ANSWERS
Frequently Asked Questions
Straight answers to the questions we hear most. If yours isn't here, reach out. We're happy to talk.
COMMON QUESTIONS
Getting Started
We build AI-powered financial operations for small businesses. That means financial reconciliation engines that match payments, payroll, and bank deposits automatically; unified data warehouses that pull every system you run into one database you own; and owner-ready monthly financials delivered within five business days of month-end. We handle everything from figuring out where the numbers leak to building, deploying, and running the systems.
If your team spends significant time on repetitive tasks (answering the same questions, entering data between systems, assembling reports, processing documents, or chasing follow-ups), AI can likely help. We work best with businesses that have 5-100 employees and are spending real money on tasks that don't require human judgment. Try our AI Savings Calculator for a personalized estimate.
No. We handle all the technical work. You just need to tell us how your business operates: what tools you use, where your team spends time, and what frustrates you. We build everything, train your team to use it, and provide ongoing support. If you can use email and a web browser, you can use what we build.
It's a free 15-minute call, phone or video, your choice. We'll ask about your business, your team, and where you're spending time on things that feel like they should be easier. If we see opportunities where AI could help, we'll explain what's possible and give you honest numbers. If we don't think we can help, we'll tell you that too. No pitch, no pressure.
Most projects deploy in 2-6 weeks from kickoff. A focused reconciliation build might take 2-3 weeks. A full data warehouse with monthly reporting that pulls from several of your systems typically takes 4-6 weeks. We always start with the highest-ROI opportunity first so you see results quickly.
That's not what we do. AI handles the repetitive, low-judgment tasks that your team shouldn't be spending time on in the first place: data entry, answering the same questions, assembling reports, processing documents. Your people get to focus on the work that actually requires their expertise, judgment, and relationships.
Pricing & Ownership
Every build is custom to your systems, so it is scoped and quoted before work begins rather than priced from a rate card. You start with a scoped audit from $1,000, which produces the exact quote, and ongoing support is month-to-month from $500. We show you projected payback before any work begins. No surprises. Full details on the pricing page.
No. Implementation is project-based with a fixed scope and price. Ongoing support is month-to-month. Stay as long as it's working for you. Cancel anytime.
Yes. Everything we build for your business belongs to you. If you ever decide to part ways, you keep the code, the configurations, and the documentation. No vendor lock-in, no proprietary platforms you can't leave. Your business, your tools.
Yes. Your data is encrypted in transit and at rest. We use enterprise-grade AI platforms with strict data handling policies, and your business data is never used to train public AI models. During implementation, we sign NDAs before touching anything sensitive. Once deployed, hosting is your choice: we can run the system in our own secure cloud, with access limited to RealizedAI and a BAA in place when the data includes PHI, or set it up in your own workspace so it stays entirely on your accounts. Either way, you own the code and can export it.
READY TO MOVE FORWARD?
What would you like to do next?
Whether you're ready to talk or still exploring, there's a next step for you.