A Few Projects

A tax and accounting firm was building the same financial packet for every client by hand, every month — reconciliation, open items, P&L, balance sheet, 1099 detail. We helped them build an agent that assembles the whole packet straight from their books in QuickBooks, same template every time. What took weeks now takes about ten minutes, and the bookkeeper reviews the work instead of assembling it.

Financial Packet

Dispatchers were clicking through the TMS all day to answer simple schedule questions. We built a Teams assistant that answers them in plain English — what a driver's running, what's unassigned — straight from live data. Live in production and in daily use.

The Dispatch Assistant

TwoSommers own fleet of agents

We built a staff of AI agents to run our own marketing operation. Each one owns a single job, prospecting, drafting, reporting, CRM upkeep. They run on a schedule, and report back. The busywork runs itself, and our people get their hours back for strategy and clients.

Product Knowledge

Reps lose time hunting specs across line cards, spec sheets, and the website. We built a Teams assistant that answers from the company's own catalog only and won't invent a part number or spec. Built, tested, and deployed in a single weekend.

Rate Cleanup

Years of stale, inactive rate records were cluttering lookups and risking misquotes. We built an agent that finds them and clears them on a controlled, reviewable basis. Passed a supervised test run against production data, no false positives.