PBIT

Business operating systems we build

A Business OS puts your jobs, approvals and follow-ups in one place and automates the repetitive steps around them. Pick your type of business, see what we would build, and try a working demo.

1

One board for the work

Jobs, requests and approvals in one place, with a clear owner and a due date, instead of spread across email and spreadsheets.

2

AI does the preparation

Agents read the emails, fill in the details, chase missing information and draft the next step.

3

People make the decisions

Nothing important happens without a person approving it. Every action is logged.

Choose your type of business

Running for a real businessReal estate agencies

Real estate agency document and team hub

Property files, sales admin, rentals and photos moved off an old file server into one hub, with each team seeing exactly what it needs.

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Industry exampleLaw firms

AML/CTF compliance board for professional firms

Customer due diligence, risk ratings, screening, ongoing monitoring and reporting deadlines for firms newly covered by AML/CTF rules, on one board.

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Industry exampleAccountants and bookkeepers

BAS records chaser for accounting practices

Before every BAS deadline the agent works out which clients still owe records, drafts the reminder emails, and the accountant approves them in Teams.

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Running for a real businessAccountants and bookkeepers

Bookkeeping approvals queue

An AI agent prepares the bookkeeping, a bookkeeper ticks each change to approve it, and nothing reaches the accounts without a person saying yes.

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Industry exampleCivil and electrical contracting

Civil and electrical contractor crews, plant and site paperwork board

Tenders, crew and plant allocation, site diaries, safety paperwork and variations for an infrastructure contractor, in one place.

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Running for a real businessIT and professional services firms

Client onboarding and offboarding lifecycle board

Every client from prospect to offboarded on one board, with standard onboarding and offboarding checklists, due dates and a daily overdue digest.

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Industry exampleLaw firms

Property purchase: contract in, matter ready

A signed contract arrives, critical dates are extracted, conflict and AML checks are set up, and the matter is ready for the lawyer to approve in minutes.

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Designed for a real businessEquipment sales, hire and service

Equipment dealer service, hire and parts board

One board for workshop jobs, hire contracts, parts orders and quotes, with AI preparing the paperwork and managers approving it.

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Running for a real businessRestaurant and hospitality groups

Multi-venue shared services work log and cost split

Every request from a restaurant group lands in one log, is merged and tracked, and shared head-office costs are split across venues each month.

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Running for a real businessLaw firms

Law firm contract review pipeline

Contracts move from upload to AI findings to a draft letter of advice, with a lawyer reviewing every risk and a full audit trail.

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Industry exampleParts distribution and rebuild workshops

Parts distributor branch orders and rebuild board

Quotes, backorders, branch transfers and workshop rebuilds across every branch on one board, with AI chasing suppliers and customers.

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Industry exampleEquipment and plant hire

Equipment and plant hire bookings board

Every hire from booking to off-hire on one board: delivery runs, pre-hire checks, servicing between hires and damage charges.

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Designed for a real businessMedical practices

Medical practice relocation task board

Every task for moving a medical practice, from site readiness to the first clinic day, with owners and checks so patients notice nothing.

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Running for a real businessMedical practices

Practice systems health check

A one-page report showing how a practice's clinical system, databases and secure messaging fit together, and what to check when something breaks.

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Designed for a real businessProperty and short-stay management

Holiday apartments housekeeping and turnover board

Daily room turnover, guest messages, owner statements and maintenance in one place for holiday apartment, B&B and short-stay managers.

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Designed for a real businessRetail and specialty food

Multi-site specialty food business operating system

Owner and operations views for a food producer with shops, wholesale and online sales: stock, pricing, rosters, approvals and store openings.

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Running for a real businessRetail and specialty food

Online store operations "Today" board

Five ranked cards each morning tell a small online retailer what to fix first, with a dry run and one-click approval for every change.

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Designed for a real businessTrade services and warranty repairs

Warranty claims job board with automatic follow-up

Claims arrive by email, become draft jobs, are allocated to the right trade and chased automatically until the completion report goes out.

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Software we can connect to

A Business OS works with the systems you already run. Search for the software your business uses.

  • Autotask PSA
    job management · Kaseya
    Proven

    Tickets, contracts, time and billing for service businesses.

    • Create and update tickets
    • Raise contract charges at month end
    • Read time and billing
  • Claude, OpenAI and AWS Bedrock
    other · Anthropic, OpenAI, Amazon
    Proven

    The AI models behind the agents, including Australian-hosted options.

    • Draft, classify, extract and summarise inside each workflow
  • ClickSend
    communications
    Proven

    SMS sending for reminders and notifications.

    • Send appointment and follow-up reminders
    • Two-way SMS replies into a job
    • Send SMS reminders
  • Cloud phone systems (FusionPBX, Grandstream UCM)
    communications · Various
    Proven

    Business phone systems: call records and recordings.

    • Transcribe calls into the work log
    • Show who is on the phone
    • Flag billable calls
  • Datto RMM
    other · Kaseya
    Proven

    Remote monitoring and management of computers.

    • Run scripts on devices
    • Read device health
  • IT Glue
    documents · Kaseya
    Proven

    IT documentation and password management.

    • Publish documentation
    • Read configurations
  • Microsoft 365 (Outlook, Exchange, Teams, SharePoint)
    communications · Microsoft
    Proven

    Email, calendars, Teams chat and SharePoint documents for most Australian businesses.

    • Import emails into a work log or job
    • Draft replies for approval
    • Post updates to Teams
  • Pax8
    other
    Proven

    Cloud licence distribution and billing.

    • Reconcile licence counts against billing
  • QuickBooks Online
    accounting · Intuit
    Proven

    Cloud accounting: invoices, bills, bank transactions, reports.

    • Propose bill coding and matches for approval
    • Create invoices from billable work
    • Read overdue invoices for the morning brief
  • Stripe
    payments
    Proven

    Online payments and subscriptions.

    • Take payments and subscriptions
    • React to payment events
    • Reconcile payouts
  • WhatsApp
    communications · Meta
    Proven

    Messaging customers on WhatsApp.

    • Route WhatsApp messages to staff
    • Log conversations against a job
  • WooCommerce
    e-commerce · Automattic
    Proven

    Online store on WordPress.

    • Read stock and sales
    • Flag out-of-stock best sellers
    • Apply approved product fixes with rollback

"Proven" means we have already built a working integration with it. Integration details are checked during discovery.

Every example uses invented data. Real customers are never named. Read our case studies for results from real engagements.

Ready for IT that just works?

Tell us what's frustrating you and we'll come back with a free, no-obligation IT review: where your setup stands, what needs fixing first, and what it should cost.

  • Free review of your current IT and security
  • Clear, fixed monthly pricing, no surprises
  • Gold Coast technicians, response under 15 minutes
Andre Minnaar, founder of Premium Business IT

Prefer to talk? Andre answers. Call 07 5631 4365

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