Taking new audits — April 2026

An AI automation team, subscribed monthly.

We diagnose the workflows draining your team, build the automations that move the numbers, and run them in production — with senior engineers, model-agnostic tooling, and a single flat fee.

$10,000 / month · Cancel anytime · No onboarding fee · Senior engineers only

4 weeksto first production automation
60%+average cost reduction on automated workflows
11+model providers, commercial and open-weight
1 feeeverything included, month-to-month

We work where your team already works

HubSpot·Salesforce·Zendesk·Intercom·Notion·Linear·Slack·Gmail·Google Drive·Airtable·Stripe·QuickBooks·HubSpot·Salesforce·Zendesk·Intercom·Notion·Linear·Slack·Gmail·Google Drive·Airtable·Stripe·QuickBooks·

What we build

Six automations that pay for themselves in the first quarter.

Every build is production-shaped, integrated with your real stack, and measured against your real numbers. No demos on a laptop.

4h → 12m
first-response time

Support triage & response drafting

Problem. CX teams buried under 500+ daily tickets. First responses take 3–4 hours.

Build. An AI triage layer that classifies, routes, and drafts replies against your knowledge base. Humans approve, edit, and send.

ZendeskIntercomFront
8h → 45m
per proposal

Proposal & RFP generation

Problem. Senior staff burn 8+ hours per proposal rewriting past work from scratch.

Build. A retrieval-grounded copilot that drafts RFPs, SOWs, and proposals from your real library — with citations and a review queue.

NotionGoogle DriveHubSpot
−32%
DSO reduction

Accounts receivable & collections

Problem. AR ages out. Dunning is manual. DSO climbs and nobody has time to chase.

Build. Automated reminders, payment-plan suggestions, and exception flagging — with tone-matched outreach that your finance team approves before sending.

QuickBooksStripeNetSuite
1.5×
qualified meetings

Sales qualification & outbound

Problem. SDRs spend the day on research and list-building, not conversations.

Build. Research, enrichment, and personalization agents that work overnight. Your reps wake up to a ranked queue and drafted sequences.

HubSpotSalesforceApollo
+12h
weekly per employee

Internal knowledge copilot

Problem. Teams lose 5–8 hours a week searching across Drive, Slack, Confluence, and email.

Build. One search bar, grounded answers, cited sources. Role-aware access and usage analytics so the answer gap gets visible.

NotionSlackConfluence
2w → 2d
month-end close

Back-office & reporting automation

Problem. Month-end close takes two weeks. Ops reporting is copy-paste across sheets.

Build. Scheduled agents that reconcile, summarize, and flag exceptions. Leadership reports draft themselves on a cadence.

AirtableGoogle SheetsLooker

Your workflow not on this list? Nine out of ten audits surface at least one automation specific to your business. We start there.

Request a tailored audit

The honest comparison

One senior hire, three months to onboard, or a team on Monday.

Most companies weigh an AI automation partner against hiring, calling a consulting firm, or rolling their own. Here is how we compare — in the terms a CFO actually uses.

Time to first automation

Tap4 weeks
In-house6 months+
Consulting12–16 weeks
DIYWeeks to months

Annual cost

Tap$120k flat
In-house$250k+ loaded
Consulting$250k–$500k
DIYTool fees + time

Commitment

TapMonth-to-month
In-housePermanent hire
ConsultingMulti-year SOW
DIYYour weekends

Model coverage

TapVendor-neutral, 11+ models
In-houseWhatever they know
ConsultingPreferred partners
DIYOpenAI default

Governance & security

TapBuilt-in
In-houseAdd another hire
ConsultingAdd an SOW
DIYOn you

Outcomes

The numbers clients walk in with vs. the numbers they keep.

Industry snapshots — anonymized on purpose. Real workflows, real benchmarks, real board-deck material. Full references available under NDA on request.

E-commerce supportDTC brand · 40 CX agents

600 tickets/day, 4-hour first response, CSAT drifting toward 3.8. Hiring another cohort was on the table.

What we built. Support triage with drafted replies grounded in their policy and past tickets. Agents review, edit, and send.

We stopped hiring. The team handles more volume with less stress. This paid for itself in six weeks.
Head of CX
first-response time12m
CSAT points+0.8
monthly payroll avoided−$28k
Professional servicesManagement consulting · 60 staff

Senior partners spending 8+ hours per proposal, rewriting past case studies from memory. Win rate plateaued.

What we built. A retrieval copilot over fifteen years of proposals, case studies, and SOWs. Drafts with citations, reviewed before send.

My senior people are finally doing the work I hired them for, not rewriting the same intro paragraph for the fifth time.
Managing Partner
per proposal45m
win rate on drafted proposals+22%
reclaimed per partner/week9h
Finance operationsManufacturing · $120M revenue

Month-end close ran two weeks. AR aging climbed past 62 days. Finance team was burning out.

What we built. Supervised agents for reconciliation, exception flagging, and dunning outreach — with the controller approving before anything goes external.

Close used to own the first two weeks of my month. It owns two mornings now. I got my life back.
VP Finance
month-end close2d
DSO reduction−32%
fewer posting errors85%

How it works

Diagnose. Design. Build. Then keep shipping.

Four weeks to first production automation. Then a monthly cadence of new builds and live-system tuning.

01Week 1

Diagnose

We sit with your team, read the tickets, walk the queue, and score every candidate workflow by ROI, complexity, and data readiness. You get a ranked roadmap — not a PDF.

02Week 2

Design

We pick the model, the retrieval approach, the guardrails, and the human checkpoints. Success metrics are agreed before a line of code is written.

03Week 3–4

Build

One workflow, built against real data, integrated into your real tools. Tested on your real failure modes. Not a demo — a system.

