Charlotte, NC & remote

Clear the path.
Climb faster.

Cairn eliminates the manual work buried in your operations — so your team stops grinding and starts moving toward what actually matters.

Get a free consultation See our services
10+
hrs saved per week
2 wks
first automation live
$0
upfront to start
Active automations LIVE
Invoice generation
✓
Client onboarding
✓
Weekly reporting
✓
Hours saved this month 47.5 hrs
Manual tasks eliminated
138
↑ 24 from last month
Serving teams in
ACCOUNTING & CPA FIRMS
STAFFING AGENCIES
WEALTH MANAGEMENT
PROPERTY MANAGEMENT
What we do

Automation built
for your business

We map your most painful manual processes and eliminate them — delivering working automations in weeks, not months.

Automated Reporting
Stop pulling data manually every week. We build pipelines that generate and deliver formatted reports on a schedule — no human required.
QuickBooks Excel Google Sheets Power BI
Client Onboarding
From first contact to fully onboarded — intake forms, document collection, welcome sequences, and task creation all run automatically.
HubSpot PandaDoc DocuSign Zapier
Invoice & Payment Workflows
Invoices generated and sent the moment work is approved. Reminders go out automatically. Reconciliation happens without anyone touching a spreadsheet.
Stripe QuickBooks FreshBooks
Timesheet & Payroll Processing
Collect, validate, and route timesheet data automatically. No more chasing contractors or manually keying hours into payroll platforms.
Gusto ADP Google Forms
CRM & Follow-up Automation
Keep your pipeline clean and contacts followed up with — automatically. No lead falls through the cracks because someone forgot to send an email.
HubSpot Salesforce Pipedrive
Custom Workflow Builds
Got a process that doesn't fit a standard mold? We map it, design a solution, and build it — whatever tools your team already uses.
Python Make n8n APIs
Who we serve

Built for professional
services teams

We specialize in industries where manual process pain runs deepest — and where the ROI of automation is fastest to feel.

01
CPA & Accounting Firms
Tax season shouldn't mean your team works until midnight pulling data from email attachments. We automate the reporting, intake, and document workflows that steal billable hours.
02
Staffing & Temp Agencies
Every placement involves 15 manual steps that can be reduced to 3. Timesheet collection, invoice generation, contractor onboarding — all of it runs automatically.
03
Wealth Management & RIAs
Client reporting, compliance documentation, CRM hygiene — the non-advisory work that consumes advisory time. We eliminate it so your team can focus on managing wealth, not paperwork.
Why Cairn

The marker on the trail

A cairn doesn't climb the mountain for you. It marks the path so you don't waste time figuring out where to go.

5 yrs
Enterprise automation experience
Built at the level of a major financial institution — delivered at a price point a 12-person firm can actually afford.
2 wks
First automation live in two weeks
Not a 6-month implementation. You'll see something working and saving your team time within two weeks of kickoff.
$0
No upfront cost to get started
We start with a free consultation. No invoice until you've seen the plan and agreed it makes sense for your business.
100%
Your tools, your systems
We build inside what you already use. No new software to learn. No migration project. No disruption to how your team works.
Get started

Ready to clear the path?

Send us an email and we'll set up a free 30-minute consultation to map your biggest manual bottlenecks — no commitment required.

Book a free consultation
info@cairnautomation.com