Services
An AI integrator for professional services & accounting firms.
Not another MSP. We lead with outcomes: quantify what's recoverable, automate it, and back it with a lean IT/security foundation.
Process Automation Audit
Before you spend on a bigger project, know exactly what it's worth. We map your top 3-5 manual workflows and put a real, quantified number on the hours and dollars you can recover.
You walk away with a prioritized, plain-English roadmap — and the option to have us implement it.
- ✓Mapping of your top 3-5 manual workflows, end to end
- ✓A quantified estimate of hours and dollars recoverable per workflow
- ✓Prioritized, plain-English automation roadmap
- ✓Honest recommendation on tools, costs, and timelines
- ✓A kickoff call to start implementation, if you choose to proceed
“I didn’t start this business to spend half my week troubleshooting software. I just need everything to work — reliably, automatically, and without me having to think about it.”
— The business owner we built this for
12 hrs
target hours saved per week
5 days
target average setup time
Targets, not measured averages — see /results for verified case studies as they publish.
Not ready for a full audit? Start with a Discovery Call.
A 30-minute session to get clear, actionable answers — what technology can save you time, what tools make sense for your size and budget, and what to do next.
- ✓A focused look at your current tech stack and manual workflows
- ✓Identification of your highest-ROI automation opportunities
- ✓A plain-English next-step recommendation — no jargon, no fluff
- ✓No obligation to continue after the call
How we price
Predictable where it should be. Tied to results where it counts.
Managed IT + Security
Predictable, per-seat pricing for the keep-the-lights-on backbone. Coming soon.
Process Automation Audit
One price, $2,500, for a defined deliverable — no surprises, no hourly clock.
Automation & AI projects
Project pricing tied to hours saved or tickets deflected, not just time spent building.
Longer term, we're building an AI FinOps dashboard so you can cap and allocate AI-agent inference costs the same way you budget everything else. Coming soon.
Built for your industry
Templates for professional services & accounting firms
Client onboarding
Intake forms, document collection, and CRM setup — templated for firms that onboard clients every week.
Invoice & AP automation
Capture, code, and route invoices automatically. Built for accounting and finance workflows.
Compliance reporting
Recurring reports assembled and delivered automatically instead of rebuilt from scratch each cycle.
More services coming soon
Book a Discovery Call or Audit now and we’ll keep you updated as new services launch.
Managed IT + Security Backbone
Flat-rate managed IT and endpoint security as the foundation under your automation.
AI Agent Orchestration & Governance
Audit trails, human-in-the-loop review, and kill switches for agent workflows — built on Power Automate, Zapier/Make, or self-hosted n8n.
AI Workflow Integration
Deeper, ongoing integration of AI into your day-to-day tools and processes.
Online AI Training Courses
Self-paced courses to help your team get comfortable with AI day to day.