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Proven Operator Impact

Results that hold up in the real world.

Proven Operator Impact
$10B+in combined client revenue
6industries served
10,000+hours saved for clients
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What We Build

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Deploy AI agents that take action — or an AI chief of staff that runs the show.

Case Studies

Real Results. Real Impact.

See what we've built for businesses on this track.

Nursing Homes — Revenue Cycle

AI-Driven Collections & Denial Intelligence

+3%collection rate · lower DSO
Collection rate lifted ~3% from the low 90s
DSO reduced — claims paid faster
Top problem payors & patients surfaced automatically
Biller workload rebalanced across the team

The Problem

Collections were stuck in the low 90s and DSO kept climbing — claims took too long to get paid. The billing team insisted every case was complex and needed heavy hands-on time, so no one could see which payors, patients, or denials were actually driving the backlog.

What We Built

We built AI that ingests their aging report, recorded insurance phone calls, EOBs, and live claim-status checks. It maps which payors and patients cause the most friction, surfaces recurring denial reasons, and shows which billers are over- vs under-utilized.

AI Agents

Fetch claim statusParse denialsRead emails

AI Skills

Understands denials & EOBs
Nursing Homes — Quality & Survey

Proactive Survey-Readiness Agent

−20%survey deficiencies
Survey deficiencies down 20%
Every patient checked daily, automatically
Missing care plans & assessments caught early
Documentation gaps flagged before survey

The Problem

Quality star ratings were low and facilities walked into surveys unprepared. Missing care plans, incomplete assessments, and documentation gaps only surfaced when a surveyor found them.

What We Built

We built a proactive AI agent that checks every patient, every day, for anything that would fail a survey — missing care plans, overdue assessments, absent documentation — and flags it before the surveyor ever arrives.

AI Agents

Fetch patient ordersFetch care plansFetch documentation

AI Skills

Survey deficiency expert
Nursing Homes — Finance

Financial Variance, Explained for Real

20%Admin PPD jump, fully explained
Real root-cause behind every variance
Overtime spikes traced to the source
Vendors & GLs behind a 20% Admin PPD jump identified
Generic “lower census” answers replaced with specifics

The Problem

Budget and month-over-month variances were always explained away as “lower census” — generic, with no real context. Nobody could say why overtime spiked or which vendors and GLs pushed Admin PPD up.

What We Built

We process the financial data alongside the underlying invoices and emails to explain variances for real — why overtime rose, which vendors and GL accounts drove a 20% jump in Admin PPD, and where the money actually went.

AI Agents

Fetch large invoicesGather expense PPDs

AI Skills

Financial variance expert
Nursing Homes — Treasury

Partner Distributions Across 30 Accounts

30accounts → one clear view
30 bank accounts consolidated into one view
Monthly distributions summarized by partner & method
Wire descriptions parsed automatically
Manual tracking eliminated

The Problem

Cash distributions ran through 30 different bank accounts, and tracking who got paid what, when, and from which account was done manually — or not at all.

What We Built

We use AI to pull every wire description across all accounts and summarize monthly distributions by partner and method — clearly and simply — across the entire portfolio.

AI Agents

Fetch bank dataSummarize across portfolios

AI Skills

Recognizes transactions as distributions

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