National Scientific Equipment Services Provider.

A national scientific equipment servicing company handling installation, calibration, maintenance, and compliance documentation had outgrown its back-office operations.

Growth exposed four operational gaps:

• Manual payroll: Multi-state technicians, varying labor laws, reimbursements, and per-diems made every payroll cycle a week-long, error-prone reconciliation.
• Disconnected expense management: Expenses, finance, and payroll lived in separate systems with no automated data flow, requiring constant manual matching.
• Compliance risk: Service records, calibration certificates, and audit documentation were scattered across emails, shared drives, and technician notes.
• Difficult scaling: Onboarding new technicians meant days of manually configuring payroll, expense policies, and documentation workflows — often leading to first-paycheck errors.

We implemented an AI-powered back-office automation system that streamlined the company’s most time-consuming operations.

• Automated payroll: Field hours, job assignments, and state-specific labor rules are processed automatically to generate payroll, eliminating manual reconciliation.
• Integrated expense management: A secure automated connection syncs approved expenses directly to payroll, removing manual data entry and spreadsheet matching.
• Automated onboarding: New technicians are automatically configured with the correct payroll, expense, and compliance workflows based on their role and location.
• Centralized compliance: Service records and documentation are captured in a structured, searchable system, making audits fast and reliable.