AI for financial advisors and RIA firms
Less paperwork per client.
- New client onboarding
- Meeting notes and follow-up
- Client service requests
Stays with a person: advice and suitability.
AI for your business, one industry at a time.
Ship AI Studio builds AI workflows and agents for companies with 10 to 500 people in six industries. Each page below names the three workflows we look at first, what stays with a person, and our published prices. Every build starts with a $1,500, one-week AI Assessment.
Published prices
- AI Assessment
- $1,500for one week
- AI Build Sprint
- $5,000for two weeks
- AI Operations
- $999a month
Pick your industry.
Each page covers the work that repeats every week in that business, the controls your compliance lead will ask about, and short answers to common questions.
AI for private equity portfolio companies
The board pack, on time.
- Monthly board and lender pack
- Collections follow-up
- Quote and pipeline follow-up
Stays with a person: pricing and board decisions.
AI for insurance agencies and agents
Renewals ready on time.
- Renewal preparation
- Certificate of insurance requests
- New business intake
Stays with a person: coverage and binding.
AI for property managers
Every request has an owner.
- Maintenance requests
- Leasing inquiries
- Owner reports and rent follow-up
Stays with a person: screening and leasing decisions.
AI for crypto and digital asset companies
Every request gathered.
- Month-end treasury close
- Regulator and license requests
- Business customer onboarding
Stays with a person: trades and fund movement.
AI for accountants and accounting firms
Less chasing every season.
- Client document collection
- Monthly client close
- Client inbox
Stays with a person: tax positions and sign-off.
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Questions and short answers.
01Which industries does Ship AI Studio build AI for?
Accounting and CPA firms, financial advisors and RIA firms, insurance agencies, property management companies, private equity portfolio companies, and crypto and digital asset companies. Teams of about 10 to 500 people. We do not build consumer apps or AI that makes investment, lending, or trading decisions.
02What does it cost to start?
A $1,500 AI Assessment reviews one workflow in one week and ends with a fixed build scope or a clear no. The fee is credited in full toward a $5,000, two-week Build Sprint that starts within 30 days. AI Operations is $999 a month. Hosting and AI usage are paid separately.
03My industry is not listed. Can you still help?
Maybe. The same approach works for other businesses with repeated paperwork, follow-up, and reporting. Book a call or get the free report, and we will say plainly whether it is a fit. Companies under 10 people are usually not a fit.
04Does AI act on its own in these workflows?
Not on anything that matters. A person approves anything that moves money, changes a client record, or goes out in the company's name. Every action is logged with its source, and access is scoped to what the workflow needs.
Bring the workflow that costs the most.
A free 15-minute call with Santos. You leave with a next step and a price.
- $1,500 Assessment, credited toward a build
- $5,000 flat, live in two weeks
- A person approves every step that matters
Ground track · wherever our clients operate