Answer from your knowledge
Policies, product information and procedures, answered with sources your team can check.
Most AI pilots never reach production. We design agents around one real task your team does every week. In Microsoft, with Copilot Studio on your governed data. In a custom product, with Claude, OpenAI or the model that fits. Then we stay until people trust them.
Hi Sam. Costs and tax are covered this month, but your buffer is thin. Three things you could do:
Looking ahead: December has two quiet weeks. Plan them as time off now and your Number stays steady:
Your tax bucket is on track for the 30 April 2027 deadline. To stay there:
The coach never moves money and never files anything. You decide. It is not tax advice.
Policies, product information and procedures, answered with sources your team can check.
Create, update and summarise records in Dataverse or Dynamics 365, within each user's permissions.
The agent collects the details, sorts each request and routes it to the right person, so nothing waits in an inbox. Anything important still needs a person to approve it.
An agent inside your product that reads each user's own figures and suggests the next step, like the coach in ScaleBill. Built on Claude, OpenAI or Microsoft Foundry.
For founders and productsAgents usually fail because nobody changed how the work gets done. We map the task with the people who do it, design the agent around their day, and train champions who keep it improving.
New Life Chiropractie wanted to know, every week, what they could safely pay themselves once tax and buffers were covered. We built a weekly planning app with a coach agent that reads their figures and the Dutch tax rules and suggests practical next steps. It never moves money and never files anything; they decide. Their use case became ScaleBill, our own product, now open to every zzp'er in the Netherlands.
Built on Anthropic's Claude, called from a secure server function, with the same DTAP street and reviewed pull requests we use for clients.
More about ScaleBillGot an idea brewing?
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