The work runs itself. The decisions come to you.

We build AI systems that read, enter, draft and report the routine work in your business, inside the software you already run. Anything that spends money, sends or changes a record waits for a person.

One job live in four to six weeks · built in your accounts · yours to keep

Northgate Supply Co.

Illustration · a sample distributor, 60 people

Tuesday a.m.

Revenue, September

$1,437,600

One definition, agreed by finance and sales

Hours handed back each week

34 hours this week

Orders filled complete

95.1%

Goal 95% · shipped on time 87.8%

Done since 6 a.m.

  1. Inbox3 late-delivery questions answeredReplied
  2. OrdersShip dates promised on 11 ordersSent
  3. InvoicesSame invoice billed twice by one supplierHeld
  4. CRM34 contacts updated from yesterday’s callsProposed
  5. Quotes7 quotes drafted from the price bookDrafted

Needs you

Hold $4,230?

Ridgeway Industrial billed the same three lines twice, on INV-20931 and INV-20958, both against PO 7714.

Same job. Six weeks later.

Pick a job your team does every day. Then watch which steps the system takes over, and which stay with a person.

Hands-on work
46 minutes
People involved
3
Start to finish
6 days

The system does itA person decidesIllustrative: a sample distributor. We measure your own steps and times in week one.

One supplier invoice, from the inbox to paid

  1. Open the supplier’s emailAP clerkSystem2 min + waits 1 dayread on arrival
  2. Download and rename the PDFAP clerkSystem2 min2 sec
  3. Key 14 fields into the ERPAP clerkSystem9 min6 sec
  4. Find the matching purchase orderAP clerkSystem5 min1 sec
  5. Check quantities against the receiving slipWarehouse leadSystem8 min3 sec
  6. Email the buyer about a price mismatchAP clerkSystem4 mindrafted and sent
  7. Chase the buyer for an answerAP clerkSystem3 min + waits 3 dayschased on a schedule
  8. Approve the mismatchControllerController4 min + waits 1 daywith the evidence attached
  9. Schedule the paymentAP clerkSystem3 minqueued
  10. Approve payments over $5,000ControllerController3 min + waits 1 dayone click, batch of 12
  11. File it with the PO and the receiptAP clerkSystem3 minfiled

Most companies have AI. Few have it in the work.

80%

of people say AI has made them more productive

37%

of companies can point to any profit from it

McKinsey, The State of AI, 2026

The gap is the difference between a person with a chatbot and a company with a system built into its work. The companies on the right side of it do three things:

  1. They redesign the work

    About three in four of the companies getting real returns rebuilt the workflow around AI. Among everyone else, about one in four did.

    McKinsey, 2026

  2. Their data is ready

    In middle-market companies, data quality (53%) and integration (47%) are the two biggest reasons AI stalls after the pilot.

    RSM middle-market survey, 2026

  3. A person stays in control

    42% of companies expect to give AI agents real autonomy by 2030. Only 5% have oversight and rollback controls in place today.

    BCG, 2026

Five jobs we take off your people.

Each one is built around a job your team already does, inside the software you already run.

Document intake

Turns supplier invoices, customer orders, contracts and forms into checked records in your ERP or CRM, and catches duplicates and mismatches before anyone pays.

A person still approves exceptions and anything that pays money.

Works with NetSuite, QuickBooks, Sage, Dynamics, SAP Business One, shared inboxes

Invoice INV-20931 · Ridgeway Industrial

Matched to
PO 7714 · receiving slip RS-5512
Lines
3 of 3 match on quantity and price
Check
Same lines billed on INV-20958
Posted to
Accounts payable, held

Held for the controller: possible duplicate, $4,230

Sample output. Illustrative, not a client record.

For listed companies

Built around your disclosure process. Nothing reaches an investor without a person sending it.

  • The investor inbox Sorts shareholder and analyst email and drafts replies only from answers you’ve already made public. A person sends every one.
  • Filings and peer watch Reads your company’s and your peers’ new SEC filings as they land on EDGAR and drafts a dated, sourced digest.
  • Earnings prep Builds a draft Q&A book from past calls, filings and the questions analysts keep asking, for your CFO to edit.

The Single View

What was revenue in September?

Three systems. Three answers.

Accounting, the CRM and billing each report September’s revenue. No two agree, so every meeting starts with whose number is right.

Lined up, customer by customer.

We connect the systems you already run, match each customer across them, merge the renamed duplicates and find every difference.

One number, defined once.

Agreed with finance and sales, written down, and used by every report. Any dashboard, or any AI you add later, reads the same figure.

September revenue by customer, as each system reports it
CustomerAccountingCRMBilling
Harbor Fasteners$128,410$128,410$128,410
Harbour Fasteners Inc.$31,560
Keel & Co. Marine$70,646$132,046$70,646
Tidewater Supply$40,187$40,187$40,187
Brightline Builders$33,121$33,121$33,121
Ostrander Mills$38,012$38,012$38,012
170 other customers$1,127,224$1,085,324$1,155,524
Total$1,437,600$1,457,100$1,465,900

Same customer, renamed in billing. Merged.

Why they disagree

  • CRM Counts $61,400 won in September that ships in October −$61,400
  • CRM Misses August deals and counter sales; counts quotes with no order +$41,900
  • Billing Adds $18,900 of freight billed −$18,900
  • Billing Credits for September returns dated October −$9,400
  • Accounting $1,437,600
  • CRM $1,457,100
  • Billing $1,465,900

$1,437,600

Revenue: invoiced, net of refunds, counted on the day it ships.

