Find where the hours go. Then build the fix.
A short, fixed-price audit that maps how work really moves, ranks where AI would save real time, and prices each one in your own numbers.
Limited time · 40% off an audit. Terms
What changes, in practice
ChatGPT is open. The work hasn’t changed.
Around 77% of US small and midsize businesses use AI regularly, but only a minority pay for a dedicated tool. Owners point at accuracy, keeping their information safe, and not knowing where it would apply.
So people paste things into a chat window and the process underneath stays as it was. The same information still gets typed in twice. The same five questions still land every morning.
Sources: Intuit 2026 AI Impact Report; Federal Reserve Bank of San Francisco.
How it works
Three steps, each small enough to approve without a committee. Every price is fixed per phase.
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Audit
Two to four weeks. We interview your people, map how each workflow runs, and score every opportunity on whether it is ready. You get a ranked list and a working prototype of the top one.
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Build
Two to six weeks per workflow. Built, tested, documented and handed over, running in accounts you own.
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Keep it running
Monthly. Monitoring, fixes, a review, and somewhere to send questions.
The audit ends with something running, not a slide deck.
Strategy consultants cannot build it. Dev shops will not tell you a workflow is not ready.
Two decades as an enterprise architect for major US banks and insurers, then seven years running and automating our own business. The person who does the assessment writes the code.
Where AI actually saves time
Work a person does today that software can do instead, with a person checking it.
Repetitive inbound requests
Sorted, drafted and routed, so your team handles the half that needs judgment.
Exception handling
Caught before the customer is the one who notices.
Documents into records
PDFs and emails that someone types into a system by hand.
Reconciliation between systems
Matched automatically, surfacing only the differences worth a look.
Quotes and inbound requests
Drafted with the right pricing, terms and history already filled in.
AI use cases by industry
Same method, different vocabulary.
Retailers and consumer brands
Customer service triage, order exceptions, product content across channels, inventory reconciliation, returns and supplier chasing.
Marketing agencies
Reporting, onboarding, status updates, creative QA and proposals. Also white-label and referral.
Ecommerce and DTC
The support inbox, listing generation, repricing and stock that drifts between channels.
Wholesale and distribution
RFQs as PDFs, pricing in someone's head, POs typed in by hand.
Warehouses and big-box suppliers
EDI exceptions, routing guide compliance, chargeback prevention, ASN accuracy and the vendor portals each retailer insists on.
3PLs and fulfillment
Order exceptions, carrier chases, and client reporting assembled by hand each week.
Everywhere else
Professional services, manufacturing, construction, recruiting, real estate, accounting. Tell us what your week looks like.
Your data stays where you put it
Keeping their own information safe is one of the reasons owners give for holding back. It deserves a straight answer rather than a line in a footer.
Four different things people mean
“Data must stay in-house” can mean four things: not used to train models, stays in your own cloud account, stays in the US, or never leaves your network.
Managed models in your own cloud account cover the first three — the default. Self-hosting is the honest answer only for the fourth, and it costs real money every month.
Everything is built in accounts you own. You pay software and usage directly. Nothing is copied into tools of ours.
Limited time: 40% off an audit
A Starter audit for $1,499, down from $2,499. A Standard audit for $2,999, down from $4,999.
We ask to publish the results with your name on them. If you would rather not be named, the standard price applies.