Srifinity
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From AI-curious to AI-operational

We design, build and govern agents that read documents, answer customers and clear queues. Built on Copilot Studio and Azure AI, or on Claude, OpenAI and open agent frameworks where those fit better.

Problems we solve

Leadership wants AI in the business but nobody owns a concrete first use case.
Support and back-office volume grows faster than the team can.
Documents arrive all day and skilled staff spend hours re-typing them.
A pilot chatbot exists, but nothing is governed, measured or connected to real data.

What changes for you

Volume handled without hiring

Tier-one enquiries resolved, documents processed and notes written by agents that escalate cleanly when they should.

Hours back for expert staff

Summarisation, drafting and data entry handled in the background so specialists work on the exceptions.

Decisions made earlier

Prediction models score churn, credit and propensity, then push the score to the system where someone can act.

Governance from day one

Grounded on your data, permission-aware, logged, evaluated, and human-in-the-loop where the stakes require it.

What we build

AI readiness assessment
Agent design & build: support, document, sales copilots
Integrating agents with CRM/ERP data
AI file-note summarisation
Churn and propensity models
Governance, guardrails and team training
MINI CASE

A financial advice practice added an AI file-note agent to its CRM. Client calls are summarised the same day, filed to the right record, and flagged for adviser review when confidence is low.

Engagement model
01

Discovery call

Free, 30 minutes, with a consultant. We qualify the problem honestly.

02

Scoped proposal

Fixed milestones, clear price, mapped process. No open-ended day rates.

03

Sprint delivery

Two-week sprints, working software early, payment against milestones.

04

Hypercare

Post-go-live support while adoption settles, then managed services if you want them.

Ready to see what your operations could look like?

Book a free discovery call