AI Operational Systems · MIT-Trained

Operational infrastructure for growing service businesses — installed and run for you.

We take your business from "we should probably use AI" to "our recurring work runs itself" — starting with a free audit and a 30-day install sprint. We map, we install, we operate. You watch the time come back.

Book a Free Workflow Audit → See How It Works
30-day
Install sprint, scoped to your audit
$0
Workflow audit, no commitment
10+ hrs
Typical hours recovered per role, monthly
Best fit for firms that:
Have 5–50 employees
Run recurring client workflows
Feel operationally stretched
Rely heavily on coordination and reporting
Are growing faster than internal systems can keep up
Typical workflows we improve.

These are the kinds of recurring operational workflows where we consistently recover time and reduce coordination overhead.

Client onboarding
Proposal generation
Recurring reporting
Meeting summaries
Document collection
Internal status reporting
Task coordination
Contract review routing
Engagement workflows
WorkflowBeforeAfter
Status reporting 4 hrs/week 20 min
Meeting summaries Manual notes Auto-generated
Client onboarding 2–3 days Same day
Proposal assembly 3 hrs 15 min
What happens on the audit call.

30 minutes. Free. You walk away with a written roadmap — whether or not we work together.

01
Map recurring workflows
We walk through the work your team does every week and month.
02
Identify operational bottlenecks
Where time is lost, where coordination breaks down, where work stalls.
03
Prioritize highest-ROI improvements
Score each opportunity by time recovered and implementation effort.
04
Deliver written roadmap
A 90-day plan you keep — regardless of whether you hire us.
Book Your Free Audit →
A three-phase system. Not a project, not a deck.

We don't sell hours. We install operational infrastructure in your business — then run it. Predictable phases. Measurable outputs.

01
Audit
Week 1 · Free

We map every workflow. You see exactly where AI fits.

The audit is free for a reason: most businesses don't have a clear picture of where AI would actually save time until someone sits with the team and looks. We do that systematically — workflow by workflow, role by role.

You walk away with a written report scored by ROI, regardless of whether you ever hire us. That's the deal.

What you get
  • Workflow inventory across 3–5 roles in your business
  • ROI score for each workflow (estimated hours saved & dollars recovered)
  • Prioritized 90-day operational roadmap with build effort estimates (typically 5–10 opportunities)
  • One specific quick win we'd ship in week 2 if we worked together
  • Stack assessment — what tools you already have, what you'd need
02
Install
4-week sprint · Scoped from audit

A 4-week install sprint. We prioritize and ship the highest-impact workflows.

Most "AI consultants" hand you a deck and a list of tools. We hand you working systems. After the audit, we set sprint scope together — typically 2–4 high-impact workflow improvements depending on complexity — and build them into your existing stack: QuickBooks, Xero, Slack, Drive, your CRM. Each one is tested against your real data before it goes live.

The Install Sprint is one-time and scope-bounded. We're not building forever; we're installing the operational infrastructure that runs your recurring work, and we step back when it's stable.

What we ship
  • Sprint scope set collaboratively after the audit
  • Highest-impact operational workflows implemented (typically 2–4)
  • Integration with the tools your team already uses
  • Test runs against real data before any go-live
  • Full documentation: what it does, when it runs, who owns it
  • Live training session for the team that uses it daily
  • 30-day stabilization period — if anything breaks, we fix it on us
03
Operate
Ongoing · Retainer

We run the system. Maintenance, monitoring, and steady optimization.

Once the system is installed, we run it. That means monitoring, maintenance, and a steady cadence of small improvements — not a never-ending build queue. Need a major new workflow later? That's a fresh Install Sprint. The retainer keeps what you have working, healthy, and improving incrementally.

You see the ROI in writing. Every month.

What we run
  • System health monitoring & uptime alerts
  • Maintenance and bug fixes on every installed workflow
  • Small improvements and tuning (not new major builds)
  • Monthly ROI report (hours recovered · dollars recovered)
  • Sprint cadence depending on tier (quarterly or monthly)
  • Strategic review on Growth tier — quarterly roadmap refresh
What we've improved for clients
Monthly reports
3 hrs → 60 sec
Client follow-ups
Manual → Auto
Document chasing
Days → Hours
Engagement letters
2 hrs → 90 sec
Meeting summaries
30 min → 30 sec
A clear path from audit to running system.

Free audit. One-time Operational Install to put the system in. Monthly retainer to run it. Three stages, transparent pricing, no hidden hours.

Phase 02 · One-Time Install

Operational Install Sprint

A scoped 4-week build to put the system in place. Most clients pair this with a retainer below.

Standard
Standard Operational Install
For accounting firms, agencies, bookkeeping firms, small consultancies.
$8,500
one-time
  • 2–4 highest-impact operational workflows implemented
  • Integration with your existing tools
  • Full documentation + team training
  • 30-day stabilization included
  • 4-week delivery timeline
Start with Free Audit →
Then
Phase 03 · Monthly Retainer

Operate

After install, we run the system. Maintenance, monitoring, and steady optimization — not unlimited new builds.

