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AI Automation for Finance & Revenue Teams

We automate the
work slowing
your team down.

Operon builds custom AI systems for growing businesses — so your finance, ops, and revenue teams spend time on decisions, not data entry. Most clients see results in under two weeks.

✓ Free 30-min call    ✓ We map your top 3 opportunities    ✓ You leave with a clear action plan
0%
avg. time saved
0x
faster workflows
0h
to first deploy
0+
systems shipped
Claude API
OpenAI GPT-4
LangChain
pgvector
n8n
FastAPI
PostgreSQL
Make / Zapier
LlamaIndex
Next.js
MCP Protocol
Railway / Vercel
Integrates with the tools your team already runs
Salesforce
HubSpot
Notion
Slack
Airtable
QuickBooks
Google Workspace
Microsoft 365
Stripe
+ any REST API

Your team is drowning
in work that shouldn't exist.

Most businesses run on invisible inefficiency. Here's what that actually costs you.

01 —
Manual work compounding daily
Your team spends 60%+ of their time on tasks a well-designed AI system could handle in milliseconds. Data entry, report generation, routing, follow-ups — all preventable.
02 —
Decisions made on stale information
By the time data reaches the people who need it, it's already outdated. Real-time intelligence isn't a luxury — it's the difference between leading and reacting.
03 —
Tools that don't talk to each other
Your CRM, your ops stack, your analytics — all siloed. You're paying for 10 systems that should function as one. Every handoff is where things break and time disappears.
04 —
Generic AI that doesn't fit your business
Off-the-shelf AI tools promise everything and deliver surface-level features. You need systems built around your actual workflows, your data, your logic — not someone else's template.

What we build for you.

End-to-end AI systems and automation infrastructure — designed for your business, deployed in days.

AI Workflow Automation
We map your processes and systematically replace manual work with intelligent automation. From lead qualification to reporting to customer ops — end-to-end.
n8nMakeZapierCustom
Custom LLM Systems
Purpose-built multi-agent AI using Claude, GPT-4, and open-source models. RAG pipelines, document intelligence, AI-powered research — production-grade from day one.
Claude APIRAGAgentsMCP
Intelligence Dashboards
Real-time operational intelligence that surfaces signals, anomalies, and opportunities from your data — giving your team clarity to move faster and smarter.
PythonSQLFastAPIpgvector
Data Pipeline Architecture
We build the data infrastructure that powers everything else. Clean ingestion, structured storage, and queryable environments your team can actually act on.
ETLPostgreSQLREST APIsReal-time
AI Audit & Strategy
A structured deep-dive into your operations. We identify your highest-ROI automation opportunities, prioritize by impact, and give you a roadmap you can execute immediately.
Process MappingROI AnalysisRoadmap
Ongoing Optimization
We stay embedded after launch. Your AI systems improve over time — monitoring, retraining, extending coverage, and compounding the gains as your business evolves.
MonitoringEval HarnessesIteration

Your data in.
Decisions out.

We connect to your existing tools, pull the data your team already has, and turn it into automated actions and live intelligence — without you migrating anything.

01
We connect to your tools
CRM, ERP, spreadsheets, databases — wherever your data lives, we meet it there.
02
AI processes it in real time
Structured agents analyze, route, summarize, and flag — continuously, not on a weekly schedule.
03
Your team gets clear outputs
Live dashboards, Slack alerts, automated reports — your team acts, they don't process.
TYPICAL TIME TO VALUE
Day 0 Live in production Day 14
Your data
AI layer
Actions

From audit to deployed
in under two weeks.

A disciplined four-step process that moves fast without cutting corners.

01
Audit & Map
We spend 2–3 days embedded in your workflows, mapping every process, bottleneck, and data flow. We leave with a complete picture of what to automate first and why.
02
Design & Spec
We design the full system architecture — agent logic, data flows, integration points, and eval criteria. You approve before a single line of code is written.
03
Build & Test
We build in production-grade Python and deploy to your stack. Every system ships with an eval harness — we measure what we build before you touch it.
04
Deploy & Scale
Live in your environment, monitored from day one. We stay on as your systems compound in value — expanding coverage as your needs grow.

What our clients actually
walk away with.

Real systems, real outcomes. Client details are kept confidential by agreement — the numbers are real.

