We Build Custom Automations That Power Your Growth
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Stop Wasting 20+ Hours Per Week on Tasks a Robot Could Do
While you're manually processing invoices and chasing leads, your competitors are automating everything. Here are the four systems that are currently helping our clients generate tens of thousands of dollars and and saving hundreds of man-hours.
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Smart Invoice Automation
Eliminate 80% of manual invoice processing with AI that automatically extracts data from PDFs, emails, and scanned documents, then syncs directly to QuickBooks or Xero. Our system learns your vendor patterns, catches duplicate payments, and triggers automated approval workflows—clients see 2x faster month-end closes and zero data entry errors.
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Lead Qualifier & High-Ticket Closer
Transform your CRM into an AI-powered sales machine that scores every lead in real-time, qualifying prospects based on behavior, engagement, and buying signals from HubSpot or Salesforce data. The system automatically nurtures warm leads with personalized sequences while flagging hot prospects for immediate attention—customers report 40% more high-ticket deals and bigger pipelines.
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Predictive Cash Flow
Get real-time cash flow forecasts that actually matter by connecting AI to your QuickBooks, invoicing patterns, and payment history. Our predictive engine spots potential shortfalls 90 days ahead, tracks seasonal trends, and sends automated alerts before problems hit—clients avoid 30% more cash crunches and make smarter spending decisions.
AI Proposal Generator
Generate winning proposals in under 5 minutes by feeding client data from your CRM into AI that crafts customized, professional proposals matching your exact style and pricing. Integrates with Salesforce, HubSpot, or PandaDoc to auto-populate client details and project specifications—teams see 90% faster turnaround and higher close rates on every deal.
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How Ai_conic Works
From concept and creation to implementation and training, Ai_conic's unique integration process gives your team FULL control of your automations. Add them to other processes, projects, or workflows.
01
Analyze Your Workflow
Identify which tasks eat up your team's time and can be automated.
02
Build Your AI System
Create custom automations that connect to your current tools and processes.
03
Deploy & Train
Install everything, train your team, and make sure it works perfectly.
04
You Get Results
Watch as manual work disappears and your team focuses on high-value activities.
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What Our Clients Say
Hear what clients we have worked for have to say about us.
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Ai_conic's invoice automation eliminated 15 hours of manual work every week. We went from dreading month-end closes to finishing them in half the time—with zero data entry errors.
Alex Johnson
Controller at Precision Accounting Services
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The lead qualification system helped us close almost 40% more deals last quarter. Instead of inputing and waulifying leads all day our sales team is able to focus prospects who are actually ready to buy.
Emily Davis
Sales Director at GrowthWorks Marketing
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The proposal generator cut our turnaround time from 3 days to 30 minutes. We're winning more deals because we are now able to respond instantly.
Michael Lee
Principal at Strategic Business Consulting
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