strms

What strms does

STRMS.io is an AI Automation Agency that helps small and medium-sized businesses leverage AI-powered agents and intelligent automation to streamline operations, reduce manual work, and scale efficiently. They believe that AI isn’t just for big enterprises—SMBs and professional services firms deserve access to cutting-edge automation that transforms finance, operations, and customer workflows. STRMS simplifies AI automation deployment, guiding clients through stages and supporting employees. They develop and deploy AI automation workflows for medium-sized businesses and accounting firms to elevate their people and customer happiness. STRMS builds AI workflows that support—not replace—teams, offering ease and not unease. Their mission is to deploy people-centric AI automation for mid-market finance and ops teams and the advisory firms that serve them so that their customers and employees experience five-star hospitality.

Products

• Kickstart"If, Then" logic to automate basic tasks. Great for beginners.
• RelayUses APIs + AI to create smarter, multi-tool automations.
• AgentAI agents that make decisions for you, no human trigger needed.
• ConductorOur most powerful orchestration. Think of it as an orchestra of APIs and agents.
• STRMS MarketplaceA growing library of prebuilt automation templates designed to tackle common business challenges. Each template is priced per integration, not per user, and includes ongoing maintenance and setup.

Key capabilities

• AI Agents
• Process Automation
• Seamless Integrations
• Reduce Time Spent Managing Automations
• Quickly Locate and Connect Disparate Data
• Scale Intentionally
• Break Free from Daily Ops and Accelerate Growth
• Rules Engine
• AI Enrichment
• Short-Term Memory
• Persistent Orchestration
• Audit & SOC 2
• Transparent Design
• Collaborative Build
• Training & Support Included
• Human-in-the-Loop Governance
• Trustworthy Growth (Four-Level Model)
• Risk-Conscious Efficiency (Four-Level Model)
• Escalation with Oversight (Four-Level Model)
• Future-Ready Platform (Four-Level Model)
• Prebuilt automation templates
• Custom integrations

Use cases

• Streamline operations
• Reduce manual work
• Scale efficiently
• Automate accounting
• Automate financial reporting
• Automate customer engagement
• Automate back-office tasks
• Streamlining and simplifying automation upkeep
• Unifying scattered data across systems for faster insights
• Intentional team growth without one-to-one hiring
• Focus on strategy, innovation, and scaling business
• Automating manual reconciliations
• Automating spreadsheet-driven forecasts
• Integrating siloed data between ERP, CRM, and banks
• Automating repetitive client onboarding
• Automating month-end “stare and compare”
• Automating narrative report writing
• Movement of Data automation
• Reporting & Analytics automation
• Repetitive Tasks automation
• Disconnected Systems automation
• Finance operations automation
• Accounting operations automation
• Modern GTM Motions automation
• RevOps automation
• HR automation
• Data Analytics automation
• Sales workflow transformation
• Lead management
• Onboarding processes
• Client communication
• Coordinating meetings
• Accepting QuickBooks invitations
• Creating Financial Cents Contacts, Clients, and Projects upon Ignition Signing
• Creating Clickup Projects/Tasks upon Ignition Signing
• Creating Asana Projects/Tasks upon Ignition Signing
• Creating spreadsheet Projects/Tasks upon Ignition Signing
• Creating Monday Projects/Tasks upon Ignition Signing
• Syncing Karbon & Keeper Work Status' Across Work Items
• Updating Pipedrive Deal Fields based on Unique Jotform Submissions
• Creating Monday Projects/Tasks upon Anchor Signing
• Creating spreadsheet Projects/Tasks upon Anchor Signing
• Creating Clickup Projects/Tasks upon Anchor Signing
• Creating Asana Projects/Tasks upon Anchor Signing
• Creating Karbon contacts, organizations, and POW after HubSpot Quote Signing

AI approach

STRMS is an AI Automation Agency that helps SMBs and professional services firms leverage AI-powered agents and intelligent automation to streamline operations. They build AI workflows that support teams, offering different levels of automation from simple 'If, Then' logic to AI agents that make decisions and powerful orchestration. They use APIs and AI to create multi-tool automations and integrate with existing tech stacks. Their approach is people-centric, focusing on augmentation rather than replacement, with human oversight and governance built into their processes.

Tech named: LLM, AI Agent, Integromat (now Make), Zapier, Prismatic, Vercel, n8n

Industries served

• Technology, Information and Internet
• Accounting Firms
• Professional Services Firms
• Finance
• Operations
• RevOps
• HR
• Data Analytics

What it says sets it apart

• AI Automation Agency
• Focus on SMBs and professional services firms
• People-centric AI automation
• Four-level model for automation (Kickstart, Relay, Agent, Conductor)
• Sprint-based deployment model (Half Sprint, Full Sprint, Double Sprint)
• Maintenance subscriptions for ongoing support
• 50% engineers, 50% accountants team composition
• Roots in an advisory and accounting firm (GrowthLab)
• Remote-first, hospitality-obsessed culture
• Human-in-the-loop governance
• Transparent design and collaborative build process
• Training and support included
• Pre-factored templates built for finance (Kickstart)
• Marketplace of prebuilt automation templates with included maintenance and setup
• Custom package options for complex needs