Frequently Asked Questions

We build and manage custom AI systems for small businesses. Think of us as a technical co-founder who specializes in automation — we figure out which parts of your operations can be handled by AI, build the tools, and keep them running month to month. You don't need to know anything about AI to work with us.

Our core focus is NorCal small business owners — particularly those running NEMT (medical transport), real estate investing, and retail operations. That said, we work with any business owner who has repetitive processes eating up their time: scheduling, billing, reporting, data entry, communication, and more.

No. While we do use AI models (including Anthropic's Claude) under the hood, what we build are complete automated systems connected to your actual data — your calendar, your email, your invoicing software, your spreadsheets. The AI isn't just answering questions; it's doing real work inside your business workflows.

A VA works set hours and needs instruction for every task. Our AI systems run automatically, available 24/7, and get faster and more accurate over time. They also don't take sick days, forget things, or need onboarding each time something changes. For the right tasks, AI is significantly more cost-effective and consistent.

There's a one-time setup fee starting at $1,500 to build and deploy your first tool, then a monthly retainer starting at $750/month that covers maintenance, updates, and support. Most clients see ROI within the first 60–90 days through time savings alone. Check our pricing page for full plan details.

It's a 30-minute call where we map out your biggest time drains and figure out which ones AI can solve. No sales pressure — if we can't build something that genuinely saves you time or money, we'll tell you upfront. You leave with a clear picture of what automation could look like for your business.

Most clients are fully up and running within 2 weeks. The first week is the business audit and planning. The second week is the build and deployment. We then spend the first month refining based on your real-world usage.

No long-term contracts. The monthly retainer runs month-to-month with 30 days notice to cancel. The only non-refundable piece is the setup fee once work begins, which is standard for custom development.

Anything that involves repetitive data processing, scheduling, communication, or reporting. Our current live tools include a real estate flip analyzer, a morning executive briefing system, and a NEMT billing automation. We also build custom tools for retail price tracking, contractor expense management, email triage, and more — if the workflow is repetitive, there's usually a way to automate it.

None at all. We build for non-technical business owners. Your tools will work through familiar interfaces — email, a simple web portal, spreadsheets — no code, no command lines, no learning curve.

We work with Google Workspace (Gmail, Calendar, Drive), Notion, spreadsheets, Bambi (NEMT), and most web-based business software through APIs. If you use a specific platform, ask us and we'll tell you whether integration is possible.

We primarily use Anthropic's Claude for AI processing, which is one of the most capable and safety-focused models available. Depending on the task, we may also use other AI services. We always choose the right model for the job, not just the most well-known one.

Yes. During the audit call we'll show you live examples of tools similar to what we'd build for you. For the Flip Analyzer specifically, you can try a demo at streamlinedai.net/flip-analyzer.

We treat your data as strictly confidential. We never sell it, share it with third parties for marketing, or use it to train AI models. Data you share with us is only used to build and run your specific tools. See our full Privacy Policy for details.

Only you and our team. We use access controls to ensure client data is siloed — your information is never visible to other clients. Where third-party services are involved (like Google or Anthropic), we only connect to what you explicitly authorize.

No. Our tools are designed to save time and surface information — not to replace accountants, lawyers, financial advisors, or licensed professionals. A deal analysis from our Flip Analyzer is a starting point for your due diligence, not a substitute for it. Always verify important decisions with qualified professionals.

We retain basic account information for up to 12 months after cancellation for billing and legal purposes, then delete it. Business operational data (emails, calendar entries, etc.) accessed to power your tools is not stored permanently on our systems.

All retainer plans include email support with a 24-hour response target on business days, plus two workflow updates per month. If something breaks, we prioritize it. For urgent issues outside business hours, email us and mark it urgent — we monitor for critical failures.

A workflow update is a change or improvement to an existing tool — adjusting logic, adding a new data source, changing output format, or tuning AI prompts. Building an entirely new tool from scratch is quoted separately.

AI tools can make errors — this is why we build them as assistance tools rather than fully autonomous decision-makers. If you catch an error or a tool behaves unexpectedly, email us and we'll investigate and fix it, typically within 24 hours. Critical errors affecting operations are treated as urgent.

Absolutely. As your business grows, your AI stack can grow with it. New tools are priced based on complexity. Many clients start with one tool and expand over time as they see the value.