Stop paying your team to do robot work.

For a one-time fixed fee, I find the repetitive work draining your team, show you exactly what to automate and what it is worth, and hand you a clear plan to fix it. Built for back-office and professional-services teams.

Book a free 30-minute call Or take the 5-minute self-assessment first →

Finance-grade. Human-approved. Built into the systems you already run. Insured.

The problem

Your team is losing dozens of hours a month, and nobody has counted them.

Somewhere in your business, right now, a capable person is:

Retyping data from PDFs and emails into your systems
Chasing approvals across inboxes and spreadsheets
Rebuilding the same report every week by hand
Copying the same customer or vendor data into three different tools
Reconciling numbers line by line because the systems do not talk

It is not a budget problem. It is a clarity problem. Nobody has mapped where the hours go or what is realistic to automate, so the busywork just continues, every week, quietly.

The offer

The AI Automation Audit

A one-time, fixed-fee, one-to-two-week engagement. I learn how your business actually runs, then hand you a prioritized roadmap of what to automate, with the hours and dollars next to each item, and a clear first move. You can run it yourself, or have me build it.

No big software project. No platform to commit to. No open-ended consulting meter.

What you get

A short, concrete plan you can act on.

A prioritized opportunity map

The top 5 to 10 things worth automating, ranked.

The numbers

For each item: what is manual today, the approach, hours saved per month, dollar value per year, and effort to build.

One or two quick wins

Things you can act on right away, no project required.

A recommended sequence

What to do first, second, third, with rough investment for each build.

A live readout call

A plain-language walkthrough of the top moves with you and your team.

Built by an operator

15 years running operations behind every recommendation, not AI hype.

How it works

Three steps, about two weeks.

Discovery call (free, 20 to 30 minutes)

We confirm there is a fit and pick the areas worth looking at.

Walkthrough (about one week)

A few working sessions with you and your team to see the real workflows: the systems, the handoffs, the manual steps.

Roadmap and readout (week 2)

You get the written roadmap and a live call to walk through the top opportunities and the recommended first move.

Pricing

One fixed fee. It pays for itself.

Recommended

Standard

$2,500 fixed

Most small and mid-size firms; one or two departments.

Book a call

Plus

$5,000 fixed

Larger or multi-department firms; several workflows.

Book a call

The full fee credits toward your build if you hire KHIPUAI to implement within 30 days. Move forward, and the audit is effectively free.

Who it is for

This is built for you if

You run a back-office or professional-services firm (HR and back-office services, MSP and IT services, consulting, or accounting), roughly 20 to 300 people.
Your team has real, repetitive manual work and you run on recurring client relationships.
You want an honest plan from someone who has built this, not a vendor pitch.

It is probably not for you if

You are a pure-product software company with clean self-serve operations.
You are a very small shop with little process.
You have no repetitive back-office work to remove.

Why me

I built this offer because I kept seeing the same thing in every business I worked in: good people stuck doing work a computer should do. The audit is the honest, low-risk way to find out what that is costing you and what to do about it. If it is not worth it, I will say so.

I am Wil Mora. I spent 15 years running and improving business operations, with a business degree behind it, and now I build the AI automations that take the busywork off people's plates.

I have done exactly this in production for a US back-office services firm: connected its core systems, built AI automations and internal tools used daily by non-technical staff, and ran it all safely inside a locked-down corporate IT environment. An AI confidence grader I built ran that firm's monthly close at about 95% match to its prior manual process, and on one engagement the work surfaced six figures of recurring annual leakage. That is one firm's result, not a typical or guaranteed outcome, but it is the kind of money and time that hides in manual back-office work.

Everything I build is finance-grade: a human reviews and approves anything that matters, nothing runs on its own, and it is designed to pass your IT and security team.

Projects

Projects I've worked on.

A selection of projects, anonymized where client confidentiality applies. Drawn from 15 years in operations, finance, and automation across US and Canadian firms, and my own practice.

Documents in, ERP records out

An AI pipeline that reads vendor-invoice PDFs, maps each line to the right account from a live read of the company's chart of accounts, and posts a ready-to-approve draft into their ERP (Microsoft Dynamics 365 Business Central) with the source file attached. Non-technical staff use it daily, and a person approves every post.

Finance-grade QA on AI output

A GREEN/YELLOW/RED confidence grader over machine-generated accounting records, so the team reviews only the uncertain ones. It ran a monthly close at about 95% match to the prior manual process.

Contracts vs actuals reconciliation

An engine that compares what signed contracts say should be billed against what was actually billed. On one engagement it surfaced six figures of recurring annual leakage, plus work that had been earned but never invoiced.

Integration inside locked-down IT

Automations wired into an ERP, Microsoft 365, a support platform, and a data warehouse using app-only OAuth and a managed secrets vault, running inside Windows application control that blocks most off-the-shelf tools.

Hands-off reporting

Scheduled dashboards plus an automated weekly report pulled from live operational data and emailed to leadership, with the business rules baked in. Nobody builds a deck by hand.

Migration with the documents handled

Migrated thousands of employee documents between two business systems during a platform switch, at roughly 99% success, with the API choreography handled so nothing was lost.

Results described are one firm's outcome and are not a typical or guaranteed result.

Questions

Straight answers.

What do you need from us?

A couple of hours of your team's time across a week, and a look at the workflows and systems involved. Nothing is automated or changed during the audit; it is diagnosis first.

Is our data safe?

Yes. I look at how work flows, not your secrets. Anything I build later runs inside your own security controls (application allowlisting, Microsoft Entra, Azure Key Vault), with least-privilege access. You get a security one-pager for your IT team.

Will AI make changes on its own?

No. Everything is draft-not-auto-post: the system prepares the work, a person reviews and approves. That is deliberate, and it is the safeguard.

How is this different from a cheap automation agency?

They hand you a Zapier flow and a spreadsheet. I am a finance operator who builds automations that post real records into the systems you already run and survive your security review.

What if you do not find much?

Then I tell you honestly, and you have spent a small fixed fee to know your operation is leaner than most. That is a good problem to have.

Do we have to build with you?

No. The roadmap is yours. If you do build with KHIPUAI within 30 days, the audit fee credits toward it.