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.
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.
One clean master list that stays clean
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.
The team runs the business, not the paperwork
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.
Found the quiet leaks, fixed the pricing
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.
Manual data entry, retired
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.
Decisions based on what's coming, not what happened
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.
One look, whole business
Where AI actually pays off
What AI can do in a business your size
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.