AI solutions

AI that works on your business data.

Focused AI tools for the work your team repeats every week. Each one reads your CRM, finance, and operations data, so its answers match the numbers you already report.

What we build

Start with one job worth automating.

Each solution has one owner, a clear scope, and a result we measure before and after launch.

Revenue and customer success

Account intelligence assistant

Answering “why has this account gone quiet?” means checking four systems and a shared inbox.

Starts when
A question from sales, success, or leadership
You stay in control of
Account decisions and anything sent to the customer
  • Answers from CRM, payments, support, and contract documents at once
  • Every answer cites the records it used
  • Respects each user’s existing data permissions
CRMPaymentsSupportContracts

Operations, credit, and finance

Document intelligence

Analysts retype terms, amounts, and dates from applications, contracts, and invoices.

Starts when
A new application, contract, or invoice arrives
You stay in control of
Low-confidence fields, approvals, and final decisions
  • Extracts fields and risk flags into structured records
  • Sends low-confidence items to a human review queue
  • Keeps an audit trail for every decision
ApplicationsContractsInvoicesKYC files

40%

More financial reviews completed · Apickle

Sales and customer success ops

AI agents for follow-through

Alerts fire, but nobody drafts the outreach or opens the task.

Starts when
A risk or opportunity signal from your data
You stay in control of
Every message before it is sent, discounts, and account strategy
  • Turns a signal into a drafted email, CRM task, or renewal brief
  • A person approves before anything is sent
  • Tracks each action through to its outcome
CRMEmailProduct usageBilling

Sales and marketing

Lead research and qualification

Reps spend hours researching leads that never fit the ideal customer.

Starts when
A new lead enters the CRM
You stay in control of
Which leads to pursue and the first message
  • Enriches and matches leads against your existing records
  • Scores each lead against your ideal customer profile
  • Writes a short first-touch brief for the rep
CRMWeb researchFirmographicsPast deals

~2,400

Hours of manual work saved a year (estimate) · Real estate agency

Case study

Support and customer success

Support triage with account context

Help-desk AI reads the ticket text but not the customer’s value, contract, or health.

Starts when
A new ticket or customer email
You stay in control of
Replies to high-value or unhappy customers
  • Classifies and routes tickets using account history
  • Drafts replies that reflect the customer’s plan and contract
  • Flags high-value accounts that need a senior response
Help deskCRMBillingProduct usage

Finance, risk, and leadership

Risk and anomaly monitoring

Credit risk, churn, and unusual transactions surface after the monthly report.

Starts when
Continuous checks on accounts and transactions
You stay in control of
What to do about each flag
  • Monitors accounts and transactions continuously
  • Explains each flag in plain language, with the drivers behind it
  • Routes each flag to the person who owns it
TransactionsPaymentsAccountsCredit data

~$500K+

Annual revenue protected (estimate) · Fractal

Case study

Results reflect separate client engagements. Outcomes depend on company data, processes, and implementation scope.

How every solution is built

Grounded in approved data

The AI works from connected, cleaned sources with agreed metric definitions, not from whatever it can find.

People stay in control

Anything customer-facing or financial goes through a review step. Access follows your existing permissions.

Measured from day one

We record a baseline before launch, such as hours spent or reviews completed, and report against it afterwards.

How agents earn autonomy

Reviewed actions first. Automation once it is proven.

Agents take on more only when test results and your team agree they are ready. Exceptions always go to a person.

  1. Step 1

    Suggest

    The agent investigates and drafts. A person decides and acts.

  2. Step 2

    Act with approval

    The agent prepares the action. A person approves each one before it runs.

  3. Step 3

    Act on routine cases

    Routine cases run automatically. Unusual ones are sent to a person.

  • Done by a person
  • Approved by a person
  • Automatic
  • Sent to a person

Not sure where to start?

Check that your data is ready for AI.

Most stalled AI projects fail on the data, not the model. Every engagement starts with a short discovery that reviews your systems, data quality, and metric definitions, then names the first solution worth building.

See how we work with you

Have a job you want AI to take on?

Tell us what your team repeats every week. We will tell you honestly whether AI is the right fix and what it would take.