Services

AI & Automation Consulting for Tampa Bay businesses

Eight ways we help small and mid-sized organizations get time back, from automating accounts payable to training your team on Microsoft 365 Copilot. Each one is scoped to a single, real problem first and supported by the same local team that looks after your IT.

Start with a free consultation 813-793-4700

01AP

Accounts payable & approvals automation

If your team reads a PDF invoice and then types it into accounting, you're paying twice for the same data. We set up automation that reads incoming invoices, codes them to the right GL accounts, routes approvals to the right person and syncs the result to your accounting system. Stop keying invoices in twice.

Invoice capture from email or upload
GL coding suggestions your team can adjust
Approval routing by amount, vendor or department
Sync to accounting once approved
A record of who approved what, and when
Human sign-off before money moves

02EMAIL

AI email triage & drafting

Your inbox shouldn't decide your priorities. Our AI email triage sorts incoming messages by urgency, flags what genuinely needs a personal reply, and drafts responses to the routine ones. Nothing goes out without human approval, so your voice and judgment stay in charge.

Urgency sorting inside Outlook
Flags for messages that need you personally
Drafts for routine questions and updates
You review, edit and approve every send

03DASHBOARDS

Dashboards & scorecards

When the numbers live in four systems, nobody looks at them until something breaks. We combine data into one view, score it against your goals and create action items when a measure is off track. If you run on EOS, a weekly scorecard ready for your L10 meeting is a natural fit.

One view across several systems
Goals and thresholds you define
Action items when a number slips
EOS-style weekly scorecards

04BUDGET

Budgeting & financial planning

Budgets are most useful while there's still time to act. We link budgets to actual spending in near real time and flag vendor overruns early, so finance and leadership see problems mid-month instead of after the close.

Budget-to-spend views that stay current
Vendor overrun alerts
Department-level visibility
Built around your existing accounting data

05TOOLS

Custom internal tools

Sometimes the right answer isn't AI at all. It's a small, well-built app that fits how your team works. We build intake forms, approval workflows, client onboarding checklists and reporting layers over practice management and property management systems.

Intake forms that capture it right the first time
Approval workflows with clear owners
Client onboarding checklists
Reporting layers over systems you keep

06INTEGRATIONS

Custom integrations

Copy-and-paste is a symptom of systems that don't talk. We connect Microsoft 365, Outlook and your other business tools so information moves on its own and your staff stop acting as the glue between apps.

Microsoft 365 and Outlook connections
Line-of-business app integrations
Fewer manual hand-offs
Monitored like the rest of your IT

07COPILOT

Microsoft 365 Copilot Quickstart

Microsoft 365 Copilot can save real time, but only once people know how to use it in their own work. Our Copilot Quickstart combines hands-on guidance, strategic onboarding and role-based training across Word, Excel, PowerPoint, Outlook, Teams, OneNote, Loop and Forms. It starts with a free consultation.

Free consultation to start
Strategic onboarding for your organization
Role-based training sessions
Hands-on guidance across the Microsoft 365 apps

08STRATEGY

AI readiness & strategy (vCIO)

Not sure where AI fits yet? AI readiness is part of our vCIO consulting. We look at your processes, data and permissions, separate the promising ideas from the risky ones, and build AI into your IT roadmap and budget, so decisions are made deliberately rather than one subscription at a time.

Process and data readiness review
Permissions and security checks first
Priorities folded into your IT roadmap
Ongoing guidance from a vCIO

Our approach

How every engagement runs

Whether it's workflow automation for a Tampa CPA firm or a Copilot rollout for a Clearwater nonprofit, the rhythm is the same: small scope, quick feedback, real users, then ongoing support.

01
Find the friction
We map where time and accuracy are being lost. Often the answer is a smaller app than you expected.
Stage · Discovery
02
Scope one problem
We agree on a first version, which systems it connects to and how we'll measure success.
Stage · Scope
03
Build in short sprints
You see working software every week or two, not a big reveal months from now.
Stage · Build
04
Test with real users
Your people try it on real work before it rolls out wider. Their feedback shapes the next sprint.
Stage · Pilot
05
Support it like your IT
Updates, monitoring and help desk support, the same way we look after the rest of your technology.
Stage · Run

Guardrails

Included with everything we build

These aren't add-ons. They're the default, because an automation that's fast but unsafe isn't finished.

MFA on every login

Multi-factor authentication everywhere, with Microsoft 365 single sign-on where it applies, so your staff don't juggle new passwords.

Internal stays internal

Internal tools remain inside your organization until they've been reviewed. No surprise public links.

Human approval gates

Anything that leaves your organization or moves money waits for a person to approve it.

Testing & audit trails

We test before rollout and keep a record of what the automation did and who signed off.

GTIA Cybersecurity Trustmark

Built by a team that holds the GTIA Cybersecurity Trustmark and runs security operations every day.

Not sure which of these you need?

That's normal, and it's what the free consultation is for. Call 813-793-4700 or send a note, and we'll help you pick the one problem worth solving first.

813-793-4700 Book a free consultation