Blog
Notes on AI automation for finance and healthcare
Notes on scoping, building, and running AI workflows for finance and healthcare operations teams.
Approval points that don’t become the new bottleneck
Keeping a person in the loop only works if the loop is fast. How to design approvals people can clear in one view.
How AI Is Turning CRMs from Systems of Record into Systems of Action
Generative, predictive, and agentic AI are moving CRMs from logging what happened to acting on what should happen next.
Measuring the capacity an agent gives back, without fake precision
Count the work and the time it used to take. Report hours as a range, and treat the money as your estimate, not ours.
Why invoice automation stalls, and what moves it
Most invoice automation is built for the invoice that already matches. The hours are in the ones that don’t.