From pipeline visibility to predictable delivery.
AI agents & Salesforce for Professional Services.
Professional-services firms sell expertise and live or die on utilization and forecast accuracy. Disconnected pipeline, delivery, and finance data turn both into a guessing game.
Where we go to work
Unified pipeline and forecasting, so leadership trusts the number — not the spreadsheet.
Proposal-to-cash automation: scoping, SOWs, approvals, and billing without manual handoffs.
Engagement-routing agents that match the right team to the right opportunity.
Utilization and margin signals surfaced where the team already works.
Common data sources we unify
Ready when you are
Worth a
conversation?
Tell us one number you'd like AI to move. We'll show you how we'd do it, what it's worth, and how we'd tie our fee to getting you there.