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How we work

How we take work off your desk

Four steps from the first call to finished work, for AI services and Microsoft projects alike. You can stop after any step.

  1. Step 1 Week 1

    Show us the work

    A 45-minute call with the person who does the work today. We look at a few real examples and write down every step.

    You get A one-page plan, with a fixed price for the pilot.
  2. Step 2 Weeks 2 to 5

    Try it on real work

    We build the agents and run them on your own documents, or set up Dynamics 365 on a copy of your data. Our team checks every result, and you compare it with your own.

    You get A pilot report: what was done, how long it took and what went wrong.
  3. Step 3 From month 2

    We take it over

    The work runs on a schedule. You send documents the way you do today, and results come back on the days we agreed.

    You get Results on fixed days, and a short report every week.
  4. Step 4 Every time

    See every result

    Each result shows what the agents did, who checked it and what needs your answer. Questions come to you in plain words.

    You get A record of every step, so you can see how each result was made.

Microsoft 365 and Dynamics 365 projects

The same four steps, on a longer clock. A Business Central setup takes 8 to 12 weeks, updates are tested on a copy of your data first, and a support plan keeps it all running after go-live.

Microsoft work

A result

Every result comes with its working

What the agents did, who checked it and what is left for you, in one place. You can answer a question in a click, or call the person who checked it.

  • Each step, with the time it ran
  • The name of the person who checked it
  • Questions for you, in plain words
October close · Harbor Supply Co.Books and close · due Wed, Nov 4 Sample Needs you
  1. Agents matched 1,284 bank linesFri, Oct 30, 11:40 pm
  2. Agents entered 46 bills from emailSat, Oct 31, 2:15 am
  3. Jenna M., accountant, checked 12 entries and changed 2Mon, Nov 2, 10:05 am
1 question for you Is the $24,000 payment to Keller Steel on Oct 18 a prepayment?

What stays with you

You keep the decisions and the data

Decisions

Signing contracts, paying vendors and filing returns stay with you. We prepare, check and explain, so the decision is quick.

Your data

Kept in your region, seen only by the people on your account and deleted when you leave.

Start with one process

Tell us the work that repeats.

One 30-minute call is enough to see if we can take it off your desk.