Service
AI agents for the work that repeats.
We build custom AI agents that answer your customers and handle repetitive office and finance tasks. Each agent follows clear rules, runs with controls, and hands hard cases to a person.
We build custom AI agents that answer your customers and handle repetitive office and finance tasks. Each agent follows clear rules, runs with controls, and hands hard cases to a person.
Your team answers the same customer questions many times a day. Staff copy data from email into spreadsheets, chase unpaid invoices, and build the same report every week. This work is necessary, but not every step needs a person. It slows replies, adds errors, and keeps your best people from the work only they can do.
Most agent projects start with one of two jobs. Some clients need both.
Answers common questions on your website, by email, or by text. Books appointments. Sends hard or unclear questions to a person, with the conversation attached.
Small business: A salon agent answers questions about hours and prices, books appointments, and sends complaints to the owner.
Finance team: A vendor agent answers questions about payment status from your accounts payable system and sends disputes to a specialist. See Autonomous Close
Does repetitive work between your tools: data entry, follow up emails, invoice reminders, and reports.
Small business: A contractor agent turns web leads into customer records and sends a follow up email the same day.
Finance team: A collections agent sends past due reminders on a set schedule and logs each reply for your team. See Cash-Flow Acceleration
We map your work and pick the tasks an agent can do well. We also name the tasks it should not do.
We set it up with your business information, your policies, and your tone of voice.
The agent works where you already work: your website, email, calendar, customer records, or accounting system.
You decide when the agent passes a case to a person, and who that person is.
We test the agent with real examples from your business. It goes live only after you approve the results.
Your team learns how to use and adjust the agent. A simple report shows what it did each month.
Every agent is different. A booking agent for one location is a smaller job than an agent that works across your accounting system and your customer records. After a free call, you get a written scope and one fixed build price. We quote the monthly plan at the same time, so you know the full cost before you commit.
What the monthly plan covers: answer updates, result checks, fixes, a set number of change hours, and a monthly report. The plan price depends on where your agent's AI runs and who pays the AI fees. Your quote shows both.
Most agents. The agent uses a major AI provider through a business account.
Cost: Lowest. Usage fees rise and fall with use.
Sensitive data. The model runs on a private cloud server that only your business uses.
Cost: Higher. Cloud server fees each month.
Strict security rules. The model runs on computers you own.
Cost: Highest. Hardware purchase plus upkeep.
Who pays the AI fees: You can pay the AI provider or cloud host directly, or we include the fees in your monthly plan.
Not sure which fits? We help you choose. We can also set up and run any of the three.
AI agents can make mistakes. We test each agent before launch and check its results every month. We cannot promise a specific savings in time or cost.
No. It takes the repetitive part of the work. Your team keeps the cases that need judgment.
It works inside the limits you set and sends unclear cases to a person. We test it before launch and check its results every month.
Most common tools that allow a connection, such as website chat, email, calendars, customer records, and accounting systems. We confirm your tools on the first call.
It depends on the work. A simple agent that does one task takes about 2 to 4 weeks. An agent that works across several tools takes about 6 to 10 weeks. Your written scope sets the timeline before work starts.
No. Strategic Ventures is part of Strategic Move. What we learned about your business carries over.
Not sure where to start? Find the highest-value AI work in your finance team first.
Learn moreCollections and cash application agents that pull cash forward.
Learn moreAI in the month-end close, with the controls a controller can trust.
Learn moreBusiness plans, websites, and marketing for small businesses. Part of Strategic Move.
Visit strategicventures.aiStart with a free call. We will find the first task an agent can take off your team.
Request a Consultation