New AI agents that draft fixes in Salesforce, Google Ads and your POS →Example engagement: from 14 spreadsheets to one morning dashboard →Now booking data assessments →Watch an agent find $64K in unbilled ARR →Every agent action is approved by a person. No exceptions →
Work

What an engagement looks like.

Three typical projects, from a first dashboard to production agents.

Example engagementMulti-location franchise

From 14 spreadsheets to one morning dashboard.

The problem
Each location sent weekly Excel files. The owner spent Mondays stitching them together.
What we built
Nightly syncs from POS and QuickBooks into Snowflake, clean sales and labor models, and one dashboard per location.
Example engagementRegional bank

One definition of a customer, used everywhere.

The problem
Finance, risk and marketing reported different customer counts to the board.
What we built
A governed dbt project with a medallion structure, tested definitions and lineage the auditors could follow.
Example engagementDistributor

An agent that reorders before the shelf is empty.

The problem
Buyers found out about stockouts from customers.
What we built
A semantic layer over inventory and supplier data, and an agent that drafts purchase orders in NetSuite for a buyer to approve.

Our team's experience includes

FiservAT&TWells FargoComericaOmnicomStrykerDeleteMe

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