AI for operationsand finance teams.
Back-office work moves between systems without rekeying. Agents assemble the pack, check it against the rules and put it in front of the person who approves it.
Whatchanges.
The work that used to be copied between systems arrives assembled, with its evidence.
Handoffs
TodayHandoff documentation is incomplete or inconsistent.
With PRESHaiAgents assemble configurations, decisions, validations and runbooks for the project manager to review.
Onboarding
TodayThe same setup is done by hand for each new client.
With PRESHaiAgents prepare the account and the kickoff pack against approved templates. A person reviews before it ships.
Claims
TodayClaims are checked by hand against rules kept in documents.
With PRESHaiAgents check each claim against the rules and route it for approval. A person decides the edge cases.
Workflowswe build.
Each one shows the work today, what the agent does and what a person approves.
Implementation handoff packs
Configurations, decisions, validations and runbooks assembled at handoff.
Client onboarding
Account setup, baseline documentation and kickoff packs prepared for review.
Co-op and MDF claim review
Claims checked against vendor rules and routed for approval, with reimbursement tied to partner activity.
How wedeliver it.
AI Implementation
We build AI into the systems you already run.
Platform
PRESHos is where agents do the work, under your rules.
Managed AI
We keep your AI running, measured and improving.
Relatedreading.
More on AI Implementation
AI Engineering
Connecting AI Agents to a PSA Without Replacing It
How to connect AI agents to your PSA while it stays the system of record: what syncs, what agents may read and change, and where a person approves the work.
AI & Automation
What Forward Deployed Engineering Looks Like Inside an MSP
What a forward deployed engineer does inside an MSP: where they work, what they build, what your team provides and how the build ends up in your hands.
AI & Automation
Handing an AI Workflow to Your Own Team
How to hand an AI workflow to your own team: what a handover contains, who should take it over, how to train them and how much you need to run yourselves.
What gets rekeyed between systems?
Tell us the work that moves by copy and paste. We will talk through the first workflow and the approval it needs.