Financial Services
From 3-day reporting cycles to real-time capital intelligence
A private investment firm was producing weekly capital reports manually — 3 analysts, 2 days per cycle. We replaced the pipeline with an automated intelligence system delivering live dashboards updated hourly. The team was redeployed to analysis, not data wrangling.
94%
time reduction
3→0
analysts on reports
48h
to first deploy
Healthcare Operations
Multi-agent AI eliminating 45-minute handoff bottlenecks
Shift handoffs were losing critical context — a manual, error-prone process consuming clinician time. We built a 10-agent concurrent system generating structured summaries in under 3 seconds with automated LLM-as-judge quality scoring.
15x
faster processing
8.0/10
quality score
3s
latency
Legal / Operations
RAG system cutting contract review from 3 days to 20 minutes
A scaling firm was manually reviewing supplier contracts and vendor agreements — a process bottlenecking procurement and legal. We built a RAG-powered document intelligence system surfacing key terms, flagging anomalies, and answering questions against a live 500+ doc corpus.
80%
review time cut
500+
docs indexed
30%
better retrieval
B2B SaaS
Automated GTM intelligence replacing a full-time ops role
A 40-person SaaS company had a manual process for enriching leads, tracking pipeline signals, and generating CRM updates — consuming 20+ hours per week. We automated the entire stack integrating their CRM, outreach tools, and data providers.
20h/wk
reclaimed
100%
CRM accuracy
3x
pipeline velocity
E-commerce
Inventory intelligence reducing stockouts by 61%
A DTC brand was losing $40k/month to stockouts and overstock from manual demand forecasting. We built a multi-source ingestion pipeline combining sales velocity, seasonal signals, and supplier lead times into an automated reorder system with Slack alerts.
61%
stockout reduction
$40k
monthly recovered
2wk
to deploy
Professional Services
AI proposal engine compressing 8-hour RFP responses to 25 minutes
A consulting firm was spending 8+ hours per RFP response pulling from past proposals, pricing databases, and case studies. We built a RAG-powered proposal engine that ingests the RFP, retrieves relevant prior work, and drafts a structured response for human review.
95%
time reduction
3x
RFP capacity
25min
avg. draft time

Don't take our word for it.

Real feedback from operators who've seen the systems in production.

"

We went from a 3-day reporting process to a live dashboard that updates hourly. The Operon team built it faster than we thought was possible and it's been running without issues for six months. Our analysts actually do analysis now.

"

I was skeptical that an AI system could handle the nuance of our contract review process. Six months later it's handling 80% of the intake volume and flagging things our team was missing. The ROI was visible within the first week.

"

What separates Operon is that they think like engineers, not consultants. They didn't give us a deck. They gave us a working system with eval scores on day one. That level of rigor is rare. We've since expanded the engagement twice.

We cut costs, save time,
and reduce risk.

Everything else is how. Here's what you actually get.

You get time back — fast

Most clients recover 15–30 hours per week within the first deployment. That's headcount you don't have to hire, or your best people freed up to do work that actually matters.

Decisions get made on better information

Manual reporting means stale data. We replace weekly exports with live intelligence — so you're operating on what's happening now, not what happened last Tuesday.

Human error goes to near zero

Manual processes break. Every handoff is a place where things go wrong. Automated systems are consistent, monitored, and alert you when something needs attention — before it becomes a problem.

You own it. No lock-in, ever.

Everything we build is yours — full source code, full documentation, running on your infrastructure. If you never want to speak to us again after handoff, you're completely fine.

$operon audit --client acme-co → Mapping 47 workflows... → Identified 12 automation targets → Est. savings: 340 hrs/month → Est. cost reduction: $8,400/mo   $operon build --target reporting → 3-day manual process → automated → Live dashboard: ready → 3 analysts freed for real work   $operon status --week 1 ✓ 94% time reduction confirmed ✓ ROI positive from day 3

Built by operators who've
lived inside the problem.

We've sat on trading desks, managed capital portfolios, and shipped production AI systems. We build Operon the way we wish these tools had existed when we needed them.

QUANTITATIVE FINANCE
Buy-side
roots.

We've priced derivatives, managed NAV workflows for multi-billion dollar funds, and built Python automation under real production deadlines. We know what data quality means when money is on the line.

