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AI Workflows & Custom Builds

We Build the AI SystemsYour Team Actually Uses

Most AI projects die in a slide deck. Ours ship in weeks, run in production, and pay for themselves. We design, build, and deploy custom AI workflows — from document processing to agentic systems — tailored to how your business actually operates.

90%
Cost Reduction
500+
Hours Saved
45 sec
PDF to CRM

What We Build

Production-ready AI systems that solve specific problems. Not demos. Not proofs of concept that sit in a folder.

AI Document Processing

Contract extraction, invoice parsing, form digitization. We've cut processing costs by 90% for a 150-agent brokerage by turning 35-page PDFs into structured CRM data in under 45 seconds.

AI-Powered Triage & Routing

Email classification, ticket routing, job assignment. One client handles 6,000 unstructured orders monthly — our system parses, classifies, and routes them automatically. 500+ staff hours saved per year.

Voice-to-CRM Agents

Field reps talk, the CRM updates itself. We built a voice-enabled trip report system that captures sales conversations and writes structured data directly to Dynamics 365. 100% field interaction logging, zero manual entry.

Agentic Workflow Systems

Multi-step AI agents that plan, execute, and learn. From project management automation to pipeline monitoring — agents that handle the boring work so your team can focus on decisions.

Custom AI Tools

Industry-specific applications built on your data. Not off-the-shelf software with your logo. Real tools designed for your specific workflows, connected to your existing systems.

AI Integration & Connectors

We connect AI to your CRM, ERP, email, Slack, and whatever else you're running. No system replacements — just intelligent bridges between the tools you already use.

How a Build Works

Four phases. No 6-month timelines. You'll have something running on real data within weeks.

Scope — Week 1

We map your workflow end-to-end. Where does data enter? Where does it get stuck? What would your best person automate if they had infinite time? We find the highest-ROI target.

Prototype — Weeks 2-3

Working prototype on real data. Not wireframes — a functional system you can test. If it doesn't work on your actual data, we haven't built anything useful.

Pilot — Weeks 3-4

2-5 users running the system in production alongside existing processes. Real feedback, real edge cases, real refinement. This is where builds get good.

Scale — Month 2+

Roll out to the full team. Training, monitoring, optimization. We stick around to make sure adoption happens — because a system nobody uses is a system that failed.

Builds in Production

These aren't hypotheticals. These systems are running right now, processing real transactions, saving real money.

Real Estate Contract Automation

90% Cost Reduction

150-agent brokerage. $500 per transaction → $50. AI extracts 35-page PDF contracts into structured CRM data in 45 seconds.

Media Company Job Triage

500+ Hours Saved Annually

6,000 unstructured orders/month. AI parses email and text orders, auto-fills CRM, generates invoices. Ready to expand to new states without adding headcount.

Voice CRM for Field Sales

100% Interactions Logged

Outside sales team with zero CRM adoption. Voice-enabled trip reports that write directly to Dynamics 365. 60-90 seconds per report.

AI Build Success Stories

Real results from custom AI systems we've designed, built, and deployed.

How a Niche SaaS Provider Doubled U.S. Leads in 90 Days with an Omni-Channel ABM Engine
SaaS

How a Niche SaaS Provider Doubled U.S. Leads in 90 Days with an Omni-Channel ABM Engine

Breaking into the U.S. equestrian software market meant overcoming near-zero brand recognition, a tight-knit word-of-mouth buyer community, and a marketing budget that could not afford unqualified clicks.

100% increase in qualified leads

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How a Community Bank Cut CPL 83% and Funded $5.9M in New Accounts with Full-Funnel Paid Media
Banking & Finance

How a Community Bank Cut CPL 83% and Funded $5.9M in New Accounts with Full-Funnel Paid Media

The bank had never run a coordinated digital lead-gen program and lacked the tracking, creative cadence, and budget controls needed to acquire deposits profitably.

83% CPL reduction; $5.9M in new deposits

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How a Community Bank Replaced Five Spreadsheets with a Live Multi-Source Performance Dashboard
Banking & Finance

How a Community Bank Replaced Five Spreadsheets with a Live Multi-Source Performance Dashboard

Fragmented tracking forced marketers to stitch Meta, Google, and landing-page data by hand, delaying optimizations and muddying ROI conversations with executives.

Real-time decision making in hours, not days

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Ready to see what AI can build for your business?

Book a scoping session. We'll map your highest-value workflow and show you what a custom build looks like.

We are the technology team middle-market leaders don’t have — embedded in their business, accountable for their results.

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