Backoffice automation
Invoices, receivables, inboxes, approvals, reporting, reconciliation, and other recurring admin work where the process is known but still too manual.
Joe Guarna · AI automation for operating businesses
I help Australian, New Zealand, and US West Coast businesses turn backoffice workflows, internal AI demos, and executive ambition into useful systems people can trust, operate, and improve.
Fractional agent builder for teams that need more than advice and less than a full internal AI team.
$ bootstrapped founder
→ building include.tools
$ limited hands-on availability
→ taking a small number of client builds where I can stay close to the work
$ operator-grade automation
→ useful when the work needs judgment, implementation, and rollout discipline
Working window
Invoices, receivables, inboxes, approvals, reporting, reconciliation, and other recurring admin work where the process is known but still too manual.
For teams with a Claude, ChatGPT, custom GPT, script, or internal agent demo that works in principle but is not ready for staff, customers, permissions, errors, or daily use.
Calm, practical coaching for business owners and executives who want to understand what AI can change in their business, where it is overhyped, and what to try first.
Clear scopes, small prototypes, vendor or developer briefs, and operating notes so the next build step is concrete rather than vague AI strategy.
How I work
Pick one workflow with visible time cost, error risk, follow-up pain, or decision bottlenecks.
Keep human decisions explicit, then automate the repeatable surrounding work: collecting, checking, routing, drafting, reminding, and reporting.
Move from plan to deployment with your own team, preferred vendors, or a full-service managed agent build when the workflow is worth owning end to end.
Fit
Strongest fit when there is a real workflow owner, visible admin drag, and enough urgency to improve the process this quarter.
Less useful when the goal is a broad AI strategy deck, a speculative app idea, or a demo with no operational owner.
Scope request
A few details are enough to decide whether the next step should be a short call, a diagnostic, a coaching session, or a managed build scope.
Contact
joe@guarna.co