Engagement Phase
Assessment
Ranked automation opportunities, a recommended first project, and a fixed build quote.
Investment
$2,500
Ditch the manual work. Your team shouldn't be spending 40 hours a month on work AI can do better.

Your existing tools, but smarter.
You check your CRM, then your accounting system, then a shared spreadsheet. Just to answer one question.
The same data gets typed in again and again, prone to human error.
Critical steps live in people’s heads instead of a reliable process. Small disruptions can lead to costly mistakes.
The software you use doesn’t fit how your business actually works. It runs on patches and workarounds.
Here are some high-leverage operational workflows to automate with AI.
Renewals, certifications, and deadlines tracked automatically. Early alerts when you need them, or automatic action taken for you.
Every inbound lead gets a fast, personalized response by call, email, or text, indistinguishable from a human.
Automatically sort, process, and file incoming documents and route them to the right person or system.
Match records across systems and flag discrepancies automatically. No more line-by-line checking in spreadsheets.
Not everything fits a clean process. We build structured workflows for the edge cases, so they get handled, not ignored.
See what’s happening across your operations in real time. Built around how your team actually tracks work.
Software projects shouldn't be an act of faith. We operate on a staged model that prioritizes clarity and value at every milestone.
Every phase delivers something you can act on, whether or not you choose to continue.
A 30-minute technical review of your biggest operational bottleneck. Relaxed, direct, and focused on whether we can actually help.
30m • FreeA full operational diagnostic. You walk away with a written report: ranked automation opportunities, a recommended first project with visual prototype, and a clear build quote. $5K, fully credited toward the build.
7 Business DaysFixed scope, fixed price. We build in short cycles and iterate with your direct feedback, delivering working software in weeks. When the build ships, your team gets an optional 60-minute live training session at no extra cost, plus a recorded video walkthrough for future reference.
2-4 WeeksA technical partner, not a maintenance contract. When things break, we fix them. Need behavior tweaks, a new model, or a cost dashboard? It’s covered.
Month-to-MonthA look at the kind of systems we deliver. Custom-built projects to replace brittle, manual flows.
Incoming client requests analyzed automatically. Pull live policy data, review endorsement documents, and deliver compliant certificates in minutes.
These are examples. Every engagement starts with a deep assessment of your business to recommend the right automations for your specific problems.
You've seen the horror stories. Hallucinated invoice totals, phantom freight codes, deleted records. The last thing you want is a massive financial liability because a copilot went off the rails.
We get it. That's why we engineer our systems from the ground up to be safe, accurate, and trivial to verify. You shouldn't have to proofread every single field just to feel confident the work is right.
Even the best models occasionally hallucinate or over-interpret context. To prevent this, every piece of extracted data is governed by strict, deterministic rules that map directly back to your original documents.
When real things are at stake—destructive updates, outbound messaging, or financial approvals—we make them painless to verify. You determine the exact balance of full automation versus manual control.
Every automated data entry or extracted value leaves a clear trail. We highlight exactly where every number and clause came from in the source material, so you can trace the work in seconds.
No line-item surprises. Know what you're paying before we start.
Engagement Phase
Ranked automation opportunities, a recommended first project, and a fixed build quote.
Investment
$2,500
Engagement Phase
Custom software built, integrated with your systems, and handed off with training.
Investment
Starts at $10,000
Engagement Phase
Monitoring, fixes, model upgrades, and ongoing improvements.
Investment
$1,000/mo
| Engagement Phase | Deliverable | Investment |
|---|---|---|
| Assessment | Ranked automation opportunities, a recommended first project, and a fixed build quote. | $2,500 |
| Implementation | Custom software built, integrated with your systems, and handed off with training. | Starts at $10,000 |
| Active Care | Monitoring, fixes, model upgrades, and ongoing improvements. | $1,000/mo |
You own everything we build. No per-user fees, no seat-based pricing.
Practical answers for teams evaluating the assessment, build, launch, and ongoing care.
No. We build around what you already use. If your core systems (CRM, ERP, AMS, accounting software) work fine for what they were designed to do, we leave them alone. We handle the operational gaps between them: the manual steps, the re-keying, the spreadsheets that hold everything together.
It's a paid operational diagnostic. We evaluate 3–6 of your highest-pain back-office workflows, score each one for automation feasibility and ROI, and deep-dive the top 1–2 candidates with a fixed project fee, build timeline, and visual mockup of the proposed system. You receive a consultant-grade PDF report and a slide deck walked through in a live readout meeting. It's a standalone deliverable, useful whether or not you hire us to build anything.
We start with a kickoff meeting, then spend the first few days in remote sessions with the people who actually do the work, watching their real workflows over screenshare. We review representative documents and samples. From there we evaluate every candidate workflow, rank them, and produce the report and deck. Kickoff to readout is seven business days. We don't need admin access to your systems.
You own everything: source code, documentation, admin credentials. If you want to walk away and have someone else maintain it, you can. The retainer exists because these systems benefit from active tuning, not because they stop working without us.
Every build ships with a 30-day warranty. If something doesn't match the agreed scope, we fix it. The assessment exists specifically to reduce this risk. We don't propose a build unless we're confident it'll work, and if the assessment reveals the problem isn't a good fit for automation, we'll say so.
The assessment takes about a week. A build runs two to six weeks depending on scope. Most clients go from first conversation to a working system in under two months.
We're a small firm, not a staffing agency. The person you talk to on the discovery call is the person who builds your system. There's no handoff to a junior team or offshore contractor.
A quote tells you what something costs. An assessment tells you what's actually worth building. Most businesses we talk to have several processes that could be automated. The assessment figures out which one saves the most time or money, and whether the ROI justifies the spend. If it doesn't, you'll know that too. And if you do move forward, the full cost of the assessment is credited toward the build.
We never store client data after a project ends. During the engagement, all data stays within your existing systems or secure environments we set up specifically for the build. We're happy to sign an NDA before we see anything sensitive.

Founder & Engineer
Off-the-shelf software wasn't designed for the way your business actually works. Jay Lee started Varcera to fix that, bringing deep engineering experience from the industry's best teams to every engagement.
No high-pressure sales. Just a direct conversation with the founder about what we can build for your specific workflows.
Book a Discovery Call