Your business, running on autopilot — with you in the pilot's seat.
Big companies have analysts, collections teams and a night shift. You have AI. We build co-pilots that live inside your CRM, ERP, inbox and phone line, do the repetitive work around the clock, and ask before anything important happens.
Eight co-pilots. One very quiet back office.
These are the workflows small and mid-size businesses ask us for most. Each runs on your data, in your tools, at the autonomy level you choose.
The Morning Brief
Reads yesterday's orders, overdue invoices, low stock, open tickets and your calendar, then sends one page: the five things that need you today.
The Quote Whisperer
Turns a customer's rambling email into a priced, formatted quote in your CRM using your price book and past deals — and waits for your OK to send.
The Inbox Concierge
Sorts the shared inbox, routes each thread to the right person, and drafts replies in your company's voice from your own SOPs and past answers.
The Polite Collector
Watches receivables, sends friendly reminders that escalate on a schedule you set, and logs every promise-to-pay back to the ERP.
The Paperwork Eater
Reads supplier invoices, POs, delivery notes and receipts from email or photos, matches them, and posts entries to QuickBooks, Zoho or NetSuite.
The Reorder Radar
Forecasts what will run out from order history and seasonality, drafts purchase orders to preferred vendors, and stays under your spend cap.
The After-Hours Front Desk
Answers website chat and calls, books appointments into your calendar or CRM, and hands anything tricky to a human in the morning.
The Know-It-All Handbook
A private assistant trained on your policies, product specs and how-tos. New hires ask it "how do we handle a return from a wholesale account?"
Start with one workflow. Prove it. Then scale.
Pick the pain
We find the one task that eats the most hours or leaks the most revenue.
Connect the data
Secure access to the CRM, ERP, inbox or files the co-pilot needs — nothing more.
Shadow mode
It runs in Observe mode beside your team so you can check its judgment.
Turn the dial
Move to Recommend, Approve or Auto as trust is earned, with spend and value caps.
Measure & expand
Track hours saved and cash collected, then add the next co-pilot.
Responsible by design.
Human in the loop
Nothing irreversible happens without the approval level you set.
Your data stays yours
Least-privilege access, AI providers configured not to train on your data, and a record of what the model saw.
Every action logged
A readable audit trail of what the co-pilot did, why, and who approved it.
Measured, not hyped
We baseline before we build, so results are compared with your real numbers.
AI programs
AI use-case portfolio, governance and policy, model evaluation and risk reviews.
Embedded AI
Agentforce, Copilot-style assistants and retrieval over your documents, built into the tools people already use.
Predict & forecast
Demand, churn, maintenance and cash-flow forecasting from the data you already collect.
Which task would you hand off first?
Bring one workflow to a free 45-minute session. We will tell you whether AI can take it, what it would take to build, and how you would measure it.