AI and automation consulting that ends in something running.
Most of what we'll recommend isn't AI. A lot of repetitive work only needs ordinary software. We'll show you which parts are which, what each is worth a year, and what to build first. Then we build it.
- Fixed scope, fixed price
- Ends in a build plan
- We build it
If you've been told to figure out AI
The honest picture: in the back offices we work in, AI pays for itself in three places. Everywhere else, ordinary software does the job for less and never guesses. The consulting is mostly sorting one from the other, in writing, with a number next to each.
Where companies get a return
- Reading messy documents: invoices, remittances, intake forms, faxes, email attachments that never arrive the same way twice
- Phone calls: the routine inbound questions and the outbound status checks that eat an afternoon
- Judgment-heavy triage: which claim to work first, which message needs a person, which invoice looks wrong
Where they don't
- A task with a rule you can already write down. That is a script, and it costs less and never guesses.
- A task that runs a few times a month. The build costs more than the hours it returns.
- A chat window bolted onto a process nobody changed. The work is still done by hand, now with a chat window.
- Anywhere a wrong answer costs more than a slow one, unless a person checks the output.
Where AI does go in, it goes in maintained and predictable: a narrow job, a person checking the edges, and your people still doing the work that needs them.
The AI & Automation Roadmap
Fixed scope, 2–3 weeks. $2,500–$5,000, credited toward the first build.
- 1
Interviews with the people doing the work
Not the org chart. The person who opens the files, works the portal, answers the phone. We watch the work as it happens.
- 2
Every candidate task, with hours and annual cost
Written down, one line each, at an illustrative loaded cost you can change. The list is usually longer than anyone expected.
- 3
Plain automation vs. AI, for each
Most will be ordinary software. Where AI earns its place, we say why, and what it costs to run.
- 4
Risks and data, in plain language
What data each task touches, where it would run, what a wrong answer would cost, and what has to be true before you rely on it.
- 5
A ranked build plan with budget by quarter
What to build first, what it costs from the published bands, and what the next quarter looks like once the first one is running.
For a single team, the Automation Inventory is the smaller version: half a day, one team, $500, credited the same way.
What we don't do
- No hourly advisory. Every engagement has a fixed scope and a fixed price.
- No slide-deck strategy with nothing built. The Roadmap ends in a build plan, and we build it.
- No tool reselling. We do not earn from the software you end up using, so we can tell you when the answer is a spreadsheet.
Who does the work
The people who write the code do the interviews. Our background is back-office operations where mistakes cost money: claims, billing, reconciliation, the portals and legacy systems most tools can't reach. That is why the plan is written by someone who will have to build it.
What it looks like when it works
8 hrs → 3 min
A daily file review that took eight hours by hand now runs as one scheduled job in about three minutes and flags anything that doesn't match. Plain automation, no AI. The kind of line the Roadmap is made of.
Consulting questions.
Do we need AI at all?
Usually not for most of the list. A lot of repetitive work only needs ordinary software: a scheduled job, a connection between two systems, a web app with the right screens. AI earns its place for reading messy documents, handling a phone call and making a judgment a rule can't. We say which parts are which in writing.
Is our data safe?
We treat the work the way a SOC 2 or HITRUST auditor would look at it. Most of what we build runs on your own resources. We sign BAAs. Details on our security page.
What if the answer is “don't automate this”?
We say so. Some tasks are too rare, some have no rule, and some are cheaper to leave alone. A sorted report or a checklist is sometimes the right answer, and it goes in the plan as that.
How is this different from the free evaluation?
The evaluation is one task: you tell us what you do by hand, we tell you whether it is worth automating and give you a fixed quote. Free. The Roadmap is the whole company over 2–3 weeks: every task, ranked, with a budget by quarter. $2,500–$5,000, credited toward the first build.
Start with the list, or start with one task.
Ask about the Roadmap and we come back with dates and a fixed price. Or tell us about one task and get a free read and a fixed quote. Both end in something running.
Free evaluation. Fixed quote before work begins.