Custom AI Agent Builds  ·  Back-Office Operations

Your back office runs.
Without your team running it.

We design and build custom AI agents that handle your back-office operations end to end. Finance, HR, customer support, sales operations. Built on your existing tools and data. No generic software. No off-the-shelf automation that almost fits.

✓ Built on your existing tools ✓ Full handover and documentation ✓ Your team can maintain it without us ✓ No recurring agency dependency
$183B projected AI agent market size by 2033 Grand View Research
40-60% reduction in processing time from AI back-office automation Deloitte
15.2% of AI agent deployments are in back-office automation, the largest single use case Greenice Research
40% of enterprise apps will include task-specific AI agents by 2026 Gartner
What We Build

AI agents for the operations that eat your team's week

Back-office automation is the highest-ROI starting point for most businesses. The work is repetitive, rule-based, and time-sensitive. That makes it exactly what AI agents handle best.

💰

Finance Operations Agent

Invoice processing, expense categorisation, payment reconciliation, and financial reporting. From document in to dashboard updated, without a human touching it.

🧑‍💼

HR Operations Agent

Candidate screening and scheduling, onboarding workflow orchestration, offboarding, compliance tracking, and HR reporting. Runs the process. Escalates only when a human decision is needed.

💬

Customer Support Agent

First-line support, FAQ handling, ticket triage, routing to the right team, and escalation with full context. Handles the volume. Learns from every interaction.

📊

Sales Operations Agent

CRM hygiene, lead qualification, pipeline reporting, proposal generation, and follow-up sequencing. Your sales team sells. The agent handles everything around it.

📋

Operations and Reporting Agent

Process orchestration, document management, status reporting, vendor communications, and cross-tool data synchronisation. The connective tissue that runs your ops without manual intervention.

🔧

Custom Agent Build

If your workflow does not fit a category, we scope it from scratch. We have built agents for procurement approval workflows, compliance monitoring, supply chain reporting, and more. If the process is defined, we can automate it.

How We Work

Three phases. One clean handover.

Every agent build follows the same structure. You always know where we are and what comes next.

01

Discover and scope

We map your current workflow in detail. Identify where time is spent, where errors occur, and where a well-built agent delivers the highest return. We scope the build, agree on timeline and deliverables, and document everything before any work begins. Typically 1 to 2 weeks.

02

Build and test

We build the agent on your actual tools and data. You see working prototypes at each stage, not a finished product at the end. You test it on real scenarios before it goes live. We iterate until it is right. Typically 3 to 8 weeks depending on complexity.

03

Deploy and hand over

We deploy to your live environment. We write the documentation. We train whoever in your team needs to know how it works. You own it. No ongoing dependency on us to run it. Support available for the first 30 days post-launch.

On handover: Every agent we build comes with full documentation covering how it works, what it connects to, how to make basic changes, and what to do if something breaks. Your team should be able to maintain it. If they cannot, we have not done our job properly.
Who This Is For

The right fit for an AI agent build

AI agent builds are not for every business at every stage. Here is an honest picture of where they deliver the most.

Good fit

  • ✓ You have a clearly defined, repetitive process that runs at least weekly
  • ✓ The process currently takes meaningful staff time and has a measurable cost
  • ✓ You have existing tools and data sources the agent can connect to
  • ✓ Your team is willing to test, provide feedback, and adjust during the build
  • ✓ You want to own the agent, not pay a monthly fee to someone else to run it

Not the right moment

  • — Your process is not yet defined or changes significantly every month
  • — You want to explore what AI could do but do not have a specific problem in mind
  • — The process involves too many exceptions and edge cases to define a reliable workflow
  • — Budget decisions require lengthy internal approval that would outlast the build

If this is where you are, our training courses are the better starting point. They will help your team identify and define the right problem before you commission a build.

What Makes It Different

Custom-built. Not configured off-the-shelf.

Most automation tools ask you to fit your process into their product. We build the agent around your process.

Your tools, your data

We connect to whatever you already use. Not a prescribed stack. If you are on Salesforce, HubSpot, Notion, Slack, Jira, SAP, or a custom internal system, we build around it.

You own the output

No monthly licence. No vendor lock-in. The agent we build is yours. The code, the documentation, and the architecture are handed over at the end of the project. You can run it, modify it, and extend it independently.

Built to be maintained

We write it so your team can understand it. Not so that you have to keep calling us. If a process changes, you should be able to adjust the agent. We document every part of it so that is possible.

Real practitioners build it

The people who build your agent have built and shipped AI systems inside real organisations. Not just in demos. They know where things break in production and build to prevent it.

Scoped before we start

Nothing starts without a fully documented scope, agreed timeline, and defined deliverables. You know exactly what you are getting and when before any money changes hands.

30-day post-launch support

After deployment, we stay available for 30 days to fix anything that does not perform as expected in a live environment. Bugs get fixed. Edge cases get handled. You go live with confidence.

Questions

About AI agent builds

How long does a build take?

Between 4 and 10 weeks for most projects. The scoping phase takes 1 to 2 weeks. The build takes 3 to 8 weeks depending on the complexity of the workflow, the number of tools involved, and how clearly defined the process is before we start. We agree on the timeline during the scoping call and document it before any work begins.

What does it cost?

We do not publish prices because cost depends on scope, complexity, and the number of systems involved. Custom AI agent builds typically range from a few thousand to six figures depending on what is being built. We give a fixed-price quote after the scoping phase, before any build work starts. Book a discovery call and we will give you an honest indication within the first conversation.

What tools and platforms can you build on?

We work with any major platform: Salesforce, HubSpot, SAP, Workday, BambooHR, Notion, Slack, Jira, Airtable, Google Workspace, Microsoft 365, and most others. If your system has an API, we can connect to it. If it does not, we assess what is possible and tell you honestly what the constraints are.

Do we need a technical team to maintain the agent after handover?

No. We document the agent in plain language, build in monitoring so you can see when something is not working, and structure it so that straightforward changes do not require a developer. For more significant changes, any competent developer could work from our documentation without needing to come back to us.

Should we do training first or go straight to an agent build?

If your team does not yet understand how AI works in their specific function, training first tends to lead to a better agent build brief. Teams that have gone through the training course know exactly which workflow to automate, what the edge cases are, and what success looks like. That makes the build faster and more accurate. We can advise on the right sequence on the discovery call.

Start Here

Tell us what you are trying to automate

Book a 15-minute discovery call. We will listen to the workflow, ask the questions that matter, and tell you whether an AI agent is the right solution and what it would take to build it.

Book a Discovery Call

Or email admin@greenleaf.institute