We find the document, data and admin work your team does by hand — and build the systems that take it over, inside the software you already use.
Retyping invoices. Chasing certificates. Copying intake forms into a CRM. Missing calls after hours. Building the same report every Monday. Skilled people spend hours a week on work that follows the same rules every time.
We map that work, then build AI systems that handle the routine and hand the exceptions to a person — no new software for your team to learn.
Every system below runs in production today. Each one started as a task somebody was doing by hand.
Each is built around one specific workflow and the tools you already run. Most engagements combine two or three.
A short, fixed-scope engagement. We sit with your team, map how the work actually moves, and hand you a ranked list of what to automate — with hours, cost and build time for each.
A receptionist that never misses a call. It answers your phone and website chat around the clock in a natural voice, answers common questions, books appointments straight into your calendar, and sends anything urgent to a person right away.
Pull the information out of invoices, contracts, statements, forms and PDFs — and deliver it as clean, structured data in your tracker or system of record.
Connect the tools you already use — inbox, spreadsheets, accounting, CRM, shared drives — and automate the repetitive steps that run between them.
Agents that research, monitor, draft and follow up — checking portals, chasing late items, and flagging what changed — with a person approving what matters.
Internal tools and AI-powered apps built around your exact workflow — not a generic product bent to fit it.
Turn files scattered across drives, inboxes and systems into something your team can ask — and get an answer with the source attached.
We build inside your stack. Your team keeps working where it already works — the system does the rest in the background.
Invoices arrived by email and were keyed into trackers by hand, with duplicates slipping through. The system reads each one, extracts vendor, cost and job data, updates the tracker, catches duplicates and flags anomalies.
A document log lagged the shared folder by days. The system watches the folder around the clock, classifies each file, and logs it with number, status and date — then chases overdue reviews.
Budgets were checked against rules of thumb instead of the company's own history. The model benchmarks every line against completed jobs and flags what's trending over, with a plain-English reason.
Answers lived in thousands of files across drives, inboxes and the ERP. The system indexes and links company documents so staff can ask a question and get an answer with the source attached.
You see working software early, and the system runs beside your current process until the numbers match.
We map the workflow and find the highest-value automation opportunities.
We design the system around your existing processes and software.
We build, test and integrate it against your real documents and data.
It goes live, runs beside your team, and gets better as you use it.
Not on the list? If your business involves repetitive information work, we can probably automate part of it.
“I used to do this work by hand. So I built tools to do it for me. Now I build them for you.”
Across accounting, project management, property management and HR for a New York developer.
Florida Atlantic University. AI certifications, Columbia and others.
We learn your approval chains, deadlines and close calendar before we build.
Working with teams anywhere.
No. Our first systems were built for a real estate developer and general contractor, but the same patterns — documents in, data out, exceptions to a person — apply to finance teams, law firms, healthcare offices, logistics companies and any business with repetitive information work.
Most single-workflow systems take three to six weeks from kickoff to running alongside your team. You see working software in the first week or two, not a slide deck.
Usually not. We build inside the tools you already use — your inbox, spreadsheets, accounting system and shared drives. The system works in the background; your team sees the results where they already look.
It answers your existing phone number (calls forward to it whenever you choose — after hours, overflow, or all the time) and the chat on your website. We train it on your services, hours, pricing rules and FAQs, connect it to your calendar and CRM, and set clear rules for when to hand a caller to a person. Every conversation is logged and summarized.
Every system is designed so that anything uncertain goes to a person. It handles the routine cases and surfaces the exceptions with context, so a human makes the call. New systems also run beside your current process until the numbers match.
Systems are deployed in your accounts, and your data is never used to train anything. You own what we build.
Fixed-scope builds, quoted after discovery — no open-ended retainers. Most clients start with a short workflow audit so the first build is the one with the clearest payback.
Anything repetitive that follows rules: data entry from documents, invoice processing, reconciliation, tracking and status updates, recurring reports, email triage and follow-ups, and answering the phone. If someone on your team says “I do this every week,” it's worth a look.
Describe one process your team does by hand. You'll get a straight answer within one business day about whether — and how — a system could take it over.
Or email breznik@groundupintelligence.com
