Plain-English questions
Type a question, get the answer, the list behind it, and an Excel file. No report builder, no waiting on IT.
Home/AI
We build agents that run where your data already lives, under the same permissions as your people. They answer questions, watch for problems overnight, fix the safe ones, and hand everything else to a human.
See one work
A typical exchange with a collections agent. It reads the data it is allowed to see, answers in plain English, and asks before it creates anything.
The same pattern runs overnight without anyone asking: watch, check, fix what is safe, and report the rest.
Agents we deploy
Each one started as a task a person did by hand every day.
Type a question, get the answer, the list behind it, and an Excel file. No report builder, no waiting on IT.
Scans for failed syncs, stuck payments and broken automations every couple of hours and files what it finds.
Reads the overnight error log, writes the defensive fix for the safe cases, and leaves the rest for review.
One email before the day starts: cash in, what broke, what needs a decision. Quiet days stay quiet.
Check billed hours against schedules, invoices against contracts, and payments against the books, then flag the gaps.
Turns emails and requests into scoped, prioritized tasks with the right owner, so nothing sits in an inbox.
Guardrails
Every agent ships with the same four rules. They are written into the code, not left to a prompt.
Agents start with view access. Write access is granted per task, per object, on purpose.
Anything that creates, changes or sends a financial record waits for a named person's approval.
Agents act as a Salesforce user you control. If your user can't see it, the agent can't either.
What the agent read, what it changed, and who approved it, kept where your auditors can find it.
Tell us the job someone does by hand every morning. We will show you what an agent would do with it, and where a person stays in the loop.