AI Strategist

Not Just Advice.
The First AI You Can Put in Charge.

Your AI Strategist watches how work actually flows through your company and sees what you can't: money leaking out, trouble forming, new money on the table. Then it does what no other AI can do: it takes charge. Hand it a process and it runs the queue, checks in with your people, makes the routine calls, and answers for the number, measured against a baseline nobody can quietly move. The more it proves, the more you hand it. A business that runs itself starts when AI owns the processes, and this is the AI that can.


“Order Fulfillment has been mine for 90 days. A typical run is down from 4.8 days to 3.1 against the baseline we locked the day you handed it to me. Two decisions needed you this month. Everything else, I handled.”

Owned end to end · measured against a locked baseline · every action on the record

Free trial. It starts by interviewing you about your goals. No sales call.

You Don't Install It.
You Onboard It.

Week one, it watches your operation and asks good questions. Soon it brings you decisions instead of reports: the specific call, the evidence, and its recommendation, needing only your yes. Every call you approve builds its track record, and autonomy is earned exactly the way your best hire earned it: by being right, time after time, where you could check. Once it has, you hand over one process at a time, and it runs the queue, talks to your people, and makes the routine calls itself. Promote it as fast or as slow as you want. Every action it has ever taken is on the record, and you can take any capability back with a word.

A New Kind of Teammate

AI Employees and Humans Do the Work.
Your AI Strategist Runs the Operation.

AI Employees and humans do the work. Your AI Strategist runs it: it watches every run, checks in personally with whoever the work is waiting on, moves the work when it stalls, and improves the processes that govern it all. Your people stop being the ones who chase, remind, and follow up, and instead put their time into the work and the judgment only people can do. You stay in control: it earns each capability, you grant it, and every action is measured and on the record. Together they form a workforce that doesn't just run itself. It pulls ahead.

AI
AI Employees
The Doers
  • Read documents, send emails, navigate software
  • Make decisions and handle exceptions
  • Run your processes end to end, 24/7
  • Retrieve numbers from any system you use, so nothing is out of view
  • Scale from one job to thousands
  • Can do anything a human can do on a computer
AS
AI Strategist
The Operator
  • Interviews you to learn what you want, then goes to work delivering it
  • Takes ownership of whole processes: runs the queue, checks in with your people, keeps every run moving
  • Owns the numbers: when one drifts, it works the problem until the number is back, and says so plainly when it needs your call
  • Designs complete solutions with you in conversation, then builds every piece on one approval
  • Earns autonomy capability by capability, with every action measured and on the record
The Improvement Loop

Give It a Number.
It Doesn't Let Go.

A regular AI files findings. Your AI Strategist owns outcomes, for one simple reason: your work actually runs inside ProcessPlan, so it's standing at the controls, not shouting advice from the outside. When a number it owns drifts, it opens a campaign and says so plainly: this number is mine until it's back. Then it works the problem one concrete change at a time, each made with your approval and measured before and after: rewiring the step where runs sit, rebalancing where the work lands, deploying an AI Employee, tightening a control. A change that works gets held. One that doesn't gets replaced by the next. And when it has genuinely run out of moves, it tells you exactly that and asks for your call, because an operator who can't say “I need you” can't be trusted with “I've got this.”

  • Launches the right process when risk crosses a line you set
  • Deploys AI Employees to act on what it finds, on your approval
  • Routes judgment calls to the right human, with the full story attached
  • Every change recorded, timestamped, and reversible, so you see who did what and when
Your Company's Goals, Delivered

Tell It Where You're Going. It Builds What Gets You There.

Tell your AI Strategist what the company is driving at, or just let it interview you. No documents required. From then on, everything organizes around your company's goals: it designs the processes that will move them, launches them with your approval, puts your people and AI Employees on the work, and keeps you posted on every goal in real numbers.

  • “You said churn under 5% by year end. Two improvements in, you're at 6.1% and on pace.”
  • Designs, builds, and launches the work a goal needs, on one approval
  • Watches everything it launches: moving, stalled, or done, per goal
  • Honest by design: if nothing is moving on a goal, it says so, and proposes what to do
Why It Pays for Itself

Three Ways It Puts Money Back in the Business

Everything your AI Strategist watches ladders up to one of the three things a CFO cares about: more revenue, lower cost, or cash and risk under control. And because it knows what the best already achieve, the dollar figure it puts on each one is real, not a guess. And because it acts on what it finds, the number lands in your results, not in a slide deck.

Make More

Capture revenue you're already leaving on the table, and save the deals about to slip away.

  • Recover discounts, refunds, and credits that slip past approval
  • Save accounts drifting toward churn, while you still can
  • Tighten the funnel stage quietly leaking half your pipeline
  • Catch underpricing your peers don't tolerate

Spend Less

See the fully loaded cost of every process, then cut the waste hiding inside.

  • A real P&L per process: labor, AI, delays, and rework
  • Every manual step ranked into a dollarized automation roadmap
  • Rework loops that redo finished work, found and eliminated
  • Duplicate and erroneous payments caught before they clear

Free Cash & Cut Risk

Unlock trapped cash, and close the control gaps that turn into expensive surprises.

