Everything AI agents can do for your business.
From the problems we've already solved to the ones we're ready to tackle. Here's the full picture of what AI operations looks like.
“Where is my money actually going?”
Shopify says one number. QuickBooks says another. Amazon payouts don't match either. You're making financial decisions on vibes because no single system has the full picture. COGS is wrong, profit margins are guesses, and you have money sitting in platforms you forgot about.
Agents connect every revenue source and reconcile automatically. They flag discrepancies the day they appear, track real P&L by product and channel, and alert you when something doesn't add up — before it compounds into a $16K problem.
What this looks like in practice
- Marketplace payouts reconciled against your books daily
- Real-time COGS and margin tracking per SKU, per channel
- Alerts when inventory valuations diverge between systems
- Dormant balances surfaced — money sitting in Etsy, Amazon, or payment processors
- Sales tax nexus tracked automatically as you sell into new states
- Bookkeeper miscategorization detection — agents flag when expenses land in wrong categories
- Forgotten platform balances surfaced — money sitting in Etsy, Amazon, or payment processors
QuickBooks showed $60.6K in inventory. The warehouse system showed $77K. A $16,400 discrepancy that had been silently compounding for months — feeding bad data to the bookkeeper, making COGS wrong, and making every profit number unreliable. The bookkeeper had miscategorized a $48,000 VA charge, left $12,500 in income uncategorized, and $7,700 in expenses unfiled. The books showed a -$27K loss — but the business was actually profitable. And $5,000 was sitting forgotten in an Etsy account.
“My email list is costing me money.”
You're paying $150–$200/month for an email tool based on subscriber count. But half your list is bots. Your signup forms have zero protection. You've never sent a real campaign, never set up a welcome sequence, and you're paying premium prices for features you'll never touch. And it's not just your email list — your Shopify customer database might be 93% bots too, making every metric from conversion rate to customer lifetime value completely wrong.
Agents audit your list, identify bot patterns, and clean house. They right-size your email platform, set up core automations, implement bot protection, and monitor list health ongoing — so you stop paying to email fake addresses.
What this looks like in practice
- Bot detection and automated list cleaning
- Signup form protection against fake submissions
- Platform right-sizing — most businesses under 10K real subscribers don't need Klaviyo
- Core automations set up: welcome, abandoned cart, post-purchase
- Ongoing deliverability monitoring so you don't end up in spam
21,791 bot profiles found in Klaviyo — Russian-based, fake email patterns. A third-party popup app with zero bot protection was the entry point. Replaced everything with free Shopify Email + a protected popup in one night. Saved $2,400/year. Meanwhile, the Shopify customer database had 127,706 profiles — 93% had never purchased. 13,176 were from Russia and China alone. Every conversion metric the business was using was fiction.
“I keep ordering too much — or the wrong things.”
Your forecasting tool treats each warehouse independently, so it recommends buying more of what's already sitting in a different location. Your VA follows the tool's output without sanity-checking it. You have five years of dead stock on one SKU and you're over-ordering slow movers while your bestseller runs out.
Agents see across all warehouses and channels simultaneously. They cross-reference tool recommendations against actual data, flag dead stock, prioritize by velocity, and build transfer-first-order-second logic — so your cash isn't trapped in inventory you can't move.
What this looks like in practice
- Cross-warehouse inventory visibility in a single view
- Dead stock alerts with recommended liquidation strategies
- Velocity-based reorder priorities — bestsellers get attention first
- MOQ and lead time factored into every recommendation
- Seasonal pattern recognition so you're not caught off guard
Inventory Planner recommended an 11,598-unit purchase order. AI agents cross-referenced warehouse data and cut it to 7,100 units — recommending 4,050 units as warehouse transfers instead of new purchases. That's roughly $10,000 saved on a single order, and $40,000–$80,000 per year in prevented over-ordering. Meanwhile, the actual bestseller had only 19 days of stock left and needed to be tripled.
“I can't see my own business.”
