Sphynx Automation helps financial advisors, attorneys, and accountants set up and automate their tech stack
We help financial advisors, attorneys, accountants and other service-based businesses set up and automate their tech stacks. Customization is at the core of everything we do. We have options for every skill level and budget.
Our most popular service. We work with you to design your workflows, then fully implement your technology for you so you can focus your time and energy on what you do best.
We'll teach you what you need to know and work with you to overcome any obstacles you're facing in building your workflows or setting up your tech. Best for those with the time and interest to learn how to implement their own technology.
Are you more of a DIYer or want to check out our offering before committing to a bigger project? Check out our template store where we have pre-made form and email templates or view our courses.
From software selection, to system design, to implementation we can cover all your workflow automation needs and help you build a truly custom system that integrates best-in-class technology. Here are a few of the systems we love to work with:
Do you need help learning how to automate workflows? Let us know!