Each one follows our seven-step method and fits inside the apps your team already uses. Timelines are typical for a first project. These narratives are examples (composites or cleared cases), not anonymous client testimonials.
Accounting firm · ~8 weeks
CPA firm workflow automation
Client paperwork that files itself.
The brief. A growing CPA firm running client intake, document requests, and engagement work by email and hand, next to accounting and client management software it already owned.
What we built. Automated workflows for each client process, from onboarding to year-end, connected directly to the firm’s existing accounting software and client management system.
Software company · ~10 weeks
AI-powered software delivery
A dev team that gets faster with every release.
The brief. A software company ready to put AI to work across the whole team, with its code and know-how kept in-house.
What we built. A powerful locally hosted model the entire team uses at the same time, wired into an AI-driven development process with a built-in learning loop.
Operations · support · ~6 weeks
Company knowledge assistant
Every answer, with the page it came from.
The brief. A growing team with years of manuals, policies, and past jobs spread across shared drives.
What we built. An assistant in Teams or Google Chat that answers staff questions in seconds from the company’s own files.
Operations queue · ~8 weeks
Service request agent
Requests handled around the clock.
The brief. A busy operations inbox of service requests, scheduling, and status updates.
What we built. An AI agent that reads each request, books or updates the job, and replies to the customer, with a clear list of what it’s allowed to do.
Leadership · ~2 weeks
AI roadmap
One clear plan for every AI idea.
The brief. An owner with a handful of AI experiments across the team and a desire to invest where it counts.
What we built. A review of every experiment and workflow, ranked by payoff, with the best ones lined up to go live.
Sales · ~6 weeks
Quote and proposal builder
Polished quotes, out the door the same day.
The brief. A sales team rebuilding every quote by hand from old spreadsheets and past proposals.
What we built. A tool that drafts quotes and proposals from past wins, current pricing, and the customer’s request.
Customer service · ~4 weeks
Inbox command center
A shared inbox that sorts itself.
The brief. A shared Outlook or Gmail inbox where messages wait while staff sort, forward, and look things up.
What we built. Automatic sorting, tagging, and routing, plus reply drafts with the right details already filled in.
Finance · ~4 weeks
Collections assistant
Get paid faster, without the awkward calls.
The brief. A business with healthy sales and a growing list of overdue invoices.
What we built. A QuickBooks-connected assistant that drafts friendly, personal reminders from each open balance.