Your entire business lives in your head. Nine sales channels, three fulfillment paths, multiple accounting streams — and nobody has ever mapped it. You can't delegate because there's nothing to hand over. You can't take a week off without things breaking. You are the single point of failure.
Agents map your entire operation automatically as they connect to each system. They document every connection, every data flow, every manual process. For the first time, you can see your whole business on one screen — and so can anyone you need to delegate to.
What this looks like in practice
- Visual operations map generated from real system data
- Single points of failure identified and flagged
- Processes that depend on “someone remembering” documented and automated
- Onboarding new VAs or team members becomes possible
- You can take a vacation without everything breaking
Nine sales channels, three fulfillment paths, multiple accounting streams. The founder had never seen it all on one page. We mapped the entire operation into a visual flow. She printed it and pinned it up. First time she could see the whole picture.
“I'm paying for tools I don't use.”
The average business runs 106 apps. You signed up during a free trial, forgot to cancel, or upgraded when you didn't need to. Three tools do the same job. Annual renewals auto-charge for things you abandoned. A previous agency installed plugins that are still billing you monthly.
Agents audit every tool in your stack — what it costs, what it does, whether anyone actually uses it, and whether a free alternative exists. They identify overlaps, flag zombie subscriptions, and recommend consolidation. Typical savings: $200–$1,000+/month.
What this looks like in practice
- Full SaaS audit with cost per tool and usage level
- Overlap detection — three tools doing the same job
- Free or cheaper alternatives identified
- Zombie subscriptions from old agencies surfaced
- Annual renewal calendar so nothing auto-charges without review
Paying Klaviyo ~$200/month for three years. Never sent a single campaign. A $25/month popup tool was actively harmful — letting bots flood the list. Both cut. Replaced with free built-in tools that worked better.
“I need to grow but I don't know where to focus.”
Agencies pitch you every week. You can't tell which one is worth $5K/month. You're chasing new channels before optimizing existing ones. You spend on ads without understanding unit economics. Every conference gives you three new ideas and zero execution.
Agents baseline your business with real numbers — not vibes. They model growth scenarios, evaluate agency proposals against actual unit economics, and tell you exactly where your next dollar of growth should go. Decisions backed by data, not pitch decks.
What this looks like in practice
- Channel-by-channel profitability analysis (not just revenue — actual profit)
- Agency proposal deconstruction with scenario modeling
- Ad spend ROI tracking across all platforms in one view
- Customer acquisition cost by channel, product, and campaign
- Growth opportunity ranking based on your specific numbers
Two Amazon agencies pitched at $3–5K/month. AI agents pulled real fee data from Amazon SP-API and built per-channel, per-SKU profit models. Amazon was 91% of revenue but the #1 seller had only 21% margin after $3.33 FBA fees. Three channels were earning roughly $2,000/year each — admin overhead likely exceeded profit. The agency's own numbers showed 41% growth was needed just to break even, with $46,000 at risk before getting there.
“I can't do it all but I can't afford to hire.”
$500K+ in revenue. One part-time VA. 60-hour weeks. Every decision bottlenecked through you. Your contractors produce inconsistent work without detailed instructions. “It's faster to do it myself” is true today but fatal long-term. You're burning out.
AI agents become the always-on team member you can't afford to hire. They handle triage, monitoring, analysis, and first-pass decision-making. They create guardrails for your VA and contractors. You focus on the decisions that actually need a human — and stop being the bottleneck for everything else.
What this looks like in practice
- Daily operational briefings delivered to Slack — what needs attention, what's fine
- Anomaly detection across all systems — agents flag before you notice
- SOPs and guardrails for VAs so work is consistent without micromanagement
- First-pass analysis on any business question — ask in plain English, get data back
- Like having a BCG consulting team on retainer — at a fraction of the cost
Solopreneur running a $500K+ business across 9 channels with a part-time VA, a consultant, and a bookkeeper. Each helper needed specific instructions in specific formats or they went off-track. The consultant went down rabbit holes without guardrails. AI agents provided the structure and oversight she couldn't do alone.
