Our proven process: From problem to solution
We don't just build automations—we solve business problems. Our unique process combines technical expertise with deep business understanding. From the first conversation to ongoing optimization, we're with you every step of the way.
How we work with you
Discover & Understand
You reach out and share your problems or goals with us. We have an in-depth discussion about your business:
- • What makes your business unique
- • How you do the work you do
- • Your current software and systems
- • Where you're at and where you want to be
Plan & Identify
We help you discover and identify automation opportunities:
- • Map out where automation can help most
- • Identify the lowest-hanging fruit
- • Plan for quick wins and long-term gains
- • Get you started on automating as fast as possible
Build, Maintain & Scale
We build your solutions and keep them running flawlessly:
- • Build automations tailored to your needs
- • Maintain and monitor 24/7
- • Scale and grow as your business evolves
- • Update and improve continuously
We solve your business problems now and into the future
By automating the work that it takes to do that work, you can solve many business problems with DigitalStaff's solutions.
Your salesperson is also your tech lead.
Sales and development, hand in hand
Our unique process keeps sales and development perfectly synchronized. Your point of contact has complete technical knowledge and direct access to our development team.
Know instantly if something is possible
Questions answered instantly with real technical insight
No telephone game
What sales promises is exactly what developers deliver
No scope creep
Clear expectations from day one
No "that'll cost extra" surprises
Transparent pricing and honest communication
Get automated faster than anywhere else
We've already automated 80% of most common business processes. We just need to connect them to your specific software.
Other Solutions
Our Approach
⚡ Up to 5x faster than traditional approaches
We've already done 80% of the work
Our pre-built automation modules and templates mean you get up and running in days, not months.
The last 10-20% is simply making it work with your existing software and business processes.
We can automate literally any software
Whether it's from the 1980s or the latest web app, we have the technical expertise to automate it.
Legacy Software
Programs from the 1980s, 1990s, or any era—we can automate them
Modern Web Apps
Latest cloud platforms, SaaS tools, and web applications
Desktop Applications
Installed software on Windows, Mac, or Linux systems
VPN & Secure Systems
Systems requiring VPN access or special security protocols
APIs & Databases
Direct database connections and API integrations
Custom Systems
Never seen before? No problem. We'll figure it out.
Our deep technical expertise includes:
DevOps
Database Design
Network Architecture
Systems Thinking
We handle all the technical complexity so you don't have to worry about it.
You don't need to be technical
As long as you know your business, we can turn your vision into a fully automated reality.
You bring:
- ✓
Business knowledge
How your business works and what makes it unique
- ✓
Workflow understanding
The steps your team takes to get work done
- ✓
Desired outcomes
What data you need and what your customers want
We bring:
- ✓
Technical expertise
Deep knowledge of automation, AI, and software development
- ✓
Implementation magic
Turn your requirements into working solutions
- ✓
Ongoing maintenance
Keep everything running smoothly 24/7/365
Your automations work while you sleep
Just tell us what you need, and we'll turn it into a fully automated business process that runs 24/7.
Business problems we solve
From bookkeeping to email processing, we automate the tasks that drain your time and energy.
Bookkeeping & Accounting
Automatically match receipts and purchase items, categorize transactions, and keep your books up to date without manual data entry.
Example: Automatically extract data from receipts, match to transactions, and update QuickBooks.
Info Overload Management
Tame the chaos of accounts receivable and accounts payable. Automatically track, organize, and alert you to what needs attention.
Example: Parse incoming invoices, track payment status, and send reminders automatically.
Manual Work Elimination
Stop wasting time on manual data collection, calculations, and report generation. Save 20+ hours per week on repetitive tasks.
Example: Automatically collect data from multiple sources, run calculations, and generate reports.
Email & Document Processing
Automatically process incoming emails and documents—extract key details, classify them, and route to the right system. Save tons of time on data entry.
Example: Parse customer emails, extract order details, and create entries in your CRM automatically.
Why our customers stick around for years
Our customers love our services so much, they stay with us year after year. Here's why.
Exceptional Customer Service
We're here when you need us, with support that actually helps.
Fast Response Times
Questions answered quickly. Issues resolved promptly.
Reliable 24/7 Automation
Your automations run around the clock, every day of the year.
Service Level Agreements
Need guaranteed uptime? We offer SLAs tailored to your business requirements.
Continuous Improvement
We don't just set it and forget it—we're always optimizing and enhancing.
True Partnership
We grow with you, adapting to your changing needs over time.
Our systems run 24/7/365
While you focus on growing your business, our automations work tirelessly in the background—day and night, weekends and holidays.
Case study: Better than the "official" integration
Construction Company
$15M annual revenue
The Challenge:
A growing construction company was struggling with manual data entry between BuilderTrend and QuickBooks Online. The official integration didn't meet their needs, causing:
- ✗ 2-week delays in invoicing
- ✗ Hours wasted on manual data entry
- ✗ Delayed payments from customers
- ✗ Data entry errors and inconsistencies
The Solution:
We built a custom integration that connected BuilderTrend and QuickBooks Online exactly how they needed it to work.
The Results:
Faster Invoicing
Invoice customers as soon as work is complete—no more 2-week delays
Faster Payment
Get paid sooner by invoicing immediately after job completion
Massive Time Savings
Eliminated hours of manual data entry and copying between systems
Better Than Official
Custom integration that works exactly how they needed—not a one-size-fits-all solution
We connect software that "can't be connected" and make integrations that work better than the official ones.
Even if you have a unique software combination, we can make it work seamlessly.
Flexible solutions tailored to your exact needs
Our process is designed to be flexible based on your specific programs, workflows, and business requirements. Even if you have software we've never seen before, we can automate it and connect it to your other systems.
We make connections between programs that "aren't supposed to be connected"—and we make them work better than you ever thought possible.