Data & reporting
Automated dashboards, weekly summaries, and insights pulled from your scattered spreadsheets and systems.
e.g. Monday report, written before Monday
AI consulting and automation services: strategy through delivery
Get the advice to choose the right AI opportunities and the technical delivery to make them work inside the tools your team already uses.
Track 1 · Consult
We help you decide
Not sure where AI actually pays off? We audit your workflows, map the highest-ROI opportunities, choose the right tools, and hand you a clear roadmap — whether you build it with us or not.
- AI strategy & roadmap
- Workflow & process audit
- Tool selection & team training
Track 2 · Build
We make it real
Then we build and connect it inside the tools you already use — automations, AI agents, and integrations — and keep them running so the time savings stick.
- Process automation & AI agents
- Systems & data integration
- Ongoing support & optimization
Business process automation
Turn repetitive multi-step workflows into reliable pipelines: data entry, invoicing, onboarding and approvals.
e.g. invoice → extracted → approved → filed
Explore process automation →
AI agents & chatbots
Customer support, lead qualification, and internal helpdesks that answer instantly and hand off gracefully.
e.g. support question → answer or human handoff
Explore AI chatbots →
AI automation consulting
An honest audit of where AI will pay off in your business — and where it won't. Roadmap, ROI, rollout plan.
e.g. 90-day AI adoption roadmap
Explore consulting →
Invoice & document automation
Extract, validate, approve and route information from invoices, forms and other business documents.
e.g. document → checked data → business system
Explore document automation →
Systems integration
Connect your CRM, ERP, email, and docs so information moves itself — built on Zapier, Make, or custom APIs.
e.g. CRM ↔ email ↔ accounting, synced
Team training
Hands-on workshops so your people actually use the tools we build — prompts, workflows, and guardrails included.
e.g. half-day workshop, full playbook
Custom AI solutions
Problem doesn't fit a template? We design and build bespoke AI tools around your exact process and data — the catch-all for everything the other cards don't cover.
e.g. an AI tool built just for your workflow
Every domain, one method
The busywork looks different in every industry. The fix is the same: map it, automate it, measure it.
Healthcare
Patient intake, scheduling, claims documentation
Finance
Reconciliation, compliance checks, report drafting
Retail & e-commerce
Product listings, inventory alerts, review replies
Legal
Contract review, intake triage, document assembly
Logistics
Shipment tracking updates, dispatch paperwork
Real estate
Lead follow-up, listing copy, tenant requests
Manufacturing
QC reporting, maintenance logs, supplier emails
Agencies & services
Proposals, client reporting, project status updates
From first light to full speed
Four steps from first call to running automation. Most clients see their first workflow live within three weeks.
Dawn · Week 0
Free AI audit
A 30-minute call where we map your workflows and flag the highest-value automation opportunities.
Sunrise · Week 1
Blueprint
You get a fixed-price plan: what we'll automate, expected hours saved, and the tools involved.
Daylight · Weeks 2–3
Build & launch
We build, test with your team, and go live. You approve every step before it touches real work.
Full sun · Ongoing
Measure & support
Monthly reporting on hours and cost saved, plus ongoing tuning as your business changes.
Not sure which track you need?
That's what the audit is for. Thirty minutes, no commitment — you leave knowing what to automate first.
Book a free AI audit