AI & automation for small businesses

We automate the admin work your team keeps repeating.

We connect your existing software to prepare paperwork, draft customer replies, and update approved records. Your team reviews the work and stays in control.

For established teams of 5–100 where recurring paperwork and manual handoffs keep work waiting.

Implementation Sprint · One defined workflow$18,000–$60,000 4 to 12 weeksSee scope & pricing

A free initial recommendation for one task, reviewed by Christopher Myers and emailed within 24 hours. No call or purchase required.

Illustrative connected workflowExample data
Client file · Review required

A client file,
checked and routed.

CRM record
Matched to the incoming request
Document store
Checked against the agreed document checklist
Review channel
Routed to the assigned reviewer
Proposed CRM update
Waiting for approval
Needs attention: one required document is missing

The reviewer checks the file and decides what happens next.

One prepared item from an illustrative intake-to-handoff workflow. Connections, checks, and review rules depend on the agreed scope. Not a live product or client result.

Sound familiar?

The cost is what
gets held up.

Customers wait. Paperwork piles up. Experienced people stop their own work to hold the process together.

Every reply starts from scratch.

Your team searches for the same information before answering the next customer.

The invoice needs another check.

Someone opens the attachment, finds the supplier, and re-enters the details.

You are the connection between tools.

When records disagree or a handoff stalls, the work comes back to you.

What we build for you

One recurring job.
A system your team can run.

Christopher Myers scopes the work and signs off. Our build team implements it against the acceptance criteria agreed in writing.

  1. Working connections.
    Useful output.

    We connect your tools to produce the agreed result: a prepared record, a sourced answer, or a draft ready to check.

  2. Exceptions handled.
    People in control.

    We test missing information, conflicting records, and failed connections. Approval rules make clear when a person takes over.

  3. Trained people.
    A system you own.

    Your team gets operating instructions and training. We agree who handles failures and maintenance. Ongoing support is optional.

You bring examples, access, and a person to help test. See how delivery works

Built and operating at B:Side Capital

Loan paperwork prepared.
Lending decisions stay human.

We built MARCUS for B:Side Capital, a regulated lender led by our founder. It assembles SBA 504 loan packages from source records for staff review.

The transferable idea: bring scattered information into work a person can check and use.

Walk through the deployment
B:Side Capital
Delivered
Document preparation inside an operating lender
Human responsibility
Staff review the package and make lending decisions
When the investment fits

Repeated work.
A meaningful cost.

A build makes sense when recurring preparation, delays, or rework cost enough to justify it—and your current tools cannot solve the problem.

Compare the full cost with the whole job, including checking and corrections. Recovered time creates capacity; cash savings require an expense to change.

Existing capture features, routing rules, or reminders may be enough. If so, we’ll recommend the simpler fix.

Check the scope, costs, and fit
Implementation Sprint

$18,000–$60,000

One agreed workflow · 4 to 12 weeks

Fixed quote before work. Budget separately for your team’s time, software, usage, and optional support. A paid audit is optional when discovery is needed.

Our delivery commitment

If a scoped workflow is not live in your operation within 90 days, we keep building at no charge until it is.

Against the scope agreed in writing; a delivery commitment, not an ROI guarantee.

Start with one task

Tell us what your team keeps doing by hand.

Describe the task and the tools involved. Christopher Myers will review it and email a practical first step within 24 hours, with the facts to check before spending more.

Free. No call or purchase required. An initial recommendation, not a system assessment or fixed quote.

Christopher Myers
Founder & Chairman · Your plan reviewer
Prefer to talk? Book a free call