Work that runs itself. Exceptions come to you.
AI workflows for finance, PE, and digital asset teams. Same steps, every time.
Free 15-minute call. No prep needed. You leave with a next step and a price.
Onboarding packet 1042
Filed in 3 systems- Pulled
- Name, accounts, beneficiaries, signatures
- Updated
- CRM, custodian, client portal
- Exception
- 1 signature missing · request sent to the client
- On record
- Every field traced to its page in the packet
Every workflow starts from your packets, systems, and rules.
Your team is the integration layer.
Packets, deposits, and follow-ups are read, retyped, and chased by hand every week.
Hours a week
Twenty packets a week, re-keyed into three systems, is half a person.
Money left waiting
An unmatched deposit is cash you cannot report.
Errors and exposure
Retyping makes mistakes, and a spreadsheet is a weak answer for an examiner.
Write the steps down once. Run them every time.
The work your team repeats becomes a workflow that runs on your systems and logs every step.
How it works
- 01
Capture
The packet, deposit, or request arrives. The workflow pulls out what matters.
- 02
Act
Records are updated, requests are sent, and reports are built in your tools.
- 03
Route
Anything missing, unusual, or over a limit goes to a person, with the record attached.
Start with the work that costs you every week.
Pick one to see what changes and what stays in your hands.
- Today
- Analysts spend hours researching accounts and copying details into the CRM.
- With the system
- Every lead arrives researched, scored, and owned, with sources attached.
- Your part
- You settle the borderline calls. The clear fits route themselves.
Every build starts from your work, systems, and rules.
Want to see one run end to end? Watch the demos
What you get.
- 01
One workflow live in production, connected to your systems
- 02
An approval step wherever money moves or a record changes
- 03
A log of every run: inputs, outputs, and who approved what
- 04
A handover guide and 30 days of fixes after go-live
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 · onboarding workflow
A 12-advisor RIA, Thursday
- 01Onboarding packet 1041 filedName, accounts, beneficiaries · 3 systems updatedDone
- 02Deposit batch matched38 of 39 deposits matched to the ledgerDone
- 03Unmatched deposit, $2,450In the review list with the bank line attachedReady for review
- 04Signature request sentPacket 1042 · 1 signature missingDone
- 05Beneficiary change on a $1.2M accountOutside the rules you set · needs a personHeld 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?
A $1,500 Assessment (one week, credited toward the build), a $5,000 Build Sprint (one workflow live in two weeks), and AI Operations at $999 a month.
02How long until it runs?
One week for the Assessment, two weeks for the Build Sprint. Most teams have a workflow running about three weeks after the first call.
03How is our data handled?
The workflow reads only the records the job needs, in your own systems, and every action is logged. We do not claim certifications we do not hold.
04What happens on the call?
Fifteen minutes. You describe one workflow, and we say whether it fits, what it costs, and the next step.
Pick the workflow that costs you most.
Bring one workflow to a free call. In a week you know what it is worth.
- Free first call
- $5,000 flat, live in two weeks
- A person approves what matters
Ground track · wherever our clients operate