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.

138

Solutions

113

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

Consumer & Retail

Run the BusinessDeployedHealthcare

Location Budget, Full-Year Forecast & CapEx Payback

A multi-location services business budgets and reviews performance by location, and each month someone rebuilds the budget-versus-actual workbook from the ledger, the management pack and the visit data. An FP&A agent rolls the location P&L forward each month, compares it to budget, and forecasts the full year from year-to-date actuals plus the remaining months at the current run rate, with an EBITDA bridge. The same data built next year's budget from budgeted visits by location and annualized vendor spend, and tracks each location's capital spend against the profit it has returned, so leadership can see which clinics have paid back. A companion agent covers payroll, bonuses and new hires against budget.

Trigger

Monthly close, budget season, or a leadership question about a location

Inputs

Monthly general ledger and management pack
Budget by location and department
Visit volumes by location and provider
Capital spend by location
Payroll and compensation data

Outputs

Budget versus actual by location, year to date
Full-year forecast and EBITDA bridge against budget
Next-year budget built from budgeted visits and annualized spend
CapEx return and payback curve per location, before and after corporate allocation
Payroll, bonus and new-hire versus budget views

Under the hood

The full-year forecast is year-to-date actuals plus the remaining months at the latest month's run rate, rebuilt each month rather than held from the original budget
Revenue in the budget is driven by budgeted visits per location times the realized rate per visit, so the budget and the visits model cannot drift apart
Payback is shown on two bases, before and after corporate overhead is allocated on each month's revenue share, because the answer to which clinics have paid back changes with the basis
Every view exports to Excel with the same numbers as the screen

Reference implementations

Multi-location physical therapy network

Multi-location physical therapy network — monthly budget versus actual by clinic, full-year forecast, next-year budget and capital payback by location

Rolled forward every month since July 2026 and now through October year to date; the finance agents have held 69 working sessions, and the budget-versus-actual and next-year budget views have been opened 63 times by the company's finance lead and its sponsor.