AI consulting for owner-operated companies
When every question, approval, and follow-up depends on you or a few key people, it’s hard to step away or make time for what’s next. We work with you to capture how your business runs, connect your company information, and put AI to work on recurring tasks.We work with you to capture how your business runs, connect your company information, and put AI to work on recurring tasks.
Get a 30-minute key person risk assessment, followed by a short written report.
Why does this customer get special terms?
Usually waits forYou
Answered from the company record
Agreed in 2021 for a two-year volume commitment.
Signed agreement, 2021
Which spreadsheet has the right inventory count?
Usually waits forYour controller
Answered from the company record
Inventory 2026.xlsx, counted Nov 7.
Google Drive
When do we need to reorder dextrose?
Usually waits forYour purchasing manager
Answered from the company record
In 9 days, from 60-day demand and a 21-day lead time.
Past orders and receipts
Where we start
Maybe you’re the only one who knows why a customer gets special terms. Your controller knows which spreadsheet has the right number, while your purchasing manager remembers what needs to be ordered and when.
Your team has been hard at work building that knowledge over years. Our goal is to make that information available to the business, so a vacation, unexpected departure, or retirement doesn’t leave everyone hanging.
Capture how you and key people run your business, so others can find what they need and pick up the work. Make vacations, departures, and leadership changes easier on everyone.
Use AI to check information, prepare documents, and follow up on unfinished tasks. Free up your team’s time so they can take on more work without needing another hire.
Set what information AI can use and which tasks need your approval. See who approved each action and undo supported changes when needed.
Ask questions in everyday language and see the records behind the answers. Spend less time searching emails and spreadsheets, whether you’re checking a supplier’s price or answering a lender’s question.
Practical improvements
A company is more than what its accounting system or ERP reports. We work with you and the people currently doing the job to understand your current workflow: the steps, the exceptions, and where things get stuck. Then we set up our AI platform around the work that will make the biggest impact.
Bring inventory counts, customer demand, and supplier lead times together. Prepare purchase orders for review so the cycle relies less on spreadsheets and one person’s memory.
Help teams match invoices to orders, identify discrepancies, and prepare recurring reports. Find the records behind a number when you need to understand a cost, payment, or change in performance.
Connect certificates, specifications, receipts, and production records to the relevant material or lot. Give teams a clearer starting point when an auditor or customer needs an answer.
Capture what you and your key employees know, including the decisions and agreements that rarely make it into a process document. Help the next person take over with more than a handover meeting.
In practice
GWH-1, a Texas seasoning and drink-mix manufacturer
Before
One person was responsible for figuring out which materials to order, when they were needed, and following up with suppliers. That meant pulling inventory counts from spreadsheets, checking demand in QuickBooks and email, and relying on experience to know how long suppliers would take to deliver. Each purchase order and follow-up was handled manually.
After
Full State connected QuickBooks, email, and shared files so purchasing relied less on one person. The platform uses inventory counts and customer demand to calculate 60-day material needs and draft purchase orders. It determines supplier lead times from past orders and receipts, then matches incoming confirmations to the right order. A person still approves purchase orders before they go out.
Connects with your AI and business systems
Full State connects your accounting system, email, and files so your team can find answers and automate recurring tasks without switching between systems to piece everything together.
QuickBooksAccounting and business records
SAP Business OneERP and operational records
Gmail & DriveEmail, documents, and shared files
ExcelSpreadsheets and business documentsWe’ll review your software during the assessment and agree on the connections and workflows included in your implementation.
The platform behind our work
Useful information is often spread across accounting software, emails, spreadsheets, documents, and people’s memories. Our platform brings it together in a record your company owns, keeping the history as information changes.
Your team can use that record to answer questions and complete recurring work, with company rules and approvals built into the process.
The platform checks answers against company records and shows the supporting sources. When information is uncertain or conflicting, it flags the issue for review.
What did we pay this supplier last quarter?
$48,210 across 14 invoices to your citric acid supplier, July through September. Two invoices are not yet matched to a receipt.
Sources
An agent drafts a purchase order
You decide who can see sensitive information, what the system can change, and which actions need your approval. Keep a record of who approved an action, with supported changes reversible.
Step 1
Inventory counts, 60-day demand and supplier lead times say the plant needs 6,000 lb of dextrose.
Step 2
PO-1201 uses the $0.92/lb from the Aug 14 quote. The total comes to $5,520.
Step 3
Anything over $5,000 goes to the operations manager. Approve it, hold it for changes, or reverse it after it’s approved.
PO-1201 · Dextrose
Awaiting approvalOver the $5,000 limit. Needs approval from the operations manager.
History
See your business like this
Book Your Free AssessmentWe connect the information needed for your first workflows while your team continues using familiar tools. Your accounting system, business software, and working files stay part of how the company runs.
What you get
Identify which parts of the business rely on you or a few employees, and what happens when they’re unavailable.
Document how your business runs, including key processes, agreements, and decisions, so others can pick up the work.
Get a clear recommendation for which recurring tasks to automate first and where your team could save time.
Bring information from your accounting system, email, and files together so your team can find answers and complete tasks.
Set what AI can do, when it needs approval, and who can approve it. Keep a record of actions taken.
Get an up-to-date overview of your business, with supporting records, to share with a lender, partner, or potential buyer.
A practical place to begin
In a free 30-minute call, we ask structured questions about how your company runs and where work depends on you or a few key employees. You receive a short written report identifying those dependencies and the recurring tasks worth automating first.
During a fixed-price implementation, typically one to two months, we set up the Full State platform, connect your relevant systems, and capture how you and your key people run the business. We build the first workflows with your team and set the rules and approvals with you.
If you choose to continue, the platform stays in place for a monthly fee. We review time saved and tasks completed with you, then expand to other parts of the business where the results support it.
Business experience meets AI engineering
Full State was founded by a business owner with experience building and running manufacturing and consumer-goods companies, independently and for family offices, alongside a founding engineer with more than 20 years of AI experience, including at Databricks.
We work with owners and teams to understand how their businesses run, preserve the knowledge they have built, and put useful improvements in place.
You get working software, captured company knowledge, and clear rules for how AI supports your team.
Let’s work through it together. In a free 30-minute assessment, we’ll help you identify what gets stuck when you or a key employee is unavailable and where AI could take recurring work off your team’s plate. You’ll leave with a short written report and a clearer place to start.
Start with one clear problem.
Prepare a brief for your free 30-minute assessment. Tell us where work depends on a few key people.
Contact us
Have a question before booking an assessment? Tell us a little about your company and what you’d like to discuss, and we’ll get back to you.