Starter
Starter Retainer
For teams running their installed system with light ongoing improvements.
$2,500
/ month
  • System monitoring & uptime alerts
  • Maintenance & bug fixes
  • 1 small-improvement sprint per quarter
  • Monthly ROI report
  • Email support (2-business-day response)
  • 3-month minimum
Book Audit to Start →
Typical first-year investment
$8,500 install + $2,500/mo  =  ~$38,500 year one
Most clients see this paid back through recovered hours within the first 4–6 months of operation.
Built for growing professional services firms.

If you're running a service business with 5–50 people on the team, the free workflow audit will surface opportunities worth far more than 30 minutes of your time — whether or not we work together.

📒
Accounting & Bookkeeping

Monthly close cycles, client narratives, document chasing, engagement letters. Recurring, documentation-heavy work that benefits immediately from operational infrastructure.

5–25 employeesQuickBooks · Xero
Agencies, Consultancies & MSPs

Marketing agencies, management consultancies, MSPs, recruiting firms. Proposals, status reports, client deliverables, contract reviews — every workflow you improve is margin recovered.

10–50 employeesService-based
📊
Wealth, Insurance & Financial Services

RIAs, wealth firms, insurance brokerages. Client portfolio commentary, quarterly letters, KYC docs, compliance workflows. Documentation-heavy work that benefits from operational infrastructure.

5–30 employeesCompliance-friendly
Founder
Erin
Founder · Moonbow AI · MIT-Trained in AI

I've spent my career as a consultant inside operations teams — learning how workflows actually get built, handed off, and managed across business units. Moonbow AI brings that operational lens to AI: helping small businesses spot the right opportunities to run more efficiently and effectively, then making the change stick.

Built by someone who has spent a career inside operational delivery.

Most "AI consultants" hitting your inbox right now are technologists looking for problems to solve. Moonbow AI is different. We start from how your business actually runs — the handoffs, the bottlenecks, the work that lives between roles and systems — and bring AI into the mix where it makes a measurable difference.

Most operational problems are coordination problems before they are technology problems.

That comes from years of operations and consulting experience: working inside small and mid-sized businesses, understanding how workflows are built and managed across business units, and knowing what it takes to make a change actually stick. Combined with formal AI training (MIT) so the technology side is just as rigorous.

The tech is the easy part. Knowing where to apply it — and getting your team to adopt it — is the work.

Frequently asked.

If you don't see what you're looking for, send the question through the audit form — we'll answer it on the call.

Is the audit really free?
Yes. No credit card, no commitment. The deliverable is a written workflow roadmap you keep — whether or not we work together. We do this because the audit itself is the best sales pitch we have, and most clients self-select after seeing it.
Do I need both an Operational Install and a Retainer?
The Operational Install is required to put the system in. The Retainer is optional but recommended — it's what keeps the system maintained, monitored, and improving. Some clients do Install only, then re-engage later for a fresh sprint when their needs grow. Most pair Install with a Starter Retainer because the maintenance burden is real once you have workflows in production.
How fast can we see results?
The free audit takes one week. The Operational Install runs 4 weeks for Standard, 4–6 weeks for Advanced. Workflows go live progressively across the sprint — not all at the end. First quick wins typically ship in week 2 or 3.
Why not just unlimited builds on the retainer?
Because "unlimited" creates wrong expectations and burns out both sides. We sell discrete Operational Installs for major builds and Retainers for keeping the system healthy. If you want a major new workflow later, that's a fresh sprint — scoped, priced, and shipped predictably. Cleaner for everyone.
Why not hire someone internally instead?
You can — and at some point you probably should. But Moonbow gets you running faster: immediate operational expertise, systems already tested across multiple firms, no full-time salary burden, and an outside perspective on how your workflows actually function. Most clients use Moonbow to build the system, then decide later whether to bring operations in-house or stay on a retainer.
What's the difference between Moonbow AI and a Zapier consultant?
Zapier handles the easy 60% — moving data between apps. We handle the 40% that actually saves your team hours: the work that involves text, contracts, financial narratives, contextual decisions. We use Zapier when it fits, and build custom AI when it doesn't.
Can we use our own AI tools (ChatGPT, Claude, Copilot)?
Yes. We're tool-agnostic. Most of what we install runs on the AI APIs you already pay for, integrated into your existing stack. We optimize for what your team will actually use.
What if our data is sensitive?
We design every system around your existing data security posture. Most automations run inside your stack — your QuickBooks, your Drive, your Slack. Nothing leaves your perimeter unless you sign off, and we use API endpoints that don't train on your data.
What if something breaks?
During the 30-day stabilization period after install, we fix anything that breaks on us. After that, maintenance is included in any retainer. If you're not on a retainer, we offer hourly fixes or scoped repair sprints.
Start with the free audit.

30 minutes. We map your workflows. You walk away with a written report and a 90-day roadmap. No deck, no pitch, no card required.

Book Your Free Workflow Audit →