Where do we start if we're only using AI for drafting today?

That's where most companies start: AI as assistance, where it helps you go faster but you're still driving. From there, repeatable work moves to automation that runs start to finish, and then to agents that make the call and act, with people stepping in for exceptions.

Do we need new software, or can you work with what we have?

Either. The work covers connecting what you have or putting in what you need. Where someone sits between two systems exporting and importing, we connect the systems directly so the data moves on its own and stays consistent.

Where do people stay involved?

Work that follows the same steps every time gets built to run itself, and a person comes in only where judgment is needed. Agents route what comes in and learn from every correction, so your people handle the exceptions instead of the queue.

AI & Workflow Automation

Put the busywork on autopilot

Q: What happens before anything gets built?

We map how the work actually moves today: the systems, the data, the handoffs, and who touches what. That map becomes the plan and shows where automation pays off.

Integrations, automations, and agents that take the manual work out of how your business runs, whether that means connecting what you have or putting in what you need.

See If We're a Fit

Trusted by

use cases

Three systems we build again and again.

Integration

Data & System Integration

We connect your systems directly, so the data moves on its own and stays consistent.

See the architecture

knowledge

Knowledge Layer

The agent answers from approved documents and cites its sources. Problems it finds go back to the owner to fix.

See the architecture

Agents

AI Agents

Agents that read what comes in, work out what it is, and route it. Your people handle the exceptions instead of the queue.

See the architecture

know where you stand

where are you on your ai journey?

Most companies are only scratching the surface of what’s possible using AI & automation. We can help move you along the learning curve.

Most Start Here

AI as assistance

AI helps you go faster, but you’re still driving

Drafting Emails

Claude as Thought Partner

Visualize KPIs & To-Do’s

Turning Notes into Plans

Movin’ On Up

AI as automation

Repeatable work that runs itself start to finish

Setup New Customers Automatically in Systems

Extract Data from Forms

Demand & Volume Forecasting

The Promised Land

AI with agency

AI makes the call and acts. People step in for exceptions.

Overdue Accounts Chased

Real-Time Delivery Routing

Customer Support Triage, Dispatch, & Response

capabilities

The work we take off your plate

Planning & Process Mapping

Before anything gets built, we map how the work actually moves today: the systems, the data, the handoffs, and who touches what. That map becomes the plan and shows where automation pays off.

Data & System Integration

Most companies have someone sitting between two systems, exporting from one and importing into the other. We connect the systems directly, so the data moves on its own and stays consistent.

Workflow Automation

Approvals, onboarding, invoicing, account setup. Work that follows the same steps every time gets built to run itself, and a person comes in only where judgment is needed.

AI Agents

Agents that read what comes in, work out what it is, route it, and learn from every correction. Your people handle the exceptions instead of the queue.

Reporting & Insights

Dashboards and alerts that pull straight from your systems, so the numbers are current and nobody has to assemble them by hand. You see what’s happening across the business without waiting on a report.

want to chat?

bottleneck? let’s fix it.

Bring Us a Workflow

Bring the workflow that eats the most time. We’ll map how it runs today, what it touches, and what it would take to automate.

Often paired with:

Workforce+

AI Strategy Sprint

Claude Deployments

100,000 customers in 3 sytems with nobody in the middle

The finance team for Engine, a VC-backed travel management company, ran accounting in NetSuite, sales in Salesforce, and planning in Adaptive, with someone exporting and importing between each pair by hand. Invoicing was rebuilt on Tray.ai, collections was moved to a dedicated platform, Adaptive’s NetSuite connector was used to drive budget-to-actuals, and a daily dashboard replaced manual reporting. The time went into analysis and customer relationships.

7 days → 1 day

to send invoices

60 → 25 days

DSO

~3,000 hours

returned per year

Practical resources

Use the playbooks we use to plan better technology

For Series A teams

IT Playbook for Startups

What to prioritize, what to defer, and how to build a foundation that holds through the next stage of growth.

Read the Playbook

For expanding footprints

IT Design/Build: Wired for Growth

Network standards, hardware, procurement, rollout sequencing, and operations across locations.

Read the Playbook

For project teams

New Location Cheat Sheet

Straight to the point mega page for everything you need to think about when opening a new location.

Read the Cheat Sheet

common questions

Before we talk, here's what most teams want to know.

Our systems and data are a mess. Can we still automate?

Yes, and most companies are in the same spot. The first step is usually connecting the systems you already have so the data lines up. While that’s underway, we can build self-contained automations that don’t depend on it, so your team sees wins early.

We don’t have a plan. Where do we start?

With your business goals, not a tool. If you don’t have a clear list of where automation pays off, that’s what our AI Strategy Sprint produces: a map of how work moves today and a ranked list of what to build first.

We have people building some of this themselves. Do we need you?

Maybe not for everything. Plenty of clients have someone handy with AI tools, and that’s a good thing. We take on the heavier builds and integrations, set the standards and guardrails, and keep the DIY work from turning into something nobody can maintain.

What are your most common use cases?

It depends on the company and the industry, but a few come up again and again. Finance is a great place to start, and so is customer support: triage, dispatch and drafted responses. Many clients start by connecting the systems they already have, or by building a knowledge layer their team can actually trust.

We'll tell you if we're not the right fit

Tell us what you're running and where it's straining. If it's not something we should be doing, we'll say so.

See If We're a Fit