Custom AI automation & agents for back-office teams

Enter it once. Synced everywhere.

DoneOnce automates the copy‑paste between your systems. Your team keys a record one time — and it flows to every app that needs it, accurately and instantly. No more re‑typing. No more swivel chair.

HIPAA‑ready by design Built by operators who lived the workflow Fully managed service

Built to bridge the systems your team already runs

eMedical PointClickCare Epic Salesforce QuickBooks Google Sheets NetSuite HubSpot Excel SAP Workday Stripe
The DoneOnce pipeline

One entry in. Synced to everything.

Your team enters a record once. DoneOnce validates it, maps the fields, and pushes it to every system that needs it — in real time, with a full audit trail. Hover a system to trace its connection.

Your teamenters data once
DoneOnce
validate · map · sync
EHReMedical · PointClickCare
CRMSalesforce · HubSpot
BillingQuickBooks · NetSuite
SpreadsheetsExcel · Google Sheets
APIs & databasesREST · GraphQL · SQL
The hidden tax

The “swivel chair” is costing you a full‑time salary.

Someone on your team spends their day swiveling between two screens, re‑typing the same information from one app into another. It's slow, error‑prone, and it scales by hiring more people to do more copying.

That work is invisible on the org chart — and it's exactly the work software should be doing.

0
times the same record gets keyed, by hand
0
staff hours a month lost to copy‑paste
0
of that busywork is automatable
How we deliver

From manual busywork to done‑once, in three steps.

We don't sell you a platform to learn. We deliver a working automation tailored to the exact path your data travels.

1

We map the busywork

Show us the data your team moves between systems. We trace every field, rule, and Friday‑afternoon exception.

2

We build the bridge

A secure automation re‑keys the data for you — accurately, instantly — with humans looped in only on the true exceptions.

3

You get the hours back

We run and maintain it as a managed service. Your team stops copying and gets back to work that needs a human.

Use cases

Wherever data gets re‑typed, DoneOnce fits.

A few of the workflows we automate. Each one starts with a single entry and ends with every system in agreement.

Healthcare · LTPAC

Patient sync between EHRs

Admissions, demographics, and orders entered once stay matched across both EHRs — no nurse re‑typing charts at shift change.

eMedicalPointClickCare
Hundreds of nursing hours/month back to care
Finance · AR

Closed deal → invoice

When a deal closes in your CRM, the invoice is created in your accounting system automatically — correct amounts, correct codes, same day.

SalesforceQuickBooks
Faster billing, fewer revenue leaks
HR · Onboarding

New hire, entered once

One onboarding form flows into HR, payroll, and IT provisioning — so a new hire is set up everywhere before day one.

HR formPayrollIT
Zero duplicate entry, day‑one ready
Operations

Order → ERP & fulfillment

Online orders sync to your ERP and warehouse in real time, so inventory and fulfillment never run on a stale copy‑pasted spreadsheet.

StoreERPFulfillment
No missed or mistyped orders

Illustrative example automations — every build is mapped to your exact systems and rules.

Who it's for

If your team copies between two systems, we can help.

  • Operations & back‑office teams re‑keying records across apps
  • Finance & billing moving data between systems of record
  • Any team that "just hired someone to handle the data entry"
Starting where the pain is sharpest

Healthcare & senior care

We're launching first in skilled nursing and LTPAC, where staff move patient data between EHRs (like eMedical and PointClickCare) by hand, all day. We know this workflow from the inside — and we treat patient data with HIPAA‑grade care from day one.

Not in healthcare? The swivel chair is everywhere — tell us your workflow.

Under the hood

Built on the tools we trust — matched to your systems.

We assemble each solution from proven, self‑hostable building blocks — an automation engine, custom AI agents, and HIPAA‑eligible infrastructure — every workflow versioned in Git and owned by you.

Automation engine — n8n

Self‑hosted n8n is the backbone: it triggers on your events, transforms the data, and routes each record between systems — with hundreds of ready‑made connectors and custom nodes for the rest.

n8nWebhooks400+ connectorsCustom nodesSelf‑hosted

Custom AI agents

We build AI agents that read messy records, map fields between systems, reconcile mismatches, and decide when a human is needed — the judgment layer on top of the automation.

ClaudeAgent SDKTool useRAGException triage

Infrastructure — Railway

Container deploys, managed Postgres, private networking, and a signed BAA for HIPAA workloads — production‑grade infrastructure without standing up a DevOps team.

RailwayDockerPostgresPrivate networkingBAA

Version control & CI/CD — GitHub

Every workflow and agent lives in Git — reviewed, versioned, and shipped through CI/CD. Nothing reaches production that wasn't tracked, tested, and approved.

GitHubActionsCI/CDCode reviewIaC

Connectivity — APIs & RPA

Sanctioned APIs wherever they exist — including FHIR/HL7 in healthcare — and secure browser automation for the legacy screens that have none.

RESTGraphQLFHIR / HL7WebhooksSecure RPA

Security & data — Supabase

Encrypted Postgres with row‑level security, immutable audit logs, and point‑in‑time recovery — every record traceable end to end.

SupabaseAES‑256RLSAudit logsSOC 2 path

We pick the most durable, compliant path for each system — and you own the code, the workflows, and the connections.

Built to be trusted

Serious about security, priced to the value.

Moving sensitive data demands more than a clever script. DoneOnce is engineered for regulated environments from the ground up.

HIPAA‑ready architecture

Business Associate Agreements, encryption in transit and at rest, least‑privilege access, and immutable audit logs.

Keep your tools

We connect what you already run. Nothing to rip out, no months‑long migration, no retraining your staff.

Humans on the exceptions

Automation handles the repetitive 95%. Your team keeps judgment on the cases that actually need a person.

Priced to the value

A flat monthly fee anchored to the hours and errors you save — not billable hours. We win when you save.

See if DoneOnce fits your workflow.

Tell us where your team moves data by hand. We'll map it on a free 15‑minute call and show you what done‑once looks like.

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