- Practical AI implementation.
- Measurable operational improvement.
- Honest execution.
SMB Agentic AI
Eliminate Your Highest-Friction
Workflow in 45 to 90 Days
For accounting firms, agencies, and service businesses with 10 to 500 employees
AutoFlow deploys AI agents that handle your financial operations, customer communications, document processing, and business intelligence. Autonomously, in your existing tools, live in 45 to 90 days.
Most clients start with invoice processing or inbox automation.
AutoFlow: What to Expect
Up to 70%
Reduction in manual operations overhead within 90 days of go-live
45
Days from discovery call to live agents in your environment
0
Platform migrations required. Agents deploy in your existing tools
The Problem
Your team is brilliant.
They shouldn't be doing this.
Manual invoice processing
Someone on your team opens PDFs, reads numbers, types them into QuickBooks, then chases approvals by email. Every. Single. Week.
⏱ Avg: 12 to 20 hrs/week for a 50-person company
Unmanaged customer inbox
Customer emails pile up. Responses are inconsistent. High-value leads sit next to routine questions with no prioritization or routing logic.
⏱ Avg: 8 to 15 hrs/week lost to inbox triage
Document black hole
Contracts get signed and forgotten. Renewal dates are missed. New vendor docs require manual data entry into CRM fields that no one can remember the name of.
⏱ Avg: $50K/yr in missed renewals and errors
Reports nobody has time to build
Your weekly ops review needs data from three different systems. Someone spends four hours pulling and formatting it. You glance at it for eight minutes.
⏱ Avg: 4 to 8 hrs/week of high-cost time on low-value work
Tools that do not talk to each other
QuickBooks does not know what HubSpot knows. Slack does not know what your CRM knows. Every handoff between systems is a manual step that someone owns or drops.
⏱ Integration gaps cost SMBs avg 21% productivity
Current tools were not built for your operations
Simple trigger-based automation breaks the moment a workflow requires judgment. Enterprise-grade platforms demand a dedicated IT team and six-figure budgets. Your business sits in the gap between both. AutoFlow was built specifically for that gap.
💡 AutoFlow bridges the space between DIY tools and enterprise platforms
The Four AutoFlow Agents
One agent per bottleneck.
All four working together.
LEDGER
Financial Ops
Autonomous accounts payable and receivable agent. LEDGER processes incoming invoices, matches them to POs and contracts, routes approvals based on your threshold rules, flags discrepancies, and generates structured, validated output ready for import into your accounting system. Eliminates manual AP data entry entirely.
Triggers on
Invoice receipts, payment due dates, approval thresholds, reconciliation windows
Outputs
Extracted invoice data, routed approvals, discrepancy alerts, structured import files for QuickBooks / Xero / NetSuite
NEXUS
Customer Intel
Customer inquiry routing and response agent. NEXUS reads, classifies, and either fully responds to or intelligently routes incoming customer communications. High-confidence routine inquiries are handled autonomously. Complex ones are summarized, prioritized, and routed with full context so your team acts on what matters, not what arrived first.
Triggers on
Incoming email, web form submissions, CRM new contacts, support ticket creation
Outputs
Auto-responses, priority routing queue, CRM-compatible activity logs, weekly inquiry pattern report
FORGE
Document Intel
Intelligent document processing and contract management agent. FORGE extracts structured data from contracts, proposals, NDAs, vendor agreements, and compliance forms. It generates structured data exports compatible with your CRM, flags key terms and risk clauses, and tracks renewal and expiration dates automatically. Zero missed renewals. Zero manual data entry from documents.
Triggers on
Document uploads (PDF, DOCX, email attachments), contract execution, renewal windows, new vendor onboarding
Outputs
Extracted structured data, flagged risk clauses, renewal alerts, CRM-ready data exports, compliance checklists
PULSE
Ops Intelligence
Business operations reporting and anomaly detection agent. PULSE analyzes data from your business systems via scheduled exports or API connections configured during deployment, and proactively surfaces insights, anomalies, and action items on your schedule. Replaces manual report compilation and reactive firefighting with structured operational intelligence delivered before your weekly review, not pulled together during it.
