AI employees
Six roles, not sixty features
An AI employee is an agent configured for a job. It owns named processes, holds scoped credentials to the systems it needs, and escalates the decisions a person should be making.
AI Sales Employee
balancedQualifies every lead before a rep opens it
Owns the top of the funnel. Reads every inbound enquiry, researches the company, scores it against your criteria, updates the CRM and books the meeting — escalating anything above your value threshold to a human immediately.
Owns
- Lead qualification
- CRM updates
- Meeting follow-ups
Never unattended
Discounting · Contractual commitments · Outbound to a named-account list
AI Support Employee
balancedAnswers what it knows, escalates what it doesn't
Handles first-line support from your own documentation. Answers with citations, classifies and tags every ticket, detects when a customer is losing patience, and hands over with a summary rather than a transcript.
Owns
- Customer support
Never unattended
Refunds · Account deletion · Public statements about an incident
AI Finance Employee
deepReads every invoice, reconciles every ledger
Owns the paperwork half of finance. Extracts invoice data, matches it against purchase orders, codes expenses, reconciles systems that should agree, and puts only the exceptions in front of a person.
Owns
- Invoice processing
- Data reconciliation
Never unattended
Payment execution · Vendor bank detail changes · Ledger adjustments
AI Operations Employee
balancedKeeps the systems in agreement
The generalist. Processes documents and spreadsheets, moves data between systems, watches workflows for anomalies, prepares the daily summary and raises the alert before anyone notices the problem.
Owns
- Email processing
- Document processing
- Manual data entry
- Repetitive approvals
Never unattended
Bulk deletion · Schema changes · Anything touching production credentials
AI Research Employee
deepReads everything, cites its sources
Answers questions that require reading. Searches your documents and the public web, compares competitors, produces research memos, and monitors topics you care about — always with the source attached.
Owns
- Internal knowledge discovery
Never unattended
Publishing externally · Representing a finding as a company position
AI Reporting Employee
deepThe weekly report, written before Monday
Owns recurring reporting end to end. Pulls from every source, reconciles the figures that disagree, writes the commentary, flags the anomaly you would have missed, and delivers on schedule.
Owns
- Reporting
Never unattended
Distribution to investors or regulators
How it works
Six steps, and you can stop after the first
The audit stands alone. If the numbers do not justify a build, you have a report that says so and you have lost a fortnight rather than a quarter.
Discover
The business describes how it actually runs — volumes, systems, departments, bottlenecks. Scored, not guessed.
Deliverable — Completed assessment + AI Automation Score
Analyse
Each manual process becomes a line item with hours saved, automation potential, difficulty, ROI and a priority.
Deliverable — Ranked, costed automation opportunities
Build
The agents, AI employees and workflows the proposal described are configured against the customer's own knowledge.
Deliverable — Configured agents and workflows
Integrate
The customer's existing systems are connected. Nothing is automated that cannot reach the system of record.
Deliverable — Live, health-checked connections
Deploy
Promoted from staging once evaluations pass. Risk thresholds decide what runs unattended and what waits for a human.
Deliverable — A production environment with approval policy
Optimise
Prompts, models and routing are tuned against evaluation datasets, and the change is measured rather than asserted.
Deliverable — Measured version-over-version improvement
Next
Find out what your business could automate
Start with the audit. You get a costed, ranked opportunity list — and you keep it whether or not you build anything with us.