Blog

Automation insights for small businesses

Practical, no-jargon guides on automating the repetitive work that eats your week.

Invoicing

Extract Invoice Data from PDF to Excel: A Safe Workflow

How to get invoice data from PDF into Excel: digital vs scanned files, structured extraction, the spreadsheet formula trap, and the checks to run before posting.

7 min readRead →
Invoicing

Purchase Order and Invoice Matching for HK Traders

Match purchase orders, delivery notes and invoices before payment. Learn two-way and three-way matching, partial deliveries and how to review discrepancies.

7 min readRead →
Invoicing

How to Track Overdue Invoices: A Receivables Aging Workflow

Track overdue invoices using clear aging buckets. Reconcile receipts, partial payments, disputes and credit notes before drafting reminders for human review.

8 min readRead →
Automation

When to Move a Shared Spreadsheet to a Proper Workflow

When a shared spreadsheet should become a workflow: what Excel and Sheets do well, what they don't provide on their own, and how to harden the sheet first.

8 min readRead →
Automation

7 tasks every small business should automate first

The repetitive jobs that quietly eat hours every week — and how to hand them to software without an IT team.

8 min readRead →
Automation

Still doing it by hand? What it quietly costs you

Costs are up and margins are thin. Why manual admin is a hidden liability for Hong Kong SMEs — and where to start.

5 min readRead →
Automation

Free ChatGPT vs real automation

ChatGPT is great, but it isn't automation. The honest difference — and when each one actually saves you time.

4 min readRead →
Payroll

How to calculate MPF contributions in Hong Kong

The 5% rate, the HK$7,100 and HK$30,000 limits, worked examples — plus a free payslip generator.

4 min readRead →
Planning

Hong Kong public holidays 2026 & working days

All 17 gazetted holidays with exact dates, and how to count real working days around them.

4 min readRead →
Invoicing

How to write an invoice in Hong Kong

What to include, why there's no sales tax, and how FPS details get you paid faster.

4 min readRead →
Reminders

How to cut no-shows with WhatsApp & email reminders

Why appointments slip through the cracks, and a simple automated reminder flow that recovers 30–50% of them.

7 min readRead →
Employment

Severance & long service payment in Hong Kong

Who qualifies, the two-thirds formula and the caps — plus what the end of MPF offsetting on 1 May 2025 changed for employers.

6 min readRead →
Employment

Annual leave & holiday pay in Hong Kong

The 7-to-14-day scale, who gets paid for a statutory holiday, and why leave pay is average daily wages — not salary divided by 30.

5 min readRead →
Payroll

Free payslip template for Hong Kong

What belongs on a Hong Kong payslip, the MPF pay-record you must issue within 7 working days, and a free generator.

4 min readRead →
Documents

Free quotation template for Hong Kong

What goes on a quote, why the valid-until date is the most important line, and how a quotation differs from an invoice.

4 min readRead →