You don't need an AI strategy deck. You need the busywork off your plate. We find the tasks eating your team's week, automate them with the right AI tools, and explain everything in plain English.
AI pulls out what matters
Off-the-shelf AI where it fits. Custom build only where it pays for itself.
A few recent engagements. Names left out, stories as they happened. Swipe or use the arrows.
Master data cleansing
Three versions of every customer, four spellings of every vendor, and nobody trusted a report. We built an automated cleanup that merged the duplicates, standardized the records, and now checks every new entry so the mess never comes back.
Back office optimization
Order entry, invoicing, and filing were eating the office's whole week. We mapped every repetitive step, automated the ones a computer should own, and left the judgment calls to the people who are good at them.
Profitability engine
Revenue was up and the bank account wasn't. We built a profitability engine that priced out every job, customer, and product, and showed exactly where the money was leaking out.
Invoice capture
A wall of scanned invoices and email attachments nobody had time to key in. AI now reads them, codes them, and posts them for review the same day they arrive.
Forecasting
Planning meant last year's spreadsheet plus a hunch. We replaced it with a forecast that learns their seasonality and refreshes itself every week, so ordering and staffing stopped being a guessing game.
Owner's dashboard
The owner was piecing together Monday mornings from five logins and a legal pad. Now one page shows cash, sales, and open jobs, current as of that morning, on any device.
Not chatbots for the sake of chatbots. These are the four places we see AI and automation earn their keep in small and mid-sized businesses.
Monthly reports, commission calcs, and invoice prep that build themselves, on schedule, without copy-paste errors.
ExploreAI that reads the invoices, emails, and PDFs piling up in your inbox and turns them into clean, usable data.
ExploreForecasts for demand, cash, and staffing that learn your seasonality instead of guessing from last year's spreadsheet.
ExploreWe track what's moving in AI so you don't have to, and tell you what actually fits a business your size, in plain language.
Explore
Tell me what's eating your week and I'll tell you straight whether AI can fix it, what it would cost, and where I'd start. Whatever's easiest for you:
You work directly with Matt Carlson, the senior data leader behind every engagement.
