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AI-powered ERP & workflow automation for small business

Enterprise discipline. Five-person-shop pricing.

We build custom AI automation for the businesses the big consultancies won't call back. Start with a proof of concept at cost. Pay for growth only when the return shows up.

27+
years building enterprise workflow
9
full-lifecycle ERP implementations
$6/mo
server this site runs on
Local roots.
Enterprise impact.
AI-driven insights
ERP expertise
Seamless integration
Scalable growth
What we automate

The work that eats your evenings

Every engagement starts with one workflow that costs you real hours every week. We make it run itself, with a human in the loop wherever the stakes justify it.

Invoice & receipt capture

~3–5 hrs/wk
Trigger
A vendor invoice or receipt arrives by email, text, or a photo from your phone.
What it does
  • Reads vendor, line items, tax, total, and due date, even from a crumpled photo
  • Matches it to a job, PO, or property so the cost lands in the right place
Where a person stays in the loop
Anything over $500, a vendor you've never paid, or no matching job.
Usually Starter Automation · $2,500–$6,000Try it live →

Lead response & qualification

~2–4 hrs/wk
Trigger
A web form, text, Facebook message, or voicemail transcript comes in.
What it does
  • Replies within two minutes, in your voice, with the questions you'd ask
  • Scores the lead: location, job type, urgency, budget signals
Where a person stays in the loop
Emergencies, commercial jobs, and anything the caller escalates.
Usually Starter Automation · $2,500–$6,000Try it live →

Reminders, reschedules & no-show recovery

~2–3 hrs/wk
Trigger
An appointment is booked, changed, or missed.
What it does
  • Sends confirmations and reminders on your schedule, by text or email
  • Handles 'can we move it to Thursday?' replies and rebooks from open slots
Where a person stays in the loop
Cancellations inside 24 hours and anything involving a fee.
Usually Starter Automation · $2,500–$6,000Try it live →

Voice memo to job notes

~2–4 hrs/wk
Trigger
A tech records a 60-second voice memo in the truck after the job.
What it does
  • Transcribes and structures it: work done, parts used, time on site, follow-ups
  • Updates the work order and drafts the customer's completion note
Where a person stays in the loop
Warranty claims and anything the tech flags as 'ask the boss'.
Usually Starter Automation · $2,500–$6,000Try it live →

Overdue invoice follow-up

~1–3 hrs/wk
Trigger
An invoice passes its due date.
What it does
  • Sends a friendly reminder with a payment link, then escalates tone on your schedule
  • Reads replies: promises to pay, disputes, 'never got it' — and responds appropriately
Where a person stays in the loop
Disputes, payment plans, and any account you've flagged as sensitive.
Usually Starter Automation · $2,500–$6,000Try it live →

Monday owner's brief

~1–2 hrs/wk
Trigger
Every Monday at 6 a.m.
What it does
  • Pulls sales, cash, overdue invoices, open jobs, and upcoming deadlines
  • Writes a one-page brief in plain English with the three things that need a decision
Where a person stays in the loop
It's a report; you decide.
Usually Growth Build · $7,500+Ask about this →
How it works

Low cost in, room to grow

You never buy the whole roadmap up front. Each step is priced so it pays for the next one.

  1. 1

    Tell us the pain

    Use the assistant or the form. Fifteen minutes, no jargon required.

  2. 2

    Proof of concept at cost

    $950 flat, 2 weeks, one workflow, working demo you keep. Credited if you continue.

  3. 3

    Build what paid off

    Only the pieces that showed a return get built out. Fixed price, written scope.

  4. 4

    Grow when it's earned

    Add workflows, integrations, or managed support as the savings fund them.

Starter Automation
$2,500–$6,000
+ $75–$150/mo to run

One AI-driven workflow, in production.

What's included →
Growth Build
$7,500–$20,000
+ $150–$400/mo to run

Connected workflows and a dashboard, wired to the tools you already use.

What's included →
Managed AI
$400–$1,500/mo
subscription, no large upfront

We run it, tune it, and review it with you monthly.

What's included →
Why us

The same rigor that runs state treasuries, sized for your shop

Twenty-seven years designing ERP and workflow systems for state agencies, federal and defense programs, universities, manufacturers, utilities, and retailers. 9 full SAP implementations, start to finish. 100s of small go-lives with integrations of workflows, integration solutions and 3rd party bolt on solutions.

Large organizations pay millions for workflow that is auditable, resilient, and boring in the best way. The techniques transfer. What changes is the size of the bill, and AI is what finally makes that possible: the approval routing, document extraction, and exception handling that used to take a team now takes a well-designed prompt, a small server, and someone who knows where the edge cases hide.

We have spent a career finding those edge cases in systems that move public money. We bring the same instinct to your invoices, your leads, and your schedule.

Read the full background →
  • State government (SC, treasury & finance)
  • Federal / Department of Defense
  • Higher education
  • Manufacturing
  • Oil & gas, utilities
  • Retail & distribution
  • Approval workflow & audit trails
  • Integrations & data pipelines

Fifteen minutes with the assistant is the whole first step.

Describe the work in plain language. You'll get a written brief and a ballpark before we ever get on a call.

Start a conversation