Implementation help
Want it set up for you?
The playbooks and setup guides are written so your team can do it yourselves. But a new phone agent, an AP automation or a handbook assistant touches customers, vendors and employees, and some teams would rather have experienced people build it, test it and hand it over running.
Disclosure: CFO Resource's founder, Dan Allen, is a founder and advisor at Holaris Advisors, so CFO Resource has a business interest in this referral. CFO Resource's guides, reviews and tool recommendations are written independently, and you don't need Holaris to use anything you buy here.
Who does the work
Holaris Advisors is an AI advisory firm in Reno, Nevada, working with CEOs, CFOs and COOs nationally. Its team includes computer engineers, sales and marketing professionals, management consultants and project managers, and it helps companies find, implement and measure AI projects that improve operating margin.
What they can set up
- The five agents in the playbook pack: the AR collections agent (email and voice), the AI receptionist on your main line, the AP invoice agent, the executive assistant, and the HR onboarding agent with its handbook assistant.
- The connections around them: phone systems, Microsoft 365 or Google Workspace, your accounting system, Zapier or Make automations, and the reports your team will use.
- The controls: consent and disclosure scripts reviewed with your counsel, approval rules, access permissions, testing, and training for the people who will run it.
- What comes next: finding the other places in finance and operations where AI is worth the effort, and where it isn't.
How it works
- Free AI Opportunity audit. A 30-minute conversation about one or two functions, with a direct answer on whether AI is worth pursuing there. It's designed for businesses with about $5 million to $100 million in revenue. If Holaris isn't the right fit, they'll say so and suggest who might be.
- Proposal. If you want help, Holaris reviews your request and prepares a proposal for your situation. There are no set package prices.
- Build, test and hand over. Holaris sets it up with your team, runs the tests in the setup guides, and leaves you with something your people can run.
Prefer to do it yourself?
That's what the AI Agent Playbook Pack is for: five playbooks, a step-by-step setup guide for each agent, the prompts and the workbooks. Many teams start on their own and call for help only on the piece that needs it.