Services Built for Professional Services Firms
Three tiers designed to match your readiness — from a diagnostic first step to a fully managed AI operation.
AI Operations Audit
$2,500 – $5,000
One-time engagement
The right starting point for any firm. We map your workflows, identify automation opportunities, and rank them by ROI — before you commit to a build.
Automation Build
$5,000 – $15,000
Per system delivered
We build the automation system scoped in your audit. Full source code ownership on delivery. No SaaS fees, no lock-in.
Managed Automation
$750 – $2,000/mo
Cancel any time
We keep your systems running, up to date, and improving. As AI models evolve, we migrate. As your firm grows, we build more.
All tiers include a free 30-minute workflow review before any commitment. Book it here
What's included at each tier
| Feature | AI Operations Audit | Build | Managed Automation |
|---|---|---|---|
| Workflow analysis & ROI mapping | |||
| Written implementation roadmap | |||
| Custom AI system built for you | |||
| Full source code ownership | |||
| Deployment to your infrastructure | |||
| Team training & documentation | |||
| 30-day post-launch support | |||
| Ongoing monitoring & alerts | |||
| AI model migration (as models evolve) | |||
| Monthly performance reports | |||
| Priority support (4-hr SLA) | |||
| Quarterly strategy reviews |
What We Typically Automate
These are the highest-ROI workflows we see repeatedly across engagements.
For Accounting Firms
- Monthly management report generation
- Invoice extraction & GL coding
- Bank reconciliation flagging
- Tax document classification & extraction
- Payroll exception reporting
- Client onboarding document processing
- WIP aging analysis & alerts
- Engagement letter generation
For Consulting Agencies & MSPs
- Proposal generation from RFP documents
- Project status report automation
- Timesheet & utilization analysis
- Client deliverable formatting
- Knowledge base search (past projects)
- Meeting notes → action item extraction
- Ticket triage & auto-assignment (MSPs)
- SLA monitoring & escalation alerts
Not sure which tier?
Let's figure it out.
Book a free 30-minute call. We'll assess your workflows and recommend the right starting point — with no pressure to commit.
Book a Free Workflow ReviewWhat We Build
Need a single tool rather than a full package? These solutions can be built standalone or bundled into any tier.
AI Chatbots
Trained on your business data. Handles client questions, qualifies leads, and books appointments automatically.
Analytics Dashboards
Replace manual reports with live, auto-updating command centers connected directly to your data sources.
Document Processing
Extract structured data from invoices, contracts, and forms with 95%+ accuracy. Eliminate manual data entry.
Intelligent Knowledge Bases
Searchable, AI-powered knowledge bases trained on your firm's documentation. Instant answers for your team.
All solutions can be bundled into any tier, or built as standalone projects. Contact us to discuss your needs →
Ready to Automate?
Stop losing billable hours
to manual work.
Book a free 30-minute workflow review.
No commitment. No sales pitch. Just a workflow analysis.
Book a Free Workflow Review