AUTOMATION ON DEMAND

Times have changed.
Your business
has to adapt.

Manual work is holding you back. We build automated workflows that save you time, cut errors and grow your profit — so you get ahead and stay there.

If you have a process that repeats and you can explain it well, we can automate it.

Take a look at an example of such a process.

From an inquiry to a drafted offer — automatically Email, messages and written instructions feed into the Overexcel process, which extracts the details, finds similar past projects and prepares a draft offer to review. INQUIRY OVEREXCEL PROCESS DRAFT OFFER Email Messages Instructions Offer drafting EXTRACT FIND SIMILAR DRAFT From an inquiry to a drafted offer FOR REVIEW Draft offer for your review
From an inquiry to a draft offer, automatically — the same way you do it today. See the detailed breakdown and more examples below:
OFFERS & PROPOSALS

From an inquiry to a drafted offer.

A worked example of how we automate quoting. Instead of digging through old offers for something comparable on every inquiry, the system reads all past offers, compares them to the new inquiry, finds the closest matches and proposes a sensible price. It hands back a draft to review with the similar offers attached — you just confirm or adjust.

No more digging through old offers or guessing at the price.

ACCOUNTING

From PDF invoices to structured data.

A worked example of how we automate invoice retyping. The system reads an incoming PDF (or scanned) invoice, pulls out the supplier, line items, amounts and VAT, and writes them into a table or imports them straight into the accounting software. It can also smooth the move to structured e-invoicing, which becomes mandatory between businesses in Slovenia from 1 January 2028.

No more reading PDFs and retyping data by hand.

FIELD SERVICE

From an inquiry to a completed job.

A worked example of how we automate the path from call to completed job. The system captures the inquiry, drafts an offer, books the appointment in the calendar once it's confirmed, and sends the customer an automatic reminder before the visit. You stay out in the field — the coordination runs in the background.

No more manual scheduling and chasing reminders.

GROWTH & OUTREACH

From finding to reaching new customers.

A worked example of how we automate prospecting — a system we're currently building for ourselves. It finds companies in target sectors, researches each one and decides which are worth approaching. Then it sends a message personal enough to earn a reply, always with a clear next step. A person only steps in once someone responds.

No more manual prospecting and research.

If yours sounds similar, let's talk

From first conversation to a working system.

A tight, transparent engagement. Fixed scope, clear output, no black-box development.

01

Discovery

We map your workflow in detail before we design anything: the input data, the output data, your decision-making and the steps you do by hand. It starts with a free 30-minute call.

02

Design

We produce a detailed specification: what gets automated, how it connects to your tools, and what the output looks like. Before we start the actual build, we put together a short demo of how it could work.

03

Build

Regular check-ins and working demos early. We build in phases, so you see progress and can change direction if needed.

04

Deploy

Full handover with documentation. We make sure your team understands what was built and how to maintain it. Optional ongoing support is available.

Questions you're probably asking.

How much does this cost?

We set the price after a free discovery call, once we see how many steps we're automating and which tools we need to connect to. You approve a fixed scope and a fixed price before any work begins.

What if I'm not sure it will even work?

If we think your workflow is a strong fit, we build a free proof-of-concept first, so you can decide whether the product makes sense for you.

What happens if it breaks after handover?

We hand over a documented system your team can run on its own. If you'd rather we keep an eye on it, optional ongoing support is available.

Will it work with the tools we already use?

Almost always. During discovery we map your existing tools and build around them, rather than asking you to switch what already works. We regularly connect to commonly used Slovenian systems, and for most tools a data export or an API is enough.

Is my workflow even automatable?

If it runs on repeat and you can describe the steps, it's usually a candidate. The free discovery call exists to answer exactly this.

Tell us what you need automated.

The first call is free, with no obligation. If we're a match, we scope the work and prove it with a free proof-of-concept — and you approve the full spec and price before we build anything.

We read every inquiry personally. We reply within 1 business day to set up your free intro call.

After you send your inquiry:

01
Discovery call

Free, 30 minutes. We map your workflow together.

02
Design and sign-off

We spec out exactly what we'd build. You approve it.

03
Build and handover

We build it, you test it, we hand it over.

Prefer email? Reach us directly:

info@overexcel.com