G&H Automation - Assembly Expert Directory
G&H Automation
About G&H Automation
G&H Automation partners with Assembly (formerly Copilot) to help businesses operate client portals as part of their revenue and delivery infrastructure.
Using Assembly as the secure, branded client portal, we design automated workflows that connect onboarding, document management, approvals, billing, reporting, and ongoing client activity. These workflows integrate with platforms such as HubSpot, Microsoft 365, Google Workspace, Make, CRMs, ERPs, and custom APIs to ensure client-facing actions translate directly into internal processes.
This partnership enables organizations to reduce operational friction, accelerate onboarding and billing, improve client retention, and scale service delivery without proportional increases in overhead. The result is a client portal that supports consistent revenue operations and long-term growth.
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Clients
Reviews
5.0 (2)
G&H helped our company with setting up a customized customer portal.
5.0
Sep 06, 2024
Matthew Kruger, CRI Environmental Solutions
Greg and Cassandra at G&H went above and beyond with our request to customize our customer portal with Apps, integrations, and much more. They listened to our needs and were extremely flexible when changes were needed. I would highly recommend G&H to any company who is in need of technology integration.
5.0
May 24, 2024
Tim Coons, Foreign Tax CPA
G&H Automation is our GO TO SOURCE for our modernization process. Getting out of the "business as usual" model that CPA firms get stuck in is a real challenge. G&H's approach that starts with listen to your client is refreshing and is now our basis to grow with them. We are looking forward to becoming a worldwide name serving Foreign Owners of US Property, growing on a platform built in partnership with G&H Automation.
Tim Coons, CFO Foreign Tax CPA