Bath · Photo: Daniil Korbut / Unsplash
AI automation & joined-up business technology in Bath
AlphaOps helps established Bath professional practices, wealth managers, architects and specialist consultancies remove repetitive fee-earner admin using secure, UK GDPR-compliant AI.
One plan. The AI & automation services you actually need.
We work remotely over Microsoft Teams and visit Bath offices in person when mapping complex multi-step workflows. Start with a single bottleneck or combine ongoing automation support with managed IT and cyber security:
AI Consultant in Bath
Founder-led AI consultancy and free 2-hour automation audit for Bath businesses. Explore →
Workflow Automation in Bath
Remove manual copy-paste between Microsoft 365, Xero, SharePoint and your CRM. Explore →
AI for Financial Advisers
Automate fact-find notes, suitability report prep and annual review chasing. Explore →
Meeting Minutes AI
Turn client review meetings into formatted file notes and action lists automatically. Explore →
Inbox Automation
Keep shared client mailboxes organised with draft replies ready for partner approval. Explore →
Monthly AI Support
Ongoing AI automation engineering and advice from £459 + VAT a month. Explore →
Fit the automation to the way your team works
For organisations in Bath using several technology suppliers—separate providers for IT support, CRM, accounts, phones and website—the most important first step is defining how data moves between them and who is responsible for each link:
- Supplier & system coordination: We check which systems hold your master records, how APIs or Microsoft 365 connectors authenticate, and who authorises changes.
- Communication continuity: Shared mailboxes, client portals and phone lines keep working normally while automations are proven in the background with a human in the loop.
- Data permissions & UK GDPR: Before enabling Microsoft 365 Copilot or connecting an AI agent, we review SharePoint and folder permissions so sensitive files stay locked down.
Joined-up IT, cyber security & web engineering
Need more than workflow automation? Through our sister divisions in Cardiff, we can coordinate your wider technology stack without finger-pointing between agencies:
- Alphabyte IT (Managed IT & Microsoft 365): Day-to-day helpdesk, Microsoft 365 licensing, SharePoint governance and easy handover from your current IT provider.
- AlphaSec (Cyber Essentials & Email Security): Guided Cyber Essentials certification and fixed-price (£295) DMARC/SPF/DKIM email protection.
- AlphaPixel (Fast Static Websites & Weekly SEO): £495 static website builds (free homepage concept first) and £49/mo automated weekly SEO.
How much does AI automation cost in Cardiff?
We publish our prices so you know where you stand before speaking to us. Every engagement starts with a free automation audit (worth £290) with our founder, Ross Owen. All prices exclude VAT.
| Option | What it covers | Investment (+ VAT) |
|---|---|---|
| Free Automation Audit | Up to 2 hours with Ross Owen (in your office or on Teams) mapping your workflows, plus a written plain-English ROI report | Free (worth £290) |
| Single Project (One-off) | A fixed price for a single automation, quoted upfront after the free audit based on £145 + VAT/hr. Built, tested on your data and handed over with no minimum term | Fixed quote (£145/hr rate) |
| Essentials Plan | 4 hours of dedicated AI automation work every month building and maintaining the right automations for your business, plus new AI tools assessed and set up for you (unused hours roll over; 12-month term) | £459 / month (~£115/hr) |
| Growth Plan | Everything in Essentials plus 8 hours of AI automation work every month and a quarterly review and automation roadmap (unused hours roll over; 12-month term) | £859 / month (~£107/hr) |
Compare plans in full · See what's inside Monthly AI Support · Calculate your team's weekly savings
AI & automation in Bath: questions
How do we start an AI automation project in Bath?
Book a free 2-hour automation audit with Ross Owen (worth £290). We review your current workflows on Teams or at your Bath office, then send you a plain-English written report showing which tasks will save the most time and what they would cost to automate.
What are your prices for Bath businesses?
The initial 2-hour audit is free. One-off builds are quoted at a fixed price based on £145 + VAT an hour with no minimum term. Monthly AI Support is £459 + VAT a month (Essentials, 4 hours a month building the right automations for your business) or £859 + VAT a month (Growth, 8 hours included + quarterly roadmap).
Can you work alongside our existing Bath IT provider?
Yes. Most of our automation clients keep their existing IT support provider; we simply coordinate any Microsoft 365 or API permissions needed for the workflow.
Need your IT looked after too?
Alphabyte IT, our sister company, has looked after IT, security and support for businesses across South Wales since 2009.