AI for small and medium-sized firms
More clients, or Friday off. Your call.
An example week: agents finish Monday to Thursday's routine work, pass a claim and a big quote to a person, and Friday is off.
AI agents take on the routine work, from start to finish, and your people steer it. The same team serves more clients, or gets the hours back.
Why now
The technology is ready. Most firms are not, yet.
In just a few years, AI agents have gone from answering questions to carrying out whole pieces of work on their own, step by step.
What holds them back now is adoption: how people work, and the processes they work in. Not the technology.
Where it helps
The everyday work agents take on
A person checks anything that matters before it goes out.
Office and admin
- A full inbox. Sorted, with replies drafted. every firm
- A policy or an invoice as a PDF. Entered into your system, and checked. brokers · accountants
Clients and sales
- A renewal in 30 days. The reminder is ready. insurance brokers
- A message at 11pm. A reply drafted, for you to send. hospitality · online shops
Finance
- Bank entries. Matched to invoices in Xero. accountants · every firm
- A supplier invoice. Checked against the order before it is paid. producers · distributors
Reporting
- Friday afternoon. The week's numbers on one page. online shops · producers
- 8am. The owner's summary of what needs a decision. every firm
Already running in our own work
- A holiday villa Every guest stay, from the week before arrival to checkout, since August.
- A family online shop Hundreds of product descriptions checked, and the newsletter back after eight months.
- Our own books Over 200 bank entries matched to the penny.
How we start
We start by listening
Two conversations, then a short written document, within about two weeks. It is free.
1
A conversation with you
Where the firm is heading, where your time goes, what's in the way.
2
Conversations with your team
To hear how the work really gets done.
3
Proposed solutions, prioritised by impact
Each with the problem it solves, what it costs, and how sure we are.
No charge, no commitment. You decide what happens next.
What follows
Four services, each bought on its own
Usually after the first stage. Every piece of work has a fixed price, agreed before anything starts. Run is monthly.
Set up
Your team working with AI from the first week: business AI accounts for the owner first, then the team, connected to your shared drive and CRM, with clear rules on who can reach what. A short training session, a written AI usage policy and the GDPR paperwork are included.
Build
One workflow at a time: agents, small pieces of software and reports, built around the systems you already run, from email and shared drives to your ERP or industry system.
Train
Hands-on half-day or full-day sessions, so your people use AI well day to day and can steer the agents we build.
Run
We keep what we built working: if an agent fails, or starts getting things wrong, we know before you do and fix it. Or a senior person a few days a month who owns your firm's AI plan.
Who you'll work with
Two engineering leaders
Between us we have run engineering organisations of up to 70 people in digital health, banking, crypto and big tech, in the UK and Europe.
Questions
What firms usually ask us
What happens to our data?
Four rules hold on every job:
- Business AI accounts only, so your data is not used to train AI models.
- An agent sees only what one workflow needs.
- Nothing is written into your systems without a person approving it.
- When client data is involved, we handle the GDPR paperwork with you.
Can you connect our existing systems?
Very likely. Shared drives such as Dropbox, Google Drive or OneDrive, and common tools such as HubSpot or Xero, have the connections we need. Industry systems and ERPs depend on the product: we check whether the vendor offers a connection, and if not, we work from a read-only copy of the data or from exports. We start read-only, and only with what the workflow needs.
Do we need to be technical?
No. You tell us how your firm works; we handle the technical side, and explain any of it if you ask. Your team learns what it needs in a short training session, in plain language.
Will this replace our staff?
No. The point is that the same team can serve more clients, with people spending their day on clients rather than on admin. The firm grows without hiring as many people, or any at all.
What if it gets something wrong?
Sometimes it will, as a new colleague would. So every workflow is built to send a doubtful case to a person rather than give a confident wrong answer, and nothing goes out without a person approving it. Deciding where that line sits is most of the work. Once it runs, we check its work and fix the cause of every mistake we find.
When is an agent the wrong answer?
When the problem is quality rather than volume; when the work is a judgement call that carries professional or legal responsibility; or when the process lives only in someone's head and the data does not exist yet. In that last case we start by writing the process down, which often pays off on its own. We will tell you when this is the case.
How long before it runs?
Business AI accounts can be working in the first week. A workflow usually takes a few weeks, depending on how much of the process is written down and how we reach your systems. We try it on your real work, with a person checking everything, before you rely on it.
What does it cost?
The first stage is free. After that, every piece of work has a fixed price, agreed in writing before anything starts, and Run is a monthly fee. We do not publish prices, because every firm gets a written proposal for its own case.
Do you work in Greek?
Yes. We work with Greek firms in Greek, in person or remotely, and documents can be in Greek or English.
Contact
What would you do with a spare day a week?
Thirty minutes, no preparation needed. Tell us how your firm works and where the time goes, and we will tell you honestly whether we can help.
Email [email protected]