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Custom-Built Workflow Automations

We build and fully manage your workflow automations to eliminate your team's manual tasks, saving you hours each month to focus on profitable client work.

Schedule Your Process 

Documentation

What Do We Automate

Your Existing Tech Stack

We're not trying to add another login for your team to remember. We work by automating your existing software so you can streamline your workflow with your existing tech stack.

Your Specific Workflow

We'll map your existing workflow to find the most impactful areas of opportunity. We won't ask you to change how your team works. We automate the processes your team already works in.

Your Continuous Improvement

We know your processes will change over time, it's natural with growth. We stay by your side to adjust the automations we've built to always ensure they're optimized to your internal processes.

How We Automate Your Firm

Process Documentation

Schedule a free process documentation session to help your team uncover automation potential.

Schedule Now

Proposal

We put together a proposal based on the automation needs we uncover for your business.

Development

Sit back as we build the custom automations for your business. On average, this takes around 4-8 weeks.

Scale Your Business

Automations go live and our team maintains and updates your automations every month for you.

Our Subscription Pricing

Our goal is to become your automation partner. This means that your automation success is our success. We don't believe in building you something custom and leaving you to figure out the pieces.


With the STRMS monthly subscription, our team consistently monitors and ensures that your workflow automations are running smoothly and exactly how you need them. This includes the adjustments to your automation throughout the evolution of your workflow.

  • What is Process Documentation?

    Process Documentation, often referred to as process mapping or process diagramming, is a visual representation used to outline the step-by-step sequence of activities - including which people, tools, software, and/or documents are involved. 


    With this information, businesses and organizations gain an understanding of their workflows, are able to identify inefficiencies, and pinpoint opportunities for improvement. Businesses can then implement proper automations in areas where they fit. 

  • Can't We Just Build Automations Internally?

    Creating integrations internally is absolutely an option, yet it may overextend your team across several departments diverting from servicing your customers and continuing to scale revenue. 


    STRMS effectively aligns with your internal projects, bringing in-depth integration know-how to support your team.


    This approach provides the specialized attention and knowledge of a focused partner, boosting your team's efficiency without overburdening your resources.

  • How Does Your Monthly Subscription Work?

    With a straightforward monthly subscription, STRMS integrates closely with your team, undertaking the development, maintenance, and ongoing customization of integrations. This provides you the complete autonomy to pause or cancel the subscription whenever you choose.

Schedule your FREE Process Documentation

STRMS READY

The STRMS READY automations are prebuilt templates that can be deployed to solve your firm's most common pain points. Each template is customized and adjusted to your specific tech stack.

Automatically Accept QBO/Xero Invites

Internal Support Ticketing System

ECommerce Transaction Syncing

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