Step 01
AI opportunity audit
We map where operational drag, judgment bottlenecks, document work, and system handoffs create the highest-leverage agent opportunities.
Custom AI agents / Existing systems
AI agents for the workflows that run your business.
Vellm designs, deploys, and manages custom AI agents inside your existing systems. We automate complete workflows from intake to review to execution, without forcing a software migration or locking your company into one model provider.
Agent deployment view
Production tested
Plans and specsPDF
Customer emailInbox
Prior job historyCRM
Pricing workbookXLSX
Vellm agent layer
Memory + tools + review
Draft scopeReview
Exception listHuman
ERP updateAPI
Audit trailMemory
Human judgment stays visibleApprovals, exceptions, and confidence thresholds are explicit.
Systems stay in placeAgents work above ERP, CRM, accounting, documents, and messaging.
Knowledge compoundsDecisions, edge cases, and playbooks become reusable operating memory.
Built for operating companies where messy coordination, documents, approvals, and expert judgment drive the economics.
Field servicesEstimating / dispatch / service memory
Healthcare opsCoverage / replenishment / billing triggers
Finance opsAP / AR / reconciliation / close
Private capitalDiligence / transferability / key-person risk
How it works
We do not automate fragments. We deploy agents around whole workflows.
A useful agent has to understand the work, the systems, the exception paths, and the human approvals. Vellm builds that operating layer and manages it after launch.
Step 02
Process architecture
We define what the agent reads, what it can do, where humans approve, which systems it touches, and what evidence it must preserve.
Step 03
Production deployment
We connect the agent to real workflows, permissions, documents, data sources, and review loops so it can operate with the team.
Step 04
Managed optimization
We keep improving prompts, tools, memory, evaluation, routing, and workflow coverage as the business changes.
What changes
AI-native operations without turning the company into a software project.
The goal is not novelty. The goal is more operating capacity, cleaner evidence, and less reliance on tribal knowledge.
Reduce coordination drag
Agents absorb routing, follow-up, document assembly, status checking, exception surfacing, and repetitive system work.
Move work continuously
Processes do not wait on manual handoffs when the agent can prepare the next step and ask for review only where judgment matters.
Make knowledge transferable
Decisions, rules, edge cases, and approvals become durable evidence that helps the company run, scale, and survive transitions.
Where agents work
Agents deployed inside the functions that actually run the business.
The best first workflows are not abstract. They are the messy operating loops where documents, systems, approvals, and expert judgment collide.
01
Estimating and bids
Plan review, scope assembly, pricing logic, exclusions, proposal drafting, and handoff to review.
02
Finance operations
Invoice review, AP and AR follow-up, reconciliation, cash visibility, and close-readiness workflows.
03
Field operations
Dispatch notes, job history, service records, parts follow-up, maintenance contracts, and customer updates.
04
Compliance and risk
Documentation, approvals, exceptions, audit trails, policy checks, and evidence capture before issues emerge.
Built above your stack
Works with the systems your team already uses.
Vellm connects across ERP, CRM, accounting, documents, email, messaging, identity, and industry systems. The agent layer sits above the work so the company keeps its operating surface.
The model is replaceable. The workflow logic, permissions, review habits, and Memory are the durable layer.
Business systems
ERPCRMAccountingEmailDocumentsMessaging
Vellm layer
AgentsMemoryToolsPermissionsReview loops
Model layer
Frontier modelsOpen-source modelsClient-preferred providersTask routing
Business output
Review-ready workSystem updatesAudit trailReusable knowledge
Agent deployments
Clear agent types, grounded in operating work.
Practical AI agents with clear inputs, defined actions, explicit review points, and measurable outcomes - built around the work your team already does.
Agent 01 / Commercial estimating
Estimating agents
For roofing, electrical, mechanical, and specialty trade workflows where speed and judgment decide bid quality.
ReadsPlans, specs, prior bids, pricing logic, customer notes, vendor emails.
DoesBuilds scope, flags exclusions, drafts proposal language, prepares review packets.
Human reviewsAssumptions, risk items, pricing exceptions, final submission.
