AI Automation
Stop doing the same work every single week.
We build AI systems and custom AI agents that handle your invoicing, reconciliation, reporting and follow-up, checking their own work and flagging exceptions for you to approve.
Fixed-price builds · You own everything
Sound familiar?
Your best hours go to paperwork.
- Month-end means a weekend of matching invoices to spreadsheets.
- You copy the same numbers between three different systems.
- Reports for clients or partners take hours to put together.
- Leads and follow-ups slip because nobody has time to chase them.
What we automate
The work that follows rules.
Invoicing & billing
Invoices drafted from source documents with your rates, fees and terms applied.
Reconciliation
Vendor invoices matched to orders and payments, with every gap flagged.
Client reporting
Monthly performance letters and dashboards generated from your raw data.
Intake & quotes
Requests captured, priced and answered in minutes instead of days.
Document processing
PDFs, statements and forms read and turned into clean spreadsheets.
Follow-up
Leads, unpaid invoices and review requests followed up on schedule.
How it works
Fixed scope, fixed price.
- 1
Assess
A free 30-minute look at your workflow and where the hours go.
- 2
Scope
A one-page plan with a fixed price and timeline.
- 3
Build
We build, test against your real past data and train your team.
- 4
Run
We monitor it, fix it when something changes and keep improving it.
Options
Choose what fits.
Starter Automation
One workflow, automated end to end.
- One workflow (e.g. invoicing or reporting)
- Tested on your past data
- Documentation and handoff
- 30 days of support
Managed AI Operations
Keep it running and keep it improving.
- Monitoring and fixes
- Updates when vendors change formats
- Monthly improvements
- Priority support
Custom System
Multiple workflows or clients on one system.
- Multi-step pipelines
- Self-auditing checks
- Spreadsheet and document outputs
- Approval workflow
Every engagement is scoped to your business on a short call. No long contracts.
Custom AI agents
The right agent, or none at all.
Thinking about an AI agent for your business? We'll tell you whether an existing tool will do the job or a custom agent is worth building, then set it up and keep it running.
Agent Fit Review
Find out what an agent should do for you before you buy anything.
- Review of your workflows and tools
- Off-the-shelf vs. custom recommendation
- Risks and approval points mapped
- Fixed quote for the build
- Fee credited toward your build
Agent Build
An agent set up or built around how you already work.
- Configured or custom-built agent
- Connected to your email, CRM or files
- Human approval on anything external
- Tested on real past examples
- Training and documentation
Managed Agent
Agents break when tools and processes change. We keep yours working.
- Monitoring and fixes
- Updates when your tools change
- Monthly tuning
- Usage and activity report
Every engagement is scoped to your business on a short call. No long contracts.
Questions
Good to know.
What kinds of work can you automate?
Anything repetitive that follows rules: invoicing, reconciliation, reporting, data entry, intake forms, quotes, follow-up emails and document processing. If you can explain the steps, we can usually automate most of them.
Will AI make mistakes with my numbers?
That's why our systems check their own math and flag anything unusual for you instead of guessing. You approve the output before it goes to a client.
Do I have to change my software?
Usually not. We build around the tools you already use, like email, Google Drive, Excel, QuickBooks and your CRM.
Who owns what you build?
You do. The code, the accounts and the documentation are yours.
What does the monthly fee cover?
Running costs, monitoring, fixes when a vendor changes a format, and improvements as your business changes.
What is an AI agent, and do I need one?
An AI agent is software that can take actions on its own, like answering customers, updating records or chasing invoices. Many businesses don't need a custom one. The fit review tells you whether an existing tool will do the job or a custom build is worth it.
Is it safe to let an AI agent act for my business?
We build agents with limits. They only get access to what they need, and anything that reaches a customer, a client or your money goes through a human approval step unless you decide otherwise.
Get started
What's eating your week?
Describe the task. We'll reply within one business day with whether it can be automated and a rough price.
Prefer to talk? Book a call →
Thanks, we've got it.
We'll reply within one business day with what we'd automate and a rough price.
Get your hours back.
Tell us the task. We'll tell you what it would take.