AI operating system for consultants

Sell the insight.
Ship the system.
No tech skills required.

AuditFy runs a consulting engagement from discovery to a live AI operating system for your client. Nova, the autonomous agent inside AuditFy, does the work of a junior consultant. You deliver it in weeks, under your brand, with no developer on the invoice.

The client shown across this page is a demonstration. The consultant delivering the work appears as Acme Advisory.

Acme Advisory
Pinnacle Realty Group
Strategic Driver Analysis
Annual opportunity$846,200
Revenue levers10 examined
Acme Advisory
Pinnacle Realty Group
Forensic Process Analysis
Scope19 processes mapped
Friction points40 observed
Acme Advisory
Pinnacle Realty Group
StateShift Analysis
Solutions3 analysed in full
Leading solutionAI speed-to-lead agent
Acme Advisory
Pinnacle Realty Group
OpTrix Analysis
Solutions11 scored
First movePost-close nurture trigger
Acme Advisory
Pinnacle Realty Group
Implementation Roadmap
Horizon19 weeks, 4 phases
Scope33 deliverables
Pinnacle Realty Group
AIOS Blueprint
Prepared by Acme Advisory
A
The client's AI operating system
Powered by Acme Advisory
The problem

Every engagement ends the same way. A deck, a handshake, and a client who still has to build it.

You find the real drivers, map the processes, price the opportunity, hand over a roadmap. Then the client hires developers, or an implementer, or nobody, and the plan sits in a folder. The part that was supposed to change the business is the part you never got to own.

Where the engagement ends today

Analysis, a roadmap and a recommendation. Billed by the hour, delivered as documents.

The gap6 monthsof developers, integrators, and a client who stops answering
The client's operating system, liveLive

Where it ends with AuditFy

A business that runs differently on Monday. Leads answered, vendors chased, invoices collected, by agents you configured.

Nova, the agent

A junior consultant who has read everything and never sleeps.

Nova is the autonomous agent inside AuditFy, and it runs the engagement alongside you. Pre-call research, the discovery interview plan, the analyses you choose, the financial case, the roadmap. Each deliverable draws on every transcript, note and document in the client's record, so the numbers agree from the first report to the last.

  • Deliverables in hours, generated from the client's real evidence
  • Your methodology, your voice, your brand on every page
  • Ask Nova anything about a client, or hand it the next task
Audit Toolkit with the Strategic Driver Analysis ready to run
Nova working through a request
The deliverables

Twelve deliverables. Grounded in the frameworks a CFO already trusts.

Every consultant asks the same question of AI output: would I put this in front of a CEO? These are not chat transcripts with a cover page. Each deliverable runs a named method, on the client's evidence, and shows the reasoning behind every number. Use the ones your engagement needs; the core path from discovery to a Blueprint takes four.

Acme Advisory
Pinnacle Realty Group
Pre-Call Intelligence Brief
Before the call
Before the call

Pre-Call Intelligence Brief

Company profile, public research and a discovery script built for this client.

Acme Advisory
Pinnacle Realty Group
Interview Plan
Discovery
Discovery

Interview Plan

Who to talk to, what to ask, and what evidence each answer should produce.

Acme Advisory
Pinnacle Realty Group
Strategic Driver Analysis
Core path
Core path

Strategic Driver Analysis

What actually moves revenue, measured against benchmark.

Driver treesMcKinsey 7S
Acme Advisory
Pinnacle Realty Group
Forensic Process Analysis
Core path
Core path

Forensic Process Analysis

Every process mapped, every friction point costed, human vs system.

Value stream mappingSIPOCSix Sigma
Acme Advisory
Pinnacle Realty Group
OpTrix Analysis
Core path
Core path

OpTrix Analysis

Solutions scored on impact and effort into quick wins and big swings.

Impact-effort matrix
Acme Advisory
Pinnacle Realty Group
StateShift Analysis
Core path
Core path

StateShift Analysis

Today's work set against the same work with the solution in place.

Theory of ConstraintsFuture-state mapping
Acme Advisory
Pinnacle Realty Group
Financials and ROI
The money
The money

Financials and ROI

Cost, return and payback, built from hours and rates, with the math shown.

Cost-benefit analysisSensitivity
Acme Advisory
Pinnacle Realty Group
Financial Intelligence
The money
The money

Financial Intelligence

Benchmarks, confidence scoring and where the figures could break.

Acme Advisory
Pinnacle Realty Group
Feasibility Assessment
Decide
Decide

Feasibility Assessment

Can this client actually run it: people, data, systems, appetite.

