AI That Actually Works for Your Business
Microsoft Copilot, Power BI, Power Automate, and agentic workflows — deployed, configured, and supported by a team that understands how New Zealand businesses actually run.
What We Can Do For Your Business
Six areas of the Microsoft AI stack, each one a practical improvement to how your business operates. Click a tab to explore.
Microsoft 365 Copilot
AI built natively into the tools your team already uses — no new app to learn, no migration required. Word drafts documents, Excel analyses data, Teams summarises meetings, and Outlook triages your inbox. We handle licensing, tenant configuration, and adoption training so your team gets value from day one.
Data Classification & OCR
Upload a PDF and walk away. AI Builder OCR reads the content, extracts key fields like vendor, amount, and due date, and passes them straight into your workflows. SharePoint AutoTagging then classifies the document, applies metadata, and enforces the right sensitivity label and retention policy — automatically.
AI Governance & Shadow AI
Your team is likely already using AI tools — and potentially sharing client or confidential data with them. Microsoft Purview gives you full visibility into AI usage across your organisation, lets you block data leakage with DLP policies, and ensures your Microsoft 365 Copilot deployment stays compliant and auditable.
Power BI & Analytics
Ask your data questions in plain English. Power BI's built-in AI surfaces insights, flags anomalies before you notice them, and generates plain-language summaries of what the numbers actually mean — pulling live from Xero, SQL, SharePoint, Salesforce, and 100+ other connectors. No spreadsheet required.
Process Automation
Power Automate turns your repetitive, manual processes into flows that run themselves. From invoice processing and approval routing to employee onboarding and system sync — built once, runs 24/7. We identify the highest-value automations, build them, and train your team to own them.
Agentic AI Workflows
The next step beyond automation. Agentic AI agents built in Microsoft Copilot Studio don't just answer questions — they take multi-step actions: searching your documents, updating records, notifying teams, and completing tasks autonomously. Human-in-the-loop approval checkpoints keep governance intact.
Microsoft 365 Copilot
AI built natively into the tools your team already uses — no new app to learn, no migration required. Word drafts documents, Excel analyses data, Teams summarises meetings, and Outlook triages your inbox. We handle licensing, tenant configuration, and adoption training so your team gets value from day one.
AI doesn't replace your team — it gives them back the time to do their best work.
Smarter. Faster. Still yours.
AI Built Into the Tools Your Team Already Uses
Microsoft 365 Copilot brings large-language AI into Word, Excel, Teams, Outlook, and more. We handle the licensing, deployment, and adoption so your team gets value from day one.
Word & PowerPoint
Draft documents, summarise lengthy reports, and generate presentations from bullet points — in seconds.
Excel
Ask questions about your data in plain English, generate formulas, and surface insights without pivot tables.
Teams
Catch up on missed meetings with AI summaries, generate action items, and draft follow-up messages automatically.
Outlook
Triage your inbox faster, draft contextual replies, and get briefings before important meetings.
What We Handle
See Microsoft Copilot in your environment
Book a free 30-minute demo and we'll show you exactly what Copilot can do in your Microsoft 365 tenancy — using your real workflows.
Every document your business creates is data. Most of it is invisible to your systems. AI changes that.
Classified. Tagged. Compliant. Automated.
Your Unstructured Data, Finally Working for You
Most business data lives in PDFs, scanned documents, and email attachments — untouched by automation because it can't be read. AI Builder OCR and SharePoint AutoTagging change that, turning your document chaos into structured, actionable, compliant data.
Microsoft AI Builder
Document Intelligence & OCR
AI Builder uses machine learning to read documents the way a human would — understanding context, not just scanning for text patterns. Train it once on your document types; it handles the rest indefinitely.
Scan Any Document Format
PDFs, scanned images, photographs of receipts — AI Builder reads them all and extracts structured data with high accuracy.
Extract Structured Fields
Vendor name, invoice number, amounts, dates, line items, GST — automatically pulled into your systems without manual keying.
Trigger Automations Instantly
Extracted data feeds directly into Power Automate flows — invoice routed for approval, contract sent to legal, form filed to SharePoint.
SharePoint + Microsoft Syntex
AI-Powered AutoTagging
Every document uploaded to SharePoint is automatically classified, tagged with the right metadata, and assigned to the correct library — without anyone touching a dropdown. Powered by Microsoft Syntex.
Automatic Content Classification
Documents classified on upload — invoice, contract, HR record, compliance doc — without anyone manually choosing a folder.
