AI consulting

AI built into your back office, at a fixed price.

A senior AI architect who builds AI into your back office at a written fixed price and measures the result: document intake, AP and AR, order entry, quoting, and search over your own files. It starts with a free 30-minute call.

What we build into your back office.

One workflow at a time, wired into the systems you already use, starting with the one that costs your team the most hours.

  • Document intake

    Forms, PDFs and emailed documents read, checked and filed into your systems instead of retyped. Anything unclear goes to a person.

  • AP and AR

    Invoices and bills matched to orders and payments, exceptions flagged, and reminders drafted for your team to approve.

  • Order entry

    Orders that arrive by email or PDF entered into your order system and checked against your catalog and prices.

  • Quoting

    Quotes and estimates assembled from your price book and past work, ready for your review before they go out.

  • Search over your own files

    Ask a question of your contracts, policies and past projects and get an answer with the source document linked.

  • Reports and follow-ups

    The Monday report and the follow-ups someone does by hand, assembled and queued on time.

How it runs

From a free call to a working workflow.

Small, measurable steps, each with a written price. You can stop after any of them.

You work with the person who builds it: Pankaj Sabharwal, an engineer with an MS in computer science and a doctoral student in artificial intelligence, who designs, builds and reviews every engagement himself.

  1. Free · 30 minutesA call about your back office

    Where documents and requests come in, what gets retyped and what waits. Written findings within 3 business days, yours to keep.

  2. Optional · from $1,500, creditedAI Opportunity Audit

    For several candidates or a mid-size firm: workflows mapped and measured, with a written, fixed-price build plan. The fee counts toward the build.

  3. 2 weeks or 3–6 weeks · fixed priceQuick-Win or Build Sprint

    One workflow built into your systems, measured against one agreed number and run in shadow mode beside your team.

  4. Your callGo live, or stop

    You decide whether it goes live, based on the measure.

  5. Monthly, if you want itRun-and-improve

    We keep it running, review the measure each month and improve it.

Every step, priced in advance.

The free call comes first. Every price below is fixed in writing before work starts, and the audit fee is credited toward a build.

AI Opportunity Audit

A paid, deeper look when there's more than one candidate: your workflows mapped, measured and priced, with a written build plan.

  • Interviews with the people who do the work
  • Your top workflows mapped, with today's volumes and hours from your own records
  • A written plan: what to build first, the fixed price, the one measure
  • The full fee credited toward a Quick-Win or Build Sprint
From $1,500small firms · $3,500–$5,000 mid-size · 100% credited toward a build

AI Quick-Win Sprint

One workflow automated, measured and running in shadow mode beside your team in two weeks.

  • One workflow: intake, scheduling, follow-ups, invoicing, reporting or reviews
  • One success measure agreed up front
  • Healthcare: patient data only on HIPAA-eligible infrastructure under a BAA
  • Sprint fee credited toward a monthly retainer
$3,500–$5,000fixed price, agreed in writing before we start · 2 weeks

AI Build Sprint

For firms of 50–1,000 people: one production workflow built into your systems, measured, and handed over.

  • One workflow: document intake, AP/AR, order entry, quoting or search over your own files
  • Connected to your systems, with access limited to what it needs
  • One success measure agreed up front; a shadow run before go-live
  • Documentation and handover; you own what we build
$12,000–$25,000fixed price, agreed in writing before we start · 3–6 weeks

Staff AI Workshop + AI Use Policy

A hands-on session for your team on the AI tools they already have, plus a written AI use policy for your firm.

  • Hands-on workshop on your team's own day-to-day tasks
  • A written AI use policy: approved tools, what data may go in, when a person reviews
  • Built around your industry's confidentiality rules
  • In person in Tampa Bay, or remote
$2,500–$7,500fixed price, set by team size and format

Run-and-improve

We keep the workflow running, watch its measure and improve it after go-live.

  • Monitoring, and fixes when your systems change
  • A monthly review of the agreed measure
  • Small improvements and tuning each month
  • One person to call: the architect who built it
$1,500–$3,000 / moafter a Quick-Win or Build Sprint

Bigger production builds, across several workflows or teams, are quoted after the audit. All prices.

Fixed scope, fixed price

AI Quick-Win Sprint

Two weeks, one workflow, one success measure, $3,500–$5,000. The exact price is fixed in writing after the audit, before we start.

Half at signing. At the end it's running in shadow mode next to your team and you decide whether it goes live. If you continue on a monthly retainer, the sprint fee is credited toward it.

A larger firm, or a workflow that crosses several systems? The AI Build Sprint ($12,000–$25,000, 3–6 weeks) takes one production workflow the same way, for firms of 50–1,000 people.

Running a CPA or tax firm? A sprint can automate one tax-season workflow, such as organizers and engagement letters going out or the Monday status report, or start with the ready-made Tax Season Front Office.

What's in the scope

  • One workflow, mapped with the people who do it today
  • One success measure, agreed in writing up front
  • The build, connected to the tools you already use
  • A shadow week beside your team before go-live
  • Documentation and a handover; you own what we build
  • Anything outside the scope is quoted separately first
39-second demo · CPA and tax firms
Demo on synthetic documents; AI voice. Captions are on screen, and a captions track is available in the player.
Your data

How we handle your data.

