Solution

Labs

Short, focused engagements that turn one painful workflow into a working AI-native solution your team can use immediately.

Typical duration: 1-2 weeksEngagement model: sprint-based, 1-2 person delivery team

Overview

What it is

You know the process: the one that takes too long, runs through too many spreadsheets, or depends on one person who can never take a vacation. Labs engagements attack that problem directly in a short sprint using agentic workflow tools, with your team working alongside ours the whole time.
The outcome is not a proof of concept. It is a working solution your team can use right away, plus the operating knowledge to run and extend it on your own.
Labs is designed to create visible leverage fast. We scope each sprint around the problem where one engagement can create the clearest operational win and the fastest capability transfer.

Common Projects

Where this work usually starts

Cross-system order consolidation

Your team pulls order activity from three or four disconnected systems every week, manually reconciling mismatches in a spreadsheet. We build an agentic workflow that consolidates, matches, and flags exceptions — turning hours of copy-paste into minutes of review.

Month-end accounting entries

Journal entries that require pulling data from multiple departments and systems, reformatting it, and keying it into the GL. We automate the collection, transformation, and staging so your accounting team reviews and approves instead of manually assembling.

Third-party data cleanup for CRM upload

Vendor lists, lead databases, enrichment exports — data that arrives messy and needs cleaning, deduplication, and restructuring before it can be loaded into your CRM. We build the workflow that takes raw third-party files and produces upload-ready output.

Recurring report assembly

The weekly or monthly report that someone spends a full day building from scratch — pulling numbers from different systems, formatting tables, writing summaries. We turn the assembly into an automated workflow so your team focuses on analysis, not production.

Commission and incentive calculations

Comp calculations that span CRM data, billing records, and custom rules maintained in a spreadsheet. We build the workflow that pulls from each source, applies the logic, and produces a reviewable output — replacing the manual process that takes days every pay period.

Vendor and contract data extraction

Key terms buried across hundreds of PDFs, emails, and shared drives. We build an agentic workflow that extracts, structures, and organizes contract data into a usable format — so your team can actually find and compare what they need without reading every document.

Common Deliverables

What clients actually receive

  • Working analytical output or workflow solution ready for immediate use
  • Agentic workflow recipes for repeatable execution
  • Tool setup and operating guidance for independent team use
  • Team training on how the workflow works and how to extend it
  • Transition assessment for what to scale next

Let's Talk

Start with the problem that matters most.

If there is a workflow your team already knows is slower, more fragile, or more manual than it should be, this is where to start.

Let's Talk