BackOffice Automations — AI systems for business back offices

// PROCEDURE

How it works

No package menu. No platform subscription. We find the one task eating your office alive and eliminate it — then repeat if you want.

Find the pain

A discovery call where you walk me through your week. I'm listening for the task your office dreads — the re-keying, the chasing, the Friday fire drill. That's the target.

Build the system

I build a custom automation around your actual tools and documents — your payroll software, your portals, your forms. Tested against real data until it's right.

Hand it over

You own it. Your team runs it with a written procedure and a human checkpoint before anything gets filed or sent. No black box, no dependency on me.

// ENGAGEMENT MODELS

Two ways to work with me

Same rate either way. One buys a working system; the other buys the skill to build the next ten yourself.

MODEL A · DONE FOR YOU

I build it, you own it

The process above: find the pain, build the system around your tools and documents, hand it over with a written procedure and a human checkpoint. Your team runs it; you're not dependent on me.

MODEL B · TEACH A PERSON TO FISH

I teach you to build it

Mentoring for you or someone on your team. We solve your real problem together, using your real data — and along the way you learn to wield this new suite of AI tools yourself. When the next task shows up, you won't need me. That's the point. Details below ↓

// TRAINING PROGRAM

Learn the skill. Keep it forever.

AI tools finally got good enough for non-programmers to build real automation. Most people just haven't been shown how. This is one-on-one mentoring where your actual workload is the curriculum — no sample data, no generic course videos.

WHO IT'S FOR

Operators, not engineers

Office managers, controllers, bookkeepers, owners — anyone who runs the paperwork and wants their hours back. If you can write an email and explain your own process, you're qualified.

HOW IT RUNS

Your problem is the syllabus

One-on-one working sessions — at your place of business or over screen-share — with you at the keyboard. We pick the task that eats your week and build the automation together; you keep everything we make, plus exercises between sessions.

WHAT YOU LEARN

The durable skills

How to spot automatable work, hand a task to an AI and verify the result, wire tools and documents together, and build the human checkpoints that keep mistakes from going out the door.

WHAT YOU LEAVE WITH

A system and the skill

By the end you've solved your own worst task — and you know how to solve the next one without me. The tools change every year; the skill of directing them doesn't.

Same rate as build work. Whether I'm building or teaching, you're buying the same hours from the same operator. One buys a system; the other buys the last consultant you'll need.

// SCOPE OF WORK

Problems I've solved

These aren't packages — they're proof of range. I've built the most in heavily regulated environments, where the paperwork is unforgiving — if a system survives a state audit, it'll survive your industry. Your worst task might not be on this list; that's what the call is for.

COMPLIANCE / RECURRING

Regulatory filings & portal uploads

Weekly, monthly, or quarterly filings built straight from your source data — formatted to spec, checked for mismatches, with confirmations filed where auditors can find them.

PAYROLL / WEEKLY

Timekeeping → payroll

Hours collected with employee sign-off, pay rules applied automatically — overtime, differentials, multiple rates — and a clean import file for your payroll system. No re-keying.

AP / DAILY

Invoice & AP review

A morning review that flags what's overdue, what's due this week, duplicates, disputes, and early-pay discounts — before you pay a single bill.

HR / PER HIRE

Onboarding paperwork

Offer letter, tax forms, required notices — filled from a single info sheet, assembled into one ready-to-sign packet, and routed for e-signature.

DOCS / ONGOING

Expirations & renewals

Licenses, insurance certificates, permits, contracts — tracked automatically, chased before they lapse, with a paper trail that holds up when someone asks.

KNOWLEDGE / ON DEMAND

Answers from your own documents

What does this contract actually say? Which rate applies? A system that reads your agreements, policies, and rate sheets and answers in seconds — with the source cited.

Don't see your task? Good — the list is illustration, not inventory. If your version involves copying data from one place to another, chasing signatures, or rebuilding the same report every week, it's probably automatable. That's what the discovery call is for.

// PERSONNEL FILE

Built by an operator, not an AI shop

VERIFIED · FIELD EXPERIENCE

RE: Joshua Furnald — Principal

Over three decades of high-volume office experience: today I'm the COO of a specialty subcontracting company operating in one of the most heavily regulated paperwork environments in the country. I own finance, treasury, AP/AR, ~$2M in annual payroll, HR, contracts, insurance, legal, and compliance. Every kind of deadline on this page is one I've personally answered for.

The workflow above isn't a demo — it's the pattern behind filings my employer submits to the State of California every week. I design and deploy agentic AI workflows that tie compliance, payroll, and reporting together in environments with no clean system integrations. I built them because I was the one losing Fridays to the manual version, and I kept building until the hours came back.

Along the way: worked in legal and ops for deep tech in the San Francisco Bay Area for a decade, permitted nearly 1,000 cell towers and ~100 solar projects, helped form and advise over 100 small businesses, and built automation on a federally funded R&D program (ARPA-E) — so the technical depth is real. But the point isn't the technology. The point is I know what a missed filing costs, what an audit letter feels like, and why "close enough" doesn't fly when the paperwork is load-bearing.

BackOffice Automations is my independent practice: one operator, small number of clients, systems built by the person who'll be accountable for them — and know-how disseminated by an experienced teacher.

— J. FURNALD · PRINCIPAL, BACKOFFICE AUTOMATIONS

// NEXT STEP

Bring me your worst weekly task.

15 minutes. You describe the task your office dreads; I tell you honestly whether it's automatable, what it would take, and what it would save. If it's not a fit, you'll know in one call. And much of this work happens on site — I come to your place of business.

Book a discovery call

Prefer email? joshua@backofficeautomations.ai