Custom systems
Custom systems for the work that moves your numbers.
Built on the Advizr Platform, isolated to your company. Each system is valued in hours a week and dollars a year before we build it, then built and trained in by our engineers.
Your custom strategy and systems, delivered in under a month. Your named people using them every week by day 30. Or we keep working for free until both are true.
1 day 6 hoursfrom repository created to the first cited answerHoyes Michalos knowledge brainSystem loggedby Advizr, 20 Aug 2026
- 01
Valued before it is built.
Value is measured per system, in the proposal, before we build. For example: the hours a workflow saves each week, and what those hours are worth a year. There is no blanket multiple.
- 02
Built on the Platform.
The Platform is configured on day one. Each system stands on it: the Brain, the AI team, the workflows, the approvals and the models are already there.
- 03
Used by your people.
Forward deployed engineers set up each of your people on their own work, one at a time. Weekly use is part of the guarantee.
The catalogue
Fourteen systems in five families.
Pick the work that moves your numbers. If it is not on the list, we build it as a custom agent and value it the same way.
01Revenue systems
Fill the pipeline and keep it warm, while your team closes.
Systems that find the right buyers, write to them like a person and hand your team live conversations. The pipeline stays full while your people stay on the calls that close.
7 stagesSourcing to Follow-up
Outbound engine
Prospecting runs around the clock so your calendar fills itself.
- Prospect sourcing
- Per lead strategy
- Reply detection
- Reply to deck
Delivered earlier for Breez and Merchant House Capital
2,488 prospects found and scored for fit with the ideal customer at Breez
System loggedby Advizr, 20 Aug 20265 stagesDiscovery to CRM sync
Who to call next
The market ranked and refreshed while your team works the live deals.
- Discovery and enrichment
- Scoring and qualification
- Movement detection
- Deal briefings
Live at Picton Mahoney
17 days from the engine's first commit to the first client sign-in
System loggedby Advizr, 20 Aug 20266 stagesVoice capture to Scheduling and distribution
Content engine
Your expertise becomes a weekly cadence your team only approves.
- Voice capture
- Weekly cadence
- Repurposing
- Programmatic SEO pages
Live at uQueue
9,381 pages published from its own clinic data
Build artefactby Advizr, 18 Oct 2026
02Knowledge systems
Answers from your own documents, with the source attached.
Ask a question and get the answer your own files already hold, with the source attached. Nobody digs through folders to prove a fact twice.
5 stagesCollection to Coverage measurement
Answers from your docs
Ask in plain language and get the firm's own answer, source attached.
- The firm answer desk
- Policy and precedent lookup
- Grounded refusal
- Coverage audit
Live at Hoyes Michalos and Nurse Next Door
1 day 6 hours from repository created to the first cited answer at Hoyes Michalos
System loggedby Advizr, 20 Aug 20264 stagesCapture to Promotion
Team knowledge
Decisions and know-how captured as they happen, mapped and kept usable.
- Decision capture
- SOP curation
- The knowledge map
- Agent memory
Runs Advizr's own work
257 notes at launch, one source of truth
Build artefact
03Operations systems
The back office on autopilot, from signed to invoiced.
The admin work between signed and invoiced runs on its own. Your team keeps the judgment calls and drops the chasing, filing and re-keying.
6 stagesIntake to Handoff
Client onboarding
New clients go from signed to started without a single chase email.
- Intake to kickoff
- Document chase
- Conflict checks
- Regulated document packs
No client story published yet
6 stagesConnections to Exception alerts
Reporting
Reports assemble themselves from the tools you already run.
- Investor updates
- Board packs
- Ask your numbers
- Anomaly scan
Runs Advizr's own work
10 operating surfaces in one dashboard at Advizr
Build artefact5 stagesDescribe to Watch
Workflows
Explain a process once, and it runs from then on.
- Process to workflow
- Bulk runs
- Browser jobs
- Human gates
Runs Advizr's own work
50+ automation scripts in production at Advizr
Build artefact5 stagesClient login to The OK
Client portal
Clients check the invoice and the work behind it without emailing you.
- Proposals and invoices
- Outcome billing
- Collections follow up
- Delivered work feed
No client story published yet
04AI teammates
Named coworkers for the jobs only your business has.
Named agents built for one job in your business, wired into the tools your team already runs. Each one earns trust on real work before it acts alone.
5 stagesIntake to After hours
One inbox
Every message lands in one inbox and every reply waits for your OK.
