AI for Business

Most teams are already trying out AI tools, often without a plan. We help small and mid-sized businesses find where AI saves real time, train people to use it well, and automate the repetitive work between the systems you already have. You don’t need NetSuite. We work with QuickBooks, Microsoft 365, Google Workspace, HubSpot, Shopify and similar tools.

AI Readiness Assessment

Two to three weeks, fixed scope. We review your processes and the AI tools your team already uses, check what data is going into them, and give you five to ten opportunities ranked by value and effort, with a 90-day plan.

Team training

Live workshops built around each team’s real work, using the tools you already pay for (Microsoft Copilot, Google Gemini, ChatGPT or Claude). Each workshop includes a starter prompt library, plain rules on what data is safe to use, and short follow-up videos.

Workflow automation

We connect your apps so routine work runs on its own: pulling invoice data into your books, routing approvals, syncing customers and orders, and sending weekly summaries. A person approves anything that sends money or changes records.

Custom assistants

Assistants set up on your own documents and processes, such as an internal help desk built from your procedures or a proposal drafting assistant.

AI policy

A short, practical AI use policy for your business: approved tools, what data can go where, and how to request a new tool.

Why us

Since 2019 we’ve worked inside the systems that run companies’ books, orders and inventory, for 150+ NetSuite companies. We look at the process first, then pick the tool. We train your team, and we support what we build.