Case Studies

AI systems we’ve built and operate.

Real deployments across operations, finance, safety, and growth. Outcomes our clients own, not slideware.

Accounting · Operations

Strickland CPA: Five Agents the Firm Owns

Document routing, signatures through DocuSign, weekly EBITDA reporting, and a dashboard the firm ran its tax season on. Five agents in production, owned outright.

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RAG · Safety Intelligence

Vigilant: In-App RAG Safety Assistant

Live safety intelligence from 47 official sources across 16 countries, refreshed hourly with cited in-app answers. 65% faster access, 90%+ accuracy.

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Wealth Management

AI Plan Participant Management

An internal AI layer that makes advisor teams faster without replacing core systems: lead scoring, forecasting, and compliant advisor-assist.

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Finance · Data

QuickBooks Data Recovery

Recovering and reconstructing nearly two decades of financial data with AI when the books were a black box.

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Data · Finance

Mid-Market Data Reconciliation

Replaced a weekly 2-to-3-day senior-accountant reconciliation between QuickBooks and Canopy with a matching-first pipeline that clears same-day.

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Enterprise

Enterprise AI Integration

Agentic development embedded across the organization, putting AI to work on real multi-step workflows.

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Education

School District Engagement

An AI-powered engagement campaign for a major school district that drove standing-room turnout and signups.

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Content · Brand

AI Content at Scale

Avatar and content automation producing on-brand video and posts at a volume a team alone could not match.

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Growth

Automated Lead Generation

A targeted LinkedIn and email lead-generation engine built to feed a real, qualified pipeline.

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