- Shared inbox triage
- Reply proposals
- Escalation routing
- After hours cover
No client story published yet
5 stagesAnswer to Filing
Voice agent
Every call answered in your voice and hours, and every call filed after.
- Intake calls
- Booking and reminders
- Call transcripts
- Compliance recording
Method only, no client deployment published
5 stagesScoping to Training
Custom agents
A coworker built for the one workflow no software ever fit.
- Research analysts
- Executive assistants
- Packaged teammates
- Objective loops
Live at Hoyes Michalos and Picton Mahoney
630 automated runs in the 30 days to 15 October 2026 at Hoyes Michalos
System loggedby Advizr, 15 Oct 2026
05Governance and security
Every action gated, logged and explainable.
Every automated action is gated, logged and traceable to the person who approved it. When your board or your regulator asks what ran, you can show them.
4 stagesAutonomy matrix to Approvals and audit
Governance
Agents act at the level a person set. Every action leaves a readable trail.
- Autonomy matrix
- Rule replay
- Approval queues
- Audit narratives
No client story published yet
5 stagesGolden runs to Drift watch
Weekly proof
New versions replay against your own best work before they reach you.
- Golden run library
- Dual judge scoring
- Prompt experiments
- Drift watch
No client story published yet
06How a system gets built
From a mapping call to a team that uses it.
One monthly partnership covers the Platform, the systems, the engineers and the training.
- 01
Map
Mapping calls, where our engineers learn how your work actually runs. The proposal that follows puts a measured value on each system.
- 02
Build
The Platform is configured on day one. We build the systems on top of it, on your real data, so scope decisions rest on evidence.
- 03
Adopt
Every person is set up on their own work in the first week. Then office hours on site every week, a champion in every team and a review of who uses it, person by person.
- 04
Grow
We watch the systems, fix what drifts and build the next one. Every better model is an upgrade you already own.
Your custom strategy and systems, delivered in under a month. Your named people using them every week by day 30. Or we keep working for free until both are true.
Not ready for a call? Get the free audit. A ranked plan lands in your inbox inside five minutes.
07Proof
Inside the month, on real systems.
Four client systems did their first real work inside the month. Each time was read from the systems themselves, with how and when.
- Hoyes MichalosRepository created to first cited answera month1 day 6 hoursSystem loggedby Advizr, 20 Aug 2026
- Nurse Next DoorRepository created to first client sign-ina month4 days 19 hoursSystem loggedby Advizr, 20 Aug 2026
- uQueuePlatform handed over to first province livea month8 daysSystem loggedby Advizr, 20 Aug 2026
- Picton MahoneyEngine's first commit to first client sign-ina month17 daysSystem loggedby Advizr, 20 Aug 2026
Two earlier engagements took longer than a month. Breez: 47 days from its database to the first lead, in early 2026. Picton Mahoney: about six weeks from the engine's first commit to its first milestone going live.
And once they are live, work nobody had to ask for
How this was measured
Automated runs are the custom systems working on their own: scheduled missions, loops and curators. Advizr staff and test accounts are left out. Each bar is one client, unnamed.
Measured at the four client tenants on the Advizr Platform, last 30 days
08Questions
Before you book.
Do we have to pick from these systems?
No. They are the systems we have built a pipeline for. If your work is not here, we build it as a custom agent, scoped to one workflow, and value it in the proposal like any other.
How is a system valued before it is built?
Value is measured per system, in the proposal, before we build. For example: the hours a workflow saves each week, and what those hours are worth a year. There is no blanket multiple.
What does the guarantee cover?
We deliver your custom strategy and systems in under a month, and your named people use them every week by day 30, or we keep working for free until both are true. The statement of work names your strategy and every system we will deliver. It also names the people who will use them. Both sides sign it before work starts. If either is not true, we keep working at no charge until both are. For your people, that means coaching each one on their own work until they use it every week.
Where do the systems run?
On isolated infrastructure, one per client: its own repository, database and deployment, hosted by Advizr. Sign-in is one shared service across clients.
What can a system do without asking us?
By default your coworkers ask before they send anything outside your company, move money, delete data or change access. An admin can relax that. Every system page says where a person acts in its pipeline.
What do we own if we leave?
Your data and your knowledge base. Both export whenever you ask. The Advizr Platform is licensed to you, and its source code stays with us.
Run your whole company on AI.
Tell us how your business runs. If we're not the right fit, we'll say so on the call.
Your custom strategy and systems, delivered in under a month. Your named people using them every week by day 30. Or we keep working for free until both are true.
The AI operating layer for enterprises.