AI Automation Software
Most small businesses lose a full day a week to copy-paste work. We find those hours and hand them back.
- Starting at
- $6,000
- Fixed price, quoted after a free audit
- Typical timeline
- 3–6 weeks to first automation
The short version
We start by mapping the handful of workflows that actually eat your team's time — the inbox triage, the quote that gets rebuilt from scratch every morning, the invoice chase, the weekly report someone assembles by hand.
Then we automate them with a mix of large language models, classic rules and the tools you already pay for. No rip-and-replace, no year-long project. Most first automations ship inside a month and pay for themselves well before the year is out.
Everything we build stays yours: your accounts, your data, your keys. We document it, train your team on it, and hand over the runbook.
What you get
The pieces that make it work
Document and email intake
Invoices, purchase orders, insurance forms and inbound email get read, classified and routed into your systems automatically — with a human approval step wherever the stakes justify one.
AI assistants trained on your business
A support or sales assistant that answers from your real pricing, policies and past tickets, escalating to a person the moment it is out of its depth.
Quote and proposal generation
Turn a phone call or a form submission into a priced, branded, ready-to-send proposal in under a minute.
Scheduling and dispatch
Match jobs to people and vehicles based on skills, location and availability, then keep customers updated without anyone typing a message.
Reporting that writes itself
The Monday morning numbers arrive Monday morning, already in plain English, already in the inbox of whoever needs them.
Guardrails and oversight
Every automation is logged, reversible and measurable. You see what ran, what it cost and what it changed.
Scope
Everything included, written down before we start
Your proposal lists exactly this. Nothing on it becomes a change order later.
- Workflow audit with hours-saved estimates per process
- Working automations deployed into your existing stack
- Integrations with your CRM, accounting and email tools
- Human-in-the-loop approval steps where they matter
- Monitoring dashboard and failure alerts
- Team training session and a written runbook
Home services · 34 staff
Same-day quotes without hiring an estimator
Quotes took two to three days because a single estimator rebuilt each one by hand from call notes. Roughly a third of leads went cold before the paperwork arrived.
We built an intake automation that reads the call transcript and site photos, prices the job against their catalogue, and produces a branded proposal for the estimator to approve and send — a five-minute review instead of a two-hour build.
“We stopped losing jobs to whoever answered fastest, because now that is us.”
Illustrative of a typical engagement rather than a named client record.
Questions
AI Automation, answered
Do we need to replace our current software?
Almost never. We build around what you already use — QuickBooks, Google Workspace, your CRM, your scheduling tool. Replacing tools is a separate decision, and we will tell you honestly when one is genuinely holding you back.
What about our customer data?
Your data stays in your accounts under your control. We work with providers that offer zero-retention API terms, we never train models on your data, and we sign whatever data processing agreement your industry requires.
What if the AI gets something wrong?
We design for it. Anything with money, legal or safety consequences gets a human approval step, every action is logged, and we set confidence thresholds so uncertain cases route to a person rather than guessing.
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Ready to talk about AI Automation?
Thirty minutes, no charge. We will tell you what is worth doing, what is not, and roughly what it costs.