Your business is leaking revenue.We install AI systems to find & fix that.
Scattered tools and manual busywork are quietly draining revenue you can't even see. We start with a Diagnostic that maps exactly how your operation runs, then build the workflows that do the work for you.
Trusted by finance, revenue and operations teams at
What we're known for
Three practices. One standard for the AI you already run.
Claude
ChatGPT
Gemini
PerplexityIf you could make one job vanish tomorrow, which would it be?
Not sure where to start?Find your best first workflowLead research and enrichment
Target accounts are researched, enriched and scored against your ideal customer, then routed to the right rep inside Salesforce or HubSpot, ready to work.
Reps spend hours researching before they sell.
A list is uploaded, a territory changes, or a signal like hiring or funding fires.
Firmographics, signals and contacts are gathered, the account is scored against your ICP, and the record is written to the CRM.
Inside your stackAccounts arrive ranked with the reason for the score. Your team decides who to contact and how.
Inbound lead response
New enquiries get a real reply in seconds, qualifying questions are asked, and good fits are booked straight into your calendar with the CRM updated.
Leads wait hours for a reply.
A form, an email, a chat or a missed call.
The reply goes out in seconds, qualifying questions are asked, and good fits are offered a time.
Inside your stackBooked calls land in the calendar with the context attached. Anything unusual is handed to a person.
Proposal and quote drafting
Proposals, quotes and tender responses are drafted from your past work, pricing and standard language, so your senior people edit instead of starting from a blank page.
Proposals take days and pull in senior people.
An RFP lands, a deal reaches the proposal stage, or a client asks for a quote.
Relevant past projects, pricing and approved language are pulled from your own files and assembled in your format.
Inside your stackSenior people review, adjust the judgement calls and send. Pricing outside your rules is flagged.
Document intake
Incoming documents are read, the fields you need are extracted and checked, and a person confirms each record before it's written into your system of record.
Skilled people spend their day retyping.
Uploaded, emailed or dropped into a shared folder, in whatever format it comes in.
The document is read, the fields are pulled out with a confidence score, and low-confidence fields are flagged.
Inside your stackYour team reviews the extracted record beside the source and approves it into the system. Every write is logged.
Company knowledge assistant
Your documents, SOPs, past projects and know-how become one assistant the whole team can ask. Every answer cites the file it came from, and access follows your permissions.
Answers live in one person's head.
In Slack, Teams, email or the assistant itself.
Your own files are searched within the asker's permissions and the answer is written with sources cited.
Inside your stackAnswers that need judgement are routed to the right person, and corrections improve every answer after.
Call notes to follow-ups
Sales and client calls are turned into structured notes, CRM updates and a drafted follow-up, so nothing said on a call gets lost.
Follow-ups go out days late.
The recording or transcript lands from your call or meeting tool.
Notes, next steps and deal fields are extracted, the CRM is updated and a follow-up is drafted in your voice.
Inside your stackThe draft is ready to edit and send. Stalled deals and missed next steps are flagged for the team.
Content and campaign production
Briefs, drafts, repurposed content and campaign matching are produced in your voice and queued for your team to approve, so launches stop waiting on production.
Every launch waits on production.
A brief is approved, a new asset is published, or a launch date is set.
Drafts, cut-downs and variations are written in your voice, and the right people or accounts are matched to the campaign.
Inside your stackEverything arrives ready to review. Nothing goes live without sign-off.
Reconciliation
We connect your accounting, payroll, billing and job systems, write your rules down with your finance team, and check every record against them. Your team only sees what fails, with both source records attached.
Someone exports five systems into one spreadsheet every week.
Payroll is prepared, invoices are batched, or the nightly sync finishes. Any of those starts a check.
Each job, timesheet and invoice is matched across systems and tested against the rules your finance team signed off.
Inside your stackOnly the mismatches reach a person, ranked by dollars, with both source records attached. Nothing moves without approval.
Month-end and management reporting
The management pack, venue or branch reports and the board numbers get rebuilt automatically from your systems of record, with every figure traceable to where it came from.
The month-end pack is built by hand every month.
Month end, week end, or whenever leadership asks for the numbers.
Figures are pulled from accounting, CRM and operations systems and assembled into the format your team already uses.
