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Purpose-Built Agents

AI agents for Finance, Legal, HR, and IT, trained on your data

Purpose-built copilots connected to your HRIS, ERP, ITSM, and document management systems. They answer questions using your policies, your workflows, your data. Not the internet.

Answers from your own policies and systems, with sources shown

The problem

Generic AI doesn't know your business.

Generic AI doesn't know your business

ChatGPT doesn't know your leave policy, procurement workflow, contract playbook, or IT escalation matrix.

Every department has unique needs

Finance needs P2P automation. Legal needs clause extraction. HR needs policy Q&A. IT needs ticket triage. One-size-fits-all fails all.

Shadow AI creates data leakage

Without governed alternatives, employees paste sensitive data into consumer AI tools.

Off-the-shelf copilots can't reach your systems

They can't pull real-time data from your ERP, HRIS, ITSM, or CLM.

The Copilots

Purpose-built for your workflows

AskHR

Employee services connected to HRIS, policy docs, benefits, leave management. Onboarding, benefits lookups, policy Q&A.

AskIT

Intelligent support: ticket triage, KB search, auto-resolution, smart routing. Reduces L1 volume.

AskFinance

P2P automation, invoice processing, budget queries, AP/AR workflows. Connected to ERP.

AskLegal

Contract review, clause extraction, risk flagging, compliance checks. Trained on your playbook.

Process

How we build them

  1. Discover Workflows

    Map high-value tasks in target department. Identify where AI saves the most time.

  2. Build & Connect

    Custom copilot connected to your systems with RBAC and domain training.

  3. Deploy & Measure

    Track adoption, accuracy, and time savings from day one.

How it works

Key capabilities.

Domain-Trained Models

Each copilot trained on your specific policies, processes, and terminology. Not generic data.

System Integration

Connected to ERP, HRIS, ITSM, CLM, and other enterprise systems via secure APIs.

RBAC & Data Governance

Role-based access ensures users only interact with authorized data and functions.

Adoption Analytics

Track usage, accuracy, resolution rates, and time savings across every copilot.

Continuous Learning

Feedback loops and retraining ensure accuracy improves over time.

Multi-Channel Deployment

Teams, SharePoint, web portal, mobile. Meet users where they work.

Our method

From one scoped workflow to an agent in daily use.

  1. Day one

    Scope and sign

    We define the workflow and the acceptance criteria it has to meet, and agree them in writing before the build starts.

  2. The build

    Build

    We build the agent in your environment, with Claude Code and automated evaluation against your own data, and test it against the criteria you signed.

  3. After launch

    Run

    We run, monitor and improve the agent after launch, measured against those criteria, with a named person on your side approving what it produces.

Compliance & security

  • Built to SOC 2, HIPAA and GDPR standards
  • EU AI Act-aligned delivery
  • Azure Data Residency

How we engage

Four ways to work with us.

Copilots for different departments can be built in parallel once the first workflow is in daily use. Portfolio scale is scoped separately.

Advisory

Strategy, roadmap and readiness for an AI program.

Build

One scoped workflow at a time, with acceptance criteria agreed in writing before the build starts.

Run

Managed operations after launch, measured against those criteria.

Outcome-linked terms

Commercial terms can be tied to the acceptance criteria you sign.

Every engagement starts with one scoped workflow and a written definition of done. Commercial terms are set in the statement of work.

Frequently asked

Questions buyers ask.

What are Business Function Copilots?

Business Function Copilots are purpose-built AI assistants designed for specific departments: Finance, Legal, HR, IT, Risk, and Operations. Unlike generic chatbots, each copilot is trained on your department's policies, workflows, and data to deliver accurate, governed answers.

How do copilots handle sensitive department data securely?

Every copilot respects your existing access controls through Azure AD or Okta integration. Finance copilots only access financial data, HR copilots only access HR systems. All interactions are logged with full audit trails for compliance.

Can copilots integrate with our existing enterprise systems?

Yes. We integrate with SAP, Oracle, Workday, ServiceNow, Salesforce, and other enterprise platforms. Copilots pull real-time data from your systems of record so answers are always current.

How long does it take to deploy a Business Function Copilot?

The first copilot workflow is built in your environment in two weeks, against acceptance criteria you sign before the build starts. A full department copilot runs as a series of two-week builds, each with its own signed acceptance criteria, so you see each part working before the next begins. Copilots for different departments can be built in parallel.

What measurable results can we expect?

Results depend on the volume and type of work in each department. Before the build we time a sample of your own recurring tasks, such as invoice queries or policy questions, and the acceptance criteria are measured against that baseline rather than a vendor average.

Research paper

Past the stall: Why M365 Copilot rollouts plateau and the governed path through

Why Copilot pilots stall, and the governed path from pilot to measured adoption.

Read the paper
Get the designed PDF

Ready to ship AI that actually works?

Every engagement starts with one scoped workflow and a written definition of done. Commercial terms are set in the statement of work.

  • Built to SOC 2, HIPAA and GDPR standards
  • EU AI Act-aligned delivery
  • Microsoft Solutions Partner