Service · Integration & Automation

Eliminate operational friction.

Workflow orchestration, agentic conversion, and operational platforms that scale without scaling headcount.

What changed in 2026

Well-designed agents absorb routine work. Revenue scales without headcount.

106
average SaaS tools per organization
BetterCloud 2025
6%
of orgs at measurable EBIT impact from agentic AI
McKinsey 2025
40%+
of agentic AI projects will fail by 2027
Gartner
41%
AI adoption in accounting firms in 2025 (up from 9% in 2024)
Industry 2025
What we ship

Composable agentic systems that absorb whole workflows.

Whole workflows, not point automations

One bot, one queue, one task makes operational complexity worse. Composable systems absorb the entire flow.

Production-grade document operations

Classification, extraction, reconciliation, exception handling, reviewer hand-off. Governed end-to-end.

Reusable agentic substrate

Orchestration, tool use, memory, observability, policy enforcement. Same primitives extend across functions without rebuilding.

Legacy SaaS compounds, not replaced

Agentify wraps existing SaaS systems with agent interfaces. Existing investments keep returning.

Delivered via Tax & Accounting AI Workflow, Company Operating Platform, and Agentify SaaS-to-Agentic.

Offerings & accelerators

Our Integration & Automation service is delivered through specific offerings, each scoped, fixed-price, and powered by accelerators we've built across customer engagements.

Customers we have built this for

Production customers whose work proves the capability.

Where this applies

Across our two industry specializations (Healthcare and Education) plus cross-industry customer-specific engagements.