We resell the engine.
We own the case.
We don't rebuild the commodity automation that Conexiom and Esker already do well at scale. We own the high-value layer: the data-readiness diagnostic, the ROI model, the ERP/AMS integration, and the change management — the parts an owner-operator can't staff and a point-solution vendor won't touch.
The wedge, then the ladder.
AI order intake & entry
Turn the emails, PDFs, and faxes your team retypes all day into accurate, ERP-ready orders — in under a minute, with exceptions routed to a person. The cleanest hard-dollar case in distribution. See it work →
AP invoice automation
Even cleaner cost-per-invoice math — manual AP runs ~$10–22/invoice (APQC), best-in-class automated ~$2.78 (Ardent). The fallback wedge when order volume is low or order ROI is hard to attribute.
AR & collections
Cash application and collections to pull down DSO — every day of DSO is real working capital freed. Then demand/inventory forecasting. We expand only after the back-office wins are bankable.
Same model, agency back-office. [VERIFY]
COI issuance
Automate certificate generation and policy checking against your AMS — issue the COI minutes after the request, not end-of-day, with a licensed eye on the judgment calls. [VERIFY]
Submissions & renewals
Stop re-keying the same submission into five carrier portals. Free up capacity to write more business without adding a CSR. [VERIFY]
Resell the engine.
Own the install, the case,
and the last mile.
The point-solution vendors are excellent and single-purpose. The white space isn't another tool — it's the financially-rigorous, ERP-aware integration and change-management layer that owner-operators and sponsors can't staff themselves.
We resell / integrate
Conexiom, Esker (order/AP) · Proton, WizCommerce (distributor sales AI) · proven engines we don't rebuild.
We build / own
The data-readiness diagnostic · the ROI model · the ERP/AMS integration glue · custom IDP where documents are too messy for off-the-shelf · the change-management playbook · the financial case, underwritten.
Premium, because it's underwritten.
Priced above the commodity "$2,500 audit" crowd — because our audit includes a real data-quality scan and a defensible ROI model, and we put our fee on the result.
AI Audit
The paid front door, not a loss-leader.
- Workflow + channel-mix map
- Data-quality scan + scorecard
- Prioritized use-case backlog
- Baseline KPI snapshot + ROI bridge
- No fit, no fee
Build Sprint
Fixed fee, partially underwritten.
- Wedge deployed on a contained scope
- Proven engine, resold + integrated
- Before/after measurement harness
- Exception & human-in-the-loop design
- Fee-at-risk against the number
Run / Retainer
Expand the ladder.
- Realized-ROI reporting
- Expansion: AP → AR → forecasting
- Optional outcome-based pricing
- Or a clean hand-off
Sponsors: the same ladder becomes a fund-level MSA with per-portco SOWs and gain-share on realized impact. For investors →
Start with the number.
The calculator gives you a bottom-up estimate; the audit makes it real.