One workflow. Live in 4 to 8 weeks. Owned by you.
Forward-Deployed AI Ops is how CompanyOS arrives at your company. We embed with your team to turn one real approval-heavy workflow — vendor invoice approval is the one we start with most often — into a governed AI loop. Live, replayable, with your approvers in charge, in 4 to 8 weeks.
The shape of an engagement
A fixed cadence with a real outcome at the end.
Forward-Deployed AI Ops is not an open-ended pilot. It is a time-boxed engagement that ends with one workflow running in production, owned by your team, with replayable evidence on every run.
Week 1: Workflow selection and access.
We pick the one workflow — vendor invoice approval, expense review, contract approval, or another approval-heavy loop — and get integration and identity access scoped.Weeks 2-3: Contract authoring and integration.
We author the contract: roles, policies, approval gates, evidence shape. We wire integrations through governed adapters so the AI proposal step can read real data.Weeks 4-5: Shadow run and approvals.
The workflow runs in shadow against real signals. Your approvers review AI proposals against the existing process. We tune policies and evidence until the loop matches your standards.Weeks 6-8: Production cutover and handover.
We cut over to production. Your team owns the approval queue. Runbooks, evidence packs, and replay tooling are handed back. We stay available; you are not dependent on us to operate.What we ship
At the end of the engagement, you have one approval-heavy workflow running on CompanyOS with your team in charge of every reserved action and a replayable evidence trail behind every decision.
One approval-heavy workflow running end to end on CompanyOS, advancing on real signals with AI proposing the next step.
Reserved actions route to the named approvers in your org. Roles and policies match how your team already operates.
Replayable, hash-verified evidence receipts in the format your auditors, finance, or compliance team needs.
Operational runbooks, on-call notes, and policy documentation handed back to your team. You own the workflow.
What you bring
Forward-Deployed AI Ops moves fast because we agree on scope and access up front. If these four are in place, we ship in 4 to 8 weeks.
One approval-heavy workflow scoped concretely — not a roadmap, not a category. Vendor invoice approval is the most common starting point.
One operator on your side who owns the outcome — typically a finance, ops, or compliance lead — and can unblock decisions in real time.
Scoped access to the systems the workflow reads and writes — accounting, document store, identity, email — through governed adapters.
The actual approvers in the room (or on the call) during shadow runs. Policies are tuned with the people who will live with them.
What we do not do
Not a consultancy. We deploy a product.
Forward-Deployed AI Ops is a focused deployment engagement. It is not bespoke ML, an AI strategy presentation, or an open-ended pilot. If that is what you need, we are not the right fit.
Workflows we deploy today
Approval-heavy loops where the wedge is sharpest.
These are the workflow patterns we run today. Each one is a contract: AI proposes the next step, the named approver decides, and the evidence trail is replayable on demand.
Vendor invoice approval:
AI codes the invoice, matches it to a PO, runs the policy check, and routes it to the right approver with the panel ready. —Replayable receipt linking invoice, matching PO, policy outcome, approver decision, and dispatch event.
Expense review:
AI categorizes, flags policy exceptions, and drafts the approval or rejection note for the manager in the loop. —Per-expense decision log with the policy clause cited and the approver named on every action.
Customer onboarding:
AI gathers KYC/KYB signals, drafts the risk summary, and routes to the right reviewer with the integration evidence attached. —End-to-end onboarding receipt: signals collected, checks run, reviewer decision, and downstream provisioning event.
Contract approval:
AI extracts terms, compares to playbook, flags deviations, and routes to legal or commercial owner with the diff panel. —Hash-verified record of which terms were flagged, who approved which deviations, and which version went out.
Billing-change approval:
AI drafts the pricing or plan change, runs the policy and impact check, and routes to the approver with downstream effects laid out. —Replayable receipt of the proposed change, the policy check, the approver decision, and the system-of-record write.
Apply for a deployment
One workflow. 4 to 8 weeks. Production at the end.
If you have one approval-heavy workflow you want governed end to end, we want to hear about it. Apply through the waitlist with the workflow you have in mind, and we will scope a Forward-Deployed AI Ops engagement.