Case studies

Mission critical workflows, rebuilt on custom AI.

Vertical SaaS · Revenue operations

Their revenue team moved 5x as fast.

Their reps couldn't read their own revenue data without an engineer in the loop. We built a custom AI system wired into Salesforce, Snowflake, and Stripe, so any rep can ask any question of their pipeline in plain English and act on the answer without leaving the conversation. No analyst, no BI ticket, no waiting.

7Days· Kickoff to production.

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Financial services · Credit operations

A leading lender marketplace

A document extraction agent that reads what analysts used to retype.

Every application arrives with a stack of financial documents, from complex packets to photos of forms, that someone has to turn into a spread before a lender can make a decision. We built an agent that extracts the financials, spreads the data into the marketplace's format, and flags issues for lender review, so underwriting starts from a judgment call instead of hours of data entry.

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Energy & utilities · Finance operations

A regional utility provider

Reconciliation the finance team used to run by hand, now run by agents.

Every cycle, the utility's finance team reconciled billing, metering, payment, and bank records line by line, then chased down whatever didn't tie out. We built a set of AI agents that pull the source records together, match what lines up, and route only the real exceptions to a person, with the evidence attached.

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Financial services · Operations

A national lending company

A chief of staff for every employee, not just the CEO.

Everyone at the company kept the same context in their head: who owns what, where a file is in the process, what happens next. We built an AI chief of staff that reads the company's own context, suggests the next step on any task, and answers whatever an employee needs to ask, so nobody has to interrupt three people to move one thing forward.

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Technology · Engineering

A high growth technology company

Engineers ship faster and safer with a framework built for them.

AI coding tools are only as good as the guardrails around them. We built a custom framework on top of Claude Code and Cursor, wired to the company's own standards, review gates, and codebase, so engineers move faster without loosening the bar on quality or security.

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Technology · Sales development

A B2B technology company

An AI SDR that sources qualified leads while the team sleeps.

Sales development is high volume, repetitive work that caps how many accounts a team can reach. We built a custom AI sales development rep that sources qualified leads and reaches them over email automatically, so the human team spends its time on conversations, not list building.

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Financial services · Sales operations

A mortgage lending company

An AI CRM that replaced a legacy system and the busywork with it.

Their legacy CRM was where deals went to get slow: manual data entry, stale records, and a sales process nobody could see clearly. We built a custom AI CRM that replaces the old system and automates the busywork, from CRM entry to managing the sales lifecycle, so loan officers sell instead of typing.

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Cross industry · Operations

A growing company drowning in email

An inbox agent that reads everything and surfaces what matters.

The important email always arrives buried in a hundred that aren't. We built an AI agent that reads every incoming email, escalates the priority ones over text and Slack, and drafts responses automatically, so nothing urgent gets missed and routine replies write themselves.

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Technology · Data & operations

A B2B SaaS company

Millions of rows, answerable in Slack.

The answers were in the data; getting them meant a query, an analyst, and a wait. We built a knowledge graph connected to the company's systems of record, so any employee can ask a question in Slack and get an answer drawn from millions of rows, without writing SQL or filing a ticket.

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Your workflow could be next.

Thirty minutes. A straight conversation about your systems and where custom AI would pay back first.