■ Software & AI automation
AI automations that take bookkeeping, intake, follow-ups, and reviews off your desk — the same systems we run daily inside businesses we operate ourselves.
$750 · credited in full toward your first build · full refund if the audit turns up nothing worth automating
Software company since 2013
Built & run daily inside the businesses we operate
Most AI consultants demo slide decks. We demo production systems — because before we built them for anyone else, we built them for our own businesses.
Month-end meant hours of manual transaction categorization across dozens of client files, every single month.
Now a QuickBooks-connected assistant categorizes, flags exceptions, and drafts the follow-up questions for clients.
An afternoon of clicking became a 20-minute review pass.
Fake cash-on-delivery orders were burning courier fees and margin before anyone noticed them.
Automated SMS & WhatsApp verification now confirms every order before it ships — no staff involved.
Junk orders die before they cost a dollar.
Some client data can't touch a cloud service — full stop. That shouldn't mean missing out on AI.
We deploy local, private AI models on hardware you own, tuned to your documents and workflows.
The leverage of AI, with the data staying home.
■ The ledger test
Slide to your numbers. Count admin, data entry, chasing invoices, answering the same emails — the work that repeats.
Where $32 comes from: the ~$22/hr median US admin wage (BLS, May 2024) plus ~40% payroll tax and benefits — our arithmetic, not a BLS figure. Slide to your own loaded cost.
The published numbers sit on either side of ours: Goldman Sachs (2023) modelled ~46% of tasks in US office and administrative-support occupations as AI-exposed — in scope, not saved — while measured savings from AI use so far run about 1.4% of all US work hours (NBER working paper 32966).
No retainers before results, no six-month discovery phases. You'll know what automation is worth to you before you commit to building any of it.
Sixty minutes, on-site or remote. We walk your workflows end to end — intake, books, follow-up, scheduling — and map where the hours are leaking.
$750 · credited in full toward your first build
You get a one-page plan: every automation worth doing, ranked by payoff and effort, with honest numbers. It's yours to keep — build it with us or with anyone.
Included with the audit · no lock-in
We build on the tools you already use, test against real work, and hand over something your team actually operates. An optional care plan keeps it monitored and improving.
Typical builds $5k–15k · care from $500/mo
Vendor-neutral by design: we build on what you already run — QuickBooks, Google Workspace, Microsoft 365, your CRM, your phone system — instead of selling you a new stack to abandon it in a year.
For sensitive work we deploy private, on-site AI — nothing leaves hardware you own. Our team comes from tax and healthcare software, where confidentiality is a requirement, not a feature.
An automation is only as good as the systems it plugs into. Since 2013, Lean Rise engineers have shipped inside the exact platforms small businesses run on — storefronts, CRMs, clinical systems, tax engines — through venture-backed startups and national platforms where mistakes are expensive. It's why our AI holds up in production, not just in a demo.
Ratings-and-reviews technology serving major retail brands, marketplace and event-commerce platforms, high-volume order verification — plus Shopify apps and Salesforce integrations we build and run ourselves.
Now we put AI on top of that stack: verifying orders before they ship, syncing customers and pipeline between Shopify and Salesforce, drafting review responses, chasing carts and invoices.
Our automations plug into systems we've built from the inside.
We've shipped inside practice-management platforms used by tens of thousands of clinicians, patient-engagement systems at the point of care, and care-coordination networks connecting health and social services.
Now that becomes AI intake, scheduling, and follow-up for practices — designed with the data discipline those systems demanded of us.
HIPAA-grade habits, applied to every automation.
Our background includes sales-tax automation used by online sellers nationwide, payments and card-program tooling — plus the daily bookkeeping trenches of the accounting practice we operate.
Now that becomes AI bookkeeping: categorization with exception flags, reconciliation prep, and payment follow-up your accountant will actually sign off on.
Fluent in the systems your accountant actually trusts.
We sell what we run. Every automation we propose has already survived our own month-end, our own clients, and our own deadlines. If it wouldn't survive tax season, it doesn't get recommended.
No — that's the point. We build on top of QuickBooks, Google Workspace, Microsoft 365, your CRM, and your existing phone and forms. Automation should make your current tools work harder, not force a migration.
Every build starts with a data map: what the automation can see, where it flows, and what it may never touch. For sensitive work we deploy private, on-site AI so nothing leaves hardware you own. Our team comes from tax and healthcare software — confidentiality is a requirement here, not a feature.
Because it's real diagnostic work with a deliverable, not a sales call. You get a ranked, one-page roadmap you keep either way, and the $750 is credited in full toward your first build — so if we go on to work together, the audit effectively costs nothing. Nothing is due when you book: the hour is reserved first and payment arranged after. Paying also means we show up as operators doing the work, not a rep running a free “discovery call” to pitch you.
Then you don't pay for it. If the audit doesn't surface automation you think is worth building, we refund the $750 in full — your call, not ours. You keep the roadmap either way. We'd rather return a fee than bill you for a plan you won't use.
The audit happens within a week or two of booking. First automations typically go live within a month of the roadmap — weeks, not quarters. You'll see working software before you've forgotten why you called.
Every automation ships with human checkpoints where judgment matters — drafts held for approval, exceptions routed to a person. The optional care plan adds monitoring, fixes, and monthly improvements so the system gets better instead of stale.
No. Audits, builds, and check-ins all run remote-first, and when being in the room helps — a workshop, training your team — we show up. Fit matters more than geography.
■ Start here
A sixty-minute audit tells you exactly what automation is worth in your business — you keep the roadmap either way, and if the audit turns up nothing worth automating, the $750 comes back in full. We keep the build calendar deliberately small so every project gets an operator's attention. The only expensive option is another year of doing it by hand.
Nothing due today — booking reserves your hour; payment is arranged after.
Prefer email? contact@leanrise.com
Three lower-commitment ways in — each still points you back to the audit when the timing is right.
Twenty-one automations small businesses actually use — ranked by payoff and difficulty, on one page, in plain English. Start with the three easiest wins this week.
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■ Free workshop
A free 60-minute session we teach at chambers of commerce, libraries, and business groups. Live demonstrations of real automations — no vendor pitch, no hype.
What makes it different
Every business owner is being sold AI right now. This is the one hour where someone just shows you the thing actually working — no pitch, no slide decks.