We build AI agents that answer your phones, process your paperwork, keep your CRM current, and brief you every morning, working inside the tools you already use.
AI automation uses software agents to handle repetitive work that normally needs a person: answering calls, reading documents, updating records, and sending follow-ups. Unlike a chatbot that only talks, an AI agent takes action inside your systems, like booking the meeting, logging the lead, or flagging the invoice.
For a small or medium business, the payoff is time and consistency. The work gets done the same way every time, at any hour, and your team spends its day on the jobs that actually need them.
Answer every call in your brand’s voice, qualify the caller, and book them into your calendar, including nights and weekends.
Stratify VoiceLeads routed, follow-ups sent, reminders set, and deals updated automatically, so nothing sits untouched.
Stratify CRMRead invoices, forms, and PDFs, check them against your rules, catch duplicates, and route exceptions to a person.
Stratify LedgerA daily brief of what matters, a triaged inbox, and prepped meetings, delivered before you’ve had your coffee.
Stratify AssistantConnect Microsoft 365, Google Workspace, QuickBooks, your CRM, and custom tools so data moves on its own.
When your process doesn’t fit a template, we design and build an agent around it, with clear guardrails and audit trails.
This is the workflow behind Stratify Voice. No one on your team lifts a finger until there’s a meeting on the calendar.
At the International Builders’ Show in Orlando, an AI receptionist handled the phones, booked follow-ups, and sent every lead straight into the CRM and calendar.
Read the case studyAn AI agent reviews every invoice sent to the accounts inbox, accepts the clean ones, flags the unclear ones for review, and rejects duplicates and non-compliant bills.
Read the case studyAgents act on routine work and escalate anything unusual to a person. You decide where that line sits.
Least-privilege access, scoped credentials, and compliance-aware architecture for regulated industries.
Audit trails record what the agent saw, what it decided, and why, so you can review any action later.
We work inside the tools your team already uses, instead of asking everyone to learn a new one.
Most AI agent projects are quoted after a free strategy call, because the cost depends on how many systems are involved and how much the agent needs to do. Productized options are more predictable: Stratify Voice starts at $149 USD per month and Stratify CRM at $199 USD per month, each plus a one-time setup fee.
A chatbot answers questions. An AI agent takes action: it books the meeting, updates the CRM record, files the document, or sends the follow-up. Stratify builds agents that are connected to your real systems.
That’s not how we design it. Our agents take on the repetitive, after-hours, and error-prone work so your people can focus on customers and decisions. Anything unusual gets escalated to a person.
We regularly work with Microsoft 365, Outlook, SharePoint, Power Automate, Google Workspace, QuickBooks Online, popular CRMs, and Supabase, and we build custom API integrations when needed.
Our standard agents typically launch in under four weeks. Custom agents vary with scope, and you’ll get a firm timeline in your written scope before any work begins.
Book a free strategy call and we’ll map the three workflows most likely to pay off for your business, whether or not we build them.