Inside your stackVariances and anything unusual are flagged for a look before the pack reaches leadership.
The Altari method
Diagnose. Prove. Run.
Three phases, named deliverables, and a decision you control at the end of each one.
01A ranked roadmap, valued in dollarsWe interview the people doing the work, check your systems and data, and value every workflow we find.
02One workflow live on your recordsOne workflow, fixed scope, built in your own cloud and tested on your real records before it goes live.
03An embedded team running the restAn embedded team works down the blueprint while we keep what's live healthy and measured.
In their words
Measured on the client's own numbers.
“We could play around with AI ourselves, but to really get the most out of it we needed a structure. That's why we work with Altari. It's a no-brainer for most businesses. It has saved us a lot of time, and a lot of the frustration of knowing there's work to be done but no time to do it.”
Steve HuiFounder, The Flights Club“Before Altari, every court document we processed in Georgia was keyed by hand, fifteen to twenty minutes each. Now an officer reviews it and it's in our system in minutes. We've put close to three thousand documents through it since May, and every one of them was checked by a person before it went in.”
“Lead research and qualification used to manually take hours each day, and now it's done in the background. Altari has completely changed how we do this. Research quality is better too, less errors.”
Nick RooseSales Manager, Deel“As an executive recruiting firm, we needed outbound that felt strategic and relationship-driven. Altari built us an AI-driven outreach engine, adaptive and repeatable. In the pilot, we built real pipeline and closed a new client.”
Sarah TelgarskyPrincipal and Sales Lead, Impact Partners“Five years of institutional knowledge and project history lived in files we had to manually search. Now it's a single system the whole practice draws on. It answers from our own work, holds our standards, and never forgets a thing.”
Brett Roake-BarefootPrincipal, Ministry of Architecture + Interiors“We had revenue leaking across accounting, invoicing, and our CRM, with no clear view of it. Altari built dashboards that surface it in real time and automated the reconciliation behind them. We've recovered over $100k that was quietly slipping through the cracks.”
Divjot SahniDirector, EZYE Consulting Services“Our team was buried in spreadsheets and manual campaign matching. Now, Altari handles everything from pairing creators to repurposing content that actually performs. Engagement rates have never been higher.”
Paul Ryan JonesFounder and CEO, Oriri MarketingCase studies
See the systems running.
Twelve years of founder expertise, turned into one brain the whole team can ask.
“If you put all your information in one place, your team has fast, accurate information, the same as if I were to answer it.”
Steve HuiFounder, The Flights ClubHi! Can I get two Business seats to London next March with my Amex points?
Yes, March is open. Here are the two best routes for your points and the dates to book first.
Court orders in, structured cases out. No re-keying, nothing missed.
“Now an officer reviews it and it's in our system in minutes.”
10,000 accounts researched and qualified while the sales team sold.
“Lead research and qualification used to manually take hours each day, and now it's done in the background.”
Nick RooseSales Manager, Deel
Hiring 6 ops roles94Head of PeopleDDana
Raised Series B88COOKKenji
Opened Singapore81Ops DirectorPPriyaNo hiring signal34SkippedHiring in Manila91VP PeopleDDanaNew CFO hired77CFOKKenjiHiring in Jakarta96Head of TalentPPriyaContractors only41SkippedHiring 6 ops roles94Head of PeopleDDanaRaised Series B88COOKKenjiOpened Singapore81Ops DirectorPPriyaNo hiring signal34SkippedHiring in Manila91VP PeopleDDanaNew CFO hired77CFOKKenjiHiring in Jakarta96Head of TalentPPriyaContractors only41SkippedOutbound that feels like an executive search firm wrote every line.
“In the pilot, we built real pipeline and closed a new client.”
Sarah TelgarskyPrincipal and Sales Lead, Impact PartnersJob post2 days agoHiring a VP Operations, their third ops leader this quarter
Hiring signalTo Mara Quinn, COO at Halden & Co.Drafted in your voiceHi Mara, I saw Halden is hiring its third ops leader this quarter.
When a team scales that fast, the senior hires get hard to land.
We place operations leaders in logistics. Worth a short call next week?
Want this running in your business?
Book a Diagnostic
Have a process we should look at?
Two weeks to a ranked roadmap, valued in dollars from your own numbers. You decide what happens next.
Book a Diagnostic