Collections and cash posting
AI matches each payment to its invoice and sends reminders on your schedule. Your controller handles disputes, payment plans and any call that needs a person.
We track days to collect on an invoice.
AI integration for small to mid-size businesses
We find the work that eats your team's week, help them integrate AI solutions that free up their time, and focus closely on driving value for the business. The people who know the business spend more time driving initiatives and less time bogged down in busywork.
Past results
87%
less time per month pulling information for reports: 32 hours down to 4 hours
$300k
in projected annual EBITDA recovered through pricing-plan consolidation
180 days
cut from the time to deployment by using an AI-driven HDLC
How it works
We spend time with your team and see how the work really gets done. We capture that workflow and outline where AI can and should be leveraged.
One job that costs the team hours every week and has a number we can move.
We develop the solution with your team to solve your specific problems.
We train the team to monitor the solution and make sure they have what they need.
We always check in to make sure the process is running as expected and to gauge progress. We drive value, and that means following through on what we deliver.
Example projects
For each one: what AI takes on, what your team still owns, and the number we track at 30 days.
Give your team hours back every week.
AI matches each payment to its invoice and sends reminders on your schedule. Your controller handles disputes, payment plans and any call that needs a person.
We track days to collect on an invoice.
AI reads each bill, matches it to the PO and receipt, and suggests the account code. Your team approves the exceptions before anything gets paid.
We track hours a week spent keying bills.
AI pulls action items from meetings and email, gives each one an owner and a date, and flags what slips. Your managers spend their time clearing the blocks.
We track commitments closed on time.
Keep your reps selling, not typing.
AI turns each call and meeting into proposed CRM updates. The rep confirms them in seconds, and your ops lead decides what each field means.
We track rep hours spent on CRM entry.
AI flags deals that have gone quiet or don't match the last call, and drafts a nudge to the rep. Your sales manager decides what stays in the forecast.
We track open deals with no activity in 14 days.
AI checks each new lead against your best-fit customer and sends it to the right rep within minutes. Someone on your team reviews the turned-away leads every week.
We track minutes from inquiry to first reply.
Ship faster without skipping the checks.
AI runs the security, test and style checks on every change and summarizes the risk. A senior engineer signs off on the design before anything merges.
We track changes that need a fix after release.
AI traces every drawing, BOM and open order a change touches and routes it to the right reviewers. Your change board makes the call.
We track days from change request to approved change.
AI checks the released BOM and drawings against ERP and the shop floor, and flags any part or revision that doesn't match. Your manufacturing engineer releases the build.
We track build errors traced to a wrong part or revision.
For sponsors and operating partners
We help you find where AI belongs in the plan, then put it to work.
Where AI fits in the target's operations, what it takes to get there, and what that success is worth.
We work side by side with the business to build out the solutions that will drive the most value.
We provide experience and expertise across the entire portfolio, focusing on each company's specific pain points, never a blanket solution.
Who you work with
I'm an engineer by training, and I've spent my career between the shop floor and the P&L. I started out commissioning warehouse automation systems for Dematic, first in Belgium and Spain and then back in the US, before moving into product management. Most recently, I ran revenue operations and analytics at OPENLANE.
I grew up in a family of small-business owners, so working alongside owners and CEOs has always felt like home. Now I get to help them make sense of AI, one of the most exciting (and fastest-moving) technologies I've seen, and put it to work in a way that actually fits their business.
I earned my degree in computer engineering at the University of Michigan, then went on to get an MBA in entrepreneurship at Carnegie Mellon's Tepper School. CMU is one of the world's leading universities for AI, and being there meant I was surrounded by people building and applying this technology every day. While I was there, I also launched the first Tepper Entrepreneurship Through Acquisition (ETA) conference, bringing together searchers, investors, and operators looking to buy and grow small businesses.
“If you want to go fast, go alone. If you want to go far, go together.
If you want to go far, fast — go together with AI.”
Bring an issue that's burying your team. We'll scope the work together.