ADVISORY
We help you adopt AI without the guesswork.
From finance automation to enterprise data integration — we meet you where you are and build what you need.
FINANCE, TAX & PAYROLL AI
Finance advisory
AI automation for bookkeeping, tax, payroll, and audit-ready document intelligence.
Automated bookkeeping & reconciliation
LiveAI-powered matching of transactions, invoices, and bank feeds with exception handling.
AI tax research & document preparation
LiveAccelerate tax research and draft supporting documentation with cited sources.
Payroll anomaly detection & compliance
LiveFlag payroll irregularities and compliance gaps before they become issues.
Cash-flow forecasting & scenario modeling
LiveBuild AI-assisted forecasts with scenario planning for strategic decisions.
Audit-ready document intelligence
LiveExtract, classify, and organize financial documents for audit readiness.
ENTERPRISE DATA & AI INTEGRATION
Enterprise data advisory
Data modernization, RAG implementation, and AI integration for enterprise systems.
Data readiness & pipeline modernization
LivePrepare your data infrastructure for AI workloads with modern pipelines.
RAG / knowledge-base implementation
LiveDeploy document Q&A systems grounded in your enterprise knowledge.
Custom model fine-tuning & evaluation
LiveAdapt models to your domain with rigorous evaluation frameworks.
AI governance, security & access controls
LiveImplement policies, guardrails, and audit trails for safe AI deployment.
MLOps / LLMOps setup & monitoring
LiveProduction infrastructure for monitoring cost, latency, and quality.
INTEGRATIONS
Specific AI integrations we offer
Fixed-scope packages with clear timelines and pricing.
AI copilot inside Salesforce
Embedded AI assistant for CRM workflows
Document intelligence for QuickBooks/Xero
Automated invoice and receipt processing
Knowledge assistant on SharePoint/Confluence
Enterprise document Q&A with citations
Support agent on Zendesk/Intercom
AI deflection with human handoff
Snowflake/Databricks chat-your-data layer
Natural language queries over your data warehouse
CONSULTING
Generic AI adoption consulting
AI Discovery Workshop
LiveHalf-day session to align on opportunities and risks.
AI Roadmap
LivePrioritized 6–12 month plan for AI adoption.
Build-vs-Buy Assessment
LiveWhere to use products vs. custom development.
Team Enablement
LiveHands-on training that pairs with Academy courses.
Fractional AI Advisor
LiveOngoing monthly guidance from a senior AI strategist.
ENGAGEMENT
Engagement models
Discovery Sprint
LiveFixed scope assessment to identify your highest-value AI opportunities.
from $4k
- ✓1–2 weeks
- ✓Opportunity map
- ✓Risk assessment
- ✓Recommended next steps
Implementation Project
LiveScoped build of a specific AI capability or integration.
from $10k
- ✓Defined deliverables
- ✓Weekly check-ins
- ✓Documentation & handoff
- ✓30-day support
Fractional AI Advisor
LiveOngoing strategic guidance from a senior AI advisor.
from $3k/mo
- ✓Monthly strategy sessions
- ✓Slack access
- ✓Vendor evaluation support
- ✓Roadmap maintenance
PROCESS
How we work
Discover
Understand your goals, constraints, and current state.
Assess
Map opportunities, risks, and readiness across the organization.
Pilot
Build a focused proof of concept with measurable outcomes.
Scale
Expand what works with governance, training, and support.
Tell us where you want AI to work
Tell us about your goals and we'll recommend the right engagement.