BexarAI

Boutique AI consultancy · San Antonio + Austin

AI, from brainstorm to production.

We find the two or three places AI will actually pay for itself in your business, build them into the workflows you already run, and hand you something your own team owns.

Engagements from
$4,500
Discovery sprint
2 weeks
On-site
SA + ATX

What this is

A small firm, on purpose.

Most companies don't need an AI strategy. They need two or three specific things built well, integrated properly, and documented so they keep working. That's the whole business.

01 / SCOPE

Brainstorm through implementation

We're in the room for the whiteboard session and still there when it goes to production. No handing a slide deck to a vendor and wishing you luck.

02 / BIAS

Vendor-neutral

We don't resell anyone's platform and take no referral fees. The recommendation you get is the one we'd make if we were paying the bill.

03 / OUTCOME

You own it afterward

Runbooks, documentation and training are deliverables, not afterthoughts. You should be able to fire us and keep running.


The Ten

What small and mid-sized businesses are actually implementing.

Ranked by how often companies in this market ask us to build it — not by how interesting it is. Each one includes the part most vendors leave out.

  1. 01

    Support triage & deflection

    An assistant grounded in your own documentation answers routine questions and hands everything else to a human with the context already attached.

    Fits
    E-commerce, clinics, SaaS, property management
    Result
    40–60% of tier-one tickets resolved without a person touching them.
    Watch out
    It is only as good as your documentation. If the answers live in three people's heads, that is the first project — not this one.
  2. 02

    Lead response & qualification

    Inbound forms, calls and emails get enriched, scored and answered in minutes instead of days, with a draft reply waiting for whoever closes.

    Fits
    Home services, trades, legal intake, B2B sales
    Result
    First response drops from hours to under five minutes — the single biggest lever on close rate.
    Watch out
    Speed is worthless if the routing is wrong. Your qualification criteria have to be written down before any of this is automated.
  3. 03

    Document & data extraction

    Invoices, purchase orders, inspection reports, insurance forms and bids read automatically, fields validated, then pushed into your system of record.

    Fits
    Construction, insurance, medical billing, logistics
    Result
    Hours of daily manual entry collapse into a short review queue.
    Watch out
    Insist on a confidence score and a human gate on anything financial. “95% accurate” means one in twenty is wrong.
  4. 04

    Meeting capture into your CRM

    Calls transcribed, summarized, and written back as notes, next steps and owners without anyone typing after the call.

    Fits
    Any team running a pipeline
    Result
    The cheapest credible win available. Usually live in under two weeks.
    Watch out
    Recording consent and a retention policy. Decide both before you switch it on, not after a customer asks.
  5. 05

    Internal knowledge assistant

    One place to ask what the company already knows: SOPs, price sheets, past proposals, warranty terms, safety procedure, HR policy.

    Fits
    Firms past ~20 staff carrying heavy tribal knowledge
    Result
    New-hire ramp time drops and senior staff stop working as a human search engine.
    Watch out
    Permissions are the whole project. If the assistant can read payroll, so can anyone who thinks to ask it about payroll.
  6. 06

    Proposal, quote & estimate drafting

    First-draft scopes, bids and quotes assembled from the work you have already won, plus the specs of the job in front of you.

    Fits
    Contractors, agencies, professional services
    Result
    Three hours per proposal down to roughly twenty minutes — more bids out the door at the same headcount.
    Watch out
    Pricing logic stays in your spreadsheet, never in the model. AI drafts the language; your rules set the number.
  7. 07

    Governed marketing content

    Not “AI writes our blog.” A pipeline with real briefs, brand-voice constraints, a required human edit, and automatic repurposing to email and social.

    Fits
    Any company publishing weekly or more
    Result
    Output multiplies without the flatness that gets a site buried.
    Watch out
    Ungoverned generation is the fastest way to damage a brand and a search ranking simultaneously.
  8. 08

    Forecasting on your own history

    Small, unglamorous models over your sales and job data, driving staffing, purchasing and cash-flow decisions.

    Fits
    Retail, restaurants, distribution, field service
    Result
    Fewer stockouts, less dead inventory, schedules built for the season you are actually in.
    Watch out
    This one needs clean history. If the data is a mess, cleaning it is the engagement and the model comes later.
  9. 09

    Back-office agents with approvals

    Payables matching, reconciliation, onboarding checklists and scheduling run by an agent that stops and asks before anything irreversible.

    Fits
    Operations-heavy businesses with five or more back-office staff
    Result
    Days per month reclaimed, with an audit trail that survives a review.
    Watch out
    Every agent needs a spend limit, a log, and an off switch someone non-technical can reach.
  10. 10

    Voice AI on the phones

    After-hours answering, appointment booking and call summaries, with a clean handoff to a person the moment the call turns real.

    Fits
    HVAC, plumbing, dental, veterinary, legal intake
    Result
    You stop losing the calls you currently never hear about.
    Watch out
    Callers forgive a bot that says it is a bot. They do not forgive one that pretends and then fails.

How an engagement runs

Five phases, in order.

You can stop after any one of them and still have something worth what you paid for it.

PHASE 00

Discovery workshop

Half a day with your operators, not only your owner. We map how work actually moves and where the hours and the money leak out.

PHASE 01

Opportunity map

A ranked shortlist with effort plotted against impact, a plain-language business case for each, and an explicit “not yet” list. Yours to keep either way.

PHASE 02

Pilot

One use case, built production-shaped on your real data, measured against a number we agreed on before starting.

PHASE 03

Implementation

Into the stack you already run — your CRM, your ERP, your phone system, your permission model. Not a demo in a sandbox.

PHASE 04

Handoff

Documentation, runbooks, guardrails and training for the people who will operate it, so it keeps working when we are not in the room.


Pricing

Fixed fees. Quoted before we start.

No hourly billing and no open-ended retainers on discovery work. You will know the number and the deliverable before you sign anything.

Start here

Discovery Sprint

From $4,500Two weeks · fixed fee

  • Half-day workshop with your team
  • Workflow and data-readiness assessment
  • Ranked opportunity map with business cases
  • Prioritized 12-month roadmap
  • Honest “not yet” list

Deliverables are yours whether or not you continue.

Then

Pilot Build

Scoped4–6 weeks typical · fixed fee

  • One use case, production-shaped
  • Integration into your existing stack
  • Agreed success metric, measured
  • Guardrails, logging and approvals
  • Runbook and team training

Quoted from the discovery findings, not guessed up front.

Ongoing

Fractional AI Lead

RetainerMonthly · cancel anytime

  • Roadmap ownership and reprioritization
  • Vendor and tooling review
  • Standing build capacity each month
  • Team enablement sessions
  • Policy and governance upkeep

For companies past their first two deployments.

Travel within Bexar and Travis counties is included. Software, model and infrastructure costs are billed at cost directly to your accounts — we never mark them up.


How we work

Including when the answer is no.


Service area

The I-35 corridor.

On-site across Greater San Antonio and Austin, and remote for everything that does not need a room. Being local matters on this work — discovery goes badly over video.

  • San Antonio
  • Austin
  • Bexar County
  • Travis County
  • New Braunfels
  • San Marcos
  • Schertz
  • Boerne
  • Round Rock
  • Seguin
  • Cibolo
  • Kyle

Start a conversation

Tell us what's costing you the most.

A short note is enough. We will reply within one business day with either a straight answer or a time to talk — and we will tell you up front if we are not the right fit.

InquiriesUse the form →

Phone210-555-5555

Based inSan Antonio, Texas

Discovery engagements start at $4,500. We reply to every inquiry, including the ones we decline.