RecordsDecision trail, reusable rules, customer preferences, lost-bid lessons.
Outcome
More bids through the shop with less rework and less dependence on one senior estimator.
Agent 02 / Medical operations
Case coverage agents
For field-heavy healthcare supply workflows where photo evidence, inventory, PO status, and billing must reconcile.
ReadsField photos, facility notes, SKU catalogs, order history, PO status.
DoesIdentifies usage, drafts replenishment, prepares facility documentation, starts billing triggers.
Human reviewsClinical exceptions, substitutions, missing documentation, facility-specific requirements.
RecordsUsage history, facility patterns, exception rules, reorder context.
Outcome
Cleaner case-to-cash flow and fewer handoffs between field activity, purchasing, and billing.
Agent 03 / Finance operations
Finance ops agents
For invoice review, AP and AR follow-up, reconciliation, cash visibility, and close-readiness work.
ReadsInvoices, statements, accounting exports, email threads, purchase orders.
DoesMatches records, drafts follow-ups, flags exceptions, prepares review queues.
Human reviewsApprovals, disputes, write-offs, unusual vendor or customer activity.
RecordsException patterns, approval history, vendor behavior, cash-cycle context.
Outcome
Less manual chasing and a clearer financial operating rhythm without adding another disconnected tool.
Core idea
"The value is not the model. The value is the workflow knowledge the business captures while the agent operates."Vellm operating thesis
What you keep
The layer stays yours.
Most AI a company can buy is rented by the seat and disappears when the contract ends. The operating layer we build is an asset your business owns outright.
01
Operating layer
The agents, tools, permissions, and review loops run inside your environment, on infrastructure you control.
02
Client-owned Memory
Every decision, rule, and exception the agents handle becomes operating knowledge that compounds and stays with your company.
03
Model-agnostic
The model is a component, not the foundation. Swap it for a better or cheaper one without rebuilding the workflow.
Vellm Lite
The best place to start.
One working AI agent on your company's own knowledge — proposals, projects, documents, email. Deployed by Vellm as a turn-key setup, managed for you, owned by your company. Here is what that looks like.
Live in days
A turn-key install on a proven template for your kind of work — not a months-long software project.
Yours, not rented
Your documents, your infrastructure, your Memory. Walk away anytime and keep all of it.
Managed by Vellm
We deploy it, run it, and keep improving it. Your team just uses it.
We schedule a limited number of turn-key installs each month. Tell us about your business below and we will hold an install window for you.
Get started todayStart here
Map the first agent worth deploying.
A short working session to identify the operating workflow where a custom AI agent could create immediate leverage.
The best first candidate is usually a high-volume workflow that crosses people, documents, approvals, and systems - especially when one person's judgment is the bottleneck.
Good to know
Frequently asked questions
Short answers to the questions that come up most.
A short working session where we map one real workflow in your business and find where a custom agent would create the most leverage. You leave with a clear picture of the first agent worth deploying, whether or not you decide to work with us.
The first production agent typically lands in a matter of weeks, not quarters. We start with one workflow, get it operating alongside your team, then expand coverage from there.
Yes. Agents work above the systems you already run, including your ERP, CRM, accounting, documents, email, and messaging. There is no migration and no rip and replace.
In your environment, under your control. The operating knowledge an agent builds stays with your company, and you keep it even if you ever stop working with us.
Far less than a typical software project. We handle the building and the integration. Your team's role is to point us at the real work and review the agent's output where judgment matters.
Human review is built into the workflow, with explicit approvals, scoped permissions, and an audit trail for every action the agent takes. Sensitive steps are gated, and the agent records its decisions so the work stays accountable.
That is the entire point. Every deployment is shaped around how your business actually operates, including your rules, your exceptions, and your way of doing the work, rather than a generic template.
We scope each engagement during discovery and put a fixed number in writing before any work begins. Cost depends on the workflow and the systems involved, so we price to the specific work rather than a public rate card.
Deploy AI agents where the business actually works.
Start with one workflow, prove the operating value, then compound the agent layer across the company.