FAQ
Back-office AI worker FAQ
What a worker does, how setup works, what it costs, and what you still own.
What is an AI agent?
A named role on your task board, with a job, tool access, and a path to a person. It is not a chatbot. It connects to the tools you already use and does the work: chase documents, send invoices, post entries, follow up on payments.
What does the business analysis include?
We use your ledger, payroll, time, and CRM or practice exports to show revenue, cost, and margin by client or portfolio, hours by role and activity, and where admin caps growth. You get an executive brief and a clear next step, usually the Back-Office Worker Scan.
What data do you need from us?
For analysis: accounting or PMS exports, payroll, time tracking, and client lists. For the audit: access to the tools where work actually happens (email, practice software, QuickBooks, property systems). We scope the minimum needed and can start with read-only exports before any integrations.
How do you decide what to integrate, improve, or replace?
Integrate means connect systems so the same record is not typed twice. Improve means tighten a human step with a template or a check. Replace means a named worker drafts that loop, and a person approves until it is accurate on that task.
Do AI agents replace my staff?
No. They take repetitive back-office work so your people focus on judgment, relationships, and exceptions. The agent runs that job.
What does pricing look like?
Entry prices, in USD: Cash Leak Audit $500, credited to setup and free for the first 5 shops. A trades start is $1,200, which is $500 setup plus $700 for the first month. A managed worker starts at $700 a month. The rest of the list is on the pricing page. See pricing
Do agents act on their own?
A worker starts in shadow mode: it drafts, and a person approves. It takes on routine work by itself only after it has proven accurate on that task.
Our data is messy — can we still start?
Yes. The audit and the data work exist for that. We take the smallest set of records the first worker needs, move them off spreadsheets beside the current process, and do not cut live client work over in one shot.
How do you handle security?
Append-only audit logs, personal-data redaction in traces, and tenant-scoped permissions. Every send, post, and tool call is in the log.
Do we own the source code and data?
Yes. You own the structured data, integrations configuration, and production accounts. Managed agents can run on our platform while you retain export and audit rights defined in the engagement.
Do you sign NDAs before discovery?
Yes. We can sign a mutual NDA before sharing sensitive operations or financial details. Many engagements start with the paid audit so both sides evaluate fit with clear boundaries.
Can you rebuild a legacy product we already run?
Yes. Digital Solutions starts from the system an existing business already uses and rebuilds it to current standards: security, accessibility, performance, and integrations. We migrate the data in phases so operations keep running, then retire the old system.
Do you offer support after launch?
Yes. The Closeout & Collections Clerk is $700 a month. Other workers are $600 to $1,000 per worker per month. You can also run a worker in-house with the documentation.