Book a callAI-first operations for small and midsize companies
Tradewind turns legacy back-office systems into AI-first operations. We rebuild the workflows behind quotes, orders, invoices, projects, support queues, and reporting so routine processing happens automatically. Sometimes that means deploying an AI agent. Sometimes it means rethinking the ERP itself.
A quote, end to end
Illustrative workflow · Representative example
Someone stays in the loop. · In every one of these
“I still make the call. I just don’t do the work around it.”
Every operation carries work that runs on patience, memory, and the one person who knows the workaround. The people doing it can tell you exactly what it is.
That spreadsheet only Sam understands.
That inbox someone checks before coffee.
That quote rebuilt from last year’s PDF.
That exception Maria catches because she knows the customer.
People do not resist better tools.
They resist tools built without them.So we start by listening to the people closest to the work.Most operating teams lose time in the same four places. We rank them by dollars, frustration, and feasibility, then start where your people feel the relief fastest.
Re-keying
The same order, invoice, claim, or customer record should not be typed twice. Agents can read the source, validate the fields, and post a clean record where it belongs.
AgentRead documents, match fields, validate rules, update systems.
Your personReview genuine exceptions and maintain the policy.
Drafting
Agents pull from approved examples, customer context, and live system data to prepare a usable first draft, not a blank page or a generic answer.
AgentGather context, assemble the draft, cite source material.
Your personShape the recommendation, voice, and final decision.
Triage
Agents classify new work, collect missing information, route routine cases, and surface the items that deserve an experienced person’s attention.
AgentClassify, prioritize, request details, and route work.
Your personHandle ambiguity, relationships, and sensitive choices.
Lookup
Agents search your approved policies, past work, and operating knowledge, then return a cited answer instead of another link hunt.
AgentFind, compare, summarize, and cite approved sources.
Your personResolve edge cases and keep institutional knowledge current.
Four businesses, nothing alike. Three of these run in production today; one is in build, and each is labelled so you can tell which is which. What they share is the rule. Every one of them stops and asks a person where judgment actually matters.
Professional services · Engineering
Reviews engineering drawing sets for licensed engineers. Over 12,400 sets analysed, each finding carrying a citation and a reasoning trail.
The engineer accepts or rejects every finding. Nothing is stamped without them.
Professional services
An ERP built around an assistant instead of bolted onto one. A pasted email becomes a project, a task, and a fee proposal; a deterministic engine computes every number.
Nothing is written until someone taps. The assistant reads and drafts; it never sets a fee.
Finance
Classifies an accounts-payable exception, proposes a fix, and routes it to whoever owns the call, with an audit note on every decision.
It recommends. It never pays.
Manufacturing & distribution
Reads a messy request for quote, matches each line against the catalog, and applies the pricing rules that were already agreed.
Anything it is not confident about is flagged for a person rather than guessed.
Who we build for
We do not bolt a chatbot onto a broken process. We work with the people who actually run the operation, redesign the workflow around them, and connect AI directly to the systems where work gets done. AI handles the reading, re-keying, checking, drafting, routing, and follow-up. Your people stay in control of approvals, exceptions, relationships, and the decisions that need judgment.
We shadow the process, interview the people who live it, and turn frustration into a dollar-ranked opportunity roadmap.
We build one workflow end to end, inside your systems, then run it beside the current process until the evidence is clear.
We monitor, maintain, and improve the agent so the automation becomes part of the operation, not another abandoned pilot.
About one third of the companies we speak with need cleaner data, steadier processes, or clearer ownership first. We will explain what to fix before you spend on an agent.
This is a directional estimate, not a promise. The diagnostic replaces assumptions with your process, your systems, and your people’s actual week.
1,536 hours spent moving this process by hand.
Assumes 48 working weeks and 72% of repetitive effort recoverable. Actual results vary by workflow.
AI is easy to pitch in the abstract. Your team has to live with what gets built, so these deserve direct answers.
No. We start with work your team already considers repetitive, error-prone, or impossible to keep up with. The goal is to return capacity to experienced people and preserve human ownership of exceptions, relationships, and decisions.
Start with the work, not the technology
In 30 minutes, we can usually tell whether it is a good agent workflow, what the first proof should be, and whether you are ready to build.
Book the working session No deck. No pressure. If the workflow is not ready, we will tell you why.