Most small firms lose hours every week turning raw material into a finished deliverable: case notes into a report, receipts into a draw package, a closing statement into clean entries, a pile of statements into a monthly package. We build AI agents that do that first draft for you, in your format, so your people review and finalize instead of typing.
What an AI agent does for you
An agent takes the material your team already handles by hand (notes, photos, receipts, statements, emails, spreadsheets) and produces the finished draft in the format you use. You review every output before it goes anywhere. The agent does the assembling. You keep the judgment.
Workflows we build agents for
- Report writing. Raw case notes, photos and video into a formatted report draft, for investigation, inspection and consulting firms.
- Lender draw packages. Per-property expenses and receipts into the draw request a lender expects, with a running list of what is funded and what is outstanding.
- Closing statements. HUD and closing statements read and split into correctly tagged entries for your bookkeeper to review.
- Weekly payables and receipts. Emails, invoices and receipts gathered into one clean handoff package.
- System reconciliation. Property-management platform to accounting system, with an exception list of what does not match.
- Investor and lender reporting. A monthly package built from your books in the format your investors or lender expect.
If your team does a repetitive job by hand that turns raw material into a deliverable, an agent can probably draft it.
How it works
- Discovery sprint. You send five to ten real examples of the work. We learn your format and build a working prototype on your own files.
- You see real output first. You review what the prototype produces on your documents before you commit to the full build.
- We build and connect it. The agent is set up around your format, your templates and your review steps.
- You run it, we keep improving it. Your team reviews and finalizes every output. We maintain the agent and adjust it when your format or requirements change.
Pricing
Every agent is scoped to your workflow and your volume, and you get a fixed quote before any work starts. Typical pricing:
- Build: from $4,500, one time. The discovery sprint, the agent built around your format, and set-up with your review steps.
- Run and improve: from $2,500 a month. Hosting, maintenance, ongoing refinement, and a set monthly volume. Volume above that is priced per item, agreed up front, so there are no surprises.
Existing Profit Partners clients can often start faster, because we already handle many of the files an agent needs.
What we will not do
An agent drafts. It does not replace your judgment, and it does not send anything on its own. We do not promise a number of hours saved, because that depends on your workflow, and we will show you what the prototype does on your files before you decide. Your files stay confidential, and we do not use your documents to build anything for anyone else.
Who it is for
- Real estate investors, flippers and developers who assemble packages for lenders and investors
- Property managers and short-term rental operators with recurring reports and reconciliations
- Professional-services and investigation firms that turn field notes into client reports
- Any small business with a repetitive document job that eats staff time
FAQ
What is an AI agent?
Software that takes your raw material, such as notes, receipts or statements, and produces a finished draft in your format for you to review. It handles the assembling so your people handle the judgment.
What do I need to get started?
Five to ten real examples of the work you want automated, and a short conversation about what a good result looks like.
Will it replace my staff?
No. It drafts the routine part of the job. Your team reviews, corrects and finalizes every output.
How much does it cost?
Builds start at $4,500 one time, and running and improving an agent starts at $2,500 a month. You get a fixed quote for your workflow before any work starts.
Is my data safe?
Your files stay confidential, and we do not use your documents to build anything for anyone else.
What happens if my format changes?
Ongoing refinement is part of the monthly service, so the agent is adjusted when your format or requirements change.
Book a free discovery call
Tell us the job your team does by hand. We will tell you whether an agent can draft it and what it would cost.
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