Sensitivity Labels Applied
AI reads content and applies Microsoft sensitivity labels: General, Confidential, or Highly Confidential — enforcing encryption and access controls automatically.
Retention Policies Enforced
Documents tagged by category automatically follow the right retention rules — legal holds applied, disposal scheduled, compliance assured.
What Gets Extracted & What Happens Next
In the age of AI, your data classification strategy is your security strategy.
Governed. Visible. In control.
Shadow AI Risk
Your Employees Are Already Using AI — With or Without You
Studies show that over 70% of employees use personal AI tools at work. Most are well-intentioned — they're trying to work faster. But without governance, every prompt sent to an external AI is a potential data breach waiting to be discovered. The answer isn't to ban AI. It's to make the safe option the easy option.
The Risks of Unmanaged AI
These aren't theoretical scenarios — they're happening in businesses right now.
Data Leaving Your Control
When employees paste client data, financial figures, or internal strategies into ChatGPT or similar tools, that data is processed by a third party — potentially used for model training, stored on overseas servers, and outside your privacy obligations.
No Audit Trail
You have no visibility into what your team asks, what answers they receive, or what data was shared. When a breach or compliance issue arises, there is nothing to review and no way to demonstrate due diligence.
Regulatory & Legal Exposure
Under the NZ Privacy Act 2020, you are responsible for personal data regardless of where it ends up. Employees using unapproved AI tools with client data can expose your business to regulatory penalties and civil liability.
AI Governance Built Into Your Microsoft 365
Microsoft Purview gives you complete visibility and control over how AI is used across your organisation — without blocking the productivity gains your team needs. Govern what's risky. Enable what's safe.
AI Hub — Full Visibility
Microsoft Purview's AI Hub gives you a centralised view of all AI interactions across your organisation — which tools are being used, by whom, and what categories of data are involved.
DLP Policies for Generative AI
Data Loss Prevention policies can be extended to AI tools — blocking employees from pasting sensitive or classified content into any AI interface, including browser extensions and web apps.
Communication Compliance
Policies that detect sensitive information (client names, account numbers, confidential keywords) appearing in AI-generated content or prompts — with alert and review workflows built in.
Copilot Respects Your Labels
Microsoft 365 Copilot is sensitivity-label aware. Content marked Confidential won't be surfaced in AI responses to users who shouldn't see it — your existing classification work protects you automatically.
Copilot Usage Dashboard
Understand how your team is using Copilot: which apps, which queries, which departments. Usage data drives better training, adoption, and governance decisions.
Audit Logs for Every Interaction
Every Copilot prompt and response is logged in Microsoft Purview's audit system. If something goes wrong, you have a complete, tamper-proof record to investigate and demonstrate compliance.
Enable Safe AI. Block Risky AI.
Policies are configured to your risk appetite — not a one-size-fits-all block list.
Understand your AI risk exposure
Book a free AI governance review. We'll assess how your team is currently using AI tools and show you exactly what Purview can see — and control.
Data without insight is just noise. Power BI turns your numbers into decisions.
Real-time. Role-based. AI-explained.
Your Data, Finally Making Sense
Most businesses are drowning in data but starving for insight. Power BI connects to the systems you already run and turns raw numbers into live dashboards — with AI built in to explain what the data means and what to do about it.
Power BI's built-in AI goes far beyond charts. Here's what your team can do without writing a single line of code.
Copilot in Power BI
Ask your data questions in plain English. Power BI Copilot answers in seconds, with a chart included — no formula knowledge required.
Example query
"Show me revenue by region for Q1, compared to Q1 last year"
Smart Narratives
AI automatically generates written summaries of your dashboards — plain-language explanations of what the data says, updated every time the data refreshes.
Example query
"Sales increased 12% in Auckland, driven by new accounts in February."
Anomaly Detection
AI monitors your metrics continuously and flags unexpected spikes or drops before anyone notices. Get alerted to outliers automatically.
Example query
"Unusual drop detected in website conversions on Tuesday 14th."
Key Influencers
Power BI analyses your data and tells you which factors most strongly drive an outcome — which regions, products, or sales reps are moving the needle.
Example query
"Customer satisfaction is highest when response time is under 2 hours."
Decomposition Trees
Drill into any metric and let AI suggest which dimension to break down next — uncovering root causes without writing a single query.
Example query
"Revenue shortfall: Auckland SMB segment, Q2 contract renewals."
Q&A Natural Language
Embed a plain English query box directly in your dashboards. Any team member — regardless of technical skill — can ask data questions and get visual answers.
