One playbook. Agents on every team.
An AI organization for finance, PE, and digital asset teams. Your people stay in charge.
Free 15-minute call. No prep needed. You leave with a next step and a price.
Monday 9:00 · the week's playbook
7 running, 1 waiting on you- Sales
- 12 open deals followed up, 2 replies handed to Dana
- Service
- 8 transfer questions answered from the account record
- Finance
- 41 payments matched, 1 unmatched in your review list
- Waiting on you
- Wire release over the $25,000 limit you set
Every organization is shaped around your functions, tools, and rules.
One build at a time leaves you with islands.
Each new tool brings its own rules, and your team holds them together by hand.
Hours a week
Every island needs someone to watch it, update it, and explain it.
Growth that stalls
Leads and clients get a different answer depending on which tool touched them last.
Rules nobody can show
When approval limits live in five places, an examiner gets five answers.
One playbook. Every function. Your rules.
Every build plugs into one playbook that every agent reads before it acts.
How it works
- 01
Start with one build
Usually the job that costs the most each week: intake, follow-up, or reconciliation.
- 02
Plug the next one in
Each new agent reads the same playbook and systems, so it is faster to build.
- 03
Keep people in charge
One queue for approvals. One record of what ran. You decide what runs on its own.
You
Approves what matters
AI chief of staff
Your data, your rules, one playbook.
Sales
Lead generation
Start hereEnriched 24 new accounts
RunningAutomated nurture
Follow-up 2 of 4 sent
Running
Marketing
Content production
Drafted Tuesday's post
Needs youSocial distribution
5 posts scheduled this week
Running
Customer service
Client service chat
Wire over $25,000 sent to a person
Needs you
Operations
Transfer tracking
Watching 214 open transfers
RunningAdmin and handoffs
Contract routed for approval
Needs you
Finance
Invoicing and books
Overdue reminders sent
Running
We build around the systems you already use.
Runs on the tools you already have.
No switching. No rebuilding.
Website
WordPress, Webflow, your client portal
CMSCustomer list
HubSpot, Salesforce, a spreadsheet
CRMEmail and calendar
Gmail, Outlook
Phone and texting
Calls, voicemail, SMS
Accounting
QuickBooks, Xero
Payments and invoices
Stripe, Square
Ads and social media
Google, Meta, LinkedIn
Files and documents
Google Drive, Dropbox
Team chat
Slack, Teams
Support inbox
Zendesk, Intercom
help deskCore system and transactions
Custodian, policy, or loan platform
Website traffic
Google Analytics
analytics
We work with what you already use.
What you get.
- 01
One playbook: goals, offers, clients, and approval rules, read by every agent
- 02
Agents added one at a time, each with its own autonomy level
- 03
One approvals queue and one record across every function
- 04
A monthly report of what ran, what it earned, and what it cost
Every action logged. A person approves what matters.
Workflows run inside the limits you set. Anything over them waits for a named person, and every step is written to an audit trail your compliance team can read.
- ApprovalsA person approves anything costly, irreversible, or client-facing
- Audit trailEvery action on record, with its inputs and who approved it
- Least accessScoped data access: only the records the job needs
Built for compliance review.
Operating log · AI organization
A 40-person firm, Monday
- 01Playbook v12 read by 8 agentsGoals, offers, approval limitsDone
- 0212 open deals followed up2 replies handed to DanaDone
- 0341 payments matched1 unmatched in your review listDone
- 04Tuesday's post draftedChecked against your brandReady for review
- 05Wire release, $48,000Over the $25,000 limit you setHeld for you
3 done · 2 waiting for a person
Talk it through in fifteen minutes.
Free 15-minute call. No prep needed. You leave with a next step and a price.
Start small. Prove it. Then grow.
Every step has a published price, set before work starts. The first call is free.
- 01 · Find it
AI Assessment
$1,500One weekOne week on one workflow or agent: what to build, and what it is worth.
- Workflow or agent: which one fits
- What it's worth, in dollars
- A ranked plan, and a fixed scope or a clear no
- Most teams start here02 · Build it
AI Build Sprint
$5,000Two weeks · flatOne workflow or agent live in two weeks, with approvals and monitoring. One flat price.
- A workflow or agent live, on your tools
- Approvals and monitoring built in
- 30 days of fixes after go-live
- 03 · Run it
AI Operations
$999Per monthWe run your workflows and agents: monitoring, fixes, upgrades, and a monthly report.
- Up to 3 workflows or agents, 8 hours a month
- Monitoring and a monthly report
- A 30-minute monthly review
- 04 · Scale it
Custom
QuotedAfter a callSeveral workflows and agents, an AI organization, or data, design, and brand together.
- Priced before work starts.
- One team across the program
Credited in full toward a Build Sprint that starts within 30 days.
Before you book a call.
01What does it cost?
One build at a time, at published prices: a $1,500 Assessment, a $5,000 Build Sprint per workflow or agent, and AI Operations at $999 a month. Bigger programs are quoted after a call.
02How long does it take?
The first build is live about three weeks after the first call. Each one after that is faster, because the playbook already exists.
03How are approvals and data handled?
Approval limits live in one playbook, every agent reads only the records its job needs, and every action is logged. We claim no certification we do not hold.
04What happens on the call?
Fifteen minutes. You tell us what already runs and what still lands on your team, and we suggest the first build and its price.
Start with one function. Grow into the organization.
Begin with the job that costs the most each week.
- Free first call
- Start with the job that costs the most
- Every build plugs into the same playbook
Ground track · wherever our clients operate