Stop manually assembling client documents. We build the system that does it for you.
At MergeOS, we design, build and run document automation for businesses that produce personalised proposals, reports, brochures and recommendations at scale. Live in 2–4 weeks. After that, it just runs.
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Sound familiar?
Someone on your team currently:
- Takes customer answers from a quiz, form, or intake call
- Runs them through spreadsheets, rules, or look-up tables
- Manually assembles a polished, personalised document
- Sends it to the customer - sometimes hours later
It works. But it doesn't scale, errors creep in, and your best people spend their time on copy-paste work instead of the work that actually grows your business.
We automate the entire workflow
- Your data comes in A form or quiz your customer fills in, a CSV upload, or straight from your systems via API.
- Our system runs your business logic Your formulas, your rules, your templates.
- A polished, branded document is delivered By email, download, on-screen or webhook - in seconds, every time.
No manual assembly. No copy-paste. No designer involved on a per-document basis.
Built for teams producing personalised client documents by hand
Financial & insurance advisers
Financial planners, mortgage brokers and insurance brokers producing Statements of Advice, recommendation summaries and client reports.
Real estate agencies
Buyer reports, property investment reports and market analyses. Generated the moment a client asks.
Skincare, beauty & wellness
Recommendation quizzes and consultation flows that end in a personalised, branded product brochure.
Health practitioners
Patient reports, treatment plans and assessment summaries. Consistent, accurate and instant.
Aged care & disability services
Client reports, care plans and compliance documentation without the administrative drag.
Not on the list?
If your team produces personalised documents that influence a sale, a conversion or a commitment, and does it by hand - we should talk.
A typical MergeOS engagement
Discovery call
A short call where you walk us through how you currently produce documents. We tell you whether MergeOS is a fit, and if not, we'll say so and point you in the right direction.
Build
Discovery, template design, integration with your website or systems, testing, go-live. Typically 2-4 weeks from kick-off.
Go live
Documents generate automatically from then on. Your team manages template updates through the MergeOS interface, using familiar Word documents.
Transparent, predictable pricing
Covers discovery, template design, integration with your systems, testing and go-live.
Automation platform hosting, monitoring, email delivery and template storage.
No per-document fees. No volume penalties. No surprise costs. Most projects fall between $5,000-$15,000 implementation and $250-$1,500/month ongoing.
How ESK Care went from 10-20 brochures a week to 80+ a day
ESK Care sells science-backed skincare online. Customers complete a skin assessment quiz, and ESK delivers a personalised PDF brochure recommending the right products - linked straight to the purchase page.
Before MergeOS, ESK's team manually re-entered every quiz response into a spreadsheet, generated recommendations, and emailed them out. Customers waited hours; the team was bottlenecked. Now, every quiz response generates a personalised, branded brochure automatically - on-screen the moment the quiz is finished.
“Since using MergeOS, our customers receive personalised product recommendations almost immediately after completing the quiz. The difference in conversion is night and day. Customers who receive a personalised brochure are far more likely to purchase. It's become a core part of how we sell.” Daniel Rubinstein, Managing Director, ESK Care
Ready to stop manually producing documents?
Book a 15-minute call. We'll walk through your current process and tell you whether MergeOS is a fit. If it isn't, we'll point you somewhere useful.