Meet your AI back office. Smarter workflows. Cleaner books. More time for customers.
Built specifically for owners, office managers, sales and finance teams at small and mid-sized businesses. Designed to save time, cut admin, speed up cash and let your people spend the day on customers.
Practical AI for sales, operations and finance at growing businesses
Your team juggles the inbox, quotes, invoices, follow-ups and reporting every day. These tools work directly inside that routine, inside the software you already use, so the work gets done faster without anyone learning a new system.
Six AI tools. One architect.
From the first email of the day to the Monday report, each one is set up for you and approved by you.
Email read, sorted and answered in draft
Every inbound request is categorized, matched to the customer record and answered in a draft that sounds like your team. You read, adjust if needed, and send.
Reading PDFs, forms and receipts so nobody retypes them
Invoices, purchase orders, signed forms and photos of receipts are read and turned into structured records (vendor, amount, date, line items) ready to post.
Every call and meeting logged, next step drafted
After a call or meeting, notes are summarized, the CRM is updated and the follow-up email is waiting in drafts. Fewer things slip when someone is busy.
Quotes out in minutes, invoices validated before they go
Quotes are assembled from your price list and past jobs; invoices are checked for missing PO numbers, wrong rates and terms before a customer ever sees them.
The weekly report written before Monday
Sales, cash, jobs and people numbers are pulled from your systems and written up with what changed and why. Ask a question in plain English and get the answer from your own data.
One screen for the whole business
A custom dashboard built on your data: revenue, pipeline, cash, open jobs and team load, live. Leadership stops asking for numbers and starts acting on them.
The client work stays yours. The busywork doesn't.
Every small business has the same three time-sinks: reporting, follow-up and onboarding. Agencies feel them hardest because retainers run on all three, so that is where we start. Agencies run on retainers, and retainers run on reporting, follow-up and onboarding that no one bills for. These are the workflows we set up first for agency teams, inside the tools you already use, with an account manager approving anything a client will see.
Client reporting
Campaign numbers pulled from the ad platforms, analytics and the CRM into the monthly report, drafted in your template and ready for the account manager to review before it goes out.
Works inside: Google Ads, Meta, GA4, Looker Studio, Google SheetsLead and client follow-up
Every inbound lead and every client question logged, matched to the account and answered in a draft that sounds like your team. Quiet accounts flagged before they churn.
Works inside: HubSpot, Gmail, Outlook, SlackOnboarding and intake
New-client forms, briefs and assets collected, checked for what’s missing and turned into the project record and kickoff checklist.
Works inside: Forms, Notion, Asana, ClickUp, Google DriveReview and approval chasing
Deliverables that need client sign-off tracked, reminders sent in your voice, and the account manager told what is still waiting.
Works inside: Email, Slack, your PM toolStart with the one that eats the most of your week. The Starter Sprint takes one workflow live in seven days.
From first email to month-end close.
Requests, documents and leads captured from email and forms.
CRM and accounting filled in without retyping.
Replies, quotes and next steps drafted and sent on time.
Invoices validated, sent and chased.
Reports and a live dashboard for decisions.
Put customers first. Let the tools handle the rest.
Bring the three tasks that eat your week.
A 30-minute discovery call. You'll leave knowing which ones AI can take off your plate, and how.