Discovery: Get you AI Infra Evaluated

You bought the subscriptions. Someone on the team set up an automation last quarter. A tool is quietly connected to your QuickBooks. The question nobody has asked: is any of it actually helping?

Most solopreneurs, small business owners and accounting firms picked up AI tools the same way they picked up every other piece of software, one urgent problem at a time. What you end up with is a stack nobody has looked at end to end. Overlapping subscriptions. Workflows that break silently. Client data moving through vendors nobody ever vetted.

This evaluation sorts that out.

What we look at

Your stack. Every AI tool and AI adjacent subscription you pay for, mapped against what it's actually used for and by whom.

Your workflows. Where AI is genuinely saving hours, where it's creating rework, and where it's doing nothing at all.

Your data. What client and financial information passes through which vendors, and under what retention terms. This matters a lot if you keep books for other people.

Your gaps. The manual work that's a good candidate for automation, and just as importantly, the work that isn't.

Your spend. Total AI cost per month, cost per outcome, and what you could cut tomorrow without anyone noticing.

What you get

A written report you can act on. A full inventory of your AI stack, a red, amber or green rating on each piece, a prioritised fix list, and a realistic 90 day roadmap. No 40 slide deck. No vendor pitch attached.

Who this is for

Solopreneurs paying for five AI tools and getting the value of one.

Business owners whose teams adopted AI on their own, with no policy and no oversight.

Accounting and bookkeeping firms who need to know exactly where client financial data is going, before a client or a regulator asks.

Who this isn't for

Anyone looking for a badge to put on their website. This is an honest assessment, and sometimes the honest answer is "cancel three of these and change nothing else."

How it works

Step 1 — Discovery. We inventory every tool, subscription and connection you have. You give us access and sit down for a short interview. We do the digging.

Step 2 — Quotation and timeline. Once we know what we're actually looking at, you get a fixed quote and a timeline. No open-ended hourly billing, no surprises halfway through. Maximum seven days, start to finish.

Step 3 — Analysis. We trace what your data touches, where the money goes, and which workflows are actually load bearing versus decorative.

Step 4 — Report and walkthrough. You get the written report and a live session to go through it. No homework, no deck to decode.

Roughly 40 hours of work on our side. About two hours of yours.