Not chatbots on your website — intelligent agents embedded in your CRM, finance, and operations workflows, handling real work while your team focuses on what only humans can do.
The Difference
What We Build
Industry Use Cases
Not generic automations — agents that understand how your specific business operates and make decisions accordingly.
Reads transcripts or recordings to populate a fact-find
After a client meeting or call, the agent reads the transcript or recording, understands the conversation in context, and fills in the fact-find — income, debts, goals, dependants, risk appetite — without the adviser manually entering a single field.
HOW IT WORKS
Analyses statements, researches lenders, recommends products with reasoning
Reads a client's bank statements, extracts income patterns and anomalies, then cross-references against current lender criteria and products to build a ranked shortlist with written reasoning — tailored to this specific client.
HOW IT WORKS
Monitors obligations, reaches out to clients, prepares documentation
Monitors every client file for compliance obligations — review dates, document expiry, AML checks — then reaches out to clients to collect updated information, and prepares review documentation ready for adviser sign-off.
HOW IT WORKS
Collects updated details, understands life changes, prepares adviser briefing
Before every annual review, contacts the client, collects updated financial information and life changes, and prepares a full briefing document for the adviser — so the meeting is a conversation about advice, not data gathering.
HOW IT WORKS
Reads scope documents, plans timelines and budgets using historical data
Reads a project scope or tender brief, breaks it into work packages, estimates durations and costs using data from previous similar jobs, and produces a draft programme and budget — before the PM has opened a spreadsheet.
HOW IT WORKS
Tracks actual vs estimate, predicts final cost using historical benchmarks
Tracks actual labour, material, and subcontractor costs against estimate in real time — and uses data from previous projects to predict where the current job will land at completion, not just report where it is now.
HOW IT WORKS
Reads emails and site notes to identify and formalise scope changes
Monitors all project communication for anything that looks like a scope change or instruction to proceed. Captures it, creates a formal variation, and routes for approval — before the work is done.
HOW IT WORKS
Monitors H&S documentation, flags gaps, drafts missing documents
Monitors site documentation against the H&S requirements for the specific work type on this project — and drafts missing documents for PM review, not just flags that something is missing.
HOW IT WORKS
Verifies policy, assesses eligibility, resolves claims without human intervention
Customer contacts you about a faulty product — the agent reads the issue, checks the warranty policy for that specific product and supplier, verifies eligibility, and resolves the claim without a human needing to touch it.
HOW IT WORKS
Analyses buying patterns and seasonal trends to recommend what to order and when
Analyses years of sales data, identifies seasonal demand patterns per product and customer segment, factors in supplier lead times, and recommends what to order and when — with the reasoning explained.
HOW IT WORKS
Flags slow-moving stock, suggests targeted promotions to the right customers
Monitors inventory age and turnover velocity, identifies products needing a pricing intervention, and suggests specific promotions targeted to the customers most likely to buy — before stock becomes a write-off.
HOW IT WORKS
Resolves queries with full account context — not scripts
Handles inbound customer queries by understanding the full account history — orders, invoices, delivery status, pricing agreements — and responds with accurate, contextual answers in minutes rather than days.
HOW IT WORKS
Reads client briefs against contracts, identifies out-of-scope items
When a client sends a new brief, the agent reads it against the signed contract scope, identifies every item outside what was agreed, and prepares a variation notice with the relevant contract clause cited — before the PM has read the brief.
HOW IT WORKS
Tracks WIP, identifies billing milestones, prepares invoices for approval
Monitors time entries and project stages, understands when a billing trigger has been reached, and prepares the invoice with the correct description and backup — flagged for PM approval, not created from scratch.
HOW IT WORKS
Reads calendar and emails to suggest daily timesheet entries
At end of day, reviews calendar events, emails sent, documents edited, and calls made — and suggests a complete timesheet with project codes and descriptions. The team reviews and confirms, rather than trying to remember.
HOW IT WORKS
Researches specialist requirements, flags risks, prepares documentation
When a project involves specialist areas — heritage, resource consent, geotechnical, fire engineering — the agent researches what applies to this specific site and project, identifies risks, and prepares a risk register before the project starts.
HOW IT WORKS
Reads requests, understands urgency from context, assigns and tracks to resolution
Tenant contacts you about a maintenance issue — the agent reads the request, understands the real urgency from context, identifies the right tradesperson, and manages the resolution without the property manager touching it.
HOW IT WORKS
Analyses history, identifies churn risk, initiates personalised outreach
Analyses tenant payment history, maintenance frequency, and communication sentiment to identify who is at risk of leaving before the lease is up — and reaches out with personalised retention before it is too late.
HOW IT WORKS
Generates reports with written commentary — not just numbers
Reads portfolio data, understands what changed and why, and writes the owner report in plain English with commentary — so the owner gets context and understanding, not a spreadsheet they ignore.
HOW IT WORKS
Context-aware graduated follow-up with tribunal-ready documentation built in
Detects overdue rent, checks tenant history and circumstances, applies the right level of follow-up for this specific situation, and documents every step — so if it ever reaches a tribunal, the record is already complete.
HOW IT WORKS
Understands student intent, responds in context, nurtures through to enrolment
Reads each enquiry, understands what the prospective student is actually looking for, and responds specifically to their situation — not a generic brochure. Follow-up cadence adapts based on how they engage.
HOW IT WORKS
Reads multiple signals to understand why a student is at risk and what help they need
Reads attendance, grades, login frequency, submission timing, and communication tone together to understand why a student is at risk and what intervention will actually help — not just flag that something is wrong.
HOW IT WORKS
Prepares NZQA and funding reports, flags data quality issues before submission
Prepares compliance and funding reports by pulling student data, understanding what each field actually requires, and flagging data quality issues before submission — not after the funding is rejected.
HOW IT WORKS
Assesses workplace evidence quality against unit standards, coordinates assessors when ready
Reads submitted workplace evidence, understands whether it meets the unit standard requirements, identifies gaps, and coordinates assessor visits only when the student is genuinely ready.
HOW IT WORKS
Real Result
"It has freed me up to focus on the business rather than be stuck in the business."
Rod Gabb
Managing Director · GCO Fuels
10 days
Monthly invoicing — before
5 hrs
Monthly invoicing — after AI
3
Supplier formats reconciled automatically
Book a discovery call. We'll show you exactly which agents would have the most impact in your specific business — with real examples from our implementations.
24
AI agents across 6 industries
10 days → 5 hrs
GCO Fuels — invoicing time
6
Industries with proven results