Work on your business not in it
Our business automation solutions help you optimize your business—so you can increase profit and get your life back.
Custom Dashboards
Our custom solutions are built to meet your individual needs. Whether you need a tailored dashboard, specialized reporting, or unique integrations, we've got you covered.
Custom Solutions
Business automation made affordable.
What we offer
Creative Solutions
- AI agents that respond to customers automatically.
- Order processing that runs without manual entry.
- Instant lead follow-up that never misses a prospect.
- Real-time inventory tracking with proactive alerts.
- Automated invoicing and payment reminders.
- Marketing workflows that run in the background.
- Dashboards that show what matters at a glance.
- CRM automation that keeps deals moving.
- Seamless integrations between your business tools.
- Daily process automation that saves hours every week.
We turn them into systems that run automatically.
You built it to grow and thrive.
Business automation solutions
Change the way you do business
We love finding new and dynamic ways to automate processes for our customers.
Spreadsheets, emails, and manual processes might feel familiar—but they quietly drain time, money, and focus. Most business owners don’t realize how much effort is lost to rework, delays, and lack of visibility. The problem isn’t your team—it’s outdated systems holding them back.
Not your fathers solution
If it happens everyday, let's automate it.
This isn’t legacy software bolted onto modern problems. We build purpose-driven automation using today’s tools—AI agents, APIs, and integrations that adapt as your business evolves, not systems that lock you into yesterday’s workflows.
Repetitive work is a signal, not a necessity. When something happens daily, it should run automatically in the background—saving time, reducing errors, and freeing your team to focus on decisions that actually move the business forward.
Never miss an opportunity
Optimize your sales process.
Leads fall through the cracks when systems don’t talk to each other. We design automation that captures, routes, and follows up on every opportunity—so no inquiry, order, or customer request goes unnoticed.
Your sales process should guide prospects forward without manual intervention. From first touch to closed deal, we streamline handoffs, automate follow-ups, and surface the right information at the right time—so your team can sell, not chase.
Empoyer your workforce
Extend your employees
Put powerfool tools to work for you. And give your employees the ability to accomplish more.
Business Stats
Know your numbers
The strongest businesses run on clarity, not intuition alone. Our dashboards transform raw data into real-time insight—showing you exactly how your business is performing and where it’s headed next. When you truly know your numbers, you stop reacting and start leading with confidence.
AI on your side
Make agentic AI work for you.
Our agentic AI handles real work inside your business—responding to leads, updating systems, routing requests, and triggering actions across your tools. It operates 24/7, follows your rules, and integrates directly with platforms like CRMs, accounting, and operations software. The result is faster response times, fewer missed tasks, and consistent execution without manual effort.
Trusted by teams who value speed and execution
Real results from organizations that needed automation, clarity, and systems that scale.
"Working with Coffield.io has fundamentally changed how we deliver insights to our clients. Complex financial data, automation, and custom analytics were turned into tools our customers actually use and understand. The result was faster execution, better decision-making, and a platform that scales with our business."
“Coffield.io brought structure and automation to processes that were previously manual and time-consuming. The solutions were thoughtfully designed, reliable, and tailored to our real operational needs—not generic software. It significantly improved efficiency and allowed our team to focus on higher-value work.”
Connect with customers
Send & Customize Emails and Texts.
Connect with customers automatically using emails and texts built from customizable templates that match your brand and message. Communications are triggered by real activity—new leads, follow-ups, abandoned carts, and status updates—so the right message goes out at the right time without manual work. With consistent, personalized outreach running in the background, more conversations turn into closed sales.
The right message. The right moment. Every time.
Real-time financial clarity, without the manual work.
Quickbooks Integration
Know exactly where the money goes.
QuickBooks integration gives you a clear, real-time view of where your money is going and where it’s coming from. We automatically sync transactions, invoices, and financial data into your workflows and dashboards, eliminating manual reconciliation and blind spots. When your numbers are always up to date, you make smarter decisions, spot issues sooner, and run your business with financial confidence.
