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DD-370 · AI audit · Teams of any size

Find where AI fits before you build anything.

Most teams know AI could save time but not where to start, or what is safe to hand over. We look at how the work actually moves today, then tell you plainly which tasks suit AI, which don’t, and where a person has to stay in charge.

Scope

What the audit looks at

  • 01Where the hours goThe manual steps in your invoices, leads, support tickets, reports or documents, and which of them repeat.
  • 02What suits AI, and what doesn’tReading, sorting and drafting often suit AI. Decisions with legal, financial or safety weight stay with a person. We say which is which for your work.
  • 03Approval points and audit trailWhere a person approves before anything changes data or reaches a customer, and how each step would be logged.
  • 04Your existing toolsWhich of your CRM, ERP, accounting and document systems can connect through their APIs, so AI works inside what you already use.
  • 05Model and data choicesWhether Claude, OpenAI, Gemini or a self-hosted model fits, and whether your own documents need a private knowledge base.

Built, in production

Three workflows automated, with a person approving each one.

For a professional services firm, our team built document intake and classification, first-draft replies and a nightly compliance-monitoring agent, each with human approval and a full audit trail.

Read the case study →
  • Documents read from email, uploads and scans
  • Low-confidence items routed to a person
  • Every decision logged for audit
  • Running in production

How it works

Four steps. Nothing to pay until you build.

  1. 1.Free callYou walk us through the work that eats the most time. No preparation needed.
  2. 2.We map the workflowStep by step, with the people, tools and documents involved.
  3. 3.A written planWhich tasks to automate first, where approvals sit, and what to leave alone. Yours to keep, whoever builds it.
  4. 4.Start with one workflowIf you go ahead, we build one workflow first, at a fixed price agreed in writing before we start.

Straight about it

If AI doesn’t fit, we say so

Some work is better left to a person or to plain software. The plan says that too. Nothing we build acts without an approval step where it matters, and every step is logged.

Questions

Straight answers.

Q.01What does the audit cost?
The call and the written plan are free. If you decide to build, each workflow is a fixed price agreed before we start.
Q.02Which AI models do you work with?
Claude, OpenAI and Gemini models, or a self-hosted model when your data has to stay on your own infrastructure. We recommend one for your case, not by habit.
Q.03Do we have to change our software?
Usually not. We connect to the CRM, ERP, accounting and document tools you already use through their APIs and webhooks.
Q.04Can AI run inside our Mendix apps?
Yes. We add AI features inside Mendix apps using Mendix’s own GenAI and MCP modules, with an approval step before results change data.
Q.05Who keeps control?
Your team. A person approves anything that matters, access is role-based, and every AI decision is logged so you can see who decided what.

Not sure where AI fits?

Book a free AI audit call

Tell us where the hours go. You’ll get a written plan of what AI should and shouldn’t do for your team.