What we build

Not every business needs all of this.

Most start with one thing that hurts, and we work outward from there. Some of it is specific to what you do. Some of it is making sure the whole thing is safe, understood, and yours.

01Documents & paperwork

  • Invoice, PO, and packing slip data entry — automated
  • Scanned document to searchable, structured data
  • RFQ and bid intake and parsing
  • Contract review and clause extraction
  • Receipt and expense capture
  • Form filling and validation
  • Handwritten field-ticket digitization

02Customer-facing

  • 24/7 chatbot on your website
  • Support email auto-triage and drafting
  • Order status and shipment tracking lookups
  • Quote generation from customer inquiries
  • After-hours voicemail transcription and routing
  • FAQ assistant trained on your actual policies

03Sales & marketing

  • CRM data cleanup and enrichment
  • Lead scoring and prioritization
  • Sales call transcription with action items to CRM
  • Proposal and SOW drafting
  • Product description and catalog copy
  • Follow-up sequence drafting in your voice

04Internal operations

  • Knowledge base assistant — SOPs, manuals, tribal knowledge
  • SOP capture — how it's actually done, written down
  • Procedure automation across systems, with sign-off
  • New-hire onboarding assistant
  • Ask-your-database reporting
  • Meeting notes and summaries
  • Email triage and drafting
  • Approval routing and workflow automation
  • Excel cleanup and consolidation

05Data & reporting

  • Automated daily and weekly dashboards
  • Natural-language reporting on your ERP
  • Data cleanup, deduplication, standardization
  • Cross-system reconciliation — ERP vs. bank vs. spreadsheet
  • Inventory and demand forecasting
  • Anomaly detection — pricing errors, duplicate payments

06Integration & plumbing

  • Connect your ERP, CRM, email, and file shares
  • Legacy systems — Sage, Epicor, Infor, QuickBooks
  • EDI processing and error handling
  • Custom API and data pipeline development
  • SharePoint and shared drive indexing

07Manufacturing

  • Work order routing and prioritization
  • BOM lookups and revision tracking
  • Quality report analysis
  • Traveler and routing sheet digitization

08Distribution

  • Pricing and availability lookups
  • Backorder handling and customer notice
  • Vendor communications and follow-up
  • Catalog and part number normalization

09Field service

  • Dispatch notes and job summaries
  • Parts identification from photos
  • Service history lookup in the truck
  • Ticket-to-invoice handoff

10Professional services

  • Timesheet narratives
  • Client reporting and status rollups
  • Engagement letter and scope drafting

11Advisory & enablement

  • AI readiness assessment
  • Data audit — what you have, where it lives, what's usable
  • Tool selection — Copilot vs. custom vs. off-the-shelf
  • AI usage policy and employee guidelines
  • Staff training on prompting and safe use
  • Vendor AI evaluation — is the AI in our software any good?

12Security & governance

  • Data handling review — where your data goes, who sees it
  • On-premises or private-cloud deployment for sensitive data
  • Shadow AI discovery — what staff already paste into ChatGPT
  • Access controls and audit logging
  • Human approval on anything that writes, sends, or spends
  • Testing against your real cases before it goes live

13Custom builds

  • An assistant that answers from your documents, not the internet
  • Search across file shares, SOPs, drawings, and manuals
  • Internal tools with a model behind them — quoting, triage, lookup
  • Model selection and evaluation against your actual data
  • Tuning where it earns its keep, off-the-shelf where it doesn't
  • Answers that cite the source, and say so when they don't know
  • Deployed in your environment when the data can't leave
Where we start

Start with the one that hurts.

You don't have to pick from this list. Tell us what takes too long, gets keyed in twice, or lives in somebody's head, and we'll tell you whether it's worth doing.

Book an audit