Example query
"How many open invoices are overdue by more than 30 days?"
Core Capabilities
Connect Any Data Source
Pull from Xero, SQL databases, Excel files, SharePoint, and 100+ connectors — unified in one view.
Real-Time Dashboards
Dashboards that refresh automatically. Your team always sees current numbers, not last week's export.
Role-Based Access
Finance sees margins; sales sees pipeline; leadership sees the full picture. Secure, scoped by role.
Shared & Embedded Reports
Share via Teams, embed in SharePoint, or publish to a secure portal for board-level reporting.
Replace Manual Spreadsheets
Every report currently built manually in Excel is a candidate for automation in Power BI.
AI-Generated Insights
Power BI's AI engine surfaces trends, forecasts, and anomalies — without anyone writing a formula.
Connects to Your Existing Systems
Power BI pulls data from wherever it lives. No migration, no ripping and replacing — just connected dashboards.
How We Deliver Your Dashboards
Discovery
We map the decisions your team makes daily and the data needed to make them well.
Connect & Model
We connect your data sources and build a clean semantic model — the foundation of reliable reporting.
Build & Review
Dashboards built to your requirements, reviewed with your team before go-live.
Train & Support
Your team learns to use and extend reports. We remain available as needs evolve.
Your processes generate the data. Power Automate acts on it. Together, they run your business automatically.
Connected. Automated. Always running.
Stop Doing Things Computers Can Do for You
Power Automate connects your apps, automates repetitive tasks, and keeps your processes moving — even while your team is focused on something else. We identify the right workflows, build them, and train your team to own them.
Approval Workflows
Leave requests, purchase approvals, and document sign-offs — routed automatically through Teams, with reminders and escalations built in.
Document Processing
Forms submitted → data extracted → records created → stakeholders notified. No manual data entry required.
System Integrations
Connect your CRM, accounting system, and Microsoft 365 so data flows between them without anyone copying and pasting.
Conditional Logic Flows
Handle complex branching: if X then Y, else Z. Multi-step processes with timeouts, parallel approvals, and error handling.
Employee Onboarding
New hire accepted → accounts created, welcome email sent, equipment ordered, induction tasks assigned — all triggered automatically.
Alert & Escalation Rules
Monitor thresholds across your systems — low stock, overdue invoices, SLA breaches — and escalate automatically before anyone notices.
See It In Action
A Complex Workflow, End-to-End
Here's how a Power Automate flow handles invoice processing from email arrival to Xero payment, SharePoint filing, and Power BI reporting — with no human involvement on the happy path.
Real-World Example
Invoice Processing Automation
Invoice Arrives in Shared Mailbox
- Email received with PDF attachment
- Or: supplier submits via web form or supplier portal
- Power Automate monitors the mailbox 24/7 — no human needs to check
AI Reads & Extracts the Document
- OCR scans the PDF — including scanned images and photographs
- Extracts: Vendor name, Invoice #, Amount, GST, Due Date, Line Items
- Confidence score calculated — low-confidence fields flagged for review
Validate Against Purchase Orders
- Cross-references vendor against approved supplier list in SharePoint
- Looks for matching open PO by vendor + amount range
- Checks for duplicate invoice numbers — blocks resubmission automatically
Purchase Order Match Found?
- Validated against your company's approved PO database
Within Auto-Approval Limit?
- Checks invoice total against your configured threshold (e.g. $2,000)
Invoice Posted to Accounting System
- Bill created in Xero with all extracted fields pre-populated
- Correct account codes applied based on vendor category rules
- Payment scheduled to due date (or early if prompt-payment discount applies)
Document Archived & Auto-Tagged
- Invoice PDF stored in SharePoint with AI-applied metadata
- Tagged: Vendor, Month, Category, Approval status, Xero reference
- Sensitivity label applied — accessible only to Finance team
Dashboard Updated & Stakeholders Notified
- Power BI AP dashboard refreshes: invoice count, total value, overdue
- Confirmation email sent to submitter with Xero reference number
- Monthly spend report auto-generates on the first of each month
What This Workflow Replaces
Time saved: 3–5 hours per week for a typical accounts payable function. Payback period: days, not months.
Works With Your Existing Tools
Tell us what you want to automate
We'll identify your highest-value automation opportunities and show you a working prototype — usually within days.
Agentic AI doesn't just answer questions — it takes action on your behalf.
Autonomous. Governed. Always accountable.
