Intelligence Solved ● EST 2024 NEW HAVEN / REMOTE
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Filed under: AI workflow architecture
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Intelligence Solved.
BOOKKEEPING + ACCOUNTING FIRMS · 21-DAY SCOPE + INSTALL SHERWOOD, OR / REMOTE

— Public-company discipline for the workflow that keeps reopening work

Fix the one workflow that keeps stalling review and eating the week.

One painful workflow first.
First package One workflow scope + install
Price $3,500 upfront
Timeline 21 days
Next step 20-minute fit call
View the offer ↗ Book a fit call ↗

No platform rip-and-replace. No broad AI strategy deck before the first bottleneck is proven.

For bookkeeping and accounting firms dealing with review drag, document chaos, and repeated manual cleanup: we scope and install the first AI-assisted workflow, then expand only if the first win earns it.

What this homepage is for
Use the homepage to qualify the problem. Use the offer page to inspect the package.

The offer is narrow on purpose: one workflow first, fixed price first, optional monthly only after the workflow is live enough to trust.

  • Monthly close prep and review handoff
  • Client document intake and exception routing
  • Reporting package assembly and follow-up
01 — Start with one workflow

The first package is fixed. The monthly is optional.

The first engagement scopes and installs the workflow that keeps reopening work, stalling review, or forcing your team back into cleanup mode. That first win should stand on its own before anything expands.

See the full offer ↗

Included in the $3,500 first package

  • Bottleneck scoping and workflow map
  • Tool and handoff definition for the first workflow
  • Installation of the first AI-assisted workflow
  • Operating notes so the team can actually use it
21-day scope + install

Not the first package

  • Broad AI transformation deck
  • Custom software build before the bottleneck is clear
  • Firm-wide rollout before one workflow proves itself
  • Monthly support before the first win earns it
Optional $1,500/mo only after the first workflow is live
Bookkeeping Firms
Accounting Teams
Review Handoffs
Document Intake
Monthly Close Prep
Reporting Packages
Bookkeeping Firms
Accounting Teams
Review Handoffs
Document Intake
Monthly Close Prep
Reporting Packages
02 — Why the first workflow comes first
Most firms do not need a sweeping AI transformation to start. They need the one workflow that keeps reopening work, slowing review, or forcing repeated cleanup to finally run in a way the team can trust. Scope that first. Install that first. Then decide what earns expansion.
— Mark Gubuan

Workflow pattern examples for the kind of bottlenecks we scope first.

03 — Example workflow patterns →
FRAGMENTED → STRUCTURED
/ Doc intelligence
001
Your workflow here
Documents → usable context
INBOX → CRM → PIPELINE
/ Inbox automation
002
Inbox → action system
Work stops living in one inbox
OPS DATA SOLVED CRM BILLING FOUR SYSTEMS → ONE DASHBOARD
/ Ops reporting
003
Reporting → decision-ready
Clear numbers without spreadsheet archaeology
SKU RULES PRICE MARGIN QUOTING AGENT
/ Pricing agent
004
Quote cycle → faster
Rules, pricing, and margin logic in one flow
BEFORE AFTER CHAOS → CADENCE
/ Knowledge agent
005
Knowledge → team memory
Less reopening the file, less tribal knowledge
94% QUOTE CYCLE: 6 DAYS → 6 HOURS
/ Outcome
006
Bottleneck → visible win
Start where the drag is obvious and usable
your workflow here.

"It doesn't matter what tools your business runs on. It matters whether they actually run together. That's where AI earns its keep — in the seams, not the marketing decks."

Founding principle — 01
— Mark Gubuan

ON

SYSTEM

Examples of the first workflow to fix. Review handoffs, close prep, reporting packages, intake routing, and document-heavy follow-up where repeated cleanup is swallowing real capacity.

See the first-package fit ↗

OFF

RAILS

How we keep the first engagement honest. Scope first, install second, optional monthly only after the workflow is live enough to trust. No transformation theater required.

Book a fit call ↗

Workflow patterns.

Illustrative examples of the before-state mess and the cleaner operating pattern we scope first.

PATTERN
BEFORE: 18hr/wk lost
Inbox · Routing
Review drag · intake routing
PATTERN
BEFORE: 6 systems
Ops · Dashboard
Reporting friction · multi-system ops
PATTERN
94% BEFORE: 200 SKU sheet
Quoting · Agent
Quote delays · pricing rules
PATTERN
BEFORE: PDF chase
Doc · Intelligence
Document chase · usable context
PATTERN
BEFORE: 12 tools
Knowledge · Agent
Knowledge gaps · scattered tools
PATTERN
BEFORE: scattered
Pricing · Sentinel
Pricing exceptions · fragmented logic
PATTERN
BEFORE: monthly reports
Cashflow · Reader
Monthly reporting · decision lag
PATTERN
BEFORE: end-of-month
Reporting · Stack
Month-end reopeners · reporting stack
See how the first workflow is scoped ↗
Before you book the fit call

Free resources for teams mapping the workflow before the install.

If you are not ready to buy yet, use the diagnostics and templates to sharpen the bottleneck first. Then bring the workflow that still keeps reopening work.

See the package first ↗
/ 01
Diagnostic
The Friction
Audit
Download · 18pp
/ 02
Worksheet
Workflow
Map · v3
Notion template
/ 03
Methodology
90-Day
Engagement
Whitepaper
/ 04
Field guide
AI ROI
Calculator
Spreadsheet

Who this first
workflow fit is for.

This work fits best when one repeated bottleneck is already visible: review drag, handoff confusion, reporting friction, document chase, or quoting delays. We start where the workflow is already costing time, attention, or confidence every week.

Bookkeeping firms/ close prep · review drag
Accounting teams/ month-end · repeated cleanup
Wealth / advisory ops/ documents · follow-up bottlenecks
Professional services/ intake · handoff confusion
Specialty manufacturing/ quoting · pricing delays
Healthcare admin teams/ reporting · multi-system friction
Real estate operations/ approvals · inbox-driven work

From the workbench.

Build notes, operator patterns, and decision rules from the workflows we're mapping first.

MAY 12 · BUILD
Inbox rules before agents: route the obvious work first, then automate the edge cases.
MAY 09 · NOTE
Why we kill most proposed AI features in week two: if the workflow is unclear, automation just hides the mess.
MAY 06 · OUTCOME
Quoting gets faster when pricing rules, approvals, and margin checks stop living across tabs.
MAY 03 · FIELD NOTE
The four-system audit: where work enters, stalls, reopens, and finally gets finished.
APR 28 · BUILD
Document intelligence works when one folder rule, one naming rule, and one follow-up rule are obvious to the team.
1 WORKFLOW FIRST
APR 24 · RULE
One workflow first beats ten maybes. The first win should be visible enough to judge without a dashboard deck.
APR 21 · NOTE
Where AI belongs on the 2×2: use it where leverage is high and cleanup risk is low.
APR 16 · OUTCOME
The goal is simple: less review drag on Monday, less reopening the file by Friday.
Next step → View the offer Book a fit call Review the package
02 — Build authority through real workflow writing

The blog now carries implementation, integration, and maintenance authority.

Use the writing to show how Intelligence Solved thinks about workflow bottlenecks before the fit call, not just after it.

Browse the blog ↗

Implementation

  • Client document chase workflows
  • Month-end close drag diagnosis
  • First workflow install framing
Category live

Integration

  • AI + QuickBooks / portals / spreadsheets
  • Human review boundaries
  • Why tool stacks still need workflow context
Category live