Accounting & tax
AI agents for an accounting firm
An AI agent platform on Microsoft Azure for document intake, bookkeeping and tax prep review, with client data scrubbed before any AI model sees it.
90% less time on bookkeeping entry
We don’t name our clients, so each project is described by industry and by the work itself: the problem, what we built, and what changed.
Healthcare
Health Cloud for sports medicine
Patient intake, verification of benefits, EHR integration, patient health plans and care coordination across a multi-location practice.
Medical devices
Salesforce files to Azure
A custom file manager on Azure Blob Storage, a verified backfill migration, scheduled backups and controlled deletion to meet quality and retention requirements.
Software delivery
AI code review in Copado
Agentforce-powered code review that runs inside a Salesforce DevOps pipeline in Copado.
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