Elliott Bay Data — Seattle, WA

Your business,
automated.

AI-powered workflows and business intelligence for professional services firms and solopreneurs. We build systems that work while you don't.

Schedule Discovery CallView Services →
What We Build

Services designed
for the work you do.

Built for lawyers, doctors, agencies, and solo operators who want to run leaner — without hiring a bigger team.

01 ——
AI Workflow Automation
We map your repetitive processes and build systems that handle them automatically. Client intake, document routing, follow-up sequences, data entry — all of it.
Intake FormsDocument RoutingCRM IntegrationEmail Automation
02 ——
Bookkeeping & Reporting
Financial clarity without the overhead. Monthly bookkeeping, reconciliation, and automated P&L reports that arrive in your inbox — not your to-do list.
QuickBooksXeroAuto-ReportingReconciliation
03 ——
Client Intake Systems
A new client fills out a form. Your CRM updates, a folder is created, a welcome email goes out, and your calendar books — all before you look up from your desk.
Google WorkspaceCalendly / Cal.comZapier / Make
04 ——
Document Intelligence
Extract data from invoices, contracts, and statements. Route them to the right place. Flag anomalies. Turn paper-heavy workflows into clean, searchable records.
OCR & ExtractionAuto-ClassificationSecure Storage
How It Works

Structured. Deliberate.
No surprises.

Every engagement follows a clear sequence. You'll know exactly what's happening and why.

01
Discovery
30-minute call. We map your current workflow and identify the highest-value automation opportunities — no jargon, no sales pitch.
02
Audit
We document your tools, data flows, and pain points. You receive a written automation blueprint with time savings estimates.
03
Build
We build and test your workflows. You get a staging environment to review everything before it goes live. No surprises.
04
Maintain
Monthly retainer keeps everything running. You get a dashboard, a contact, and someone who actually answers the phone.
Why Elliott Bay Data

Rare combination.
Real results.

Finance + Tech in One
Most automation consultants don't understand P&Ls. Most bookkeepers don't build systems. We do both — which means the automations we build are financially sound, not just technically clever.
Built for Professional Services
Lawyers, doctors, and agencies have compliance requirements and client confidentiality obligations that generic automation tools ignore. We build with those constraints from day one.
You Own Everything
No proprietary platforms. No lock-in. The workflows, the code, the credentials — they're yours. If you ever want to move on, you walk away with your systems intact.

Start with a conversation.

30 minutes. No commitment. Walk away with a clear picture of
what's automatable in your business and what it would cost.

Book a Free Discovery Call →
Get in Touch

Let's talk
about your work.

Emaildoug@elliottbaydata.org
LocationSeattle, WA
Also offeringBookkeeping via ElliottBayAccounting.com