PROCESS-FIRST AI AUTOMATION
Grow without adding headcount.
We audit the workflows slowing everyone down and automate the work your team hates doing.
Our Results
Commercial Real Estate
Move Faster from Deal Screening to Investor Reporting
Automate deal intake, screening, underwriting, portfolio reporting, and the repetitive work surrounding every investment.
Sante Realty Investments
Qualified 150 deals in under 20 seconds—a 1,000x improvement.
First Look
Parses OMs, runs the back-of-the-napkin math, and qualifies each deal for human underwriting—or filters it out.
Raven for CRE
Connects deal files, emails, and meeting recordings for cited answers and customized CRE workflows.
Wealth Management
Turn Client Intelligence into Advisor Capacity
Connect client data across your systems and automate meeting preparation, follow-up, document collection, and advisor workflows.
$2.2B Multi-Advisor RIA
Brought scattered client data and firm-defined workflows together inside one unified AI workspace.
$850M Fee-Only RIA
Reduced post-meeting work from one to two hours per meeting to minutes, including client recaps, CRM notes, and follow-up tasks.
Tax and Planning Workflows
Tracks required documents, follows up on missing items, and routes completed files to advisors, clients, and third-party professionals.
Payroll & Benefits
Automate Payroll’s Most Manual Work
Automate payroll imports, benefits reconciliation, payroll comparisons, and the exceptions that consume your team’s time.
Payday HCM and HRCG
Reduced payroll-import processing from five to ten minutes per employee to 20 seconds for the entire dataset.
Payday HCM
Reduced a two-to-20-hour benefits reconciliation to about 30 seconds, with discrepancies automatically flagged for review.
Payroll Comparison
Compares payroll runs, identifies changes and discrepancies, and routes only the exceptions for human review.
Business Operations
Turn Repetitive Work into Reliable Workflows
Connect your systems to automate repetitive workflows across every aspect of the business.
Riley Contracting Group
Saves eight hours every week through automated RFP discovery and qualification.
Vision Spark
Automated resume intake and organization, saving 40 hours each week and 2,000 labor hours annually.
Raven
Connects company knowledge to customized agents that provide cited answers, complete workflows, and generate finished documents.
On your mark, get set...
“Thanks to Teammate AI, we’re in a completely different space. Without them, we would be years behind.”
— Jim Small
CEO Sante Realty, YPO Scottsdale
Member
Teammate AI's approach toward AI is spot on. AI is a tool for humans to enable better teamwork and build better client experiences.
— Dan Sulivan
Co-Founder of Strategic Coach
Ready to automate your team's painful workflows?
We map your workflows to spot the messy bottlenecks, rank them by impact, and get everyone agreeing on exactly what to automate first.
Make your vision reality
1. Development for your AI roadmap and solutions
Our full-stack software development team builds and deploys your custom solutions. We turn your prioritized roadmap into secure, high-performing software that integrates directly into your existing infrastructure.
2. Train your team, test your solution, and deploy
We lead user acceptance testing (UAT) and build automated testing frameworks so everyone is confident the solution works exactly as anticipated. We are highly experienced with ISO and compliance standards, and we are happy to manage your pre-launch audit processes. Once we get sign-off, we handle the entire deployment to either your cloud environment or ours.
3. Lead change management within your team
A solution built with your team is a solution they will actually use. Your teams are co-designers of the solution requirements from day one.
Our change management protocol includes direct team training sessions along with 1:1 training support if anyone needs it. Post-launch, users have direct access to our team for questions and concerns.
1.
Development for your AI roadmap and solutions
Our full-stack software development team builds and deploys your custom solutions from scratch. We turn your prioritized roadmap into secure, high-performing software that integrates directly into your existing infrastructure.
2.
Train your team, test your solution, and deploy
We lead user acceptance testing (UAT) and build automated testing frameworks so everyone is confident the solution works exactly as anticipated. We are highly experienced with ISO and compliance standards, and we are happy to manage your pre-launch audit processes. Once we get sign-off, we handle the entire deployment to either your cloud environment or ours.
3.
Lead change management within your team
A solution built with your team is a solution they will actually use. Your teams are co-designers of the solution requirements from day one. Our change management protocol includes direct team training sessions along with 1:1 training support if anyone needs it. Post-launch, users have direct access to our team for questions and concerns.
Teammate AI's approach toward AI is spot on. AI is a tool for humans to enable better teamwork and build better client experiences.
— Dan Sulivan
Co-Founder of Strategic Coach
“Thanks to Teammate AI, we’re in a completely different space. Without them, we would be years behind.”
— Jim Small
CEO Sante Realty, YPO Scottsdale
Member
On your mark, get set...
Explore what people are automating
Commercial Real Estate | First Look Deal Screening Platform
The Raven | Enterprise AI Internal Intelligence Platform
Raven for Commercial Real Estate
Wealth Management – Fee-Only RIA, $850M AUM | Meeting Notes & Follow-Up
Wealth Management RIA – Unified Client Intelligence Platform
Automating Recruitment Processes to Save 2,000 Hours Annually
Revolutionizing Tax Recovery with AI
Transforming Benefits Reconciliation with Automation
Revolutionizing Payroll Onboarding With Automation
Uncovering Insights with Email Sentiment Analysis
