Agents that do a job. Not another dashboard.
Berry Buckley stands up workflow agents for small and mid-sized firms — invoice follow-up, lead response, content operations — on QuickBooks, HubSpot, Google Workspace, etc. Dallas partners. Named people. No offshore handoff.
The Problem
The owner is still the bookkeeper after 6pm. Still the person who answers the lead that came in at 9:40. Still the one rewriting the same reminder, the same “thanks for reaching out,” the same first draft.
You do not have an AI problem. You have a job that never got a job description.
What an Agent is here
A chatbot answers a prompt.
A Zap runs a fixed rule until the exception shows up.
An agent is given a job — watch aging invoices, send the reminder you already approved, log the reply, park anything odd for you — and works until the job is done or a human has to decide.
We implement that job on the stack you already pay for. We do not rent you a seat and leave you to wire it.
Accounting and bookkeeping
Unpaid invoice follow-up, reminder language you control, exception queue, a short cash note to the owner. QuickBooks stays.
Where we start (and where we will not)
Professional
services intake
After-hours lead response, qualification questions, calendar booking, a clean handoff in the morning. HubSpot or Google Workspace stays.
Marketing and
content ops
brief → draft → social variants, sitting in your review queue. The CMS stays.
What we will not take as a first project
“Replace the team.” “Run the company.” “Build us a platform.” “Connect six systems before anything ships.” Those conversations wait until one agent is earning its keep and we have a slot.
How an engagement works
Audit with Paul - 34-45 minutes. Packaged sprint, or a clear no.
Written brief in 24 hours
First Agent Sprint: about two to three weeks. Drate builds. Paul stays on the engagement.
30-day review: keep it, tune it, or stop.
Who this is for
Owner-led firms, roughly 5–40 people. Accounting, bookkeeping, independent marketing shops, legal, financial services, healthcare practices.
Best fit if you are still the after-hours desk.
Not for
DIY-tool shoppers. Six-system custom builds. Anyone who wants a ticket queue instead of a named partner.
FAQs
Will you replace QuickBooks, HubSpot, or Squarespace?
No.
How is this different from Zapier or Lindy?
Those are products. We implement one job and stay on the hook when it breaks.
Do you build large custom multi-agent systems?
Sometimes, later. Not as the first engagement.
Do I have to be in Dallas?
No. Base is 1920 McKinney Ave. Remote U.S. is normal.
What does it cost?
The audit scopes it. Sprint, then an optional quarterly retainer to keep the agent current.