AI operations for your industry
Same platform, tuned to the work your team actually does. Pick your world and see what an agent takes over.
AI operations for tax firms
Your team spends busy season chasing documents and re-keying numbers between tools. An agent does that work in the background and hands your preparers a clean queue.
AI operations for accounting firms
The close is slow because context is scattered across email, spreadsheets, and your ledger. An agent keeps them in sync and proposes the entries — a human approves.
AI operations for bookkeeping
Categorizing transactions and chasing receipts is high-volume, low-judgment work — exactly what an agent should do while you keep the final say.
AI operations for law firms
We built our first platform inside a law firm. It now runs 30+ operational actions — email triage, document review, billing, morning briefings — every one approved by a human.
AI operations for asset management
Monitoring holdings and researching ESG and proxy questions is deep, continuous work. An agent watches around the clock and briefs you with cited sources.
AI operations for consulting firms
Consultants lose hours to research and context-switching between client tools. An agent keeps project context in sync and does the first pass of the research.
AI operations for software agencies
Delivery is your product; ops is the tax on it. An agent keeps project context in sync, catches unbilled work, and drafts the client updates you keep forgetting.
AI operations for insurance agencies
Renewals and document chasing are relentless and deadline-driven. An agent tracks every policy’s clock and drafts the outreach so nothing lapses.
AI operations for real estate
Deals die in the follow-up gaps. An agent keeps every lead warm and every transaction checklist moving while you’re out showing property.
AI operations for property management
Tenant requests and lease renewals never stop. An agent triages the inbox, tracks every lease clock, and drafts the coordination so nothing falls through.
AI operations for recruiting
Candidates ghost when they’re left waiting. An agent keeps every one warm, screens the inbound, and drafts the updates so your recruiters stay in front of people, not admin.
AI operations for marketing agencies
Client reporting and status updates eat the hours you should spend on the work. An agent assembles the reports and drafts the updates; you approve and send.
AI operations for medical billing
Denials and follow-ups are relentless and detail-heavy. An agent tracks every claim, surfaces denials the day they land, and drafts the payer follow-up for your review.
AI operations for wealth management
Client service is the job; prep and admin are the tax on it. An agent prepares your meetings, drafts the follow-ups, and keeps everything compliant and logged.