And that's just the start.
From SEO to file organization to managing your personal calendar. If it takes your time, an agent can handle it.
Social Media Management
Posting inconsistently. No content calendar. No engagement strategy. Spending hours creating content that gets 12 likes. No idea what's working. AI agents auto-generate content calendars, repurpose content across platforms, analyze performance, and schedule a month of posts in an hour.
- Turn one product photo into 10 platform-specific posts
- Auto-generate caption variations and A/B test them
- Identify optimal posting times from historical engagement data
- Flag trending topics and hashtags relevant to your business
- Respond to comments and DMs with templated but personalized replies
SEO & Search Visibility
No keyword strategy. Product descriptions copied from the manufacturer. Blog sits empty. Competitors outranking on every term. No idea what customers are actually searching for. AI agents audit rankings, find quick wins, generate optimized descriptions at scale, and monitor changes.
- Find keywords you're ranking #11–20 for — one page of optimization away from page 1
- Rewrite product descriptions with actual search terms customers use
- Identify questions customers ask and create content answering them
- Technical SEO audit: broken links, missing meta, slow pages, crawl errors
- Local SEO optimization for businesses with physical presence
Content Creation & Brand
No consistent visual brand. Product photos are iPhone shots. No video content despite every platform pushing video. Takes 4 hours to make one social graphic. AI agents generate branded templates, create product mockups, edit video, and maintain brand consistency across everything.
- Create a brand kit (colors, fonts, templates) anyone on your team can use
- Generate lifestyle mockups from flat product photos
- Auto-caption and clip long-form video into short-form social content
- Batch-create seasonal promotional graphics
- Turn customer reviews into shareable social proof graphics
Customer Service & Experience
Every customer email gets a manual response. Same questions asked 50 times a week. No FAQ, or FAQ is buried. Returns handled case-by-case with no consistency. AI agents auto-respond to common questions, route complex issues to humans, and identify product issues from support patterns.
- Deflect 60–80% of support tickets with AI-powered FAQ and chat
- Auto-generate responses to common inquiries with order-specific details
- Identify top 10 support topics and create content addressing them
- Flag negative sentiment patterns before they become crises
- Turn support interactions into product improvement insights
Data & Business Intelligence
Data exists in 15 different dashboards. No unified view. Decisions made on incomplete information. No regular reporting cadence. Can't answer which product, channel, or customer segment is most profitable. AI agents pull data from multiple sources into unified views and answer questions in plain English.
- Weekly P&L by channel — not just revenue, actual profit after fees, shipping, and COGS
- Customer cohort analysis: are customers coming back? Which ones?
- Product performance dashboard: velocity, margin, return rate, review score
- Advertising ROI across platforms in one view
- Anomaly detection: “your Amazon conversion rate dropped 20% this week”
Compliance, Tax & Legal
Multi-state sales tax obligations unclear. Terms of service copy-pasted from a template. GDPR/CCPA requirements vaguely understood. Marketplace policy changes missed until your account gets suspended. AI agents monitor obligations, keep policies current, and track compliance deadlines.
- Identify states where you have sales tax nexus but aren't collecting
- Auto-update privacy policy when regulations change
- Monitor Amazon and marketplace policy updates that affect your listings
- Track product compliance requirements by channel
SEO & Organic Growth
Pages ranking on Google with massive impressions but almost no clicks. Meta titles and descriptions that don't match what people are searching for. High-intent keywords where you're on page 2 — one optimization away from free traffic. AI agents audit your search presence, find quick wins, and rewrite what matters.
- Find pages with thousands of impressions but terrible click-through rates
- Rewrite meta titles and descriptions to match actual search intent
- Identify high-value keywords where you're on page 2 — close to free traffic
- Mobile vs desktop traffic analysis to prioritize the right experience
- Zero ad spend required — this is traffic you're already earning but not capturing
Channel Strategy & Profitability
Revenue is not profit. Some channels look great on the top line but eat your margin in fees, shipping, and admin overhead. Others quietly make you money. Without per-channel, per-SKU profit analysis using real fee data, you're flying blind on where to invest — and where to cut.
