AI agent development for the work your team repeats
We take the paperwork your office does by hand and have a system do it: orders entered, bills matched, W-9s chased, reports written. It works in the tools you already use, runs on its own, and brings you only what does not add up.
Part of AI Engineering. Scope is quoted in writing before work starts.
What we automate.
If someone opens it, reads it, checks it and types it somewhere else, it is a good candidate.
Orders
Customer POs that arrive by email become sales orders at your prices. Anything below your list, or an item you do not carry, is flagged before it ships.Bills
Supplier bills are matched to the right job and purchase order and sorted by cost code, ready for QuickBooks. A bill with no PO, or one you have already seen, is flagged to you.Paperwork you chase
W-9s and insurance certificates are requested from every sub and vendor, checked against your requirements, and re-requested before they expire.Intake and requests
Web forms, emails and requests become organized records with the next step attached.Documents and reports
Receipts become expense reports, forms become finished PDFs, and the weekly summary gets drafted from the systems the numbers already live in.Custom agents
When nothing off the shelf fits, we build an agent that reads what comes in, decides what to do next and works across your tools through a connector, inside limits you set. See one we built.
Your customers and vendors keep emailing the way they do now. The system reads each document, checks it against your records and handles the ones that add up. The rest come to you with a note on what looks wrong. Follow one bill through, including the one it will not post.
Not everything needs AI. If the steps never change and the information arrives clean, a plain automation in Zapier or Make is cheaper, and we will say so. See Zapier vs AI agents and what an AI agent is.
What this looks like in practice.
Questions before a build.
Do we need to start with AI Transformation?
No. A build stands on its own. If you already know which job you want off your team's plate, we can start there. Teams in Tampa Bay can also hire us as a workflow automation consultant in Tampa and work on site.
What happens when it gets something wrong?
Anything that does not match your records comes to you with a note on what looks wrong. Nothing is sent or paid outside the limits you set.
Who owns the system after launch?
Your team. Every engagement ends with the prompts, system instructions, documentation, and operating notes handed over, so the people who own the workflow can keep changing it without us.
Send us a few recent examples.
Bills, orders, forms, or whatever your team retypes. We will show you how each would have been handled, and what we would have caught, before you commit.