Build your AI employee — Agentic Desk Solutions

Build your AI employee

Build a private AI employee around the work your business needs done.

ADS starts with a real workflow your team already performs — the information it uses, the decisions it makes, the steps that must happen, and the finished work it produces. We build a private AI employee around that job and run it on a dedicated system reserved for your business.

The Private AI Deal Team is our flagship workforce. The Financial Records Accountant is available on its own. Other AI employees are scoped around the work your business needs done.

Where private AI employees fit

Work that depends on sensitive information, repeated review, and a defined professional process.

Flagship

M&A advisors, brokers, and deal teams

Our flagship Private AI Deal Team carries financial diligence from raw records through a reviewable recast, with important numbers traceable back to the evidence.

Accounting and advisory firms

Organize and analyze sensitive client financial records on a dedicated private system rather than submitting them to a third-party hosted AI provider for reasoning or analysis.

Private equity and family offices

Add private financial-review and diligence capacity across active opportunities, on a dedicated system kept on-site or hosted by ADS.

Lenders

Borrower financial records organized and analyzed on a dedicated private system reserved for the lender.

Business owners and finance teams

Turn fragmented internal financial records into an organized, source-traceable record before an audit, financing process, transaction, or major internal review.

Examples of work we can scope

The employee is built around the workflow.

Not every customer needs the same role. These are examples of professional workflows where dedicated private AI can be valuable. The actual employee is scoped from the work your business performs today.

Example workflow

Audit support

Organize client records, trace supporting evidence, identify gaps, and prepare reviewable work for an audit-support workflow.

Example workflow

Insurance

Read and organize claims or underwriting records, surface supporting evidence and inconsistencies, and support a defined review process.

Example workflow

FP&A

Organize and reconcile actuals to supporting records before planning or forecasting workflows use them.

Example workflow

Compliance

Review records against defined requirements and return findings with the supporting evidence attached.

Example workflow

Real-estate underwriting

Organize rent rolls, leases, operating statements, and supporting records for a defined underwriting workflow.

Example workflow

Litigation-support analysis

Organize financial evidence and preserve source references so reviewers can trace findings back to the underlying records.

The Private AI Deal Team is our flagship workforce, and the Financial Records Accountant is available on its own. Other AI employees are built around the workflow your business needs handled — they are not generic roles pulled from a shared AI platform.

What every ADS AI employee shares

A dedicated private system. A defined job. Finished work.

  • Runs on a dedicated private server environment reserved for your business — on-site or ADS-hosted
  • Uses only the data sources and integrations you approve
  • Processes your confidential information without submitting it to a third-party hosted AI provider for AI reasoning or analysis
  • Has a defined job, workflow, and boundaries
  • Produces finished work your team can review rather than waiting for prompts at every step
  • Works through an authenticated private interface for your authorized team
  • Is deployed, maintained, monitored, and improved by Agentic Desk Solutions

How we build one

Consultation → scope → proposal → installation → onboarding → active workforce.

We start with how the work happens in your business today: what information it uses, the steps that matter, where judgment belongs, and what finished work should look like.

From there we scope the employee, define the private deployment, agree on setup and monthly service, build and test the AI employee against the agreed workflow, onboard your reviewers, and manage the workforce after it goes live. How it works →

Next step

Tell us the job. We'll map the AI employee around it.

Show us a workflow your team performs today — the information it uses, the steps people repeat, the review it requires, and the finished result the business needs.

We'll tell you what a private AI employee could take ownership of, where its dedicated system should live, and what it would take to put it to work in your business.