Case Studies

AI systems we’ve built and operate.

Real deployments across operations, finance, safety, and growth. Outcomes our clients own, not slideware.

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Results clients can point to

Three of the nine, told as before and after. Every number is from the case study it links to.

Strickland CPAAccounting and advisory

5AI agents in production, owned by the firm

Before: Tax-season admin by hand: documents found and routed, signatures chased, the weekly report built by a person.
Now: A full tax season run on the dashboard the five agents feed. Code, data and infrastructure stay with the firm.

Document routing
Signatures through DocuSign
Weekly EBITDA report

“Five agents we own now do the admin work that used to eat our weeks. We got our time back, and the system is ours.”
Jack Hoskyn, Office Manager, Strickland CPA

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VigilantTravel and field safety platform

65%faster access to safety intelligence

Before: Users hunting through static content; analysts curating it by hand, the bottleneck for every update.
Now: Cited, country-specific answers inside the app from 47 official sources across 16 countries. 20+ analyst hours back each month, 90%+ accuracy in review.

47 official sources
16 countries
90%+ accuracy in review

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A multi-entity CPA firmAccounting, QuickBooks and Canopy

60 to 75%less reconciliation effort across cycles

Before: Two to three days of senior accountant matching every cycle, and a fear of breaking production.
Now: Same-day cycles, 80%+ of recurring matches resolved automatically, first measurable value in 6 weeks on a read-only parallel run.

6 weeks to first value
80%+ matched automatically
Same-day cycles

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Accounting · Operations

Strickland CPA: Five Agents the Firm Owns

Document routing, signatures through DocuSign, weekly EBITDA reporting, and a dashboard the firm ran its tax season on. Five agents in production, owned outright.

Read the case study → RAG · Safety Intelligence

Vigilant: In-App RAG Safety Assistant

Live safety intelligence from 47 official sources across 16 countries, refreshed hourly with cited in-app answers. 65% faster access, 90%+ accuracy.

Read the case study → Wealth Management

AI Plan Participant Management

An internal AI layer that makes advisor teams faster without replacing core systems: lead scoring, forecasting, and compliant advisor-assist.

Read the case study → Finance · Data

QuickBooks Data Recovery

Recovering and reconstructing nearly two decades of financial data with AI when the books were a black box.

Read the case study → Data · Finance

Mid-Market Data Reconciliation

Replaced a weekly 2-to-3-day senior-accountant reconciliation between QuickBooks and Canopy with a matching-first pipeline that clears same-day.

Read the case study → Enterprise

Enterprise AI Integration

Agentic development embedded across the organization, putting AI to work on real multi-step workflows.

Read the case study → Education

School District Engagement

An AI-powered engagement campaign for a major school district that drove standing-room turnout and signups.

Read the case study → Content · Brand

AI Content at Scale

Avatar and content automation producing on-brand video and posts at a volume a team alone could not match.

Read the case study → Growth

Automated Lead Generation

A targeted LinkedIn and email lead-generation engine built to feed a real, qualified pipeline.

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