Frequently Asked Questions
Common questions about our managed AI agent service, pricing, implementation, and ROI for equipment finance companies.
Discovery takes 2-4 weeks. Implementation takes 6-8 weeks per agent. Your first agent is typically live in 8-10 weeks from kickoff. We move fast because we've done this before and we know equipment finance workflows inside out.
Implementation runs 6-8 weeks per agent. That includes architecture, integration with your systems, testing with your actual data, and go-live support. We don't cut corners, but we don't waste time either. Our team has built these agents before, so we know exactly what's needed.
Yes. After the first agent is live and stable, adding more agents is straightforward. We typically recommend starting with one Tier 1 agent to prove the model, then scaling from there. Many clients have 3-4 agents running within the first six months.
Yes. We handle all integration work. Your agents connect to your CRM, LOS, email, ERP, and other systems. We've integrated with the platforms equipment finance companies actually use. No generic demos. Agents work inside your current stack.
It depends on your stack, but we've seen most configurations before. We've integrated with every major LOS, CRM, and ERP system used in equipment finance. We handle the complexity so your team doesn't have to. Most integrations are completed within the implementation timeline without extending the project.
We work with legacy systems regularly. Equipment finance companies often run on platforms that are 10-20 years old. We build integration layers that connect your agents to these systems without requiring you to replace anything. If it has an API, a database, or even file-based exports, we can work with it.
Discovery is free. We map your workflows, identify what's ready to automate, and give you a clear picture of the timeline and investment before anything gets built. No commitment required. You walk away with process documentation and a prioritized roadmap regardless of whether you move forward.
Implementation is project-based, priced per agent. The cost depends on the complexity of the workflow and the integrations required. We give you a fixed price after Discovery so there are no surprises. You know exactly what you're paying for before we build anything.
Ongoing management is month-to-month with no long-term contracts. Pricing is per agent with volume discounts as you scale. It includes 24/7 monitoring, monthly optimization, edge case handling, knowledge base maintenance, and quarterly business reviews.
We've sat in your chair. Our team has run credit operations, managed portfolios, and built underwriting workflows inside equipment finance companies. We're not consultants guessing at your business. We know the workflows, the systems, and the language. We build agents that work in production because we've already mapped every workflow in equipment finance operations.
No. We automate the repetitive, manual work that's eating your team's time. Your people focus on strategy, relationships, and decisions that require human judgment. The agents handle the execution-heavy tasks: data entry, document processing, outbound calls, compliance checks. Your team gets more done without adding headcount.
We fix it. That's what managed service means. We monitor your agents 24/7 and catch issues before they impact your business. If something does go wrong, we handle the resolution. You don't need an internal AI team to maintain the agents. That's our job.
We track the KPIs your CFO and COO actually care about: time-to-fund, cost-per-deal, first-call resolution, delinquency rates, and hours saved per workflow. During Discovery, we calculate projected ROI for each agent so you know exactly what to expect before anything gets built.
Equipment finance. That's it. We've worked with 20+ companies in the space. Hundreds of workflows. We know what works and what fails. By focusing exclusively on equipment finance, we bring deep domain expertise that generalist AI vendors can't match.
Book a strategy call. We'll discuss your current workflows, pain points, and goals. If there's a fit, we move into Discovery where we map your processes and identify what's ready to automate. No commitment required for the initial conversation.
Nothing. We come to you. We interview your team, observe your workflows, and document your processes. You don't need to prepare SOPs or documentation in advance. That's literally what we do during Discovery. If you have existing documentation, great. If not, we build it from scratch.
Absolutely. That's what we recommend. Start with one Tier 1 agent, see it work in production, measure the results, and then decide whether to scale. Most clients expand after seeing the first agent perform. There's no pressure to commit to multiple agents upfront.
Still have questions?
Book a strategy call and we'll walk through your specific situation. No commitment required.
Book a Strategy CallTell us which workflows are eating your team's time. We'll show you exactly what an agent would handle, what stays with your people, and how fast we can get it live.
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