Managed AI
Working apps on your own HubSpot, QuickBooks and Microsoft data, built and run for you, and priced separately from support.
Most companies of our clients’ size have the same shape of admin: quotes that become orders, orders that become invoices, invoices that become chasing, and a handful of systems that never quite talk to each other. Managed AI is that work, done by software, watched by an engineer.
We build it on the systems you already run, HubSpot, QuickBooks Online and Microsoft 365, rather than asking you to move to something new. And we run it afterwards. An app that nobody looks after is a liability; one that an engineer checks every morning is a member of staff.
Three ways in
- HubSpot, run as your operating system: implemented, tidied, automated and extended.
- QuickBooks Online, joined up: invoicing from quotes, supplier bills captured, the books reconciled.
- Custom AI apps on your data: assistants, approvals and customer portals, with guardrails.
How it runs: Kaizen AI
The same continuous-improvement approach we run support on, pointed at AI. Five steps, repeated: Assess where you really stand · Govern with guardrails and a one-page policy · Deploy the right tools where the payback is clearest · Monitor how they behave · Improve at your pace. It starts with a short, fixed-scope AI Readiness Assessment: where you stand, what is exposed, the two or three highest-value, lowest-risk opportunities, and a costed plan. Every milestone after that is tracked live in your client portal.
Proof we can show you
We run our own business this way. Our client portal, our quote-to-invoice engine and the assistant in this website’s front page are all built and run by the same team, on the same tools we would use for you. We can show them working on sample data on a call.
- →Companies that run on HubSpot, QuickBooks Online, or both.
- →Owners who want the admin to disappear, not another dashboard to look at.
- →Teams already paying for Copilot and not sure what to do with it.
HubSpot, run as your operating system
HubSpot implemented, tidied, automated and extended, so sales, service and admin run from one place.
QuickBooks Online, joined up
Invoices raised from signed quotes, supplier bills captured, payments matched, reports that agree with the bank.
Custom AI apps on your data
Assistants, approvals and customer portals built over your own HubSpot, QuickBooks, Microsoft 365 and supplier data, with guardrails.
In plain words
- A first conversation about what AI could do for your business, in plain words
- The basics done properly: Microsoft 365 with Copilot set up, and an AI policy your staff can follow
- HubSpot and QuickBooks run as one system: quotes to invoices, supplier bills, reconciliation, reports
- Assistants over your own data, with your permissions, that answer questions and prepare actions
- Reporting in Power BI from the data you already have
- Ongoing running: we operate what we build, and an engineer is accountable for it
How it shows up day to day
Our client portal is our own Managed AI in daily use. The assistant answers from live data, orders go from quote to invoice without anyone rekeying, and an engineer sees every step.
Decides what the app may do, checks its work, and owns the outcome.
Reads the quote, raises the invoice, reconciles the payment, flags the exception.
Live service numbers, measured weekly and dated, are coming to this strip. We publish nothing we have not measured.
Questions people ask
Is this a chatbot?
Is AI included in Managed IT?
What about our data?
Where do we start?
Start with a conversation.
Let's Talk AI is a first call that ends with a short list of what is worth doing first.