AI Workflow Automation Services, one operational workflow at a time
Our AI workflow automation services automate one operational workflow end to end, with AI agents where they help. Where money is counted or compliance is recorded, the logic stays explicit and a person signs off.
64%manual workload removed for a single-family office
When to choose workflow automation and agents
It is the right service when the situation sounds like this.
- Three people spend every Monday copying numbers between systems.
- The same report gets rebuilt by hand every month.
- We want agents, but not ones that can move money on their own.
What our AI workflow automation services include
- One operational workflow, automated end to end
- Explicit logic wherever money is counted or compliance is recorded
- A person signs off before anything is committed
How it works
- 1
Describe the expensive work
The workflow that costs too much, the decision that takes too long, or the product gap you think AI closes.
- 2
We test whether AI is the answer
Sometimes it is not, and an integration or a process change is. You get that answer before you get a proposal.
- 3
Validate the data and the constraints
Availability, quality, permissions and integration surface, checked before anything is scoped or priced.
- 4
Build the first use case properly
One system in production, with the evaluation and human sign-off that make it safe to rely on.
Engagement models
Discovery first in nearly every case. What follows depends on whether you are buying a defined system, engineering capacity inside your team, or ongoing ownership.
- Discovery, then Statement of Work
- Best for: A defined system with a scope worth fixing
- How it works: Paid opportunity and feasibility work, then a Statement of Work for the build
- Retained delivery
- Best for: A system already live that has to keep improving
- How it works: Monthly retained capacity with an agreed backlog and reporting
Case studies
Workflow automation that took recurring work off people’s desks, and what it freed up.
~3–4 hours a day freed up for the principalAnalysed the office’s most time-consuming processes and built no-code AI agents for meetings, the knowledge base and financial reporting.No-code AI agents for a lean investment office, Germany- 64% manual workload removedReplaced a legacy ERP with one operating system across 12 companies, with all 34 critical processes documented and digitised.Single-family office (SFO), Germany
What clients say
“Intelvision’s project management is consistently strong.”
Christopher WeindlCEO, ING+
“They effectively prioritized our business needs, adhering to the budget, which we found valuable.”
Pavlo PotichnyiCEO, Swiss Scholar
“Intelvision provided solid tech expertise and the ability to come up with an effective software architecture.”
Kyle McLoughlinClient, Dublin
“Intelvision provided us with a full team that joined the project quickly and without delays.”
Andrew DenysovClient, Pennsylvania
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Ask about AI workflow automation services
The slow, costly or error-prone part of the operation. We will tell you whether AI changes it, what it would take, and what we can and cannot evidence.
Talk to an expert
Yurii Kotula
CEO and Engineering Leader
Your first call is with Yurii. Send the form, or pick a time in his calendar.
Book a call with Yurii