Work & Tools
AI voice agents, websites, and workflow systems built for service businesses and financial firms — from idea to production.
Project / 001
Converts any 10-K PDF into structured financial spreads and comparable companies tables in under 60 seconds. Built for investment bankers, PE analysts, and M&A advisors who spend hours on manual data extraction. The agent parses filings, normalizes line items, and exports a clean, ready-to-use CSV — eliminating one of the most tedious tasks in financial due diligence.
Project / 002
Automated proration and billing calculation engine for financial services firms. Eliminates manual mid-cycle billing adjustments by intelligently computing prorated amounts across plan changes, upgrades, and cancellations — with full audit trails and export-ready outputs. Designed for operations teams that need accuracy at speed without bespoke engineering work.
Project / 003
Built an AI voice agent for a plumbing company that was losing jobs to missed calls during busy hours. The agent answers every inbound call instantly, understands the caller's issue, and books the appointment directly into the calendar — no hold music, no voicemail, no human needed on the line. With the agent in place, the company saw 30% more booked calls (no more lost leads from missed calls), faster response times (customers got answers instantly), and more efficient scheduling (no more back-and-forth trying to find an appointment).
Project / 004
We design and build fast, modern websites for service businesses — HVAC, plumbing, contracting, and beyond. Every site is built mobile-first with clear calls-to-action, fast load times, and lead-capture built in from day one, so visitors turn into booked calls instead of bounced tabs. Existing sites get the same treatment: a full enhancement pass on speed, structure, and conversion paths without a ground-up rebuild.
Work Together
These projects started as conversations. If there's a manual process slowing your team down, let's talk about whether automation is the right fix.