  • Tighten the gap between paying out and getting paid
  • Self-approvals and maker-checker conflicts flagged automatically
  • Key-person risk surfaced before the one who knows walks out
  • New regulations mapped onto the exact processes they hit
The Whole Field · Only ProcessPlan

See What the Best Operators Do Differently, and Adopt It

Your AI Strategist finds the two or three things the top performers do that your process doesn't, puts a dollar figure on the gap, and rolls each change out on a single approval. Then it re-measures next cycle to prove the gap actually closed. These aren't textbook best practices written a decade ago: they're discovered from what's actually working across thousands of companies, and they update as better ways prove themselves.

  • You vs. the median vs. the top 25%, on cycle time, cost, and quality
  • The specific steps and controls that the best performers share and your process is missing
  • “Adopt this structure” rolls the change out through your processes and AI Employees
  • It re-checks next cycle and proves the gap closed, or keeps working
  • “Companies that add a deposit step here see 38% fewer disputes. I added it to your process, and disputes are already falling.”

Requires opt-in, per process. When you take part, your process data is contributed in secure, anonymized, aggregated form, and in return your AI Strategist can see how your business compares with your peers. Your information is never shown to anyone on its own, results appear only once enough businesses in your cohort take part to keep everyone anonymous, and you can opt out at any time.

Your Own Operation

Save the Deals and Cases Headed for Trouble, While You Still Can

Everything most systems show you is a post-mortem. Your AI Strategist learns the signature of every bad outcome from your own history (the churned accounts, the blown SLAs, the deals that died), then scores every open item against those patterns and steps in on the ones drifting toward a bad ending, while there's still time to win.

  • Scores every live process, deal, and case for risk in real time
  • Learns from your completed work, no rules to write
  • Blends outside-world signals (layoffs, funding news, slowing payments) into every score
  • “7 onboarding accounts matched the pattern of your 11 worst churns. I launched the save play, and five are already back on track.”
  • Launches a save play the moment risk crosses your threshold
Spend Less, Plug the Leaks

It Finds the Waste and Shuts It Off

Your AI Strategist puts a real, loaded cost on every process run (labor, AI, delays, rework), then finds and closes the leaks draining money out of it: discounts granted below the approval line, refunds without cause, expired contracts never renewed, SLA penalties, unbilled work.

  • “Vendor approval was costing $486K a year, ~$300K of it avoidable rework. I rerouted the step driving it, and the run cost is trending down.”
  • “Two invoices went out this week at last year's rates. I sent an AI Employee through every open contract in your accounting software and found five more underbilled customers. The rate check I added is worth $8,400 a year, and nothing has gone out at an old rate since.”
  • Plugs revenue leaks most teams never see
  • Attaches a dollar impact to every change it makes, automatically
What Changed, and What's Next

The Improvements It Made Today, and What's Next

Executives don't want 40 observations. They want to know what actually changed and what's next. Every morning, your AI Strategist walks you through the improvements it made in the last 24 hours, the number each one moved, and the next improvement it's lining up, in plain language, like a chief of staff who never sleeps.

  • “Margin slipped 4 points, so I dealt with the slow vendor driving the rework first. It was upstream of the other two.”
  • “Next up: rush-order premiums, then the discount creep in one region.”
  • Each change tied to the number it moved, in plain language
  • A fresh briefing every morning, and on demand whenever you ask
Your Time Back

It Runs the Day-to-Day, So You Don't Have To

Think about how much of your company's week goes to managing the work rather than doing it: chasing the overdue step, reminding the assignee, finding out what a stalled job is actually waiting on, deciding where to move it. Your AI Strategist takes over that whole layer. It watches every process continuously, checks in with the right person at the right moment, learns the real blocker in their own words, and handles most of it before you'd ever notice. It brings something to you only when it genuinely needs you, with the full story, the assignee's answer, and its recommendation attached. Your time goes to the decision, not the search.

  • Every process watched around the clock: nights, weekends, quarter end
  • Small problems handled while they're still small, with your approval
  • Quiet when things run well. When it speaks up, it matters
  • “Quiet week. I made six small improvements, and all six are holding. One decision needs you: pricing on the Harmon renewal.”

It Sees the Whole Company.
Even the Parts That Live Somewhere Else.

Your work, decisions, and handoffs already run through ProcessPlan. And when a number lives in another system (your accounting software, your CRM, a spreadsheet), your AI Strategist deploys as many AI Employees as the job needs into those systems, to dig up answers or do the work themselves. So nothing gets past the Strategist, no matter which system it lives in. No integrations to build, no dashboards to stitch together. And the more of your operation runs here, the sharper every improvement gets.

Find Out What Your AI Strategist Would Improve First. Free.

Start your free trial and the first thing you'll do is meet your AI Strategist. It interviews you about what you're trying to accomplish, then shows you what it would improve first: the trouble it would head off, the money it would recover, and the gap it would close to the best in your field. No sales call, no commitment.