DOMAIN EXPERIENCE
Derivatives pricing NAV reconciliation Fund operations
AI ENGINEERING
Production
systems.

We've built and shipped multi-agent orchestration systems, RAG pipelines, and LLM eval harnesses — not as experiments, but as live production infrastructure with real users and real accountability.

TECH STACK
Multi-agent systems RAG pipelines LLM evals
CAPITAL OPERATIONS
Operational
discipline.

We've run capital planning across 15+ active investment projects — building the exact data pipelines and intelligence dashboards we now deploy for clients. We understand what it means to make decisions under pressure.

CAPABILITIES
Data pipelines Capital forecasting Risk monitoring

We go deep on
Finance & Revenue Ops.

Our core focus is the two functions where manual work costs the most: finance operations and revenue operations. We also work across legal, data ops, and customer ops — but Finance and Revenue is where we're strongest.

★ PRIMARY — Finance Ops ★ PRIMARY — Revenue Ops Also: Legal & Compliance Also: Data & Reporting
01 — FINANCE OPS
Close faster. Report in real time.

Agents handle AP/AR reconciliation, cash forecasting, close readiness tracking, and reporting — deployed across your existing ERP and accounting tools. No migration required.

AP/AR automation Cash forecasting Close tracking Anomaly detection
02 — REVENUE OPS
Keep reps selling, not doing ops work.

Agents handle CRM hygiene, lead enrichment, pipeline reporting, deal routing, and forecast assembly — so your sales team spends time closing, not updating spreadsheets.

CRM enrichment Pipeline signals Deal routing Forecast intelligence
03 — LEGAL & COMPLIANCE
Stay audit-ready without the overhead.

Agents review contracts, flag anomalies, track regulatory deadlines, and surface key terms across your document corpus — turning days of manual review into minutes.

Contract review Clause extraction Deadline tracking Risk flagging
04 — OPERATIONS & LOGISTICS
Ship without the backlog.

Agents monitor inventory, detect exceptions, coordinate supplier communication, and surface demand signals — replacing manual coordination across procurement and supply chain.

Inventory intelligence Exception detection Demand sensing Supplier comms
05 — ANY WORKFLOW
Don't see your department? We'll map it.

Every business runs on unique workflows. If it involves repetitive data handling, manual coordination, or time-consuming reporting — there's a system we can build. Book a free audit and we'll identify the highest-ROI opportunities specific to your org.

// FAQ

Questions we get asked
before every engagement.

If you have one we haven't answered here, just ask.

How quickly can you actually deploy something?
Our fastest deployment was 48 hours from kickoff call to production. Most single-workflow automations go live in 5–7 business days. More complex multi-agent systems typically take 2–3 weeks depending on data access and integrations.
Do we own the code and systems you build?
Yes, completely. You get full source code, full documentation, and systems deployed on your own infrastructure. There is no vendor lock-in with Operon — if we stopped working together tomorrow, your systems keep running and you can maintain them independently.
What do you need from us to get started?
Very little upfront. A 30-minute audit call, access to 1–2 people who know the workflow you want to automate, and read access to the relevant data sources. We handle the rest. We're designed to work with busy teams, not add to your workload.
How is this different from using off-the-shelf AI tools?
Off-the-shelf tools are built for generic use cases. We build systems around your specific data, your logic, your workflows, and your definitions of quality. We also ship with eval harnesses that measure whether the system is actually working — something no SaaS tool gives you out of the box.
What happens if the AI makes a mistake?
Every system we build includes automated quality scoring (LLM-as-judge), human-in-the-loop checkpoints where appropriate, monitoring, and alerting. We design for graceful failure — the system flags uncertainty rather than guessing. We also establish baseline accuracy benchmarks before go-live.
Do you work with non-technical teams?
Absolutely. We handle all the technical implementation. Your team interacts with the outputs — dashboards, Slack alerts, automated reports — not the code. We document everything clearly and train whoever needs to oversee the system after handoff.
// Get Started

Find out exactly where
AI can save you time and money.

In a free 30-minute call, we map your top 3 automation opportunities, estimate the time and cost savings for each, and tell you exactly what to build first. You leave with a clear action plan — whether you work with us or not.

30 min
Your time investment
3
Mapped opportunities
$0
Cost to you
No commitment. No sales pitch. Just clarity on where to start.