AI built on your business, then handed to you

Every business holds more than it knows.

Most owners can't see it. It's buried in spreadsheets, scattered across systems, and stuck in people's heads. I find it, organize it, and put AI to work on it. Then I hand you the keys.

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Free 20-minute call You own everything I build NDA before we start
dashboard · demo client (commercial HVAC)
Demo dashboard showing revenue, margin, cash, AR overdue, revenue trend, and AR aging
Ask your business

Who owes us money past 90 days?

$30,200 across 3 invoices. Sunset Shopping Plaza is $21,600 of it, and has another $24,800 sitting at 61–90 days.

Source: AR aging report
How It Works

From scattered to answered

AI on its own gives generic answers. AI on top of an organized record of your business gives you answers you can act on and trace back to a source.

What you have today

Scattered

Spread across files, systems, and people.

Spreadsheets PDFs & receipts ERP / accounting Email threads "Ask Mike"
Step 1–2 · Discover & Illuminate

Your Knowledge Vault

One organized record you own, readable by any AI tool.

  • Business Overview
  • Financial Foundation
  • KPI Library
  • Operational Processes
  • Data Source Map
  • AI Use Case Library
Step 3 · Build

Answered

Tools that work from your facts, not guesses.

Live dashboards Cited AI answers Automated busywork Alerts
Recent Work

Real businesses, real problems

Client names are withheld. The work is described as it happened.

Property restoration · Bookkeeping Delivered

A shoebox of receipts, reconciled to the penny and tagged to the right job

The problem: a full statement cycle of company-card spend across six employee cards, plus a stack of scanned receipts with as many as 20 to a PDF. Nobody could easily say which job each purchase belonged to.

What I built: an AI-assisted pass that rebuilt every statement line, matched receipts to charges, and found the job codes hidden in the receipts' fine print. Anything it couldn't confirm went on a short fill-in sheet for the owner instead of being guessed.

~170card charges rebuilt, tied to the statement to the penny
6employee cards reconciled in one workbook
38 of 39hardware-store receipts tagged to a job
Security integrator · Field service Pilot

An AI field assistant that cites its source, or says it doesn't know

The problem: technicians on site need answers from dozens of manufacturer manuals, plus install know-how that mostly lives in a few senior techs' heads.

What I built: a mobile app where techs ask by text or voice and get answers cited to the exact manual or company note. Questions outside the company's product lines are clearly labeled, never guessed. A solved job can become a field note that the whole team can use once a manager approves it.

~5 sectypical answer from the company's own catalog
Voicehands-busy questions, spoken on the job
Approvedfield notes join the knowledge base only after sign-off

See the full write-ups and a dashboard demo →

Why It's Different

Built to be owned, not rented

Most AI consultants sell you a subscription and keep the keys. I build in your accounts, train your team, and leave.

You own everything

Your knowledge vault, your dashboard, your AI account. Nothing sits on my servers after handoff. And you're never locked into one AI provider, because the vault is portable by design.

No jargon, no hype

I don't sell "transformation." I find the specific questions your business needs answered and build the smallest thing that answers them well.

Grounded in your data

Every answer traces back to your own numbers and documents. If the data isn't there, the tool says so instead of making something up.

What I Build

Three things, done well

Knowledge Vaults

An organized record of how your business runs. It's the foundation every AI tool needs, and it makes onboarding new staff easier too.

Learn more →

Business Dashboards

Revenue, margin, cash, and AR in one view, with an AI panel that answers questions in plain language.

Learn more →

Custom AI Tools

Purpose-built help for one specific job, like document processing, reconciliations, reporting, or a field assistant for your team.

Learn more →
Dan Myers
Who you'll work with

Dan Myers, founder

A finance and operations person first, with controller-level reporting, ERP systems, and AR operations across five industries. AI is the newest tool in that kit. You work with me directly, start to finish.

About me
How I Handle Your Data

Zero liability, by design

I built the ownership model because it's the strongest security story I could offer a small business. Your data lives in your accounts, and my access ends when the project does.

Mutual NDA before we start

Signed before the audit begins. A Data Processing Agreement governs everything during the engagement.

Commercial AI, never consumer tools

I use commercial API accounts with contractual guarantees that your data is never used to train AI models.

Access revoked at handoff

Your vault, your API key, your hosting account. Once I hand off, my access ends completely.

Ready to see what your business already knows?

Start with a free 20-minute call. Tell me what you wish you could see or stop doing by hand, and I'll tell you honestly whether AI can help.

Book a Free Intro Call See Pricing