AI That Takes Action, Not Just Advice
The next frontier beyond automation is agentic AI — systems that reason, plan, and execute multi-step tasks on your behalf. We build these using Microsoft Copilot Studio, so they live inside your existing Microsoft 365 environment.
Conversational Agents
Custom chatbots trained on your internal knowledge base — policies, procedures, product docs — that give your team instant, accurate answers.
Research & Summarisation
Agents that search your documents, emails, and SharePoint, then synthesise the relevant information into a clear briefing.
Multi-Step Task Execution
Agents that don't just answer questions — they take action. Raise a ticket, update a record, send a notification, and report back.
Human-in-the-Loop Governance
Every agentic workflow can include approval checkpoints. AI proposes; your team approves. Full audit trail included.
How We Build Your Agents
Identify Candidate Workflows
We map your current processes to find where agentic AI delivers the highest ROI.
Build in Copilot Studio
Custom agents built and tested in Microsoft's enterprise-grade AI platform — no external tools required.
Integrate & Deploy
Agents are deployed into Teams, SharePoint, or your web portal — where your team already works.
Monitor & Improve
We track performance, review conversations, and continuously refine agents as your business evolves.
AI shouldn't be a science project — it should be saving your team hours every week.
Practical. Measurable. Yours.
Measurable Outcomes, Not Just Features
Business AI isn't a technology project — it's a business performance project. Here's what our clients actually see.
Saved Per Employee Weekly
Hours previously spent on manual reporting, email triage, and repetitive admin — returned to your team every week.
Business Insights
Power BI dashboards mean your leadership team makes decisions on current data — not last month's export.
Manual Report Runs
Automated workflows and scheduled Power BI refreshes mean reports generate themselves — no one has to run them.
Inside Your Microsoft Tenant
All AI tools run within your existing Microsoft 365 environment. Your data never leaves your control.
To First Automation
Most businesses have their first Power Automate flow live within a few days of engagement. Quick wins first.
Workflows Running 24/7
Automations run around the clock — approvals routed, records updated, and notifications sent while your team sleeps.
Business AI FAQ
Common questions about AI, automation, data governance, and Power BI for New Zealand businesses.
Business AI refers to AI tools that directly improve how your team works — not science projects, but practical tools like Microsoft 365 Copilot (AI in Word, Excel, Teams, Outlook), Power BI (intelligent dashboards), Power Automate (workflow automation), and agentic AI systems built in Copilot Studio. Together they reduce manual work, surface better insights, and let your team focus on higher-value tasks.
For most businesses using Microsoft 365, yes — but only when it's properly deployed and your team knows how to use it. Out of the box, adoption is typically low. We configure Copilot for your specific workflows, run prompt engineering training, and measure the time savings. Most clients see meaningful ROI within the first month.
Spreadsheets are great for ad hoc analysis, but they're manual, error-prone, and don't scale. Power BI connects directly to your data sources — accounting systems, CRM, SQL databases — and refreshes automatically. Instead of someone spending hours building a weekly report, Power BI generates it in real time, accessible to the right people, on any device. Think of it as replacing a report that someone builds every Friday with one that's always up to date.
In most cases, yes. We start by mapping your current workflows to identify the best automation candidates — typically approval processes, form submissions, data entry, and notifications. We then build Power Automate flows that connect your existing systems. Most businesses have their first automation live within days of starting. We also train your team to build simpler flows themselves over time.
AI agents are systems that don't just answer questions — they take action. A conversational agent can search your SharePoint, summarise a document, raise a support ticket, and notify the right person, all from a single Teams message. Agentic workflows chain these actions together into multi-step processes that run autonomously. We build these using Microsoft Copilot Studio, so they stay inside your Microsoft 365 environment and can be governed with approval checkpoints.
All the AI tools we deploy run inside your existing Microsoft 365 tenant — your data never leaves your environment or gets used to train Microsoft's models. We configure data loss prevention (DLP) policies, sensitivity labels, and conditional access to ensure AI tools can only access appropriate data. Governance and security are built in from the start, not added later.
No replacement required. Business AI tools are designed to enhance and connect the systems you already use. We start with a discovery session to understand your workflows and data, identify quick wins, and build a roadmap. Most clients start with one or two focused use cases — a Power BI dashboard or a single automation flow — then expand from there. You don't have to commit to everything upfront.
Ready to Work Smarter?
Let's find the fastest path to value for your business. We'll assess your current tools, identify your best automation opportunities, and show you a clear roadmap — no jargon, no lock-in.