Every System is Tailored to Your Workflow
Start small. Scale when ready.
AI Operations Audit
Starting From $2,497
One-time engagement
Identify automation opportunities.
Automation Build
Starting From $4,997
Per system delivered
Replace manual workflows.
Managed Automation
Starting From $750/mo
Cancel any time
Maintain and improve systems.
All tiers include a free 30-minute workflow review before any commitment. Book it here
What's Included in 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 Free AuditWhat 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 Audit — No Commitment, No Sales Pitch.
Book Free AuditBy booking, you agree to our Terms & Conditions. Systems provided as-is. Results depend on implementation.