TaskSplice designs and builds custom automations that eliminate repetitive manual work, connect your systems, and give your team time back to focus on what actually moves the business forward.
Not because they lack the right people — but because their best people are buried in work that a well-designed system should be handling automatically.
Your team spends hours every week on tasks that follow the same pattern every time — data entry, status updates, file moves, report pulls. Every hour spent on this is an hour not spent on the work that actually grows the business.
Your CRM doesn't talk to your accounting software. Your project tool doesn't sync with your inbox. Your team ends up copying data between platforms by hand — and errors slip through every single time.
Critical business processes live in spreadsheets that only one person really understands. They're fragile, manual, and impossible to scale — and everyone knows it, but nobody has time to fix it.
Proposals go out and nothing happens. Invoices go unpaid because nobody followed up. Onboarding stalls because reminders fall through the cracks. Revenue leaks from poor follow-through on repeatable processes.
Getting a clear picture of how the business is performing takes days of pulling data from different places and stitching it together. By the time the report is ready, the moment to act has passed.
Work sits waiting for sign-off. Nobody knows what stage something is at. Decisions that should take minutes take days — because the approval process lives in someone's inbox and there's no visibility for anyone else.
TaskSplice doesn't sell you software and wish you luck. We come in, understand your real operations, and build automations that fit your team, your tools, and your processes.
We wire together the tools you already use — your CRM, accounting software, email, project management, spreadsheets — so data flows automatically instead of being copied by hand.
Every task your team does more than a few times a week is a candidate for automation. We map, design, and build the automations — then make sure they're reliable before we hand them off.
We use AI for tasks where it actually adds value — document reading, email classification, data extraction, summarization — not just because AI is trending.
Every system we build has clear points where your team reviews, approves, or overrides. Automation handles the volume — your people handle the judgment.
We document everything, train your team, and design systems that can grow with your business — not solutions that only work if we're there to maintain them.
These aren't generic templates — every system is designed around the way your business actually runs. These are representative examples of the kind of work we do.
Invoices arrive by email, get read by AI, are auto-coded to the right account and vendor, routed for approval, and posted to your accounting system — without anyone touching a keyboard.
Your close process runs on a schedule. Data is pulled, reconciled, and compiled into a formatted report that lands in leadership's inbox before anyone has to ask for it.
Leads flow in, get scored and categorized, assigned to the right rep, and trigger a structured follow-up sequence — all without anyone managing a pipeline manually.
Incoming emails are classified by intent, converted into tasks in your project tool, assigned to the right person, and tracked to completion — no inbox management required.
Proposals, unpaid invoices, onboarding check-ins, renewal reminders — all triggered automatically based on time elapsed or stage changes, without anyone tracking it by hand.
New clients or employees move through a structured onboarding process — documents collected, tasks assigned, notifications sent, and completion tracked — consistently, every time.
Live dashboards that pull from your actual systems — not spreadsheets someone updates manually. See your KPIs, financials, or project status in real time, without anyone building a report.
Documents arrive from clients or vendors, get classified by AI, stored in the right location, renamed correctly, and routed to the team member who needs to act on them.
Requests flow through a defined approval chain — with reminders, visibility for all parties, a clear audit trail, and escalation if something sits too long without action.
Real-time tracking for job status, project progress, delivery schedules, or service tickets — giving your team and your clients a live view without manual status updates.
We don't come in with generic solutions. We work with businesses that have real operational complexity — and we build for how your specific industry works.
Invoice automation, reconciliation, client reporting
Month-end close, budget tracking, variance reporting
Shipment tracking, dispatch coordination, status updates
Project tracking, subcontractor management, document workflows
Lead management, transaction tracking, client follow-up
Quoting, scheduling, job progress, invoicing automation
Vendor management, inventory alerts, operations reporting
Client onboarding, billing, utilization tracking, reporting
If your team is doing repetitive work, we can help eliminate it
A lot of automation companies sell you a tool and leave you to figure out the rest. We work differently — we sit with you, understand how your business actually runs, and build systems that make a real operational difference.
We've worked across accounting, logistics, construction, finance, and professional services. We understand the actual workflows in these industries — not just the theory of how they should work.
Every business is different. We don't deploy off-the-shelf solutions and call it done. We design around your specific team, tools, clients, and processes from the ground up.
We use AI for document reading, email classification, data extraction, and decision support — the places where it genuinely improves accuracy and saves time. Not as a selling point.
Every system we build has clear human touchpoints. Automation handles the volume and the routine — your team retains full visibility, review rights, and override capability at all times.
We document everything, train your team, and build with modular logic so your automations can adapt as your business grows — without starting over every 12 months.
Our goal isn't to close a project and disappear. We stay involved, monitor what we've built, and continue improving your operational systems as your business evolves.
We follow a structured approach that moves quickly, avoids surprises, and makes sure what we build actually works before your team depends on it.
Most of our clients see meaningful time savings within the first 30 days. A discovery call is free, no-pressure, and usually reveals two or three quick wins right away.
Tell us a bit about your business and where you're feeling the friction. We'll set up a 30-minute discovery call to explore what's possible — no sales pressure, no commitments.