We automate the repetitive operations in your business, like sorting documents and entering data. Projects start at $3,500.
Pricing BrochureAutomation for any part of your business
In business, many tasks largely involve doing the same process over and over. If a task is repetitive and follows rules, we can automate it.
Consider the documents that land in your inbox every week. Each one is a certain type and handled similarly every time. For example, if a vendor sends over a bill, an automation can read the vendor, amount, and due date, match it to the right job, and enter it in QuickBooks.
Document understanding
Document understanding classifies each document by type (e.g., invoice, purchase order), then checks and extracts its details. This allows automations to read a document, enter its details where needed, file it, or send it to the right person, without anyone needing to do the repetitive work.
Human-in-the-loop by design
Human-in-the-loop means a person reviews the work an automation shouldn't do alone. This may mean waiting for a person to approve an invoice before sending it to a customer. Where you draw the line depends on the risks involved, and we help you decide where it belongs for each step.
For any automation alerts and approvals, we use the communication channels your team knows best, whether that's email, text, Microsoft Teams, or Slack. Your team won't need to train on a new app.
AI where it helps
Most automation is standard software that connects your tools, which is cheaper and more predictable than AI. We only add AI where it's needed, such as for complex document understanding or judgment. We build on Anthropic's Claude, OpenAI's GPT, and Google's Gemini for language, and TypeSafe's Jev for fast, structured decisions like sorting, routing, and scoring.
Our development process
We always test and measure against real examples from your business before an automation runs on its own. We keep improving it until it's reliable for the job.
Repeat until it meets your needs
- AuditWe determine how the work gets done today and build the first version.
- TestWe use real examples to measure how often it is correct.
- ImproveWe fix what it gets wrong.
- DeployIt handles the routine work and sends exceptions to your team.
Common automations
- Entering data into your accounting software from invoices, purchase orders, and receipts
- Reconciling invoices, purchase orders, and payments
- Summarizing emails or form submissions and routing any requests to the appropriate person
- Drafting quotes, proposals, and other responses to customers
- Generating weekly and monthly reports with data from your systems
- Setting up onboarding checklists, accounts, and paperwork for new hires
- Answering staff questions from your business's documents and policies
AI workflow automation questions
Can the AI send messages to my customers without me seeing them?
Not unless you want it to. AI agents can't do something unless they're explicitly given the ability to. We always ensure proper guardrails are in place, such as requiring human review when needed.
Which AI models do you use?
We use Claude (Opus 5.5, Sonnet 5.5, Haiku 5.5), GPT-6, Gemini 3+, and Jev.
Do I have to switch software to use your automations?
No, we tailor them to the software you already use. If there are any integration complications, we will let you know before we start.
What does the workflow audit cover?
We identify standard procedures your business already performs, such as data entry, customer communication, and other repetitive tasks. Then we determine what's worth automating and how much time it would save.
How do I know it is worth it?
Our audit process identifies if the time and costs saved from automating are worth it.
How long does it take to build?
A single workflow usually takes 2-4 weeks from audit to a production deploy.
Are there ongoing costs?
Yes, and we'll give you an estimate of what you can expect before we start. AI models charge by usage, and the automation platform typically costs a flat monthly rate for hosting.
Do you host the automation?
No, we build on an automation platform that you pay for monthly.
What happens if an automation breaks or my process changes?
Reach out to us and we'll fix it for you at our hourly rate of $90.
When do you decide an AI automation is reliable enough?
We review its results with you after testing. We suggest more extensive testing and human approval for anything risky, such as automation that touches your books.
Is my business too small for automation?
No business is too small for automation, but we can determine if it's worthwhile during the audit. Reach out and we can discuss it.
Will I own what you build?
Yes, once you've paid in full.
Contact us
Schedule a meeting or send us an email.
October2026
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