Solutions

The workflows that
drain your team

The same ontology, pointed at the work that eats your week. Each of these runs today on models we've built.

Billing · Ontology View
ownsbacksbillsrequiresmonitorstriggersdraftsschedulesOBJECT · PERSONClientOBJECT · ORGCompanyOBJECT · ASSETPropertyOBJECT · PIPELINEDealOBJECT · DOCUMENTInvoiceOBJECT · TASKWork OrderAGENT · AIAgentACTION · AUTOActionENTITIESOPERATIONSINTELLIGENCE
01 · Billing & Invoicing

Invoices that reconcile themselves

Drafting, matching, chasing — the billing cycle is the single biggest drain on most back offices. On the ontology, an invoice knows its client, its job, and its payment status, so agents can carry the cycle.

  • Invoices drafted from the work actually done
  • Payments matched and reconciled automatically
  • Follow-ups sent on time, escalations flagged to a person
Scheduling · Ontology View
ownsbacksbillsrequiresmonitorstriggersdraftsschedulesOBJECT · PERSONClientOBJECT · ORGCompanyOBJECT · ASSETPropertyOBJECT · PIPELINEDealOBJECT · DOCUMENTInvoiceOBJECT · TASKWork OrderAGENT · AIAgentACTION · AUTOActionENTITIESOPERATIONSINTELLIGENCE
02 · Scheduling & Dispatch

The day runs itself

When jobs, people, and places live in one model, the schedule stops being a spreadsheet someone babysits. Changes ripple through automatically and everyone sees the same day.

  • Work orders scheduled around real availability
  • Changes propagate — no phone-tag, no stale boards
  • A live view of today for the office and the field
Case Management · Ontology View
ownsbacksbillsrequiresmonitorstriggersdraftsschedulesOBJECT · PERSONClientOBJECT · ORGCompanyOBJECT · ASSETPropertyOBJECT · PIPELINEDealOBJECT · DOCUMENTInvoiceOBJECT · TASKWork OrderAGENT · AIAgentACTION · AUTOActionENTITIESOPERATIONSINTELLIGENCE
03 · Case Management

Intake to outcome, without duplicate entry

Caseloads — clients, files, deadlines, outcomes — are ontology-shaped work. Enter it once and the record follows the person through every step, assembling its own trail.

  • Intake captured once, used everywhere
  • Case files that assemble their own history
  • Deadlines and next steps surfaced, not searched for
Reporting · Ontology View
ownsbacksbillsrequiresmonitorstriggersdraftsschedulesOBJECT · PERSONClientOBJECT · ORGCompanyOBJECT · ASSETPropertyOBJECT · PIPELINEDealOBJECT · DOCUMENTInvoiceOBJECT · TASKWork OrderAGENT · AIAgentACTION · AUTOActionENTITIESOPERATIONSINTELLIGENCE
04 · Reporting & Compliance

Ready when they ask

Board reports, funder reports, audits — if the model is current, reporting is a view, not a project. Agents draft from real data; a person reviews and sends.

  • Reports drafted from live data, not exports
  • A compliance trail that builds itself
  • Answers in minutes when the auditor calls
The Engagement

An engineer builds it with you.
A retainer keeps it growing.

Weeks 1–8

An engineer, embedded

One of our engineers deploys with your team for about two months — mapping your workflows, building your ontology over the systems you already run, and shipping the first agents to production.

Ongoing

The retainer

A monthly retainer keeps the system running and growing: new workflows, new agents, tuning, and a standing engineer relationship your team can call.

Which workflow is costing you most?

The free AI Assessment maps your systems and returns a scored starting point — before any engagement begins.

Take the AI Assessment