AI strategy, built like a balance sheet
We help businesses evaluate, plan, and implement AI the way a good CFO evaluates capital — with clear assumptions, measurable returns, and no hype.
What we do
Four capabilities, one team, no handoffs.
AI opportunity audit
Identify where AI actually pays back — and where it doesn't.
Sales & marketing automation
Prompts, agents, and workflows for the pipeline your team runs daily.
Operations automation
Rebuild manual workflows around AI, not on top of it.
Finance automation
Faster close, reporting, and analysis with less manual entry.
How an engagement runs
Four stages, in order, every time.
Diagnose
Map your workflows and data to find where AI has real leverage.
Design
Scope a pilot with a defined budget, timeline, and success metric iWe define the metric before build starts — usually hours saved, error rate, or cycle time — so results are checkable, not vibes.
Deploy
Ship the pilot into a real workflow, with your team using it daily.
Measure
Report results against the original metric and decide what's next.
Who's behind it
One person, direct line, no account handoffs.
Founder. Finance student at Washington State University, working directly with every client.