AI workflow automation in Miami, built around your systems
BlockNova connects your CRM, ERP, accounting software, inboxes and documents, then puts AI agents in the gaps where your team still copies, pastes and re-types. Data moves on its own, every step is logged, and people only step in when a decision needs them.
- TriggerA purchase order lands in the inboxPDF, email or scanned document, in any layout.
- AI agentFields are read and checkedSupplier, items, quantities and prices extracted and validated.
- ActionERP, CRM and accounting updatedOne entry, written once, synced to every system.
- ResultYour team reviews exceptions onlyAnything unusual is flagged to a person with the context.
Your tools are fine. The work between them is the problem.
Most growing companies already pay for a CRM, an accounting package and a shared drive. What they do not have is the glue: someone still reads the incoming order, types it into the ERP, copies it to the CRM, then re-enters it in QuickBooks at the end of the month. That person is expensive, the work is error prone, and it never stops.
AI workflow automation replaces that glue with agents that read documents, understand emails, apply your business rules and write the result into each system through its API. Unlike classic rule-only automation, AI agents cope with messy inputs: a supplier who changes their invoice layout, a handwritten form, a customer who answers in Spanish.
BlockNova is a Miami AI agency. We map the process with your team, build the automation one workflow at a time, host and monitor it, and keep improving it as your business changes. You do not need technical staff on your side.
Where manual workflows cost you the most
The same patterns show up in almost every back office we audit.
Double and triple data entry
One purchase, one contract or one invoice typed into the ERP, the CRM and the accounting software by different people, with different typos.
Fix: one AI entry, synced everywhere.Documents nobody wants to read
Scanned forms, handwritten certificates, PDF invoices and email attachments pile up and wait for someone to process them.
Fix: AI document reading with validation.Follow-ups that slip
Payment reminders, missing documents and approval requests depend on someone remembering to send them.
Fix: scheduled, logged follow-ups.Reports that take a day to build
Month-end numbers are rebuilt by hand from several exports, so decisions are made on last month's data.
Fix: automatic reporting from live systems.The agents behind your automated back office
Each agent has one clear job. NOVA, your AI manager, keeps them in sync and reports back to you.
NOVAAI manager
Orchestrates the whole workflow: routes each document or request to the right agent, keeps your tools in sync and escalates to a human when a rule says so.
TaylorAccounting Assistant
Handles accounting tasks: invoice status checks, payment reminders, expense tracking and financial reporting, with QuickBooks integration.
JamieLegal Assistant
Supports document-heavy steps: generates documents from your templates, tracks case or contract status and sends compliance reminders.
JordanLead Qualification
Scores and routes incoming requests and leads so the CRM always reflects who needs what, and sales only sees qualified opportunities.
NiaLead Discovery
Finds and enriches company data from public databases, validates it and removes duplicates before it reaches your CRM.
BruceWebsite Chat Assistant
Captures requests from your website chat and turns them into structured records your workflow can act on, with human handoff.
Automation workflows we can build for you
Starting points we often discuss in a first consultation. Each one runs inside the systems you already use.
Purchase entry to ERP and accounting
Distributors, trading companies- Order or confirmation arrives by email
- AI extracts supplier, items and prices
- Checks against contract and price list
- Writes once to ERP, CRM and accounting
- Flags exceptions to a buyer
Document intake and certification
Training, compliance-heavy teams- Scanned or handwritten form uploaded
- AI reads every field
- Missing or unreadable data requested
- Record created and document filed
- Certificate or next step triggered
Invoice and payment follow-up
Any business with receivables- Invoice issued in accounting
- Status checked daily
- Polite reminder sent on schedule
- Payment matched and recorded
- Weekly cash summary to the owner
Lead to CRM to proposal
Sales-led teams- Web form, call or email comes in
- Lead enriched and scored
- CRM record and task created
- Proposal drafted from your template
- Follow-up scheduled
These are examples of what we can build. Every workflow is designed around your tools, your rules and your team during the free consultation.
From process map to live automation
Strategic audit
We sit with the people who do the work today, map each step and pick the workflow where automation pays off first.
StartConnect & configure
We connect your CRM, ERP, accounting and email with the least access each task needs, and teach the agents your rules.
BuildRun & improve
Your automation runs 24/7. We monitor it, review results with you and add the next workflow when the first one is stable.
Run & scalePlans start from $900/month, quoted after a free consultation. First automation live in weeks, not months.
Book a free consultationBack-office automation, running in production
Two workflows we built and run for clients today.
PMEX
International wood trading, MiamiAn AI Agent Suite that handles purchase entries, contracts and invoicing.
786 annual purchase entries automated. Triple data entry eliminated.
CAMIRA
Professional training, FranceAn AI pipeline that reads handwritten certification documents end to end.
~85% less processing time. 1000+ documents a week, same-day certification.
Works with your CRM, ERP and accounting stack
We integrate through official APIs wherever they exist and build custom connectors for the systems that need one.
Plans start from $900/month, quoted after a free consultation.
Price depends on the number of workflows, systems and volume. Sensitive data can run on self-hosted AI.Workflow automation questions
AI workflow automation uses AI agents to carry out the repetitive steps between your business systems: reading documents and emails, applying your rules, and updating your CRM, ERP and accounting software automatically. BlockNova designs, hosts and maintains these workflows for you.
Rule-based tools move data when the input is perfectly structured. AI agents can also read unstructured inputs such as PDFs, scanned or handwritten documents and free-text emails, check them against your rules and ask a person when something is unclear. We still use tools like Zapier where they are the simplest option.
Common ones include QuickBooks, Salesforce, HubSpot, Pipedrive, Google Workspace, Office 365, Slack, Asana and Procore. If your ERP or in-house tool has an API, or even just exports, we can usually build a connector for it.
The goal is to remove re-typing and chasing, not people. Your team keeps the decisions and the exceptions, and gets time back for work that needs judgment.
We connect with the least access each task needs, log every action, and for sensitive data we can run the AI on infrastructure you control with our self-hosted LLM option, so the data stays inside your perimeter.
BlockNova plans start from $900/month, quoted after a free consultation once we know how many workflows, systems and documents are involved.
Related services and industries
Which workflow should go first?
Book a free consultation. We will map one process with you and show how it can run on its own.