AI Operations & Back-Office Agent, Puerto Rico
An operations agent that runs the back office so your team does not have to.
For Act 60 companies in Puerto Rico. Invoicing, onboarding, scheduling, reporting, and reconciliation run on a schedule, on your own systems, with a human approving anything that touches money or data. Run lean, stay compliant.
What the agent does
Runs the repetitive back office
Invoicing, onboarding, scheduling, data entry, and status updates happen on a schedule instead of eating your team's week.
Reporting and reconciliation
Pulls from your systems to produce reports and reconcile records, then flags anomalies for a human instead of quietly guessing.
Keeps systems in sync
Moves and updates information across your tools so records match reality, without copy-paste between apps.
Human approval where it counts
Anything that moves money, changes an owner or customer record, or carries risk is routed to a person to approve. It does the prep; you approve the action.
Run lean without losing control
Back-office work is where lean companies quietly lose hours, and where a brittle no-code automation is most dangerous, because it touches money and records. So the operations agent runs on your own systems and data, with access controls, approval steps for anything sensitive, and a full activity log you can audit.
It does the preparation and the routine; a human approves anything that moves money or changes a record. We run our own companies on agents like these every day, so we build them to be trusted with real operations, not just to demo.
Start with an audit, then a bounded pilot
First, a Systems Audit maps what your operations can hand off and ends in a fixed quote. Then your first paid build is a bounded pilot: one workflow, one measurable result, about 30 to 45 days. Prove it, then scale.
Frequently asked questions
What is an AI operations agent?
It is a custom agent that runs your repeatable back-office work, invoicing, onboarding, scheduling, reporting, reconciliation, on your own systems and data. It handles the routine end to end and escalates anything sensitive to a human.
Can it really replace hiring for operations?
It lets you run lean by taking the repetitive, rules-based work off your team so the people you do have focus on judgment work. For Act 60 companies, that means growing without adding as much headcount, while staying compliant with your decree. This is not legal or tax advice; confirm your requirements with your Act 60 advisor.
Is this just automation like Zapier?
No. A no-code automation follows a fixed rule and breaks when reality changes. An operations agent understands context, works across your systems, handles exceptions, and logs every action, with approval steps for anything that touches money or data.
What does a human still control?
Anything that moves money, changes a customer or owner record, or carries legal or financial risk is routed for human approval. You set the boundaries; the agent works inside them, and every action is logged for audit.
How do we start and what does it cost?
Start with a Systems Audit that maps what your operations can hand off and ends in a fixed quote. Your first paid build is a bounded pilot: one workflow, one measurable KPI, about 30 to 45 days. Department builds start around $15,000 depending on scope, and the Autopilot retainer that runs and maintains the agents starts at $4,500 per month.
Run lean. Keep control. Automate the back office.
Start with a Systems Audit. The fee is credited in full toward your first build.
30 minutes. We map the operations workflow to automate first, then quote it.