What are you spending time on that you wish you didn’t have to?

Lewis Intelligence helps small businesses and professional services firms improve internal workflows, automate repetitive tasks, and streamline complex processes using Microsoft 365..

Most teams do not need more software. They need cleaner ways to work.

Professional Services Firms and Finance and HR teams often run critical work through a mix of spreadsheets, email threads, shared folders, manual reports, and tribal knowledge.

Files get renamed inconsistently. Follow-ups get missed. Reports take too long. Approvals live in inboxes. One person becomes the only one who knows how the process works.

Lewis Intelligence helps turn those workarounds into automated workflows using your existing tool-stack.

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What is manual work actually costing your business?

Answer three questions and find out how much time and money your team is losing to repetitive manual work every year.

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How We Help

A focused review of your current systems and workflows to identify where time is being lost and what improvements will have the biggest impact.

Redesigning the day-to-day processes that keep your business moving, with automation built in where it actually reduces manual work.

Your business evolves, and your systems should too. I provide flexible support to help you maintain and build on the improvements we put in place.

Practical, hands-on training so your team can use the tools you already have more effectively — and apply AI in a grounded, confident way.

“Since partnering with Lewis Intelligence, our benefits team reclaimed over 300 hours each year by automating internal controls, invoicing, and reporting workflows. Our people now spend less time on manual tasks and more time on strategic improvements.”

Kendra B., Horizon Solutions

Nathan Lewis, Founder

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Microsoft 365 Workflow Automation