For operating companies
AI inside the systems your company runs on
Your ERP, CRM, accounting and scheduling tools already have AI buttons. The gap is the work between them: re-keying, exceptions, and reports nobody trusts. That is what I wire up.
Four worked examples
Examples of the work, not client stories.
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Distributors
Purchase orders that arrive by email and PDF are read into the ERP. Anything that does not match is routed to a person.
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Freight brokers
Carrier check-calls and appointment scheduling are handled by an agent, and every call is logged to the TMS.
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Accounting firms
Month-end close steps and reporting for many clients run from one place.
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Insurance agencies
Submission intake and renewal prep are drawn from the agency management system.
What the Integration Audit returns
2 weeks, $6,500. Credited in full against a Build Sprint signed within 60 days of delivery.
- A map of your systems and data
- Three candidate workflows, ranked by hours saved and error cost
- Baseline numbers for each one
- Eval criteria the build has to pass
- Cost per run
- A fixed build quote
Compliance, plainly
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Finance and insurance
GLBA vendor-oversight documentation is included in the work.
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Law firms
The plan accounts for ABA Formal Opinion 512, on lawyers' use of generative AI.
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Hiring
Where hiring is touched, the plan covers the AI notice rules that apply.
Work that touches protected health information is not something I take on yet.
Prices
Ranges, not quotes. The fit call tells you where you land. All prices and terms.
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Free
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$6,500 fixed price
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$18,000–$45,000 fixed price
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$1,500–$3,000 a month
Start with a 20-minute fit call
Free. What you run, what hurts, and whether I'm the right person. If I'm not, I'll say who might be.