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How it works

AI agents

Agentic work, one workflow at a time

Claude and ChatGPT already connect to Gmail, Drive, Slack and QuickBooks, and we set the rules you approve.

About an hour on a screen share: we connect your accounts and launch your first workflow as a draft you approve.

Invoice matching, before and after

Today

Today, 6 days
With the agent, 2 days
4 days come out

Illustrative: row one of the sample Blueprint.

Invoice matching, today and with an AI agent

Today, 6 days

  1. A supplier invoice arrives by email.

  2. An AP specialist keys it into the ERP.

  3. The specialist matches it to the PO by hand.

  4. The specialist emails the buyer about a mismatch.

  5. The mismatch waits in the buyer's inbox.

  6. Your controller approves the batch.

With the agent, 2 days

4 days come out

  1. A supplier invoice lands in the AP inbox.

  2. The AI agent reads the vendor, PO number, lines and totals from the PDF or scan.

  3. The agent matches it to the PO and the receipt in your ERP, line by line.

  4. Match: the agent posts it to the approval queue.

    Mismatch: your AP specialist gets the invoice, the PO line and the reason.

  5. Your controller approves the batch.

The agent logs each read, match and post. Your controller can open that log.

6.0 days to 2.0

192 hours a month returned

9,600 of 14,800 a month comes out

Illustrative: row one of the sample Blueprint, an agent we build.

A day with the invoice agent

Invoices arrive in the AP inboxThe agent matches each invoice within minutesYour AP specialist works the exceptionsYour controller approves the batch00:0006:0012:0018:0024:00posted to the approval queuesent to your AP specialist
Illustrative: invoices arrive around the clock, the agent matches each one within minutes, and your AP specialist works the exceptions in two sittings.

A named owner

One person on your team sets its rules and can pause it. During a pause, your team runs the manual procedure we documented in the Build.

Its own credentials

The agent signs in under its own account, with the narrowest permissions its task needs. Your IT team grants that access and can revoke it the same day.

A log your controller can open

The agent records each document it read, each record it wrote, and each case it passed to a person.

A confidence threshold

Below the threshold you set, the agent stops and sends the case to a named person.

An agent we build carries all four. A setup on Claude or ChatGPT carries a named owner and an approval step before each send, and runs in your own account.

Your control panel

Dashboard demo, agents screen: four sample agents, each with its status, owner, cases and exceptions today, a threshold slider, and a Pause or Resume button. The paused agent shows who paused it and the runbook your team follows.
Each agent's owner can pause it, move its confidence threshold, or hand its exceptions to another role.
Dashboard demo, measurements screen: measured and forecast run rate, and a chart of the hours each live agent returned at 30 and 90 days against its Blueprint forecast.
You see the hours each live agent returned at 30 and 90 days, set against its Blueprint forecast.
The demo runs on sample data for an invented company of 500 people. Open the dashboard demo

How it works

Audit, Blueprint, Build, and what each phase hands to the nextAuditmap each workflowTwo to four weeks.Blueprintforecast each workflowOne to two weeks after the Audit.BuildAI agents go liveTwo to eight weeks for most items,quoted per row.process inventorythe rows you ticked

Each agent runs beside your team before it takes live work, and we measure it against its forecast at 30 and 90 days.

Where the margin goes

55 hoursa month on one keyboard

Handoffs between departments

AI agent: order entry

The agent enters the 300 sales orders a month your coordinator retypes from the CRM.

6 hoursa week on one reconciliation

Data keyed in twice

AI agent: hours reconciliation

The agent compares payroll hours against the scheduling tool each night and sends the supervisor the mismatches.

5 of 7 dayswaiting in an inbox

Approvals sitting in inboxes

AI agent: approval routing

The agent sends both signers each purchase order above 5000 and reminds them after 24 hours.

3 daysof workbook repair

Reports rebuilt by hand

AI agent: month-end reporting

The agent rebuilds the month-end workbook from four ERP exports and sends your analyst the variances.

Illustrative examples.

Use cases

The same six steps, department by department

Six steps, from trigger to log

Six steps, from trigger to log1TriggerAn email, a PDF, a record or a date arrives.2ReadThe agent reads it, structured or not.3CheckThe agent checks it against your rules and your data.4ActThe agent writes the result in your system.5PersonBelow your confidence threshold, or on a case you reserve, anamed person decides.6Log and measureThe agent logs each step. We measure it at 30 and 90 days.
  1. Trigger. An email, a PDF, a record or a date arrives.
  2. Read. The agent reads it, structured or not.
  3. Check. The agent checks it against your rules and your data.
  4. Act. The agent writes the result in your system.
  5. Person. Below your confidence threshold, or on a case you reserve, a named person decides.
  6. Log and measure. The agent logs each step. We measure it at 30 and 90 days.
The solid line carries the routine case. The dashed line is the branch to a named person, and it rejoins the main line at the log.

Claude or ChatGPT carry the core job on all fourteen; we build and host agents that need a hard stop or a log.

