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AI Practice

Agentic AI Solutions Portfolio

"Discover AI solutions designed for businesses, from standalone applications to integrations with QuickBooks, Xero, Salesforce, and more."

  1. 01

    AI Advisory Insights

    Reads your client's QuickBooks data and writes a ready-to-share financial report.
  2. 02

    VitalBooks

    Checks the health of your accounting books and tells you what needs your attention.
  3. 03

    Payroll AI Validation Agent

    Compares your payroll report with QuickBooks and flags any errors before they become expensive.
  4. 04

    DocSync AI Reconciliation Engine

    Compares client documents in Firm360 with QuickBooks and emails clients about what's missing.
  5. 05

    TaxSync

    Sends transactions automatically to QuickBooks or Xero the moment they're saved.
  6. 06

    RAG AI Support Agent

    Answers customer support tickets automatically using your own help documents and past ticket history.
  7. 07

    QuotePilot AI

    Takes a customer's job request as text or photo and generates a ready-to-send price quote in seconds.
  8. 08

    Web Based AI Agent

    A web-based chat assistant on websites like funeral homes, that answers questions and captures customer details for staff.
  9. 09

    GEO Optimizer

    Improve your brand's visibility across AI-powered search and recommendation engines.
  10. 10

    App Migration Using Vibe Coding

    Migrate large-scale business applications from legacy technology stacks to modern cloud-native architecture using AI-assisted development tools such as Cursor, Antigravity, and Claude Code, while preserving existing business logic and workflows.