04Ongoing

Operate

We monitor cost, quality, and escalations. We tune as models evolve. New automations ship every month. Leadership gets a monthly readout with the numbers.

Pricing

One flat fee. Everything included.

Audit, pilot, copilot, agentic ops — every engagement type is included in the subscription. One flat fee. Cancel anytime.

Most popular

AI Operations Retainer

Cancel anytime

Your AI team, on subscription.

$10k/ month
  • New automation builds every month
  • Prompt, retrieval, and model tuning
  • Governance and security reviews
  • Senior engineer working directly with you
  • 11+ model providers, vendor-neutral
  • Integrations across your existing stack
  • Monthly executive reporting
  • Scoped access, audit logs, HIL review

Enterprise

Multiple workstreams, >40 hours a week, dedicated squad.

$20k+/ month

Custom scope, quarterly governance reviews, procurement-friendly. Best for teams running several initiatives in parallel that need more than one operator's bandwidth.

Who we work with

We have seen your workflow before.

We focus on industries where repetitive knowledge work eats the week. Here are six we ship automations into every month.

Professional services

Consulting, legal, and agency teams that lose hours to proposal drafting, knowledge search, and client reporting.

  • Proposal & RFP drafting
  • Cited knowledge search
  • Client reporting automation

E-commerce & retail

Support queues buried under volume, product content at scale, and review analysis that never happens.

  • Support triage
  • Product content generation
  • Review and voice-of-customer analysis

Logistics & operations

Complex multi-step processes with manual handoffs and exception handling that eats your best people.

  • Shipment tracking & updates
  • Exception handling
  • Vendor communication

Finance & back-office

Finance teams spending the first two weeks of every month compiling reports that could draft themselves.

  • Invoice processing
  • Collections and AR
  • Management reporting

Healthcare & services

Intake, scheduling, and documentation workflows that add hours to every provider day.

  • Intake & scheduling
  • Documentation assistance
  • Claims and follow-up

B2B SaaS

Growing teams that need to scale revenue ops and customer success without doubling headcount.

  • Sales research & enrichment
  • Onboarding copilots
  • Health-score monitoring

Model agnostic by design

We pick the model that fits the job, not the job that fits the model.

We run Claude, GPT, Gemini, Llama, Mistral, DeepSeek, Qwen, and more — tested against your actual data before we recommend. Long context, on-prem, cost-per-token: whichever constraint matters, we have an answer ranked by evidence, not brand loyalty.

OpenAI
Anthropic
Google Gemini
Meta Llama
Mistral
DeepSeek
Qwen
Cohere

Plus self-hosted deployments on AWS Bedrock, GCP Vertex, Azure AI Foundry, and bare-metal for data-residency workflows.

Aman Meghrajani

Founder & Principal Engineer

A note from the founder

“I started Tap after watching a fifth client burn six figures on an AI pilot that nobody used.”

The failure mode is always the same. Too much ambition, too little data readiness. A vendor who sells the model they happen to resell. A roadmap no operator signs off on. Six months later, a dashboard nobody opens.

Tap is the alternative. Senior engineers only. One workflow at a time. Real integration with real tools. Measured against numbers we agree on before we start. Flat fee, cancel the month anything stops working.

If you have a workflow eating your team's week, I would like to see it. Book the audit. Thirty minutes. No slide deck.

Questions we get on every first call

The objections, answered before you ask.

A senior automation partner working through your backlog every month — engineering, product thinking, and ops all in one. That covers new automation builds, live-system tuning, model and prompt optimization, governance reviews, integrations, and monthly leadership reporting. Audit, Pilot, Copilot, and Agentic Operations engagements are all included — no separate scopes or extra fees. One flat fee replaces what would otherwise be a senior engineer, a PM, and an ops lead in-house.

A senior AI engineer in the US costs $180k–$250k fully loaded and takes three to six months to hire. Tap gives you a senior partner at less than half that loaded cost, with no hiring risk, and you can cancel any month. If AI stops being the right answer for your business, you stop paying.

You should try, for simple triggers. The moment a workflow touches real language — drafting, summarizing, classifying, answering — DIY automation hits a wall. We are hired after that wall. We also handle the parts Zapier does not: model selection, retrieval design, guardrails, evaluation, monitoring, and governance.

Vendor-neutral by design. We test Claude, GPT, Gemini, Llama, and open-weight models against your actual data, then recommend based on accuracy, cost, latency, and hosting constraints. If a workflow needs to run on-prem, we will say so. If a workflow needs Claude’s long context, we will say so. We have no affiliate incentives.

Success criteria are defined before we build — hours saved, throughput, quality. If the Audit cannot find a workflow with clear measurable ROI, we say so and refund unused scope. We would rather lose the engagement than ship theater.

We work inside your environment wherever possible. Data-handling is documented per engagement, approvals live with your team, and we support SOC 2 and HIPAA-adjacent workflows with scoped access, audit logs, and human-in-the-loop review. No data is used to train third-party models without explicit consent.

No, and that is the design point. Every system we build is human-in-the-loop. AI handles the high-volume, repetitive work; your team handles judgment, exceptions, and relationships. Most clients redirect capacity, not people.

Kickoff within one week of signing. First audit output inside two weeks. First production automation live in four to six weeks. If your backlog is already clear, the Pilot Sprint is the fastest path to results.

Next step

Book a 30-minute audit call.
Leave with a shortlist.

Bring your highest-friction workflow. We'll walk it live, surface the two or three best automations, and give you honest ROI estimates. You leave with a shortlist whether we end up working together or not.

No slide deck. No obligation. 30 minutes, real pen to paper.