The week changes when the chase stops.
A representative 1099 document chase, before and after the workflow is automated, reviewed, and handed back to the firm.
Messy inbox in. Approved, logged, owned out.
Representative 1099 document chase · human review boundaryStart with the amount of certainty you have.
If the workflow is unclear, map it. If the outcome is known, build it. If priorities will keep changing, work through them in sequence.
Workflow Audit
$750fixed
Use when the first workflow is unclear. One workflow mapped: risks, the human review step, the smallest safe experiment, plus a build recommendation and price.
Fixed-Scope Build
$1,500from
Use when the outcome is known enough to scope. A known workflow, a fixed price, built inside your tools, tested, and handed off in accounts your firm controls. Fixed-Scope Builds take 1 to 3 weeks.
AI Operating Partner
$4,000from / month
Use when priorities will evolve. Weekly decisions and implementation for firms whose AI priorities emerge through the work. I implement it with your team. Three-month initial commitment.
Workflow Health Review is optional post-build monitoring ($400 to $1,200 per month). It is never automatic. It does not include new strategy or implementation.
How a build ships.
A defined timeline, an owned handoff, and the optional details only if you open them.
Find the workflow worth fixing first.
Name the leak, the owner, the tools, and whether to touch it now. A clear “not a fit” counts as a useful answer.
You see the system while it is still clay.
Real data paths and Looms while the flow takes shape, so course corrections happen early, not at delivery.
Keys, code, docs, and the trained team.
Live in accounts you control, my access removed at handoff. Your team stays the operator and the decision-maker.
“The right workflow first. Your firm owns it.”
MomandPop.AI is a one-human systems practice. I spent 20+ years in enterprise integration, then started solving the same handoff and workflow problems for small firms. I decide what is worth automating, build it, test it, and hand it over working. I work in English or Spanish. If your week is full of tools that almost fit, that is usually the first fix.
Embedded does not mean unlimited.
A good fit
Not the right fit
Direct answers to the buying questions.
How do I choose between the three paths?01
Use the Workflow Audit when the priority is unclear, a Fixed-Scope Build when the outcome is known enough to scope, and the AI Operating Partner when priorities will evolve through weekly decisions and implementation.
Who owns the finished system?02
Your firm. Systems, accounts, documentation, and final decisions remain with you. My access is removed at handoff.
Does MomandPop run the workflow for us?03
No. I help decide, then build, test, and hand over. Your team remains the day-to-day operator and the final decision-maker.
What happens after a Fixed-Scope Build?04
Handoff with 30 days of bug fixes included. Workflow Health Review is optional monitoring by request only. No new implementation.
How long does a typical build take?05
Most Fixed-Scope Builds ship in one to three weeks. Larger work is scoped separately.
Fifteen minutes is enough to know if there is a useful next step.
Free · Tuesdays and Thursdays · no pitch, no deliverable. A clear “not a fit” counts as a useful answer.
Book a 15-min Fit Check