Illustrative figures for a sample distributor.

Your data, connected. One set of numbers. Dashboards your leaders actually open.

We connect the systems you already run, settle which numbers are right, and build the view your team opens every Monday.

  • Accounting and ERPNetSuite, QuickBooks, Sage
  • CRMHubSpot, Salesforce
  • BillingInvoicing and payments
  • OperationsInventory, warehouse
  • MarketingGoogle Ads, Meta
  • The spreadsheetsThe budget and the plan

Northgate Supply Co. · Leadership, September

Refreshed 6:00 a.m. · one data store, your cloud

Revenue against plan

$1,437,600

5% under plan · one definition, agreed

NovJanMarMayJulSep

Owed over 60 days

$84,483

76 invoices · 22 customers

Quotes likely to close

$472K

From $1.31M of open quotes

Margin by customer

  • Harbor Fasteners35%
  • Keel & Co. Marine29%
  • Tidewater Supply25%
  • Brightline Builders17%

Orders filled complete

95.1%

Goal 95% · shipped on time 87.8%

Cost to win a customer

$1,840

Ad spend to closed deals, by channel

Illustrative: a sample distributor. Point at a system or a tile to see what feeds what.

What you get

  • Your systems connected into one data store in your own cloud
  • Your key numbers defined once, agreed by finance and sales
  • Dashboards built with the people who use them, every number traceable to its record
  • Alerts on the numbers that should never surprise you

Start here

$5,000

The two-week Single View Sprint. Your systems mapped, your key numbers defined, and one live dashboard on your real data. Credited to the build.

Full builds from $25,000, fixed in writing before we start.

Book a systems call

The Single View has its own page.

How it works, what you get, what it costs and how the weeks run. And a full sample dashboard you can click through, down to the invoices.

Try to send it without a person.

The system drafted a quote. Three buttons, three ways round the check. Nothing here leaves the page.

Quote for 240 brackets

$3,408.00

To Keel & Co. Marine

Drafted by your quoting system · 2 minutes ago

Sent to the customer

    An accounts-payable lead and a systems builder bent over a printed map of how an invoice moves through the business, covered in sticky notes

    Six weeks. Then it’s yours.

    1. Week 1

      Map

      We sit with the people who do the job, measure how it runs today and agree what good looks like. If it shouldn’t be built, we say so here.

      You get The job mapped, the baseline measured, a fixed plan

    2. Weeks 2–5

      Build

      It runs on your real data, in your own accounts, from the second week. You see it working every Friday.

      You get A working system, tested on real cases

    3. Week 6

      Hand over

      Your team runs it with us beside them until they’d rather we left. Then 30 days of fixes.

      You get Training, a runbook, a recorded walkthrough, the keys

    What you keep

    • Code and promptsWith Chris’s teamIn your repository
    • Accounts and dataWith Chris’s teamIn your cloud, under your login
    • Runbook and recordingsWith Chris’s teamWith your team
    • Who approves whatWith Chris’s teamWritten into the system

    Published prices. Fixed in writing before we start.

    What moves a price: how many systems we connect, the state of the data, and how many decisions need a person.

    1. Free

      Scoping call and one-page plan

      30 minutes, plan in two business days

      Including the times the right answer is a setting you already own.

    2. $5,000

      Single View Sprint

      Two weeks · credited to the build

      Your systems mapped, the key numbers defined, one live dashboard on real data.

    3. From $15,000

      AI Workflow Pilot

      Four to six weeks · fixed before we start

      One job running in your accounts, your team trained to run it.

    4. From $25,000

      Single View build

      Six to ten weeks · fixed before we start

      Your systems connected, your numbers agreed, the dashboards your leaders open on Monday.

    5. From $1,500 a month

      Care

      Monthly · cancel any month

      Monitoring, fixes, model updates and a one-page note on what changed.

    A good fit if your people spend hours a week keying, chasing, checking or rebuilding the same things, and you run five or more systems that don’t talk.

    We’ll tell you not to build if a setting in software you own would do it, if the process changes every week, or if the volume is too low to pay back.

    Now draw your own job.

    Describe one job your team repeats. We’ll draw how it runs today, what a system would take over and where a person stays in charge, then draft your one-page plan.

    Start from an example:

    Describe the work, not your customers: no names, figures or records. Nothing is stored.

    Questions

    What operators ask first.

    Where does our data go?

    Nowhere new. Everything runs in your own cloud and software accounts, under your logins. We work inside them with access you grant and can take away, and we keep no copies after handover.

    What if the system gets something wrong?

    Anything that spends money, sends something outside the company or changes a record that matters waits for a named person. Everything else is logged, so you can see what it did and why, and we test it against your real cases before it goes live.

    Do we have to replace any software?

    No. We build on what you already run. If something you own already does the job, we tell you, and that advice costs nothing.

    Who owns it when you’re done?

    You do: the code, the prompts, the accounts and the data. Your team is trained to run it, and you can keep us on a care plan or not.

    What happens when the AI models change?

    The system isn’t tied to one model. On a care plan we test new models against your real cases and switch only when they do better.

    Who will we work with?

    Chris leads every engagement, with his technical team building alongside your people.

    Start here

    Tell us what you’re trying to fix.