- True profit per unit by channel — using real marketplace fee data, not estimates
- Identify channels where admin overhead exceeds profit
- Find your real margin drivers — high-velocity isn't always high-profit
- Revenue concentration risk analysis — how dependent are you on one channel?
- Product-level profitability across every marketplace
Daily Operations & Inbox Management
You wake up to 200 emails and 15 notifications across 8 apps. Half is noise. The important stuff is buried. You spend the first two hours of every day just figuring out what needs attention. AI agents triage everything overnight and hand you a morning briefing — action items first, everything else filed.
- 6:30am morning briefing — what needs attention, what happened overnight, what's on your calendar
- Email triage — spam deleted, receipts filed, important messages flagged, everything else archived
- Google Drive and Dropbox organization — files sorted, duplicates found, folder structures cleaned up
- Email label and folder audits — remove duplicates, delete empties, create a system that works
- Calendar management — deadlines extracted from buried emails, events created automatically
Data Integrity & Cleanup
Your customer database is full of bots. Your analytics show traffic that isn't real. Your email metrics are based on fake subscribers. Every decision you make from this data is built on a lie. AI agents audit your data at the source, find the contamination, trace it to the root cause, and clean it.
- Shopify customer database audit — identify bot profiles, fake signups, and junk data
- Find the root cause — which app, form, or integration is letting bots in
- Clean customer metrics so conversion rates, LTV, and repeat rates are real
- Web traffic validation — separate real visitors from bot traffic
- Ongoing monitoring to catch contamination before it compounds
File & Workspace Organization
Three years of files scattered across Google Drive, Dropbox, email attachments, and desktop folders. Duplicate versions everywhere. No naming convention. You can't find the contract you signed last month. AI agents organize your entire digital workspace — filing, deduplicating, and creating structures you can actually maintain.
- Google Drive and Dropbox audit — every file reviewed, organized, and properly named
- Duplicate detection across cloud storage and local drives
- Folder structures designed for how you actually work, not how someone else set it up
- Important documents (contracts, tax docs, licenses) surfaced and properly filed
- Email attachment organization — invoices, receipts, and documents extracted and filed
Personal & Family Operations
You're not just running a business — you're running a life. School newsletters with buried deadlines. Family calendars nobody updates. Personal inbox overflowing. AI doesn't care if it's business or personal. It manages both, because for a solopreneur, they're the same thing.
- School newsletter summaries — key dates and deadlines extracted automatically
- Family calendar management — events created from emails, reminders set for deadlines
- Personal inbox triage — same morning briefing approach, personal edition
- FAFSA deadlines, tuition payments, enrollment dates — nothing falls through the cracks
- Weekly digest of everything important across school, family, and personal email
Strategic Decisions & Growth Planning
Should you hire that agency? Is it time to expand into wholesale? Which product line should you invest in next? These are $50K decisions that most solopreneurs make on gut feel. AI agents build the financial models, run the scenarios, and give you the numbers so you decide with confidence.
- Agency and vendor evaluation with breakeven analysis and scenario modeling
- Revenue diversification roadmaps based on your unique strengths and market position
- Wholesale prospect lists with targeting strategy and outreach plans
- Product line expansion analysis — where's the margin, where's the demand
- Strategic financial models for major business decisions
And we're with you the whole way.
We keep it running
Your agents are monitored and maintained by our team. If something breaks, we fix it before you notice.
Cutting edge, always
New AI models, new capabilities, new integrations. Your agents are continuously upgraded so you never fall behind.
Help when you need it
Stuck on something? Not sure how to teach your agent a new workflow? Real humans who know your business are right there.
Ready to see what's hiding in your business?
Start with one system. See what the agents find. Then decide how far you want to go.
Book a Discovery Call