Good methods. Useful tools. Your people in control.
We start with the task your team needs to perform, then build the procedures and practical assistance around it.
Understand your work
We agree on the problem, records, systems, and people involved. The scope and deliverables are clear before work begins.
Build your procedure
We adapt Z-TIER checks to your business, with clear evidence requirements, responsibilities, and approval points.
Make it easy to use
We prepare the agreed instructions, checklists, or AI skills. Connected tools are considered when they serve a practical need.
Test, train, and hand over
We work through representative examples, document limitations, and show your team how to apply the deliverables.
Choose the level of
connection you need.
We are developing these delivery approaches.
The selected workflow is scoped and tested per engagement.
Instructions & checklists
Clear steps for your team to follow with the records and tools already available. A practical starting point for repeatable work.
AI chatbot instructions
Business-specific guidance for an agreed AI chatbot: what inputs to use, which checks to perform, and what output to prepare for review.
Connected workflows
Where appropriate, MCP servers and available plugins can connect approved sources and tools. Compatibility and permissions need validation.
A procedure the AI
can help you follow.
A specialized skill describes the task, required inputs, checks, evidence, output, and approval points. Your business context makes the instruction relevant to your work.
AI can help extract fields, compare records, locate evidence, and prepare summaries. Approved formulas handle calculations. A reviewer checks the evidence and decides the next action.
Every adopted workflow needs:
- A defined task and the right source records
- Clear checks and evidence requirements
- Visible uncertainty and missing information
- An assigned reviewer and approval path
- Tested examples, handover, and known limitations
Pay for what
you purchase.
We agree on scope, deliverables, fees, and responsibilities before work begins. There is no required Fintegrity subscription.
Further support, updates, or additional tasks are optional and separately agreed. Third-party AI, hosting, or software may have their own fees; we identify relevant dependencies when scoping the setup.
Give your team a clearer way to work.
Start with the problem you want to solve. We’ll help define the right procedure, deliverables, and scope.