The precision tool.
One task, done faster by AI.
One task
AI deployment, built for how you actually work
AI transformation isn't just new tools.It's about building the agents & AI-driven software custom to you that everyone else is still making decks about.
Where growing companies get the systems nobody sells off the shelf.
What we build
There's no wrong place to start
Some teams arrive with one specific workflow to solve. Others want to rebuild how the whole business runs. We meet you where you are.
The process layer.
AI and people, working together.
One process
The full platform.
One source of truth, built for you.
One system
Solutions
Built for your industry, fluent in your function
Start from your industry, or from the function where the work piles up. Either way, we've probably built it before.
- Financial ServicesLending, funds, payments, and payroll
- LogisticsFreight, fleets, and the paperwork in transit
- Real Estate & ConstructionDeals, projects, and property operations
- Professional ServicesClient delivery and the back office behind it
- InsuranceCarriers, MGAs, brokers, and TPAs
- LegalMatters, documents, and deadlines
Or browse by function
Plenty of our work starts inside a single department. If that's your seat, start here.
Capabilities
Most AI gets bolted on. We build it into how your team works.
Built in means all three layers: the screens your team opens, the logic and AI behind them, and your data connected. Building all of this used to take an enterprise budget. Not anymore.
An exploded drawing of three stacked layers. On top, the interface: an app window with a queue of work on the left, each row carrying its own status, and a detail card on the right where a finished result has landed. In the middle, the logic layer: six steps wired in two branches that both run forward into a final step. Three are marked with a star and run on AI, two are rules, and one carries a person and stays a human decision. Underneath, the data layer: one wide record of fields that every link from the layers above lands on, ringed by eight of the tools the team already works in, two set into each edge of the layer, drawn as an inbox, a chat window, a calendar, a set of files, a spreadsheet, an invoice, a contact record and a database, each wired into the record. A job drops from the interface into the logic layer, down to the data, and comes back up as a finished result.
Software your team wants to use
The screens where the work happens, shaped around your process instead of someone else's product. It is also where your team sees what the AI did and signs off on it.
AI does the work. People make the calls.
This is where the work gets done. AI reads, drafts and checks. Your people keep the decisions, following the rules your business already runs on.
Tools that talk to each other (and AI)
Your own data, plus the email, files and systems your team already works in, all feeding one place. Work is multiplayer, so every layer above reads the same facts and nobody, human or AI, works from a stale copy.
What we build for teams
- Document & data extraction
- Agentic workflows
- Decision support
- Risk, compliance & audit
- Reporting & analytics
- Conversation & voice
Figuring out where AI works best in your business? Check out Jumpstart
Services
Operations, AI, and software,
Operations, AI, and software,
built around your team
Most AI projects start with a tool and hope. We work with you across Operations strategy, development, and change management to make AI a success.
STRATEGY
AI Jumpstart
A few weeks for us to map how work moves, audit your tech stack, model where AI saves time & grows margin. Delivered with an interactive prototype, ready to build.
Mapping
Analysis & Strategy
Prototype
Roadmap
BUILD
AI Deployment Studio
The prototype & roadmap from your Jumpstart, built into production software. Ongoing sprints from a lean team that stays through launch and beyond.
Operations Strategy
Design
Engineering
Change Management
Free assessment
Where would AI actually pay off in your business?
Six minutes. One department or the whole company. You get the map for free, no email needed.
- Where you fit. People, process and technology, each placed on four tiers from Basic to Optimized, with the next tier described.
- Where to look first. Your areas on one map, with the friction drawn on and the first move circled.
- Who carries it. Three seats to fill, drawn from who you’ve already got. Usually not a new hire.
The math AI fixes
Busywork has a number
Busywork is the tax your team pays for siloed tools & data, clunky processes, and rote admin work. Approvals chased, reports reformatted, numbers re-keyed by hand. Trivial in the moment, compounding by the team, the quarter, the year.
Specialty lending · Operations
The day the spreadsheets retired
AI supports the team with underwriting and compliance, all in one place.
SaaS · Customer success
Eight sources. One customer.
AI reads the signals. CSMs run the relationships.
People · HR operations
Day one. Fully onboarded.
AI orchestrates the handoffs across every system.
4×
faster loan close
$950k
operating costs cut
12 → 1
tools consolidated
Calculate your busywork cost
80k
50k250k
20hr
0 hr40 hr
Annual cost of busywork
$40,000
That's one person. Multiply by your team.
Book a Call
No obligation. Just a conversation.
Latest Insights
Ideas, playbooks, and the occasional strong opinion.
Fresh thinking on building an AI-first company, plus templates you can put to work this week.
Blog
AI Turned Being Messy From a Tax Into a Countdown
Nobody delegates the training montage. AI is turning inefficiency from a tax to a countdown. Here's why.
Read the postPodcast
How to Build AI-Ready Operations Software
Justin on the SaaS Therapy podcast — building AI-ready products and the operational systems behind them.
WatchGuide
Work Is Multiplayer. Your AI Should Be, Too.
Why personal AI leaves every handoff ending in “ask so-and-so”, and what changes when people and AI read from one shared record. A visual explainer, free and ungated.
Explore the guide
CONTACT US
Let's figure out
Let's figure out
your AI
Bring us a workflow, a department, the whole company, or just a hunch. We'll tell you where AI fits, where it doesn't, and what's worth doing first.
Switchboard has been an exceptional partner for our technology and automation work. They consistently act like a fractional CTO and it feels like having a trusted advisor always in our corner, dedicated to helping us grow smarter and faster.
Alexis Volen, COO
CIRE Investments
Switchboard is the most impactful partner our company has ever worked with. Beyond delivering features, they've helped us shape how we operate and make decisions. Their mix of technical depth, craftsmanship, and strategic thinking has been essential to our growth. They function as a true extension of our company, helping us move faster without losing precision. I honestly can't imagine building without them.
Henrique de Freitas, CEO
RPM
Common Questions
FAQ
We primarily partner with mid-market teams, usually 100 to 1,000 people, growing fast enough that they need a proper plan around AI and operational improvements that lead to meaningful ROI. Operational patterns repeat across industries, and because our own delivery runs on AI, we get fluent in whatever's unique to you in weeks, not quarters.
Engagements start with a Jumpstart, affordable, fixed-scope, and fixed-price for mid-market businesses. Deployment Studio engagements run as monthly retainers sized to the work. We'll quote both very quickly after we chat.
A Jumpstart runs two to eight weeks depending on scope. One workflow takes two to four. A whole team, four to six. The whole company, six to eight. Most teams continue with a Deployment Studio engagement after, which ships working software on a regular basis with a scope you control.
Yes. Everything we build lives in your repos, on your infrastructure, with your team. We hand off cleanly and document as we go.
Not at all. The Jumpstart exists because most teams don't. We map how your work actually runs, then figure out together where AI fits, where it doesn't, and what to build first. Want to chat about the best approach for you? Book a call.
Change management is as important as the technical work. Software your team won't use is the most expensive kind to build. The same pod that built the system runs the rollout.
We start with a pilot group on real workflows. We watch what works, what doesn't, and what people quietly stop using. Expand from there. For the first 30 days after launch, adoption friction gets treated as urgent product work, not a training problem.
People don't resist change. They're protecting throughput. Our job is to build something worth switching to, then stay close while your team makes the switch. Learn more about our process here.