Inbox and communications

Inbox
Inbox

Deals and contracts

Deal negotiationcontracts
Deal negotiationcontracts

People

Contractor onboarding and offboardingemployee onboarding and offboardingHR questions and policy lookup
Contractor onboarding and offboardingemployee onboarding and offboardingHR questions and policy lookup

Money

Accounts receivable and payablereceipts, invoices and tax documentation
Accounts receivable and payablereceipts, invoices and tax documentation

Growth

Marketing content and calendarlead generation and enrichmentthe sales funnel and drip campaignsPR outreachfreelancer hiringsocial media manager
Marketing content and calendarlead generation and enrichmentthe sales funnel and drip campaignsPR outreachfreelancer hiringsocial media manager

The same six steps, department by department

  • Legal and Sales

    Contracts and negotiations

    1. The agent reads each incoming contract or redline against your playbook, clause by clause, and flags non-standard terms, missing carve-outs, renewal and auto-renew dates, and obligations.
    2. It drafts the counter-redline and a one-page negotiation brief in your contract repository.
    3. Your counsel or the deal owner negotiates, and a person signs.
    A person keeps

    The negotiation and the signature. We do not build an agent that signs a contract or commits you to a term.

    Numbers it moves

    Review hours, days from receipt to a marked-up draft, and missed renewals.

  • Owner-run businesses

    Solo operator: inbox, invoices and follow-up

    1. The agent reads your inbox and your invoice tool, and drafts the replies and the payment reminders.
    2. Once you approve, it writes the invoices and the follow-ups in those tools and logs each action.
    3. It hands you anything unusual, with the reason attached.
    A person keeps

    The yes on each reply, invoice and reminder before it goes out, and each price, discount or refund.

    Numbers it moves

    Hours a week on email and billing, days until a customer pays, and leads still waiting for a reply.

  • Finance

    Collections and cash application

    1. The agent reads each remittance and matches it to your open invoices.
    2. It applies the payment in the ERP and drafts the reminder due at each aging step.
    3. Your AR lead gets the disputes and any balance above the limit you set.
    A person keeps

    The call on each dispute, and on any credit hold or write-off.

    Numbers it moves

    Days sales outstanding, hours on cash application, and unapplied cash.

  • Customer Service

    Support ticket triage

    1. The agent reads each ticket and classifies it.
    2. It drafts a reply from your knowledge base and routes the ticket in your help desk.
    3. A rep takes the low-confidence cases and the unhappy customers.
    A person keeps

    Refunds and credits, and any reply that makes the customer a promise.

    Numbers it moves

    First-response time, hours per ticket, and misroutes.

  • HR

    Candidate screening and scheduling

    1. The agent reads each application against the requisition and scores it on your criteria.
    2. It records the score in your hiring system and proposes interview slots from the team's calendars.
    3. The hiring manager decides who advances.
    A person keeps

    The decision on each candidate, from the first screen to the offer.

    Numbers it moves

    Days to first interview, recruiter hours, and candidates lost to silence.

  • Healthcare groups

    Referral and prior-authorization intake

    1. The agent reads each faxed or emailed referral.
    2. It checks eligibility in your practice system and assembles the authorization packet.
    3. A coordinator submits the packet and handles any denial.
    A person keeps

    The submission to the payer and each appeal. Your clinicians answer the clinical questions.

    Numbers it moves

    Days to first appointment, coordinator hours, and packets returned incomplete.

  • Logistics and distribution

    Shipment exception handling

    1. The agent watches carrier tracking and spots a delay against the promise date.
    2. It drafts the customer notice and the rebooking in your shipping system.
    3. A dispatcher approves any change before it goes out.
    A person keeps

    Each rebooking, and any new date you give a customer.

    Numbers it moves

    Hours on exceptions, customer calls, and late deliveries caught early.

  • Property management

    Maintenance request triage

    1. The agent reads each tenant request and classifies its urgency.
    2. It dispatches a vendor from your approved list in the property system and tracks the job to completion.
    3. The manager takes emergencies and any job above your cost limit.
    A person keeps

    The approved vendor list and the cost limit, which the manager sets.

    Numbers it moves

    Hours to dispatch, manager hours, and repeat calls.

  • Construction and field services

    Submittals and RFIs

    1. The agent reads each submittal against its spec section.
    2. It enters the submittal in your submittal log, drafts the RFI where the spec leaves a question, and chases the response.
    3. The project manager answers each RFI.
    A person keeps

    Approval of each submittal, and any answer that changes the work.

    Numbers it moves

    Days per submittal cycle, project manager hours, and rework from wrong submittals.

  • Operations

    Purchase order to receipt matching

    1. The agent reads each receiving ticket and finds its purchase order.
    2. It matches the lines in the ERP and posts the receipt when the counts agree.
    3. The buyer gets each short or over shipment.
    A person keeps

    The call to the vendor on a short or over shipment, and any credit that follows.

    Numbers it moves

    Hours on receiving, days to close a PO, and stock-count errors.

Who we are

We are an operations audit and AI implementation firm run by operators, and we do not sell a platform.

One of our partners graduated from the University of California, Berkeley, and has a background across business operations, finance and accounting.

He worked at a company backed by Y Combinator, and he is an accountant for a large national nonprofit.

For the past two years he has been implementing AI inside existing companies.

He has started new companies that run on AI without employees.