Real NYC results — no fluff

Challenge

Manual invoicing was slowing growth — the owner spent 15+ hours a week chasing paper invoices, formatting them in QuickBooks, and following up on overdue accounts.

Solution

We deployed a Claude-powered invoice automation agent that ingests emailed invoices, extracts line items, pushes them to QuickBooks, and triggers follow-up reminders via Slack. Humans review exceptions through a custom dashboard.

Result

Within 3 weeks the firm had 0% manual data entry errors, eliminated 15 hours of weekly admin work, and shortened average days-to-pay by 9 days. The owner now focuses on operations, not billing.

Challenge

A 40-person wealth management firm was burning 30+ hours a week reconciling client reports across three custodians, with manual compliance checks slowing every client review.

Solution

We built an RPA + AI hybrid pipeline: bots pull custodian data nightly, an AI agent flags anomalies, and a reconciliation bot generates review-ready PDFs. Compliance gets a full audit trail automatically.

Result

30 hours/week saved, 100% audit trail coverage, and client reviews now ship in under 24 hours instead of 5 business days. The firm onboarded 8 new clients without expanding operations headcount.

Challenge

A growing online retailer couldn't keep up with inventory and customer support across Shopify, Instagram, and email — losing sales to slow replies and stockouts.

Solution

We deployed an AI chatbot for instant product Q&A, a demand forecasting model that pre-orders based on seasonality, and a unified inbox that auto-tags and routes conversations.

Result

Increased average order value by 15%, cut first-response time from 4 hours to under 60 seconds, and reduced stockouts by 70%. The team now ships 3x more campaigns with the same headcount.