Triggers on
Scheduled reporting windows, anomaly thresholds, system integration events, daily/weekly cadences
Outputs
Executive ops brief, anomaly alerts with context, KPI variance flags, action item list with owner recommendations
Proprietary Methodology
Workflow Genome Mapping™
Most AI automation projects fail for one reason: they start with what sounds impressive instead of what pays back fastest. A company automates their weekly newsletter workflow while their AP team still spends 18 hours a week manually entering invoices.
Workflow Genome Mapping is INNOVIZZ's proprietary process for mapping the complete operational DNA of your business. Every repeating task, every manual handoff, every decision point. It scores each against three variables: time cost per week, error rate, and automation feasibility.
The output is a ranked automation priority map. You see exactly which workflows, if automated first, deliver the fastest ROI. This is the foundation of every AutoFlow engagement, and it is available as a standalone advisory service if you are not yet ready to build.
01
Process Discovery
We interview your team and map every repeating task across finance, ops, customer service, and document management.
02
ROI Scoring
Each workflow is scored on time cost per week, error rate, and technical feasibility for automation.
03
Priority Ranking
A ranked automation map is produced. Highest-ROI workflows go first. No guesswork, no politics.
04
Scope Confirmation
You review and confirm the agent scope before any build work begins. You control the roadmap.
Deployment Model
Live in 45 to 90 days.
1
Days 1 to 10
Workflow Genome Map
Map your operations, score automation opportunities, confirm agent scope and integrations.
2
Days 11 to 40
Agent Build
Every agent configured against your actual data, approval rules, and tool stack. No templates.
3
Days 41 to 60
Testing
Agents run in a parallel test environment. You review outputs and approve before anything goes live.
4
Days 61 to 90
Live + Dashboard
Agents deployed. Team trained. AutoFlow Intelligence Dashboard activated. ROI tracked from day one.
Integrations
Works with the tools
you already use.
No platform migration. No new software to manage. AutoFlow agents integrate with your existing stack via APIs and structured exports configured during deployment.
QuickBooks
Xero
NetSuite
FreshBooks
HubSpot
Salesforce
Pipedrive
Zoho CRM
Gmail
Outlook
Slack
Microsoft Teams
Google Drive
SharePoint
DocuSign
PandaDoc
Shopify
WooCommerce
Wave
Any API-enabled system
Why AutoFlow
Your current options
leave you choosing between cheap and capable.
Capability
DIY Automation Tools
Enterprise RPA Platforms
INNOVIZZ AutoFlow
Handles exceptions and judgment calls
✗
Partial
✓
Deploys in existing tools, no migration
✓
✗
✓
SMB-accessible pricing and timeline
✓
✗
✓
No IT team required
✓
✗
✓
Adapts when process changes
✗
✗
✓
ROI dashboard and tracking
✗
Partial
✓
Workflow Genome Mapping (ROI-first prioritization)
✗
✗
✓ Proprietary
Engagement Tiers
Start with one agent.
Scale when you are ready.
AutoFlow Starter
One agent. One bottleneck. Solved.
The fastest path to ROI. Pick the single workflow that costs you the most time and eliminate it.
1 custom AutoFlow agent
Workflow Genome Map included
45 to 60-day deployment
AutoFlow Dashboard (basic)
30-day post-deployment support
AutoFlow Core
Multi-agent operations coverage.
Deploy 2 to 3 agents across your highest-priority workflows. Most common starting point for teams of 20 to 150.
2 to 3 custom AutoFlow agents
Workflow Genome Map included
60 to 90-day deployment
AutoFlow Dashboard (full)
Quarterly optimization reviews
30-day monitored support window
AutoFlow Suite
Full operations intelligence.
All four agents across your entire operation. Includes ENTITY private AI integration pathway for maximum data security.
All 4 AutoFlow agents
Full operations coverage
90 to 120-day deployment
ENTITY private AI integration pathway
Priority ongoing support
All tiers include Workflow Genome Mapping, custom agent configuration against your tools, and 30-day post-deployment support. Pricing on request.
Start with a free
workflow audit.
In 45 minutes, INNOVIZZ maps your current operations, identifies your three highest-friction bottlenecks, and tells you exactly which agents will deliver the fastest ROI if deployed. No commitment. No platform demo. Just an honest operations assessment.
Available for businesses with 10 to 500 employees. Free workflow audit, no commitment required.