Solutions portfolio

Solutions Map

How AI plugs into every stage of how a business operates. Each node is a production-tested workflow deployed in a real business.

100

Solutions

Deployed

Industries

References

Find Customers

Lead generation, prospecting, and market identification

Win Work

Screening, bidding, scoping, and proposals

Close & Contract

NDAs, contracts, pricing, and agreements

Deliver

Operations, project execution, and service delivery

Get Paid

Billing, collections, coding, and revenue recovery

Run the Business

Monitoring, compliance, reporting, and intelligence

Status

Deployed

In progress

Designed

Industry

Healthcare

Financial Services

Industrials

Business Services

Get PaidDeployedBusiness Services

Accounting Close & Payroll-to-GL Automation

Three recurring close tasks that consume a controller's month. An agent queries the accounting system directly — general ledger detail, accounts payable and receivable, vendors, chart of accounts — to answer financial questions and build reports without a report request. A second monitors the prepaid expense account after close, comparing actual amortization to expected schedules and flagging missing entries, new prepaids without schedules, and contracts about to end. A third builds the inter-entity payroll journal import for each cycle as a fully formed multi-section file, and refuses to deliver unless debits equal credits and every validation passes.

Trigger

Month-end close, payroll cycle, or an ad-hoc financial question

Inputs

Accounting system GL, AP, AR and vendor data
Prepaid amortization schedules
Payroll register and employee roster
Entity and department allocation rules

Outputs

Direct answers and reports off the books
Monthly prepaid status note with flags
Balanced inter-entity payroll journal import file
Archived close reports

Integrations

Sage IntacctPayroll registerCSV import generationEmail

Under the hood

The payroll import is validated before delivery, not after — total debits must equal total credits and every employee must validate against the roster by name and ID, or the agent produces nothing
The import file is generated in the accounting system's full import shape with all four sections, including the mirrored opposite side of the inter-entity allocation, so it loads rather than needing repair
The prepaid monitor runs after close on a schedule and flags three different failure modes — missing entries, new prepaids with no schedule, and contracts ending — then archives each month's report so the trail exists
The reporting agent is read-only against the books; it answers questions and builds reports but cannot post

Reference implementations

SBIC / lower middle market private equity firm

SBIC / lower middle market PE — management company close, payroll and prepaid monitoring