Custom AI Engineering

Benefits

Fast Rollouts

Get up to speed quickly with custom GPTs that rely on pre-built, commonly used GPT models.

Extend GPT Capabilities

Power up your current GPTs with code that extends GPT capabilities so you can automate inputs and outputs to and from the GPT.

Reusable Prompts

Save time with ready-to-use prompts or have our team build custom prompts for key areas of your business.

Customizable Chatbots

Put AI to work. Get custom chatbots engineered to help you access specific business data to make tasks easier and more efficient.

Kickstart your AI adoption and save time with custom-built GPTs that analyze data and eliminate manual reporting. Our made-for-you GPTs are fine-tuned with customized instruction prompts and specific knowledge base data to provide more accurate outcomes for use cases such as:

Accounting

Revenue Expert: Answers complex technical revenue accounting questions based on its authoritative revenue guidance training.
Purchase Price Allocation GPT: Acts as a technical accounting expert in ASC 805 business combinations.
Equity Accounting Expert: Answers complex technical equity accounting questions based on its authoritative equity guidance training.
Nonprofit A&A GPT: Answers accounting questions based on the audit & accounting nonprofit guide.
Trial Balance (TB) Analyzer: Analyzes exported CaseWare trial balances to summarize key information and insights.

Audit & Assurance

Contract GPT: Reviews contracts for key details, performs calculations, checks for compliance, identifies errors, flags items for additional approval and generates summary reports.
Nonprofit (NFP) Disclosure GPT: Compares financial statements to a published NFP disclosure checklist.
Legal Invoice Analyzer: Reviews legal invoices, summarizes them and flags pending litigation.

Data & Analytics

Embedded Derivative Scanner: Scans documents for embedded derivatives and outputs summaries, authoritative guidance references, reasoning and bifurcation analysis.
Utilization GPT: Analyzes key measures of productivity like employee utilization rates for professional service firms and visualizes productivity data on command.

Enterprise Business Applications

D365 Flow Assistant: Helps users navigate and create flow from the training based in D365 usage and Microsoft Learn.

Operations/Strategy and Transformation

Company Backgrounder Report: Creates company-specific background reports to help prepare for client meetings.
Board Minute GPT: Summarizes board meeting minutes and board consent files and provides GAAP analysis for accounting treatments.
GPT Builder: Helps you build better custom GPTs.
GPT Creation Guide: Teaches users how to create custom GPTs step-by-step.
SharePoint Summary GPT: Summarizes sections of SharePoint documents into concise bullet points, organized by importance.
Process Mapping GPT (beta): Intakes transcript data from process meetings and outputs structured SOP documents in Excel. The format is native to the Visio app extension, which creates process flow drafts from the Excel file.

Sales and Marketing

Viral Post GPT: Assists in creating engaging LinkedIn posts.
Content Fusion: Combines multiple articles into one concise, digestible piece of content.
Armanino PDF Analyzer: Turns PDFs into usable forms and chat interfaces for CPA firms.

These deployments bring the power of code to custom GPTs built on OpenAI’s GPT-4o model, extending each GPT's capabilities.

8-K Lead Hunter GPT

Identifies and distills insights from recent 8-K filings to generate leads.

10-K Lookup Tool

Searches for a company and creates formatted financial statements from the relevant 10-K.

Capitalized Software Analysis GPT

Reviews all technology company 10-K filings to determine which companies capitalize software and summarizes footnotes.

10-K Query Tool

Searches for a company and supplies analysis of the company’s financial statements.

10-Q Insights GPT

Ingests all 10-Q filings in a specific industry and outputs quarterly industry summaries with visuals and analysis.

Fund Origination Lead Hunter GPT

Scans Form D documents for new fund origination and sends email notifications.

Fund Lead Hunter GPT

Scans a database of funds and automatically drafts cold intro emails to send to potential prospects.

Our reusable custom prompts aren’t ready-to-use GPTs, but we can deploy them for specific types of projects, typically those related to strategy and transformation consulting.

VSM Process Analyzer Prompt: Analyzes a PDF of a Mural value stream mapping (VSM) process map and makes process redesign recommendations, including Dynamics 365 functionality.
Fact Checker (Copilot): Takes the output of another large language model (LLM) and fact checks it for accuracy, providing reference link citations for further research and validation.
Sales Turnover Assistant (in development): Analyzes SOWs, proposals and sales notes to answer delivery team questions, potentially saving thousands of project budget dollars on internal sales turnover meetings.
Business Development Call Topic Miner: Finds news stories on specific clients and prospect companies within a specific research time window. Helps to identify timely topics for business development outreach.
Client Candidate Interview Question Generator: Generates questions to prepare for technical resource recruiting and client candidate interviews (geared toward IT professionals).
AI Competitive Intelligence Analyst: Performs research on a company against industry leaders and provides a SWOT analysis output.
Scorecard Generator: Generates subjective rating scorecards for technology systems (e.g., selecting one CRM over another).