We don't use your data to train AI models. We run your workflows on AI providers' business APIs and choose zero-data-retention options where the provider offers them. Access is limited to the systems and accounts the workflow needs, and our access is removed at handover unless you keep us on run-and-improve. You own the outputs, the workflow and its documentation. Anything that touches patient information runs only on HIPAA-eligible infrastructure under a signed BAA.

Healthcare variant

For medical and dental practices, patient data stays protected.

  • Any workflow that touches patient information runs only on HIPAA-eligible infrastructure
  • A BAA is signed before any patient data is shared, and access is limited to what the workflow needs
  • AI drafts, organizes and flags; clinical decisions stay with your clinicians

Patient calls, chat and booking requests are handled by Evermate by Advance AI at $999 a month per clinic, built for HIPAA.

Every build follows the same safety pattern.

How an AI agent handles one real task
  1. TriggerA new lead fills in a formWeb form, call, email or text
  2. Read + decideReads it against your rulesService area, urgency, fit
  3. ActDrafts the reply, updates the CRMOffers real open slots
  4. You approveYou approve what mattersQuotes, refunds, clinical calls
  5. Done + loggedBooked, logged, reportedEvery step is reviewable
ExceptionUnclear? It stopsand asks a person

Advice, if you're not ready to build.

AI advisory call

Expert answers to your AI question: where to start, which tools, build or buy.

  • 60 minutes with Pankaj
  • Tools, vendors, costs and risks
  • Open to anyone, anywhere
$19560 minutes

AI roadmap session

A working session that ends in a written, prioritized AI plan for your business.

  • 2-hour working session
  • Written plan: priorities, sequence, rough costs
  • Clear next steps you can act on
$4502 hours + written plan

Custom AI builds

Custom agents, integrations and multi-system front offices, run in shadow mode before they touch live work.

  • Scoped from the audit or sprint
  • Integrations with your tools
  • Shadow mode before go-live
Quotedafter the audit

What we promise is the process: a fixed scope, a fixed price, one agreed measure and an honest report on it. We don't promise savings we haven't measured in your business.

Questions

What happens on the free call?

30 minutes with Pankaj, by phone, video or at your office. You walk us through a normal week: where documents and requests come in, what gets retyped, what waits until tomorrow. Within 3 business days you get written findings: the workflows worth automating, what each would cost, and what isn't worth doing yet.

Do we need the paid AI Opportunity Audit?

Often not. If the free call shows one clear workflow, we go straight to a Quick-Win Sprint. The paid audit is for firms with several candidates or several departments, or that need a written business case before committing. It is from $1,500 for small firms and $3,500–$5,000 for mid-size firms, and 100% of the fee is credited toward a Quick-Win or Build Sprint.

What does the Quick-Win Sprint cost, exactly?

Between $3,500 and $5,000, fixed in writing before we start. The price depends on the workflow and how many systems it touches, not on hours. Half is due at signing. If you continue on a monthly retainer, the sprint fee is credited toward it.

Which firms is the Build Sprint for?

Firms of roughly 50–1,000 people where one workflow touches several systems or teams: document intake, AP and AR, order entry, quoting, or search over your own files. It is $12,000–$25,000, fixed in writing after the audit, and takes 3–6 weeks for one production workflow. Larger or multi-workflow projects are quoted separately.

Which workflow should we start with?

Usually the one that is high-volume, rule-based and annoying: intake, invoices, order entry, quotes, the weekly report or follow-ups. The free call or the audit is how we pick it with you.

What if it doesn't work?

Before go-live it runs in shadow mode beside your team, checked against the one measure we agreed up front. You decide whether it goes live. We report that measure honestly, whether it moved or not.

How do you handle our data?

We don't use your data to train AI models. We run your workflows on AI providers' business APIs and choose zero-data-retention options where the provider offers them. Access is limited to what the workflow needs and removed at handover unless you keep us on run-and-improve. You own the outputs.

Who owns what you build?

You do: the workflow, its configuration and documentation, its outputs and your data. We keep only our own reusable templates.

Can you work with the software we already use?

Usually. We connect to common accounting, ERP, CRM, document and email systems. If a system has no way in, we tell you before you've paid for a build.

We're a medical or dental practice. Can you help?

Yes, with a healthcare variant of the sprint: any workflow that touches patient information runs only on HIPAA-eligible infrastructure, under a BAA signed before any patient data is shared, and clinical decisions stay with your clinicians. For patient calls and booking requests, practices use Evermate.

Find the back-office workflow where AI pays back first.

30 minutes with Pankaj on how documents, orders, invoices and requests move through your business. Written findings within 3 business days, whatever you decide.

  • The workflows worth automating, and what each would cost
  • Whether a Quick-Win Sprint, a paid audit or a Build Sprint fits
  • What isn't worth doing yet
Request your auditReply within 1 business day

We reply within one business day. No mailing list: at most two short follow-ups from Pankaj, and you can stop them anytime.