Read every invoice and file it.
Bills, receipts and contracts land in QuickBooks or SharePoint without anyone retyping them.
Your back office,running itself.
We automate and optimize how your business runs with the latest AI tools: workflows that run themselves, documents and data in one place, and a team trained to use it.
Business knowledge pipelineRunning
Data in
All business documentationInvoice_4471.pdf
Knowledge base
IngestAggregateSortVectorizeBusiness AI ToolingAI Tooling
Your teams
- Operations
- Finance
- Sales
- Support
- HR
Documents indexed 0Staff hours saved this month 0
Sample activity for an example business.
Zero is your staff. One is an agent.
Switch the jobs you’d hand off to 1. They come with your message when you get in touch: 2 of 5 switched.
Pull your data into one place.
Spreadsheets, CRM and accounting combined into one source, so answers stop living in five systems.
Write down how the business runs.
Procedures and handbooks drafted from your files and emails, kept current as things change.
Answer staff questions from your files.
An assistant that knows your handbook, price list and procedures, and says where it found the answer.
Write the weekly report for you.
Numbers pulled from your systems every Monday and explained in plain English.
Everything we build
Most work starts with automating the busiest part of the week. Not sure which fits? That’s what the free consultation is for.
Automate and optimize
- Process optimizationWe find where time and money leak out of your operations, then fix it with automation and simpler systems.
- AI implementationWe choose the right current AI tools for your business, set them up inside the systems you already use, and make them stick.
- Workflow automationConnect Microsoft 365, your CRM, accounting and the rest so work moves without copy and paste.
- Document processingInvoices, receipts, contracts and forms read, checked and filed without anyone retyping them.
- AI agents & assistantsAssistants that handle intake, draft replies and answer staff questions from your own documents.
Bring your data together
- Business documentationProcedures, handbooks and know-how gathered from email, files and people’s heads into one searchable place.
- Data aggregationScattered spreadsheets and systems pulled into one source you can ask questions in plain English.
- Reporting & dashboardsReports that build themselves from your data and explain what the numbers mean.
Train and secure
- Staff AI trainingHands-on sessions so your team knows how to use the new tools well, plus a clear policy for everyday AI use.
- AI readiness & securityData access, permissions and security set up properly before AI touches your systems.
Websites and apps
- WebsitesFast, modern websites designed, built and looked after for you, with chat, booking and search built in where they help.
- Custom appsClient portals and internal tools built around how you actually work.
Also on offer
- AI phone systemsAn AI receptionist that answers, routes calls and books appointments after hours.
- ChatbotsWebsite and messaging chat that knows your business and hands off to a person when it should.
- Sales & lead automationCapture, qualify and follow up on every lead, and keep the CRM clean.
- AI marketingContent, campaigns, email and social, plus being found in Google and in AI search answers.
- Managed IT & securityFull managed IT services, plus networks, Wi-Fi and security cameras built on UniFi.
- Startup launch & brandingFrom idea to open for business: naming, identity, the first product and a lean AI stack.
How it works
First, a free consultation.
Thirty minutes on what documentation you have, where it lives, and which work AI should take off your team first.
Then you choose where it runs.
Our secured servers are ready to take your data right away. A private system on site takes planning, hardware and more time, so it costs more up front and monthly. Either way, user management scales with your company: add people, teams and permissions as you grow.
Next, we ingest and connect.
Your documents ingested, sorted and vectorized into your business AI tooling, connected to the tools your teams already use, with access locked down.
Finally, your teams put it to work.
Staff trained and every step documented. Whichever AI your teams use, we run the knowledge base underneath and keep it secured and up to date.
Questions owners ask
The repetitive work that eats the most staff hours. The consultation finds it, and we usually start there because it pays back fastest.
No. You describe the job the way you’d explain it to a new hire. We handle the build.
Security comes first. We set up access, permissions and data handling before any AI touches your systems; that’s 10 years of small-business IT and security showing.
Your choice. Most clients use our secured servers, encrypted in transit and at rest, the most affordable option. If your data must never leave your building, we install a private AI system on site, with a larger setup and an audit. Or we build on Claude, ChatGPT or another big platform, where your data sits on their servers and consumer plans can use it to train their models.
Every job is quoted up front after the free consultation, so you know the price before any work starts.
Anywhere in the US. Most work is done remotely, and we can be on site around Salt Lake City.
Whichever fit the job. We work with the current leading AI models and automation platforms and fit them to the systems you already use, like Microsoft 365.
Yes. Every project ends with hands-on training, and we also run standalone AI training for teams that want to use the tools well.
Yes. Anything that could interrupt your day gets scheduled after hours.
You work directly with the people building your system, and we run lean, so you aren’t paying for layers of account managers.
Which job goes first?Get a plan by email.
Prefer to chat? Book a free consultation or call 385-213-8951.
- [email protected]
- Phone
- 385-213-8951
- Office
- South Jordan, Utah