AI agent infrastructure for SMBs

Custom AI agents, installed into your stack. Owned by you.

Security-hardened, production-grade automation, installed into your stack and owned by you. Live in days, not quarters.

Book a discovery call → See what we install
31+ systems shipped 100% code owned by you Days to live, not quarters
0+
Automated systems installed
Same day
Not next quarter
0–0 hrs
Saved per team per week
0%
Code ownership
Live results

This is what installed looks like.

Not a demo. The shape of a real engagement, hours coming back, systems shipping, everything running on its own.

Hours reclaimed / week
0 ▲ +250%
Week 1Week 12
Tasks automated
0/wk
Agent uptime
99.98%
Avg deploy time
0days
Recent installations All systems operational
SystemIndustryDeployHrs saved/wkStatus
Client onboarding automationTax & Accounting6 days22 hrsLive
Financial reporting pipelineTax & Accounting9 days18 hrsLive
Lead intake & follow-up agentReal Estate4 days11 hrsLive
Support triage agentSaaS / Tech5 days14 hrsLive
Document processing pipelineLegal7 days16 hrsLive

Built on the tools you already trust

ClaudeAnthropicDockerSlackNotionGitHubVS CodeVercelNetlify
Agent Setup

We drive automation.

Liquidity for your team's time. Work flows to done, without waiting on a human.

How we work

However your business runs, we install AI into it.

Not a menu of three products. One partnership that moves through three modes, from first map to systems that run themselves. The work below is a fraction of what that covers.

90-day costed roadmap

AI Strategy & Consulting

Not every business needs the same AI stack. We deep-dive your operations, map workflows, find bottlenecks, and design an automation roadmap tailored to your team and tech stack.

What's included
  • Workflow audit & automation mapping
  • ROI analysis for AI implementation
  • Tech-stack assessment & team readiness
  • Phased deployment roadmap
"We left the first call with a ranked list of every hour we were wasting, and a roadmap that paid for itself in month one."
Learn more →
1–2 weeks per workflow

Custom Agent & Workflow Building

This is where the real leverage is. We build AI agents around your specific processes, the ones eating hours of manual work each week. Every build is custom; we don't sell templates.

What's included
  • Custom agent in Python or TypeScript
  • MCP server setup · cron/trigger scheduling
  • Error handling, failure alerts, multi-agent orchestration
  • Full source-code ownership · 2 weeks post-launch support
"31 systems, onboarding to financial reporting, running live in our stack. And we own every line of it."
Learn more →
Month-to-month, no lock-in

Ongoing Support & Optimization

AI agents drift, APIs change, and prompts that worked six months ago stop performing. Ongoing support keeps everything running and improving.

What's included
  • Monthly 60-min review call
  • Performance monitoring · prompt & model upgrades
  • Priority bug fixes (<24h response)
  • New agent development at a reduced rate
"We run everything ourselves day to day. When a model update landed, they'd handled it before we even noticed."
Learn more →
Proof, not promises

Systems we've already shipped to production.

Flagship engagement
31 production systems for one 5-person firm.
31
Live systems
6
Platforms
800+
Clients served
100%
Client-owned
A Bay Area tax & advisory firm, running on automation it owns outright.

Across six platforms we designed, built, and deployed 31 live systems, client onboarding, bookkeeping and reconciliation, document processing, financial reporting, collections, and outreach, for a five-person team serving over 800 clients. Everything runs inside their own stack, built on 200+ reusable components. They own every line of code, and run it themselves day to day.

Financial operations

Hands-off books & monthly close

An agent-driven bookkeeping layer that drafts bills, invoices, and journal entries and reconciles them against bank activity, plus daily cash-flow monitoring that runs on its own.

Accounting API · Python · scheduled agents
Practice management

Onboarding & billing, end to end

An entire client-management platform wired to run itself, engagement proposals, onboarding, tagging, invoices, pipeline stages, even where the platform ships no public API.

Custom integration · workflow automation
Document processing

Classification & data extraction

A pipeline that ingests financial and tax documents, classifies each, and extracts the fields that matter downstream. Privacy-first, validated entirely on synthetic data.

Frontier LLMs · document-AI OCR · 36 schemas
Growth & outreach

Enterprise-scale pipeline, small team

Multi-step outreach sequences, lead-pool management, and automatic triage of inbound replies into dated action reports, so a lightweight team runs a full sales pipeline.

Outreach & enrichment stack · Python
Operations analytics

Project costing & capacity

An API data pipeline pulling task, time, and engagement data on a schedule, reporting estimated-vs-actual hours, utilization, and pipeline load as a live dashboard.

ClickUp API · Python · scheduled reporting
Revenue & retention

Collections & client win-back

Scheduled past-due reporting plus at-risk detection and re-engagement, surfacing who's slipping and running win-back before the revenue is lost.

