A boutique firm.
A serious standard.
A small, senior team. Real work. No layers, no offshore pool, no "we'll get back to you." AgentWorks is built for the kind of small business that takes its operation seriously and wants AI to actually work — not just exist on a slide.
Five rules
we run by.
Outcomes are the only currency.
We measure ourselves on what's in production and saving you time or money. Decks, dashboards, and demos are byproducts.
Yours to keep.
Every system, every credential, every document — yours from the start. We're not interested in being permanently necessary.
Vendor-agnostic.
No kickbacks. No reseller deals. The right tools are whichever ones actually work for your business — sometimes that's no new tools at all.
Honest about what AI can't do.
Sometimes the fastest, cheapest fix isn't AI. We'll tell you when it isn't, and we'll turn down the work.
Senior people. No layers.
You talk to the people doing the work, from the first call to the finished system. No account managers in between.
Who you'll work with
Finance-trained. Builders by habit.
AgentWorks is a small, senior team. The people on your first call are the people who build your system, with vetted specialists brought in when a project needs them.
Our team comes from institutional finance, including roughly five years at a global asset manager building forecasting models, reporting pipelines and dashboards used by senior leadership.
That work is why we care about numbers that tie out, processes that survive audits and systems with a human sign-off before anything leaves the building. AgentWorks applies the same standard to small businesses.
- Master of Science in Accounting
- CFA Level I passed
- Financial modeling, Power BI, Power Query and SQL
- AI workflow builds in production for a media-buying agency
- Acquisition diligence: earnings verification and LOI drafting
Reachable directly.
No account managers, no intake queue. Send a brief and you'll hear back from us directly.