AI integration
AI that does
actual work.
Most businesses we talk to have the same problem: a team spending 10–20 hours a week on work that repeats exactly the same way every time — spreadsheets, copy-paste, manual data entry moving information from one system to another. That's the work AI is built for.
Not a chatbot. Not a subscription to a tool you'll use once. AI integrated into your actual workflows, custom-built, tested against your data, deployed on secure infrastructure.
What we build
Six capabilities we deploy for clients.
Workflow automation
Map the steps your team does manually: intake, classification, routing, follow-up. Replace them with software that runs on its own schedule. AI handles the judgment calls humans made by habit.
Document and data extraction
Contracts, invoices, reports, forms. AI reads unstructured documents and pulls the fields you care about into your system, without manual data entry.
Client and customer communication
AI drafts outreach in your voice, surfaces any risk, and handles routine replies. You review the edge cases. Everything else ships.
Internal knowledge systems
Every business has knowledge locked in email threads and tribal memory. We build AI tools that surface it: answers to common questions, policy lookups, onboarding assistants, without replacing the humans who know it.
Custom AI applications
Agents that run on your schedule, call your APIs, and write results to your systems. Not a chatbot on your website. Actual automation that does the work.
Integration with existing software
You have QuickBooks, Salesforce, Clover, BigTime, or something else. We wire AI into what you already use so you get the benefit without replacing the stack.
AI for your team
Built around how you work, not the other way around.
The best AI integration isn't a new app that forces your team to change how they work. It's software built around your existing processes, your language, and your judgment calls.
We build systems that augment what your staff already does well. The intake process you've refined over ten years, the way your team classifies clients, the follow-up rhythm that works for your industry. AI handles the volume and the repetition. Your team handles the relationships and the edge cases.
The result is faster output without a steeper learning curve. No migration, no new workflow to train everyone on. Just your process, faster.
How it works
- 01
Audit
We map your current workflows: what takes time, what has bottlenecks, what requires judgment. No tools, just observation and conversation.
- 02
Target
We identify the two or three places where AI will have the highest return. Not everything should be automated. We pick the right spots.
- 03
Build
Custom software, not a generic SaaS subscription. Built to your workflows, tested against your data, deployed on secure infrastructure.
- 04
Run
We don't hand off a prototype and disappear. We run it. Monitor it. Tune it when the edge cases show up. You get results, not a science project.
Free AI audit
Not sure if your workflow is a candidate?
We'll map your current process, identify the two or three places where automation would pay off fastest, and give you an honest assessment — even if that assessment is "not yet." No commitment required.
AI projects
What we've shipped: in production and internal.
We build AI tools for clients, then apply the same frameworks to our own operations. Both types inform each other.
Timelog Pro
Pre-releaseBuilt because billable time was slipping through the cracks — hours worked but never logged. macOS time tracker that monitors activity across every app and window, learns which client each task belongs to, and creates billable entries automatically.
Altus Forensic
ProductionA forensic accounting firm was rekeying time entries from one system into BigTime by hand — every matter lookup, every sync, done manually. AI now classifies and syncs automatically. No manual matter lookups, no rekeying.
Agency.io
In-DevelopmentAn insurance agency was tracking contractor renewals in Google Sheets and losing clients when COI expirations slipped through. Agency.io now handles renewal risk scoring, prospecting, and WCIRB data integration.
RSVP
ProductionDrafting invitations and chasing RSVPs by hand, across iMessage threads that fell out of view. AI now drafts invitations in the sender's voice and handles follow-up conversations inside iMessage automatically.
AI OS
Internal ProductionA native macOS/iOS operating layer that orchestrates agents, tasks, and context across your work, built as an internal productivity tool.
Books
In-DevelopmentAccounting software for small businesses. AI-powered transaction categorization, anomaly detection, and cash flow reporting without the complexity of enterprise tools.
Households
In-DevelopmentAI coordination layer for multi-household logistics: schedules, tasks, tracking, and communication in one place.
FAQ
Questions owners ask before committing.
The most common conversations we have when scoping AI work. For real numbers, read what AI automation actually costs in 2026 — or, if paperwork is the bottleneck, how CPA and legal firms use AI document extraction.
Do we actually need AI right now, or can we wait?
What's the cheapest legitimate way to start with AI?
How do I know if a vendor is overselling AI?
Can AI integrate with our existing systems (HubSpot, QuickBooks, Clio)?
What happens if the AI gets something wrong?
How long until we see ROI?
Do you handle ongoing maintenance, or do we?
Who should I hire for AI integration near Rocklin or Sacramento?
Can a small business actually afford custom AI automation?
AI by city
Local AI integration for your neighborhood.
We're based in Rocklin and have built software for businesses across Sacramento, Placer, Yolo, and Yuba counties. Each area has different industries and different bottlenecks. We've mapped the common ones.
Rocklin
Professional services, retail, contractors
Roseville
Dental, medical, retail, restaurants
Sacramento
Government, healthcare, law firms
Auburn
CPA, legal, outdoor & recreation
Folsom
Tech, financial services, healthcare
Lincoln
Contractors, healthcare, growing business
Granite Bay
Wealth management, medical, professional
El Dorado Hills
Financial, real estate, medical
West Sacramento
Logistics, food processing, construction
Grass Valley
Tourism, hospitality, artisan retail
Nevada City
Tourism, creative, event venues
Yuba City
Agriculture, healthcare, contractors
Can AI help?
What's the task your team does manually every day?
Tell us in plain words. We'll ask a couple of questions, then tell you honestly whether it's worth automating — no sales pitch.
We've got a clear picture — and a few ways to automate it.
Drop your details and our team will follow up to walk through the options and what it'd take to save you that time. We'll send a copy to your inbox too.