Scheduled agents · CRM integration
Agent infrastructure

A native command center

A Rust + TypeScript desktop app that supervises the whole fleet from one screen, live status, approvals floated to the top, a unified control panel.

Tauri (Rust) · TypeScript · native macOS
Financial operations

Trial-balance & close, one app

A standalone desktop app for building and reviewing trial balances and firm financials, replacing spreadsheets and pricey licenses with a tool the firm owns.

Desktop app · encrypted local data
How we deliver

An automation fleet. Not a freelancer with a chatbot.

The reason we ship dozens of production systems fast, and keep them running: the way we build is itself automated, supervised, and checked at every step.

A parallel build fleet

Dozens of autonomous agent sessions design, build, and monitor in parallel, each coordinating its own swarm. What takes a solo consultant months, the fleet ships in days.

Self-healing supervision

A supervisor layer watches every running system, catches failures, and recovers on its own, so your automations keep working without anyone babysitting them.

Multi-model review before ship

Every build passes an independent council of AI reviewers plus domain-specialized agents, finance, compliance, operations, that check each other's work before production.

Engineered guardrails

Pre- and post-action hooks and approval gates wrap every automation, so nothing sensitive fires without the right checks. Safety is built into the harness.

Integrations without an API

When a platform you depend on has no public API, we still automate it, building a reliable integration layer so your whole stack works together.

You own all of it

Every system, config, and line of code is handed to you in full. No lock-in, no black box, you run it yourself from day one, and we stay within reach.

One core, many products

Our product family. Same engine, different jobs.

The same core runs through all of them: a custom MCP that connects your own Claude or ChatGPT subscription directly to your systems, so your AI writes to them, not just reads.

Live product

Ledgerline

AI bookkeeping with an MCP wired straight into QuickBooks.

Visit Ledgerline → Live product

Tieout

A trial-balance app built for accountants who close books every month.

Visit Tieout → Live product

DomeForge

A done-for-you TaxDome buildout, pipelines and automations set up for you.

Visit DomeForge → Live product

RankProof

A productized SEO audit that tells you exactly what's costing you rankings.

Visit RankProof → Live product

SpendProof

An independent audit of your Meta ad spend, no agency conflict of interest.

Visit SpendProof → Case study

Beach Oasis

A fully automated event-rental system, bookings, crew ops, and customer replies, end to end. We can build the same for your operation.

See the case study →
Who it's for

Built for teams ready to scale. Not science projects.

Professional Services 01
  • Client onboarding across CRM, email & calendar
  • Proposal generation from intake data
  • Weekly reporting pipeline to leadership
E-Commerce 02
  • Order fulfillment & inventory sync agents
  • Post-purchase email sequence automation
  • Return processing & refund triage
SaaS / Tech 03
  • Support triage, classify, route, draft replies
  • Lead scoring & CRM enrichment
  • Churn signal detection & re-engagement
Real Estate 04
  • Lead intake & instant follow-up agent
  • Listing data sync across MLS & CRM
  • Transaction timeline tracking & alerts
Healthcare 05
  • Patient intake processing & routing
  • Appointment reminder & rescheduling
  • Insurance verification pipeline
Legal 06
  • Document review & clause extraction
  • Client intake & conflict check
  • Deadline tracking & docket alerts
How it works

From first call to live agents in three steps.

No six-month rollouts. No endless approvals.

✓Workflows mapped
✓Time-sinks ranked
✓Scope & price locked
✓ROI scored by hours saved
✓90-day roadmap drafted
Week 1 · Step 01

Scope the work

One call to map your workflows and find what's draining the most hours, scope, price, and timeline locked before a single line gets built.

Step 02

Build & deploy

We design the agent layer, configs, permissions, dashboards, then ship it into your environment, containerized and security-hardened.

Step 03

Train & hand off

Documentation, a live walkthrough, and 14–60 days of hands-on support, you run it yourself from day one.

FAQ

Questions, answered.

Days, not quarters. Most installations go from first call to live agents within a single build cycle, no six-month rollouts, no endless approvals.

Completely. You own 100% of the code, configs, and systems we build. You run it yourself from day one, we just stay within reach.

Yes. Everything is built on the tools you already trust and shipped straight into your existing environment.

We deploy locally in containerized environments, Docker sandboxes, firewall rules, a secrets vault, and full audit logging. The dashboard's Activity view shows every agent action with timestamps, and each member gets custom access per workflow and integration.

That's the point. White-glove implementation means we handle the build, then hand off with documentation, a live walkthrough, and 14–60 days of hands-on support.

It depends on scope. We lock the scope, the price, and the timeline on the first call, before a single line gets built.

Get started

Ready to put your busywork on autopilot?

Launch your first agent this week. See results in days, not quarters.

Book discovery call → Contact us
Book a call

Skip the back and forth. Pick a time.

Grab a 30-minute discovery call right here. Bring the workflow eating your team's hours and you'll get a straight answer on whether an agent can take it. No form, no pitch.

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