Your operations are losing money while your team is busy.
CXO builds production-grade agentic AI that runs collections, onboarding, and client follow-up inside the systems you already operate. Not a chatbot. Working automation, live in days.
Six ways we put agents to work
Each line replaces work your team does by hand today, running inside the systems you already operate.
Collections & AR Automation
Recover receivables faster with consistent follow-up that never forgets a payment.
Explore →Client Onboarding Automation
Move clients from intake to active without the manual handoffs that stall the process.
Explore →Sales Pipeline Automation
Every lead worked in minutes, qualified, logged, and routed without a rep lifting a finger.
Explore →Financial Back-Office Automation
AP, AR, reconciliations, and reporting handled by agents that work around the clock.
Explore →Reporting & Intelligence Automation
Dashboards and reports that assemble themselves, real-time visibility without the manual pulls.
Explore →Custom Agentic Workflow
If a person does it repeatedly, we can build an agent to run it. Designed around your process.
Explore →One operating layer behind every workflow
Every solution runs on CXO Axon, a single agentic operating layer configured to your processes, your compliance requirements, and your existing stack. Whatever workflow we build, it inherits the same core capabilities. Not a template. A custom deployment that fits how you actually operate.
Conversational intelligence
Voice and chat across inbound and outbound workflows, configured to your tone and business rules.
Multi-step workflow automation
Sequential actions across multiple systems, not a single trigger. The agent runs the whole process.
Enterprise data connectivity
Live integration with your CRM, ERP, billing, scheduling, and communication tools.
Exception handling
Human-in-the-loop escalation when a case genuinely needs it, on thresholds you set.
Analytics and reporting
Real-time performance visibility for every workflow, so you always know what each one delivers.
Scalable deployment
From one process to a full operational stack, added as your operation grows.
From strategy to running systems
We do not just advise. We build, deploy, and run the automation inside your stack.
Agentic Workflow Automation
Multi-agent systems configured to your business processes, handling collections, onboarding, AP/AR, sales follow-up, and reporting end to end, integrated into your existing software stack.
Intelligent Automation & Workflows
Automated workflows that connect your systems, coordinate tasks, and remove the manual handoffs that slow your operation. From collections follow-up to multi-step approval chains.
Data Intelligence & Analytics
Dashboards, KPIs, predictive models, and automated reports for real-time visibility into what is working and what is not. Built by a team with nearly twenty years of BI and data engineering experience.
Systems Connectivity & Integration
Your CRM talks to your ERP. Your scheduling tool feeds billing. Your agents pull from every source they need. We build the connective tissue that makes automation possible.
Hear an agent work a live call
Real recordings. Each call qualifies, logs, and books, autonomously. Press play on the image to listen.
The agent identifies a referral, captures the trigger event (a business sale and liquidity event), qualifies investable assets, maps the full scope of need across investment strategy, tax, estate, and generational transfer, matches the prospect to the right senior advisor by tier and specialization, books a specific time slot with a named advisor, and sends a confirmation email with intake form, all autonomously.
The agent identifies that a prospect requested a quote and went quiet, initiates an outbound call, handles the "still comparing" objection with a specific value-add around coverage-gap education, pivots to a comparison-review meeting, offers two specific time slots with a named agent, confirms the appointment, and closes with a prep instruction. The CRM is updated and a text confirmation is sent automatically on completion.
Built on nearly 20 years of engineering for enterprise clients
Before deploying AI systems for clients, CXO spent two decades building analytics, automation, and data infrastructure for banks, alternative lenders, and specialty finance companies across North America, including engagements with Big Four firms, global consulting practices, and Fortune 500 enterprises. That operational depth is embedded in every system we deploy.
Three stages, assessment to operations
A disciplined path from finding the opportunity to running the systems that capture it.
Process Intelligence Assessment
We map your operations and pinpoint where automation pays off first.
Build Engagement
We design, build, and deploy the agents inside your existing stack.
Automation Operations Management
We run, monitor, and tune the systems so they keep performing.
Tell us your most critical process. We will show you how to automate it.
Name the workflow that matters most to your business, and we will map the fastest path to running it autonomously inside your stack.
Ready to see what your operations could run without you?
Book a discovery call and we will show you where agents create value first, with a clear path to a working system.
Book a discovery call →