One process at a time. A person approves every action.
Start with a process review if you are not sure what to automate, or with a fixed-price build if you already know the process. Prices and timelines are all on this page.
Most companies enter at step one. If you already know the process, start at step two. Each step ends with your decision.
01
Process review
Time 2 to 3 weeks
Price from $2,500
We go through your processes one by one and grade each one green, yellow, or red. You get a process inventory, a review of your systems and data, the grades, and a phased roadmap.
You keep the report either way, even if you stop there.
If you continue, the fee is credited toward the first build.
Start here if you are not sure what to automate.
02
Build
Time 2 to 4 weeks
Price $3,000 to $7,500
One process, with success criteria written before work starts. Scope and price are fixed up front, from the roadmap or from the process you bring. Older systems with no API stretch the timeline to 4 to 8 weeks, and we say so before you sign.
A working automation and a plain-language guide.
One hour of training for your team.
A 2-week correction guarantee after delivery.
50% to start, 50% on delivery.
Start here if you already know the process.
03
Run and grow
Monthly $500 to $1,500
Minimum 3 months
Upkeep, small improvements, a monthly usage report, and priority support, priced by the number of systems installed. The next process is a new fixed-price build, and only after the last one shows measured results.
Offered only after a build.
A flat monthly fee. We never take a cut of your savings.
Every expansion starts with a decision you make.
Side door
The owner's desk
Time 1 to 2 weeks
Price $1,500 to $3,500
A setup for the owner's own day: your morning briefing, meeting notes, and reply drafts are ready before you sit down. Designed to give back around 5 hours a week. The price is fixed by the number of modules before we start.
A plain-language guide, two one-on-one training sessions, and 30 days of adjustments.
Optional quarterly tune-ups at $300 to $500 a session. No unlimited monthly support, on purpose: a well-built setup should not need it.
On the call, we open our own setup and show it running.
Start here if the first thing to fix is your own week.
Pick 4 to 5 modules
Morning briefingToday's calendar, the emails that matter, and open action items in one 3-minute read.
Inbox triage and reply draftsThe emails that need you, on top; the rest wait with drafts attached.
Meeting memoryEvery promise you made and everything you are waiting on, in one place.
Pre-meeting prepA brief on the person, the history, and the open items an hour before each meeting.
Personal knowledge assistantAnswers from your own notes, documents, and archive.
Travel and calendar flowsWhen plans change, rescheduling drafts are ready; you approve, they go.
// Feasibility
We tell you the red, too
Every process in the review gets one of three grades. A review that only lists opportunities is a sales document, not a review.
Green
Doable now with reasonable effort.
Yellow
Doable once a few preconditions are met, and we list them.
Red
Not recommended under current conditions, whether for legal risk, missing data, or cost that outweighs the benefit.
// First builds
What we typically build first
The common ground, not the boundary. If your process can be automated at a fixed scope, it qualifies. See all six areas.
Lead capture and follow-up
Today: inquiries scattered across web forms, DMs, and email.
After: one pipeline, every lead logged within minutes with source and score, follow-up drafts ready.
Quote and proposal drafts
Today: two days to send a proposal while the lead cools off.
After: a draft in your format shortly after the call, waiting for approval.
Meeting notes and action tracking
Today: an hour-long meeting and no one remembers who owns what.
After: summary, decisions, and owner-assigned actions drafted within minutes, shared once you approve.
Invoice and document entry
Today: hundreds of PDFs typed into spreadsheets by hand.
After: every PDF dropped in a folder is read into a row for your table; anything unusual waits for a person.
Order intake
Today: "send 50 boxes" arrives on WhatsApp and gets lost.
After: the message becomes a stock-checked order form waiting for approval.
Inbox triage
Today: an accounting question sits in a sales inbox for three days.
After: messages classified and routed on arrival, reply drafts attached.
Receivables reminders
Today: the owner personally chases overdue invoices.
After: graduated reminder drafts prepared on schedule; you approve and send.
Weekly management report
Today: asking four people "where are we?".
After: a Monday one-pager with sales, cash, and open items, deviations flagged.
Multi-bank cash summary
Today: logging into every bank each morning to see where the cash is.
After: one morning table across all accounts; matching done by code, only mismatches sent to a person.
// Field experience
We have seen your systems before
Legacy programs with no API
We do not force direct integrations; we use exports, middle layers, or parallel records, and we say honestly when it is a red.
Hand-entered spreadsheets and dirty data
We test on a small sample first, and data cleanup is scoped as its own line item.
Operations that depend on one person
We make that person an ally, not an obstacle, and we document so the dependency shrinks.
Legally sensitive correspondence
Drafts run through a parallel test period, and nothing with legal weight goes out unapproved.
// Security
The rules AI works under
The same rules apply at every step, from the first review to the owner's desk.
No agent sends, deletes, publishes, pays, or commits anything on your behalf without a person's approval. It prepares the work and stops; a person presses the button.
Human sign-off on anything that touches money.
Least-privilege access. Our agents never hold your passwords.
For sensitive data, self-hosted deployments keep everything inside your environment.
On site in New York and New Jersey, remote everywhere else
We work with owner-led companies in the US and internationally. Our methodology runs deepest in four areas: real estate and property operations; import and export trade; professional practices such as law, accounting, and consulting; and family businesses with several entities.
// FAQ
Common questions
What owners ask about scope, price, and fit before the first step.
Can we try it free first?
No. The first step is a paid process review, and the reason is what it produces: an inventory, a feasibility report, and a roadmap you could hand to anyone. You keep it either way. If you already know the one process you want automated, skip the review and start with a fixed-price build.
The price feels high.
We adjust scope, not price. If budget is tight, we start with one narrower process and expand after the results are measured.
What if the AI makes a mistake?
No system we build can send, delete, publish, pay, or commit anything on your behalf without a person's approval. AI produces drafts and analysis; your team approves. The first build runs on a low-risk process precisely so mistakes are cheap and visible.
Our decision process takes time.
That is normal for owner-led companies, and it is why the first yes is small: one build, not a transformation. Small decisions move fast; big ones follow measured results.
What does the correction guarantee cover?
For 2 weeks after delivery, anything that does not work as scoped gets fixed at no cost. New requests outside the scope are priced as new work.
Do we need new software?
Usually not. We build around your existing inbox, spreadsheets, CRM, and accounting.
We need more than one process. Where do we start?
With a process review, so the roadmap comes before the invoices. Then one build at a time, in the order the roadmap sets.