
We run it
Hosting, monitoring and fixes for a flat monthly fee. When your software changes, we handle it.
What we automate
The repetitive work that sits between your tools.
- Job completed to invoice to QuickBooks
- Estimate follow-up
- Vendor bills and AP entry
- Timesheets to payroll
- Dispatch and CRM sync
- Review requests and lead intake
Running on an old Access database or a tangle of spreadsheets? We upgrade those into modern, hosted systems your whole team can use. See how an upgrade works.
Why Sherpa
A sherpa has been up the mountain before. They carry the load and tell you the honest route, even when it's the shorter one.
We've done this before
Our founders have built and sold software companies, and our team runs on systems for quality, speed and security.
We carry the load
One team builds it, hosts it and keeps it running, for one monthly fee.
We see your books
Our accounting and marketing teams work almost exclusively with trades businesses, so we know where the data entry hides.
We tell you the truth
Sometimes the right answer is an off-the-shelf tool. We'll say so, even when it means a smaller project for us.
What it costs
Fixed prices, so there are no surprises. Typical ranges:
Workflow review
Free
30 minutes and a written summary.
Automations
$1-5k to build
Then $500-1,500 a month to run and maintain.
Larger tools and system upgrades
$20-50k to build
Then a monthly care plan from $2-5k.
What is manual data entry costing you?
Enter your office team size and hours to see the yearly number.
Estimated yearly cost of manual data entry
$37,440
1,248 office hours a year. This is a rough estimate based on the numbers you entered.
Find out how much we can take off your plateQuestions owners ask
Can't I just do this myself with AI?
You can build a demo. Keeping it secure, running and fixed when your software changes is the harder part, and that's the part we take off your plate.
What if it breaks?
We monitor everything we run and fix it. That's what the monthly fee covers.
Do you replace my staff?
No. We remove the worst work so your team can spend their time on the work that needs a person.
What software do you work with?
Most field-service platforms, QuickBooks and similar tools. If we can't connect to something, we'll tell you before you spend anything.
What if I don't need custom software?
Then we'll tell you, and point you to the right off-the-shelf option.
Find out where your office loses time
Book a free 30-minute workflow review. You get a short written summary of your biggest time sinks, and it's yours to keep.