How we work/Design

02

Design

Design: the plan, the route and the fixed price.

Included in Discover and never charged separately. Everything Discover found becomes a plan on a page, played back in about an hour, with the price of your chosen route fixed.

The plan on a page

The whole plan, on one page.

It ends with a playback of about an hour. You see the plan, choose the route and the price is fixed. When you accept it, it becomes the engagement letter for the next stage.

Design is included in your Discover fee and never charged separately. The plan is yours whether or not you carry on.

What it sets out

  • The outcome you're after, in your words
  • Which agents to build, and in what order
  • The route for each: a ready-made agent, we build it or your team builds it, with us alongside
  • Who approves what, and what each agent may do on its own
  • What the agent can reach, and where any processing happens
  • Targets for 30, 60 and 90 days
  • The fixed price of the route you choose, and what you need to provide

The build decision

One plan, three ways to build it.

None is the better answer on its own. It depends on how much time your team has, and whether you want the skills in-house. You choose at the playback, and no build starts until the price is fixed.

Ready-made

One of the accountancy agents

Where the plan points at one of the six ready-made agents, it's built at its fixed price.

Fixed price, confirmed on a free 30-minute call

See the six agents

We build it

We build it

We build the agents on your plan in your Microsoft 365, test them on your real examples and hand them over with a walkthrough for your team.

From £5,000, typically £5,000 to £15,000

See Automate

Your team builds it

Your team builds it, with us alongside

A few of your team build the first agents from the plan, with two delivery days, two build reviews and 90 days of email support from us.

£3,950 fixed

See Enable

Extra days, build reviews and workshops are fixed blocks too. They're on the pricing page. All prices exclude VAT.

Is Design charged separately?
No. Design is included in the £1,500 Discover fee and never charged separately.
What happens at the playback?
We walk through the plan on a page in a session of about an hour. You choose the route for each agent, and the price of that route is fixed there and then. When you accept the plan, it becomes the engagement letter for the next stage.
What if we don't go ahead?
The plan is yours whether or not you carry on with us.
Who approves what the agent does?
You decide what each agent may do on its own and where a person has to approve. By default, anything that goes to a client or raises a bill waits for one of your team.

Next step

Start with Discover, and Design comes with it.

A free 30-minute call with James. No pitch and no obligation.