Services / AI Integration

AI built into the work your team actually does.

AI pilots often stall between the demo and daily work. We find the tasks where AI clearly removes work — documents, customer questions, quotes, internal knowledge — build it into the systems your team already uses, and keep a person accountable for every result that matters.

A freight carrier's customer-service inbox: a customer asks about a delivery window and a liftgate fee. Below the email, a reply draft marked AI draft, not sent, answers both questions with numbered references; the side panel lists the four sources — shipment tracking, the bill of lading, the customer's rate agreement, and the customer profile. The reply waits for a person to click Send.
A customer-service inbox, with an AI reply draft waiting to be sent. Example design. Fictional company and sample data.

Sound familiar?

Signs AI could take work off your team

TodayWith AI built into your tools

Your team retypes data from PDFs and emails into your systems.

Fields are read from the document, and your team checks the ones marked as uncertain.

The same customer questions get answered by hand, every day.

Replies are drafted from your own records and policies, with sources, for your team to send.

Answers live in a few people's heads or in scattered files.

Anyone on the team can ask in plain language and see which document the answer comes from.

An AI pilot impressed in a demo but never made it into daily work.

AI runs inside the tools your team already opens every morning.

No one can say where your company data would go.

Every connected system, permission, and retention period is written down.

Where AI helps established businesses today

Four kinds of work where AI can take real effort off a team. The screens are example designs for fictional client companies, each in its own existing software — not client projects.

Read incoming documents

Purchase orders, bills of lading, and invoices arrive as PDFs and scans. AI reads the fields into your system and marks the ones it can't read with certainty. Your team checks those, then creates the record.

A draft sales order next to the scanned purchase order it was read from. Fields read from the document are marked; the handwritten ship date and a smudged quantity are flagged Check for a person.
Example design. Fictional company and sample data.

Draft replies with sources

When a customer asks about a delivery date or a fee, AI drafts the reply from your order data, agreements, and policies and lists every source. Someone on your team reads it, edits it if needed, and clicks Send.

Close-up of a customer email asking about a delivery window and a liftgate fee, the reply draft below it marked AI draft, not sent, with numbered references, and the list of its four sources. The note next to the Send button says nothing is sent until you click Send.
Example design. Fictional company and sample data.

Turn requests into quote drafts

A quote request in an email becomes a draft with the details from the email and prices from your own price lists. Anything the email doesn't say is flagged as a question. A person approves the quote before it goes out.

A contractor's email with the requested items highlighted, next to the quote draft built from it and three open questions to ask before sending.
Example design. Fictional company and sample data.

Answer questions from your own documents

Your team asks in plain language and gets an answer that cites the documents it comes from. Answers only draw on documents the person asking is allowed to open.

An answer to a sublease question with numbered references to a lease template, property instructions, and a form, each quoted, plus a note that one restricted document was not used.
Example design. Fictional company and sample data.

Review and approval

Nothing goes out without approval.

AI prepares the work. A person decides what goes out — you set which actions need approval, and drafts wait until someone on your team approves them.

A review queue

Every draft waits in one place, with what it's based on, until someone approves, edits, or rejects it.

Approval rules per action

You decide which actions need a person's approval, and whose — sending an email, changing a price, or sending a quote.

An audit log

Who prepared, changed, and approved each result, and when.

The distributor's AI settings: a review queue of drafts with who each is assigned to and how long it has waited; approval rules per action — sending a quote, changing a price, sending an order status email, creating an order; and the audit log of one quote: prepared by AI, edited and approved by a sales rep.
Review queue, approval rules per action, and the audit log of one quote. Example design. Fictional company and sample data.

A working example

Try one we built: talk to Thally.

Thally, the voice assistant on this website, is an AI integration we built. It is set up to answer only from this website's content and to say so when something isn't covered here. Before a contact request goes out, it shows your details on screen, and nothing is sent until you confirm.

In the custom ERP systems we build, Thally works as a chat panel that prepares quotes, replies, and follow-ups for a person to confirm.

The Thally panel during a call: a card titled “Please check your details” with name, email, phone, and company, a Send button, and the note that details can be changed by voice or by tapping them.The Thally panel during a call: a card titled “Please check your details” with name, email, phone, and company, a Send button, and the note that details can be changed by voice or by tapping them.
Sample details. Nothing is sent until you confirm.

Your data

Clear data boundaries

Before anything is built, we write down which systems the AI connects to, what it may do there, and how long anything is kept.

Connected sources

The AI connects only to the systems a task needs, with read or draft access set per system.

No training on your data

Your data is not used to train the AI provider's models.

Models chosen per use case

We pick the model for each task. You're not locked in to one AI vendor.

Retention, written down

How long drafts, logs, and requests are kept — in your systems and at the AI provider — is documented before go-live.

The manufacturer's AI integration settings: connected systems with what the AI may see and do in each — accounting, HR and payroll, and engineering drawings are not connected; use cases with the model chosen for each; retention periods for drafts, the audit log, and requests to the AI provider, which are not used for training; and a change log.
Connected sources, models, and retention on one settings page. Example design. Fictional company and sample data.

How we approach AI projects

We leave AI out where conventional software does the job better, and say so.

  1. Start with the work, not the model

    We look at where your team's time actually goes before we suggest any AI. The first assessment gives you an honest list of where AI is worth it in your business — and where it isn't.

  2. Test on your real cases

    Each use case is tested on examples from your own business before it goes live, and you see the results.

  3. Build it into your systems

    AI goes into the tools your team already uses, including software from other vendors after a technical review — not into a separate app no one opens.

  4. Hand over or operate on a retainer

    You get documented code and a clean handover, or we keep running and improving it with you as your retained engineering partner.

What you can count on

Three commitments that apply to every engagement, whatever its size.

You own what we build.

The custom code, documentation, and intellectual property we create for you are yours. Open-source components stay under their original licenses.

Direct access, no middlemen.

No account managers, no hand-offs. You talk directly to the people who design and build your system.

A clean handover. No lock-in.

Every project ends with documented code, deployment, and operations — so your team, or any other vendor, can take it from there.

Is AI integration right for you?

A good fit if

Your team spends a lot of time on repetitive, text-heavy work — documents, emails, quotes, or questions — and you want people to stay in the loop on the results that matter.

Probably not a fit if

The task follows fixed rules. Conventional, rules-based software will usually do it better and more predictably, and we'll tell you so.

Questions about AI integration

Do we need our own data science team?

No. We handle strategy, architecture, and implementation end to end. Your team brings what no model has: how the work is actually done.

Which AI models do you use?

We choose the model for each use case, based on the task, its data, and its cost. You're not locked in to one AI vendor, and a use case can move to another model later.

Is our data used to train AI models?

No. Your data is not used to train the AI provider's models. Before anything is built, we document which systems the AI may access and how long data is kept.

Can you add AI to software we already have?

Yes, including software from other vendors. After a technical review, we tell you where AI can connect — and where it can't.

What happens when the AI is unsure?

We build it to show uncertainty instead of hiding it: unclear fields are marked for a person to check, drafts list their sources, and anything that goes to a customer waits for approval.

Who owns what you build?

You do. The custom code, documentation, and intellectual property we create for you are yours. Open-source components stay under their original licenses.

Where does your team lose the most time?

Discuss your project