Forward-Deployed Consulting
Strong engineers. Strong operators. AI tools built for your business.
Our platform is one way to work with us. Forward-Deployed Consulting is the other — a senior team that embeds with yours to design, build, and ship custom AI tools end-to-end. Combining strong technical skills with deep business expertise, we turn AI ambition into software your team actually uses.
Engineers who sit with your team, ship working tools, and care about business outcomes
Most AI consulting hands you a strategy deck. We hand you software running in your environment. The difference is who shows up — senior people who understand both the code and the business it serves.
Embedded with your team
We sit alongside your engineers, accountants, and operators — not at arm's length over a statement of work.
Working software, not slide decks
Every engagement ships running code into your environment. Prototypes in weeks, production in months.
We own outcomes, not hours
Success means the tool gets used and the business metric moves. We scope and price around that, not a billable timesheet.
Direct line to founders
You work with the people who built CPAAutomation. No layers, no handoffs, no rotating account managers.
What we bring
Technical depth meets business fluency
Two skill sets, on the same team. That's what makes an AI build ship — and what makes it keep working after we leave.
Strong technical skills
Senior engineers who have shipped AI in production — not researchers, not generalist consultants.
- Full-stack engineering across web, data, and infra
- LLM tool-use, agent design, and evaluation harnesses
- Cloud-native builds on AWS, GCP, and Azure
- Security, observability, and cost engineering built in
Strong business skills
CPAs and operators on the team — we speak the language of the work, not just the language of the code.
- Deep domain knowledge in accounting, finance, and legal
- ROI framing and stakeholder alignment
- Change management and team enablement
- Audit, compliance, and data-residency expertise
What we build
Bespoke AI tools tailored to your workflows — not a repackaged product or a one-size-fits-all template.
- Custom AI workflows and document pipelines
- Internal copilots wired into your systems
- Agent integrations with ERPs, DMSs, and CRMs
- Evaluation suites and human-in-the-loop tooling
Have a build in mind that spans more than one of these? That's usually the point — talk to us about scoping it together.
How we engage
From first conversation to shipped software
A predictable four-step shape — scoped tight at the start, with the option to keep going once the tool is in production.
1 · Scope
A short discovery sprint to map your workflows, data, and constraints. You leave with a written plan and a fixed-scope proposal.
2 · Prototype
A working prototype in your environment within weeks — not a slide deck. Real data, real users, real feedback.
3 · Deploy
We harden the prototype, integrate it into your systems, and roll it out with training for the team that will use it.
4 · Iterate
Optional ongoing partnership — we tune models, ship improvements, and keep the tool sharp as your business evolves.
Not sure what to build yet?
A short paid discovery sprint is often the right starting point. We'll map your workflows, identify the highest-leverage AI build, and hand you a written plan you can act on — with us or without us.
Forward-Deployed Consulting
Bring us in to build what your team can't ship alone
Tell us about the workflow you want to transform. We'll come back with a scoped plan, a timeline, and a fixed-price proposal — usually within a week.