AI automation consulting
Where AI actually fits. Scoped honestly.
An honest look at where AI can take repetitive work off your team, built around your workflow, with a person approving anything that touches money or customers.
Example · vendor bills · 8:05 am
Bills read by AI, approved by a person
- AI reads
- AI codes
- A person approves
- Posts to the ledger
- Supply house Bill 55217:58 amApproved and posted to QuickBooks
- Equipment rental Bill 01938:05 am
- Amount
- $1,200.00
- Coded to
- Job J-1042 · Equipment rental
- Fuel card statement8:06 amBeing read
What we do.
Where AI actually fits in your operation, scoped honestly, with a person approving anything that touches money or customers.
Document and invoice extraction
Vendor bills, receipts and forms read automatically and turned into entries ready for a person to approve.
Agents built around your workflow
Routing requests, drafting routine replies, updating records in the systems you already use, with approval steps where they matter.
Honest scoping
We'll tell you where AI is the wrong tool. Some problems are an integration or a report, not an agent.
Human approval on anything that matters
Money, customers and compliance never move without a person saying yes.
What the audit covers.
- 1Systems auditTwenty minutes, free. What you run, what's breaking, what to fix first.
- 2Fixed-fee scopeA written Statement of Work with a fixed price. Half at signing, half on delivery.
Signs you need it.
- You've been told AI could help, and nobody has shown you where.
- Someone reads the same kind of document every day and types it into a system.
- Routine requests pile up because each one needs a human to look at it first.
How we work.
No open-ended hourly billing, and no system you can’t take with you.
- 1Systems auditTwenty minutes, free. What you run, what's breaking, what to fix first.
- 2Fixed-fee scopeA written Statement of Work with a fixed price. Half at signing, half on delivery.
- 3Build alongsideThe new system or bridge runs next to what you have. Nothing stops.
- 4Reconciled cutoverTotals checked against the old system before anyone switches.
- 5Documented handoverSource code, documentation and accounts in your name. You own it.
- 6Optional maintenanceMonthly, cancellable on 30 days' notice. Never required.
Questions about AI automation consulting.
Is AI reliable enough to touch our books?
Not on its own, which is why our automations put a person in the loop on anything that posts to the ledger or reaches a customer. AI does the reading and drafting; a person approves.
Where does our data go?
We connect only to the services you approve, send the minimum data needed, and set the accounts up in your name. If your data carries privacy obligations, we scope those first.
How do we know it's worth it?
We start with a narrow, measurable task, such as one document type or one request queue, and measure the hours it removes before expanding. The calculator on the home page gives a rough estimate; the systems audit gives a real one.
Get your free 20-minute systems audit.
Tell us what you run and what’s breaking. We’ll map how your systems fit together, point out the quickest wins, and reply within one business day to set up the call.
- Three questions. About a minute.
- We reply by email. Leave a phone number only if you want a call.
Example · systems map · what the audit produces
- Website
- Job system
- Spreadsheets
- Inventory system
- QuickBooks, Xero or NetSuite
- Re-keyed by hand
- Connected