One example of an automation we build — CRM, finance, ops & more

Automation systems that keep your business running itself.

Ballicka designs and builds AI-assisted automation across finance, operations, sales, and marketing — so your business runs accurately, on schedule, without the manual grind.

New lead: TechCorp Ltd.
Source: Website form
Plan: Enterprise
↓ routed automatically, zero manual triage
CRM — Lead Created & Assigned
Assigned toAlex M. — Sales
Notified viaSlack #sales-leads
Follow-upScheduled in 2h
status: routed
Multi-domain: finance, ops, CRM & marketing
Built on Make.com, n8n & webhooks
Tested end-to-end before launch
Monitored after go-live
under the hood

A real automation, visualized

Trigger, decision logic, and branching actions — this is the shape of what gets built, monitored end to end.

Form submitted
trigger
AI Agent
decides the next step
language model
context memory
action tool
Needs approval?
decision
true
false
Notify manager
action
Auto-complete task
action
scroll to explore the canvas →
what we automate

Bookkeeping is where we started. It isn't where we stop.

If a task is repetitive, rule-based, and eating someone's afternoon, it's automatable.

Operations & workflow

The internal handoffs, approvals, and data entry currently living in someone's inbox and memory.

make.com / n8n

CRM & sales

Lead capture, routing, and follow-up the moment a lead comes in — not whenever someone checks a form.

crm integrations

Marketing & comms

Scheduled sends, list syncing, and reporting so campaigns run without someone babysitting a dashboard.

email & messaging

Finance & bookkeeping

Expense syncing, bank reconciliation, payroll, and financial reporting, wired straight into QuickBooks.

quickbooks · make.com

Reporting & dashboards

Raw transaction and activity data turned into a live view, instead of a spreadsheet rebuilt monthly.

live reporting

Custom integrations

Two systems that should talk to each other but don't — connected with a workflow that's actually monitored.

api & webhooks
how we work

From first call to a system that runs itself

01 — discover

Map the process

We trace your current workflow end to end — where the manual work actually lives, and what it's costing you.

02 — build

Build in sandbox

The automation is built and tested against your real data before it ever touches production.

03 — run

Launch & monitor

It goes live with monitoring and a retainer for maintenance, so it keeps working as your business changes.

start here

Tell us what's eating your afternoons. We'll automate it.

services

Every workflow eating your team's time is fair game.

Every engagement starts with your real chart of accounts and your real process — not a generic template.

Finance & bookkeeping automation

Custom workflows that sync expense, invoice, or transaction records from spreadsheets or forms directly into QuickBooks Online — with category mapping and duplicate prevention built in.

make.com · quickbooks online api · google sheets

Bank reconciliation

Monthly reconciliation of accounts against statements, with discrepancies flagged and documented before they become a problem at close.

quickbooks online · bank feeds

Payroll processing

Payroll runs handled accurately and on schedule, with records kept in a format your accountant can audit.

payroll systems · structured records

Operations & workflow automation

Internal approvals, handoffs, and repetitive admin tasks moved off someone's plate and onto a reliable, monitored automation.

make.com · n8n · webhooks

CRM & sales automation

Leads routed, tagged, and followed up on the moment they come in — no lead sitting unread in a shared inbox.

crm integrations · form triggers

Marketing & communication automation

Scheduled sends, list syncing across platforms, and campaign reporting that runs without someone manually exporting data.

email & messaging platforms

Reporting & dashboards

Clear, live reporting — summary emails, expense breakdowns, reconciliation status — so you always know where things stand without asking.

automated reporting

Custom integrations

Any two systems that should talk to each other but don't, connected with a workflow that's actually monitored and maintained.

apis · webhooks · custom logic
Pricing depends on scope — most engagements combine a one-time build with a small monthly retainer for monitoring and maintenance. Get a quote for your case.
portfolio

Proven in a live QuickBooks build, not just a slide deck.

A recent build, end to end — and the range of what else is in scope.

case study

Expense sync: spreadsheet to QuickBooks

schedule trigger search rows: status = pending category map lookup create purchase in quickbooks write back status + id
problem

An institution's accountant was manually re-entering a full month of expense records into QuickBooks by hand — slow, repetitive, and error-prone at month end.

solution

A scheduled automation that reads pending rows from a shared expense log, maps each to the correct QuickBooks account, and creates the entry automatically.

result

All 25 sample records synced correctly on a real run, with a follow-up run confirming zero rows left to process.

Outcome: zero manual entry going forward, plus an automatic summary email reporting total expenses synced — sent even on runs with nothing pending.

also within scope

The same approach applies well beyond bookkeeping

Capabilities we build with the same rigor — sandboxed, tested against real data, handed over with monitoring.

CRM & lead routing

New leads routed to the right person and system the moment they arrive, instead of sitting in an inbox.

Inventory & stock sync

Stock counts kept consistent across spreadsheets, point-of-sale, and accounting software.

Live reporting dashboards

Raw transaction and activity data turned into a dashboard that updates itself, not a monthly manual export.

contact

Tell us about your process.

What you use now, and where the manual work is, is enough to start.

email
hello@ballicka.com
based in
Nairobi, Kenya