Automation Backbone Systems - The Modules We Install

Production-grade audit automation. Continuous evidence collection, automated control testing, audit-trail generation. Build once, audit forever.

How 2V starts every engagement: a Week 1 discovery workshop and a 12-month Automation Roadmap. The diagnostic that comes before the build - so the build doesn't fail in scoping.

Production-grade client onboarding automation. Welcome sequences, document collection, kickoff scheduling, system provisioning, expectation-setting - triggered automatically from the signed contract.

Production-grade compliance automation. Evidence collection, certification tracking, audit prep, regulatory reporting - automated and always audit-ready.

Production-grade contract automation. Drafting, redlining, e-sign, renewal tracking, obligation monitoring - connected to your CRM, project tool, and DMS.

Production-grade AI agents built on your stack and grounded in your data, with tools, memory, and guardrails to run in production. Not chatbots that only answer questions.

Production-grade data entry automation. From PDFs, emails, forms, and screens into your CRM, ERP, and spreadsheets. No more swivel-chair operations.

We build document automation for insurance on the stack you already run. Read and generate policies, ACORD forms, and claims files, with ROI in six months.

Production-grade expense automation. Receipts, approvals, GL coding, reimbursements, card-feed reconciliation - connected to the accounting stack you already run.

Production-grade field service automation. Job dispatch, tech scheduling, on-site capture, automated billing, customer notifications. Built on your existing stack.

Turn scattered SOPs, contracts, and project history into an AI knowledge base your team can query in Slack or Teams. Production-grade, grounded in your docs, permission-aware.

Production-grade invoice and AR automation. Time → billable → invoice → AR follow-up → payment. Connected to your CRM, project tool, and accounting stack.

Live operations dashboards for professional-services firms: utilization, margin, AR aging, and project health in one view, pulled from your own stack.

Production-grade proposal automation. From CRM data to branded proposal to e-sign to project setup. Cut proposal turnaround from hours to minutes.

We install a purchase order automation system that turns requisitions into approved, tracked, matched POs, connected to the ERP and accounting tools you already run. No new portal to adopt.

We connect quote-to-cash for professional-services firms: signed deal to project to invoice to onboarding, on the CRM and accounting stack you already run.