Acme Advisory
Pinnacle Realty Group
Strategic Implementation Roadmap
Plan
Plan

Strategic Implementation Roadmap

Phases, deliverables, hours and dependencies, week by week.

Pinnacle Realty Group
AIOS Blueprint
Prepared by Acme Advisory
A
The outcome

AIOS Blueprint

The specification that becomes the client's operating system.

Pinnacle Realty Group
AIOS Proof of Concept
Prepared by Acme Advisory
A
The outcome

AIOS Proof of Concept

The system, documented and running, for the client to confirm before go-live.

AuditFy Field mobile app
01
Record the conversationClient approves on screen first
02
Film the processNova reads what happens on the floor
03
Photograph the SOPRead, transcribed, filed
Into the client recordReady for the next deliverable
The evidence

Context from everywhere. Including the room you're standing in.

Intake answers, recorded calls, meeting transcripts, uploaded documents, public research and the client's own systems all land in one client record, and every deliverable grounds on it. When you're on site, AuditFy Field captures what the transcript can't: record the conversation once the client approves, film a process as it really runs, photograph the SOP taped to the wall. Nova reads all of it.

  • Permission gate before any recording starts
  • Video and documents interpreted, not just stored
  • Everything captured in the field is evidence in the next report
The turning point

One document ends the analysis and starts the system.

Everything the engagement has learned arrives here. The drivers and levers behind the client's goals. Every process mapped and every point of friction costed. The solutions scored, prioritised and analysed as they run today against how they will run. The financial case. The AIOS Blueprint compiles all of it into a machine-readable specification of the operating system: the modules, the agents, every command, what triggers it, and where a human has to approve. It reads like a plan. It runs like software. From here the engagement stops producing documents and starts producing a business.

  • Built from the whole audit, not a wish list: drivers, processes, priorities, financials
  • Every opportunity becomes a command with an owner and an oversight rule
  • Most of the system already exists; AuditFy tells you exactly what doesn't
  • The client confirms the prototype before anything goes live
Pinnacle Realty Group
AIOS Blueprint
Prepared by Acme Advisory
A
AIOS Blueprint listing opportunities and commands
Coverage screen showing prebuilt, configurable and custom pieces
The build

Plug it into the systems the client already runs.

The AIOS connects to the client's CRM, calendar, email and phone through the same connect flow the client can use themselves. Until a connection is verified, its commands run as typed stand-ins, so the system never pretends. When the last one verifies, it's live. You never open a code editor, and you never hire someone who does.

  • Client or consultant connects; the credential lands in the client's own vault
  • Go-live is a checklist, not a project
  • Every write passes an approval gate you configured
Connections step with verified and pending integrations
Claudeconnected to Pinnacle Realty AIOS
Which leads came in overnight and who's on them?
Three since 6pm. Two qualified and routed: Elena Vasquez to Marcus, Priya Nambiar to Dana. One from the website funnel is unrouted and waiting on a decision.Source: Pinnacle Realty AIOS, Leads & Qualification
Route it to Dana and send her the summary.
Queued /lead-route for Dana. This one needs your approval before it sends.Approve in the AIOS or reply "approve"
Run by agents

A business run by agents. Gated by the people who own it.

Every AIOS is a team of agents with one job each: one answers the phone, one chases vendors, one collects invoices, and a coordinator routes the work between them. Anything that touches money, a customer or a contract waits for a person to approve it. And because every AIOS speaks MCP, the client's team can drive it from Claude, ChatGPT or any agent they already use. The consultant's brand stays on all of it.

  • Agents with one job each, and a coordinator that routes between them
  • Approval gates on every action that matters, set by the consultant
  • A live "needs a human" queue instead of a silent failure
The result

Delivered in weeks. Run by agents. Owned by the client. Powered by you.

The engagement that used to end with a deck now ends with an operating system the client opens every morning, with your name on the footer.

Client operating system dashboard
Call handling module with live log
The platform

Run the practice, not just the engagement.

Finding the next client, winning the work, delivering it and getting paid all happen in AuditFy, with Nova's specialists on every desk.

Consultant dashboard with pipeline and Nova
Pipeline and clientsEvery deal, every client record, and Nova beside the screen.
Prospect IQ scored prospect list
Find and qualify prospectsScored against your ideal client and enriched before you call.
Nova CMO drafting a campaign
Marketing in your voiceCampaigns, posts, funnels and webinars, with a CMO agent that knows your positioning.
Proposal ready for signature and payment
Proposals, signatures, paymentSend it, sign it, get paid, kick off. One document.

Bring one client. Leave with a system you can sell again.

Run your next engagement in AuditFy from the first call to go-live.

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