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Custom AI agents, built around your busywork.

Tell us what your team does over and over. We build an agent that does it your way. Before you commit, you get a proposal and a working demo built for your business.

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What we do.

Agents we build.

A few examples. Each one works with your tools and your rules, and is built to save you time, save you money or grow your revenue.

  1. Leads and follow-ups

    Replies to new inquiries fast, asks the questions you’d ask, follows up, and books the call.

    Checks with you before it quotes a price.

  2. Quotes and suppliers

    Finds suppliers, asks everyone the same questions, lines up the answers, and negotiates toward your target. That’s what Barter does.

    Checks with you before it accepts any offer or deadline.

  3. Change orders

    Turns a scope change on the job site into a priced change order, with the details your client will ask about.

    Checks with you before it goes to the client.

  4. Client updates

    Writes the weekly status email from your project notes, calendar and inbox, in your voice.

    Sends only what you’ve approved.

  5. Invoices

    Tracks what’s overdue, sends polite reminders on schedule, and logs every one.

    Checks with you before anything firmer than a reminder.

Not on the list? An agent can find, coordinate and chase almost anything your team does by hand:

Prospects, Suppliers, Subcontractors, Candidates, Venues, Freelancers, Landlords, Distributors, Sponsors, Referrals, Inspectors, Caterers, Insurance quotes, Permits, Contract renewals, Shipping quotes, Late payments, Bids, Signed contracts, Purchase orders, Warranty claims, Timesheets, Estimates, Customer reviews.

Keel, an AI agent for your business finances.

We built Keel with our partner Trivium Global, a strategic finance firm. Keel works like a finance advisor. Ask it about your business whenever you like, and it answers from your live data.

  • Your booksIt connects to QuickBooks, so it sees your accounts as they change.
  • Your salesIt connects to the tools you sell with, like a restaurant’s Toast account.
  • Your bankIt connects to your bank accounts through a secure service like Plaid.

Keel also flags what is and isn’t working, and builds dashboards your team can check any day.

What if you had a finance agent?

Start small, then grow it.

Start with one agent, prove it on your work, then build out more and keep them running.

  1. Crawl

    Proof. Your first agent, built for one job in your business.

  2. Walk

    Build. We connect the agent to your tools, set its rules and test it, then hand it over.

  3. Run

    Support. An operator runs the agent and keeps it on track, with checks and small changes.

See pricing

Workflow automation, so jobs stop waiting.

Picture a monthly newsletter. Maya has the photos, Priya writes the story, Luis lays it out, Dana signs off and Mark sends it. Each of them is waiting on someone else, so the week turns into “Did you get my email?” and “Where are the photos?” Meanwhile the work sits in somebody’s inbox until someone chases it.

One line. Each person is asked once, in order, and nothing gets lost.

The workflow asks each person once, when it’s their turn, and only nudges them if they run late. Nobody has to dig through email to see where things stand. Onboarding a new customer, approving an invoice and closing out a job work the same way: any job that passes through more than one pair of hands. If the details live in different tools, we start with data integration.

AI transformation: where to start.

Four steps, in this order, starting with your data.

  1. 1
    Get data in one placeConnect accounting, CRM and spreadsheets so AI has one source.
  2. 2
    Pick one useChoose one task with a clear payoff, like month-end notes.
  3. 3
    Set rules and train peopleAgree what AI may do, who checks it, and train your team.
  4. 4
    Scale what worksAdd the next use once the first one holds up.

What AI does on your data

  • Answers with sources

    Ask about March payroll in plain English. Each answer cites its source, and a person checks it.

  • Variance notes

    A draft explanation for each budget vs. actual gap. A person checks it and sends it.

  • Anomaly flags

    A duplicate bill or a missing deposit, spotted before month-end. A person checks each flag.

  • Weekly summaries

    Every Monday, a short note on what moved last week and what needs a look. Someone on your team reads it first.

  • Cash look-ahead

    What’s coming in and going out over the next few weeks, so a tight week doesn’t catch you by surprise.

  • Late payment reminders

    Overdue invoices get spotted and a polite reminder gets drafted. You say yes before anything goes out.

Data integration: one place for your numbers.

You keep the software you already use. We connect it, so every report reads from the same numbers.

  • AccountingQuickBooks, Xero, NetSuite
  • CRMSalesforce, HubSpot
  • SpreadsheetsExcel, Google Sheets
  • Bank feedsYour bank accounts
  • PayrollYour payroll provider

Same month, three revenue numbers.

Accounting shows one figure, the payment processor shows another, and the CRM shows a third. Each gap has a reason, like prepaid months, refunds or deals not yet invoiced. One view explains every gap, and it refreshes on its own.

Reporting and analysis

Finance reports and dashboards that refresh from your accounting software, spreadsheets and bank accounts.

  • Month-end packOne pack, with every figure traced back to its source.
  • Cash across accountsBalances from every bank account in one view.
  • Entities and locationsEach P&L on its own, plus the combined total.
  • Budget vs. actualDifferences flagged, with the numbers behind them.
  • Board and funder reportsThe same figures, formatted for each audience.
  • Operations dashboardsJobs, hours or donations next to the financials.

Budget vs. actual, flagged.

Each flagged line gets a short explanation for your controller to approve.

Learn to work with AI.

We teach AI using the work you already do. You can learn on your own or with your whole team.

  1. One-on-one coaching

    Book a session with one of us and bring a task from your week. We’ll work through it with AI together, so you leave with steps you can use the next day.

  2. Team workshop

    Spend a weekend with us as a team. Everyone learns to use AI on their own work, so it becomes part of how your team works each day.

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We deliver in weeks, not quarters. Here’s how we’ll work for you.

  1. Tell us what’s slowing you down.

    One sentence is enough. We reply with a few questions and set up a short call.

  2. Get a proposal and a working demo.

    The proposal says what we’d build, what it costs and how long it takes. The demo is built for your business, so you see it working before you commit.

  3. We build it to your rules.

    Together, we write down your targets, your limits and what needs your sign-off. Then we build it, in weeks.

  4. It runs. You stay in charge.

    Your team sees every message. We measure what it was built for: time saved, money saved or revenue grown.

Common questions.

Do we need new software?

Usually not. We build around the email, calendar, accounting and spreadsheets you already use, and check what they can do first.

Why not just buy ChatGPT or Claude?

A subscription gives you access. Someone still has to pick the task, connect it to your information, set the rules and check the results. That’s the part we build with you.

What can the agent do without asking?

Only what you agree to in writing. Barter could email shops and negotiate, but it couldn’t accept a deadline, place an order or pay. Your agent gets rules like that, set by you.

Who sees our information?

Only the people and tools you approve. We agree on that before work starts, and the agent gets only the access it needs.

Can our team run it after you’re done?

We agree on that before we start. You’ll know which parts your team can run and where you might want our help.