Oh, we're not done yet
And a whole lot more
Intelligent Chatbots
Let our chatbots assist your customers efficiently.
Fully translatable
Translate your sales content into multiple languages effortlessly.
SEO done right
Take the mystery out of SEO with our comprehensive tools.
Performance Dashboard
Track everything. Know where you stand with real-time analytics.
Highly customizable
Manage your business settings from within the admin panel. No need to stress anymore.
Developer-friendly
Built with developers in mind. We want you to spread your wings and build amazing things by providing you an API.
Get started today
Start making more money today
FAQ
Got a Question?
Here are the most common questions to help you with your decision.
Coffield.io is a business automation platform built for owners who want clarity, control, and time back. We connect your financials, operations, and customer activity into one intelligent system—syncing data, triggering workflows, and surfacing insights when they matter most. Instead of juggling spreadsheets, manual follow-ups, and disconnected tools, Coffield.io helps you run a tighter, smarter business with real-time visibility and automated execution.
Coffield.io is for small and medium business owners who run day-to-day operations and want their business to feel less chaotic. If you’re using QuickBooks, emails/texts, spreadsheets, and “tribal knowledge” to keep things moving, Coffield.io helps you centralize what matters, automate what’s repetitive, and keep everyone aligned with clean, real-time data.
Coffield.io quietly runs in the background: it syncs financial and operational data, watches for real activity (new leads, invoices paid, jobs completed, overdue tasks, etc.), and then triggers the right next step—sending a message, creating a task, updating a dashboard, or notifying your team. You spend less time chasing updates and more time making decisions with confidence.
Coffield.io is built around a few practical pillars:
- QuickBooks integration to keep your numbers current without manual reconciliation.
- Dashboards that turn messy data into clean business KPIs and trends.
- Automations that trigger emails/texts/tasks based on real business activity.
- Template-based messaging so your outreach stays consistent and on-brand.
- Role-based access so owners, managers, and staff see what they need—nothing more.
- A foundation for AI insights that summarize what changed and what to do next.
Over time, you can add more “modules” based on your industry—so the software feels purpose-built instead of generic.
Usually, no—and that’s the point. Coffield.io connects to the tools you already rely on (like QuickBooks) and turns them into a single operating system. You keep what’s working, but you stop living inside a dozen tabs, spreadsheets, and inbox searches just to know what’s going on.
We securely connect to your QuickBooks account and sync key financial data so dashboards and workflows stay current—transactions, invoices, customers, and other operational signals your business runs on. The goal is simple: fewer blind spots, fewer manual exports, and numbers you can trust when you’re making decisions.
You control what’s connected and who can see it, and you can disconnect at any time.
Yes. You can choose what KPIs matter to you, how they’re displayed, and what triggers automations. That includes customizing email/text templates, setting thresholds (like “margin dropped” or “AR is climbing”), and choosing who gets notified. The system is designed to adapt to how your business actually runs—not force you into a rigid process.
Yes. We provide practical onboarding to get your data connected, dashboards configured, and your first automations live. After that, support is available for troubleshooting, training, and optimization so you continue to get more value as your business evolves.
If you ever get stuck, email us at support@coffield.io and we’ll help you out.
Coffield.io is built to support multiple “vertical” experiences—so a glass manufacturer, HVAC company, or professional service firm can each get dashboards and workflows that match their world. We start with a strong core (financial visibility + automation) and then add industry-specific modules over time.
We treat security seriously. Connections to third-party providers use secure authorization, and access inside Coffield.io is controlled through roles and permissions. Your business data stays private to your organization, and you stay in control of what’s connected and who can view it.
Yes. If you want to see how Coffield.io would look for your business, we can walk you through a live demo tailored to your workflows and numbers.
Pricing depends on the modules you need and the size of your team. Most customers start with the core dashboards + QuickBooks sync, then add automations and industry-specific modules as they grow.
Clarity, automation, and control—without more busywork
Run your business on autopilot
Connect your existing tools, streamline operations, and trigger the right follow-ups automatically—so you can focus on growth instead of chasing tasks.