System Integrations
Connect everyday tools through reliable data exchange, clear permissions, and fewer manual handoffs between teams.
Custom services AI built to expand your firm's capacity.
Service firms lose billable capacity to proposal drafting, knowledge searches, and delivery checks. BackAI builds AI around firm expertise, helping consultants prepare better work while staying focused on clients.
advisory solutions
AI systems built for your daily advisory operations
Your team handles briefs, proposals, and deliverables across disconnected tools, documents, and conversations. We build AI that brings those records together, applies your rules, and prepares verified updates and exceptions for the people responsible.
Prepare proposals with context
Turn briefs, proposals, and deliverables into structured records that follow your rules, flag missing information, and give operators a clear next action.
Reuse firm knowledge across every engagement
Connect project management software with the records your team needs, so completed work moves between systems without repetitive copying, checking, or manual re-entry.
Keep consultants responsible for final approvals
Give consultants a clear review queue with source records, exception details, and approval controls, while AI handles the repetitive preparation behind each important operational decision.
Operational visibility from intake to final approval.
Bring briefs, proposals, and deliverables into one connected workflow, with the context your consultants need to act. Trace every record from its original source through checks, exceptions, and approval. We connect project management software so information stays available where your team already works, and a missing detail becomes a visible task before it slows down the next person or creates avoidable rework.
Your consultants should spend time on clients and delivery, with context at hand, while reliable systems prepare the records, checks, and routine updates around them.
BackAI Engineering
Built for results
Increase advisory capacity with AI built for operations
Measure the impact against your current delivery workload: time spent, records processed, exception rates, and operator capacity. Agree the baseline before development, then track how the live system changes everyday work across your advisory business.
- 100%
- Ownership of your custom source code and data
- 1
- Connected workflow across your business tools
- You
- Control approvals, exceptions, access rules, and every important operational decision
BackAI for advisory
Build around the work your consultants know
Start with the people doing the work, rather than a predefined software package. We map briefs, proposals, and deliverables, identify the handoffs that create delays, and translate your operating rules into a practical system. The scope includes integrations, exception handling, approval checkpoints, and team onboarding, with delivery decisions guided by the workflow your consultants need to run every day.
Control for advisory
Keep your consultants in control throughout
AI prepares briefs, proposals, and deliverables for review, with links to the original records and clear reasons for exceptions. Your consultants retain responsibility for clients and delivery, while permissions and approval checkpoints define which routine actions the system can complete independently.
Connect your existing advisory systems
Connect Notion, Asana, SharePoint with the records your workflow needs, using APIs and approved access. Keep projects and deliverables synchronized across tools, so your consultants spend less time moving information and more time acting on it.
FAQs
Frequently asked questions
We begin with one workflow, your existing tools, and the people responsible for the outcome. Together, we map incoming records, business rules, approvals, and exceptions. The system then handles repetitive processing while your team reviews decisions. Before deployment, we validate it against representative records with your operations team and agree how to measure time saved, accuracy, and operational capacity.
Yes. We build around the tools your team already uses, rather than asking you to move everything elsewhere. Integration depends on available APIs, database access, permissions, and the specific records your workflow needs to exchange in production.
Your team does. We define approval points and exception queues before launch. AI prepares the work; authorized operators review changes and decide which actions the system can complete.
Access follows the existing roles, permissions, and retention requirements agreed with your business. We map data movement, limit unnecessary access, and keep traceable records of system actions. Security requirements are reviewed before connecting production tools or processing sensitive information.
You own the custom source code and business data. We hand over documentation, access, and operating guidance so your team can maintain and extend the system.
Client Stories
See how custom systems changed everyday operations across manufacturing, property, and travel businesses.
Industry Workflows
Explore practical AI applications built around the distinct operational needs of different industries.