Custom AI Integration
Your software and your AI, finally working together.
You already run QuickBooks. You probably use ChatGPT. They’ve never met. That’s the gap we close. We build a safe bridge between the AI you use and the software your business runs on, so you can ask your business plain questions and get real answers from your real data. Read-only by default. Human approval on anything that writes. Everything logged. One flat fee to deploy. A monthly fee only if you want us to keep it sharp.
The canonical example
What integration actually looks like
Ask your books questions. Get answers from your books.
Say you run a service business. Every month someone opens QuickBooks to see who hasn’t paid. Every week someone asks ChatGPT for help wording things. They’ve never met. After we integrate them, you type: “Who owes me more than 60 days, and how much total?” Your AI answers from your actual QuickBooks data: “Three customers, $8,450 total. Maria’s $4,200 is the biggest.” Then: “Draft each a polite final reminder in Spanish.” It drafts them in your voice, ready to send. You approve. Done.
Not a chat window
An employee that reads your books, not a chatbot.
ChatGPT is a smart friend. This is a smart employee with access to your real systems. It reconciles, it drafts, it flags, it answers with your numbers, not a guess. The difference between “I could use AI more” and “I just asked my business a question and got a real answer” is integration. That’s the entire product. –
The safety layer
How we keep your data safe
Read-only by default
The AI reads only what you allow it to read: invoices, customer history, the reports you pick. It can’t change anything it wasn’t asked to. This is the part that makes us different from every agency that just “hooks up” tools.
Sensitive fields hidden
Bank account numbers, payroll, memo notes. Removed before the AI ever sees them.
Human approval on every write
If something needs to change a record, the AI drafts it and you approve. Nothing writes back on its own.
Audit trail
Every question and every action is logged, so you can always see what the AI touched and why.
Your keys, your bill
Model cost is passed through transparently, or you own the API keys. No hidden margins, no surprise invoices. And the bill is engineered down: routing, caching, and compression keep it honest.
Who this is for
If you run real software, this is for you.
This is for businesses that already run a real stack and are tired of moving data between systems by hand. The quote that lives in three places. The numbers that get retyped from QuickBooks into a spreadsheet into a CRM. The owner who wants to ask their business a question in plain English and get an answer from real numbers. If your stack is one spreadsheet and a shoebox of receipts, the AI Agents page is the simpler start, and we’ll tell you that honestly in the free AI audit. Whatever you run, it fits:
Own it, flat
from $2,000
one-time to deploy, then it’s yours
A flat deployment fee in writing. Optional management only if you want it.
How it works
A straight path to your own AI
01
Free AI audit
We map your systems and show you which connections would pay for themselves first.
02
Flat quote
Scope in writing: which systems connect, what the AI will and won’t see, and the flat price.
03
Deploy
We build the bridge on what you already run, test it in front of you on your real data, and hand over the keys.
04
You own it
Credentials and docs in your name. Management is optional.
Pricing
Own it. Manage it only if you want.
Custom AI Integration
from $2,000
Depends on how many systems connect
- One-time deployment fee, in writing
- Optional management: from $349/mo
- You own it. Credentials and docs in your name
- 30 days of support after launch included
Agencies quote single workflow builds at $3,000-15,000 with a mandatory monthly. We build below the band, you own it, and the monthly is optional. The price depends on how many systems connect and whether anything needs to write back. You get the exact number in writing before we start.
FAQ
Straight answers
Is it safe to let AI near my books?
Yes, by design. Read-only by default, sensitive fields hidden, human approval on every write, everything logged. The AI can ask questions and draft, but it can’t touch your accounts without you.
Which software do you work with?
Whatever you run. QuickBooks, Xero, HubSpot, Salesforce, Jobber, WhatsApp, Google Workspace, and anything else with a way in. If it can be connected, we connect it.
Do I need to switch tools?
No. That’s the whole point. We make the tools you already pay for work together.
What does the AI get to see?
Only what you allow. We hide the sensitive fields before the AI sees anything, and you set the rules.
Ready to make your software and AI talk?
A free AI audit that shows exactly which connections would pay for themselves, and what it would cost.