Automation systems for small business
The back office, running itself.
Montara builds and runs custom automation for the billing, follow-ups, and reporting that quietly eat your team's week — so the work happens without anyone touching it.
Conservative estimate · No card required · Free audit, no obligation
See the time you'd get back — updates live
What do you want to automate? — tap any that apply
Hours shown are typical starting points — adjust them to your business. We conservatively assume ~70% of that time is automatable. The point isn't to cut staff — it's to free your team from the busywork so they can do the work that actually grows the business.
Time reclaimed every year
1,238 hours
≈ 31 work-weeks of staff time back every year.
That's about
24 hours back every week
Automating: Billing & invoicing, Email & follow-ups, Client onboarding, Reporting, Data entry & sync
One simple offer
One build to stand it up, then $500/mo to keep it running — both are part of every plan. No tiers, no surprises. No lock-in — cancel anytime.
The done-for-you build
plus $500/mo to keep it running
Included with every build — no fixed term, cancel anytime.
What's included
- A full workflow audit and build plan, mapped to how your business actually runs
- Your automations built end-to-end and wired into the tools you already use
- Billing first — then onboarding, reporting, follow-ups, whatever's eating the week
- Tested, documented, and handed off — live in about two weeks
- One flat price — no hourly billing, no scope surprises
Every build includes the $500/mo care plan: hosting, monitoring, fixes when your tools change, priority support, and new automations as you grow — it's what keeps the system running for you. Pay annually and two months are free.
A 30-minute call — we map your build and confirm the exact price. No card, no obligation.
Most projects fit this. Larger or more complex builds are scoped in your free audit.
Montara automated all of our billing emails — pre-bill notices go out on their own and nothing slips through the cracks. I'm not chasing any of it manually anymore.
22 hrs
saved every month
Marty Levine
Founder, BrickHouse Capital
Scottsdale, AZ
Your operations, before & after Montara
- Invoices sent late — and chased by hand, one email at a time
- 15+ hours a week lost to copy-paste between tools
- Leads go cold because no one followed up in time
- No clear view of cash flow until month-end
- Invoices fire automatically and chase themselves — paid ~11 days faster
- 15+ hours a week back in your team's pocket
- Every lead nurtured on autopilot, nothing slips
- Live dashboards — always know exactly where cash stands
One system that runs your back office
Not a stack of disconnected tools — one connected system. Billing is where most clients start. From there we automate whatever else is eating your team's week.
See what we'd automate firstBilling & invoicing
Generate, chase, and reconcile every invoice on its own — synced to Stripe & QuickBooks.
Marketing & follow-ups
Email and SMS that fire on their own off what a lead does — so none of them go cold.
Client onboarding
Intake, contracts, and account setup wired into one hands-off flow.
Reporting & dashboards
Live numbers that update themselves. No month-end scramble to see where cash stands.
Data & integrations
Your apps kept in sync, no copy-paste between tabs. If it has an API, we wire it in.
Anything you can describe
Scheduling, inventory, internal handoffs — if a person does it by hand and it repeats, it can run itself.
Works with the tools you already run — and 200+ more.
What automation can recover
$42k
recovered in 90 days
12-person agency · invoicing + dunning
20 min
to onboard a client, from 3 days
SaaS ops · intake, contracts, setup
11 days
faster average payment
Services firm · reminders + reconciliation
Illustrative figures from typical client workflows — your real numbers come from the audit. BrickHouse Capital (above) is a real client.
Live in three steps
No technical lift on your side. We build it; you get your time back.
Find your biggest bottleneck
A free audit where we map the repetitive workflows quietly eating your hours — billing, ops, follow-ups, reporting — and start with the one that pays off fastest.
We build it end-to-end
Custom automations wired into your existing tools and tested until the whole thing runs hands-off.
Then automate the next
Once that system's humming, we automate the next workflow — and the next — until your whole operation runs itself.
Questions, answered
How much does it cost — and is there a contract?
One offer: a $5,000 one-time build for your custom automation system, plus a $500/mo care plan that comes with every build — hosting, monitoring, fixes when your tools change, support, and new automations as you grow. The care plan is what keeps your system running, so it's part of every plan, not an optional add-on. There's no long-term contract though — it's month-to-month, cancel anytime, and you save two months when you pay annually. Larger or more complex builds are scoped in your free audit.
Do you only automate billing & marketing?
No — those are our two productized starting points because they pay for themselves the fastest. Underneath, we build custom end-to-end systems for any repeatable workflow: operations, client onboarding, scheduling, inventory, reporting, internal handoffs. If a person does it by hand today and it has an API, we can automate it. Your free audit maps your whole operation and tells you what's worth automating first.
What if it doesn't work for my business?
That's what the free audit is for: before any commitment, we map your workflows and tell you honestly whether automation will pay off and which one to start with. We only build what's worth automating — no guesswork, no pressure.
Do I need any technical knowledge?
None. It's fully done-for-you — we handle the build, testing, and ongoing maintenance. You tell us the workflow; we make it run.
Is my payment & customer data safe?
Yes. We build on secure, encrypted connections to vetted platforms (Stripe, QuickBooks, etc.) and never store sensitive payment data ourselves. Security details are covered in your audit.
Will it work with the tools I already use?
Almost certainly — we integrate with 200+ platforms. If it has an API, we can connect it.
Book your free automation audit
In 20 minutes we'll map the biggest time-sinks across your whole operation and show you exactly what Montara can take off your plate. Pick a time that works — no card, no obligation.
No contracts · Live in under 2 weeks · Free audit, no obligation