Get a custom audit
We audit your business for
huge AI automation opportunities
In 2-3 weeks you’ll know exactly where you’re missing AI, automation and better systems, followed by an implementation plan tied to guaranteed outcomes that
dramatically improve your profit margins.
dramatically improve your profit margins.
1000+
Workflows automated
400+
Clients served
100k
Manual hours saved
400+ Clients Trust Axe
How the audit works
It took us three years and 300 projects to hone a signature process that contractually guarantees we implement AI projects successfully. Our process always starts with an audit—which is the best and only first step a business should take before large AI, automation or digital transformation projects.
Step 1
Kickoff consult
- Initial call with our senior process consultant
- We set agenda and deadlines for the audit
- We review your goals, problems, tech, people and processes
- We set agenda and deadlines for the audit
- We review your goals, problems, tech, people and processes
Step 2
Process audit
- We interview and survey your staff
- We deeply analyze all your information
- We create your audit report
- We deeply analyze all your information
- We create your audit report
Step 3
Audit report
- Receive a complete audit report via email and a 1-hour consult.
- We list out specific suggestions for process improvement, AI automation opportunities, tech stack recommendations, ideal client journey's, data structure and strategy.
- We list out the expected outcomes from our recommendations.
- We list out specific suggestions for process improvement, AI automation opportunities, tech stack recommendations, ideal client journey's, data structure and strategy.
- We list out the expected outcomes from our recommendations.
Step 4
Implementation plan
- Get an actionable blueprint you can follow with or without us.
- Our senior engineer reviews your entire scope of work, including every tool, API, end-point, edge case and requirement—compiled into a feasibility report that guarantees we can build everything.
- We build flowcharts for how your ideal processes will operate.
- Our senior engineer reviews your entire scope of work, including every tool, API, end-point, edge case and requirement—compiled into a feasibility report that guarantees we can build everything.
- We build flowcharts for how your ideal processes will operate.
Get a dedicated project manager and AI developer
03/08
What to expect after the audit
Find key bottlenecks and untapped opportunities.
Ready your technology stack, team and data for fast and effective AI adoption (this is where most projects fail before they start).
A matrix of priorities by effort and expected ROI.
Get a 20+ page actionable report of exactly where your business is leaking time and money—with a blueprint on exactly what to automate, including costs and timeline for Axe to do it for you.
Client work and results
5X Capacity, 2.4X Onboarding Speed
What We Did
We migrated Cleverly's entire business to Monday replacing several tools, where they now manage sales, onboarding, account management and executive dashboards. Then, we automated their onboarding process which replaced a team of virtual assistants and cut speed-to-launch from 14 days to 5 days.
“Because of Axe we manage over 1,200 clients on Monday across our team of 30 employees with few issues, and have fully productized our services. ”
Daniel Paulino
VP Operations, Cleverly
2X More Capacity From Better End-To-End Systems
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What We Did
Joseph had just acquired a large book of business from a retiring CPA and quickly needed to streamline his firm. So, we set-up and synced Monday and FinancialCents, then automated everything from sales to reoccurring bookkeeping tasks, to tax form intake and reminders.
“Ed, Nick and the team at Axe systematized my entire accounting firm using Monday and FinancialCents. I've doubled my client work without hiring another junior accountant or assistant. They’ve been great to work with.”
Joseph Martin
CEO, Caffeinated Accountant
From 63% to 95% On-Time Shipments
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What We Did
We created a centralized order management dashboard in Monday.com which doubled as a CRM to replace their existing CRM (Copper) and Google Sheets. Then, we automated order detail collection, invoicing, notifications and handoffs from sales to design to printing to shipping.
”We tell customers to expect a 2-3 week turnaround, so we need to make sure they hit that. We hired Axe to help us do that.“
Anthony Leach
COO
Axe Automation Clutch Reviews
Axe Automation
Clutch Reviews
4.7
13 reviews
"Axe Automation did great work."
Founder & CEO, Advertising & Marketing Company
Verified Review
"Their professionalism stood out"
Owner, BK Accounting Group LLC
Verified Review
"They provided an amazing service."
CEO, Social Media Marketing Agency
Verified Review
"I was impressed by the level of personalization and customization of the team to...
Engineering Manager, Insurance Company
Verified Review
"The automations that they build are amazing."
Owner, Gulf Coast Limb and Brace
Verified Review
"Their ability to create automated solutions for the most unique business processes is impressive."
Executive, Proven Marketing Solutions
Verified Review
"They delivered what they promised."
Managing Partner, Stonegate Legal Services
Verified Review
"They were very responsive and knowledgeable."
Owner, J Signs and Graphics
Verified Review
"They had excellent communication and knowledge of automation tools."
IT, Zoweh
Verified Review
"Their expertise, coupled with exceptional customer service, makes them a standout provider."
Executive, Web Brilliant Company, LLC
Verified Review
"We're impressed with their knowledge of automation."
CEO & Founder, Client Acquisition Firm
Verified Review
"Service delivery was great and exceeded expectations."
Executive, The Growth Center
Verified Review
"What I find most impressive is that a company like Axe Automation exists!"
VP of Operations, Cleverly
Verified Review
"Axe Automation did great work."
Verified Review
Verified Review
"Their professionalism stood out"
Verified Review
Verified Review
"They provided an amazing service."
Verified Review
Verified Review
