Get the work unstuck
Find where requests stall, handoffs break, and responsibilities get fuzzy. Build a clearer path from “we need this” to “it is done.”

Spend less time managing the work around your work. I work alongside your team to untangle processes, connect systems, and keep your back office moving.
Tell me what’s getting in the wayThe same information entered three times. An invoice waiting on a spreadsheet. Five reports with five different answers. These are the kinds of problems I help untangle.
Find where requests stall, handoffs break, and responsibilities get fuzzy. Build a clearer path from “we need this” to “it is done.”
Copying data, chasing updates, assembling the same documents. Put repeatable work into automated workflows and use AI where it can help, with review built in where needed.
Trace conflicting reports back to their sources, agree on what the numbers mean, and bring the information together so you can see what needs attention.
Your client details, project updates, and billing information should not need a human courier. Connect your tools so the right information gets where it belongs.
Whether you serve a mission, support clients, or run the whole business yourself, your back office should make the work easier.
Spend more time on your mission. Connect donor, program, and financial information, simplify recurring administration, and make board and funder reporting easier to prepare.
Support for small and midsize IT businesses: improve service operations, ticket-to-invoice handoffs, recurring billing, and client reporting. ConnectWise consulting is one specialty within this broader work.
Make the path from proposal to payment smoother. Connect project work, time tracking, billing, and reporting so your team can focus on clients instead of chasing information.
For solo owners and tiny teams: a back-office partner offering AI coaching, hands-on operational support, and ongoing management of AI agents and automated workflows.
Support for inquiries, follow-ups, documents, and routine reporting, with someone to configure the tools, review their work, and keep them useful. Add capacity without immediately taking on the cost and complexity of hiring administrative staff.
I work with you on an ongoing basis, learning your systems, priorities, and how your team gets things done. Fractional support and staff augmentation give you experienced help without needing a full-time hire.
Engagements can cover day-to-day administration, a continuing improvement backlog, or a longer-term implementation. The goal is steady progress with someone who knows your business.
For solopreneurs and microbusinesses who need help keeping the business running. Work with me for coaching, practical support, and someone to manage the AI tools alongside you.
Work together on where AI fits, how to use it, and what needs your attention. Build confidence as the tools become part of your day.
Bring in help for recurring administration and operational projects, with support shaped around the work you need done.
Set up and manage AI agents and workflows within your own accounts. I review outputs, handle exceptions, and improve the setup as your business changes. You retain ownership of your tools and data; I provide the ongoing administration and support.
Ibis Automation is an independent consultancy working at the intersection of business operations and technology. I work directly with you and your team to improve processes, connect your tools, and make better use of your information.
I bring more than 20 years of hands-on experience implementing, administering, and integrating software across multiple industries, including financial services, legal, IT services, non-profits, and property management. ConnectWise is a longstanding specialty, with 17 years of administration, consulting, and integration experience.
Make more of the tools you already have. I meet you where you are, learn how your business works, and help you get more functionality from your existing systems. Your platform does not have to be my personal favorite for me to make it work better for you.
I am tool agnostic, and I do not sell software. Your accounts, subscriptions, and data stay yours; my work is to help them serve your business.
A manual process, a stubborn integration, a report that needs attention—send me a note about what you’re working through.
info@ibisautomation.com Prefer to schedule? Book a conversationAvailable for recurring onsite engagements in South and Central Florida, and fixed-term onsite projects anywhere.