SpokaneAI

Built for Inland Northwest businesses: AI Automation in Spokane, WA

Your CRM, accounting, and job software each hold a piece of the picture. We connect them into one source of truth, then build the automations and AI agents that act on it: quote follow-ups, customer support, invoice entry, live dashboards. Built and supported here in Spokane.

Book a free consultor call 509-309-0900
How it works

Automation starts in the gaps between your systems

Most established businesses around Spokane already own plenty of software. The trouble is the handoffs. The CRM doesn't know what accounting knows, jobs live in somebody's spreadsheet, and Friday afternoon goes to copying numbers from one screen to another.

That's where we start. Connect the systems, clean up the data, then put AI on the steps that are pure routine: reading a document, drafting a follow-up, answering the order-status question your team gets all day. Decisions stay with your people, and every automation has a point where a person can step in.

We're Spokane AI consultants with roots in business data and web systems going back to 2005, when founder Kevin August started August SEO. Every build is tested against your real records before it goes live, and documented so your team, or your IT provider, can see exactly what it does.

One automation, start to finish

  1. Trigger

    A job is marked complete

    Your tech closes it out in the field-service app.

  2. AI step

    The invoice gets drafted

    AI reads the job notes, parts, and hours, and matches them to your price book.

  3. System update

    Every system catches up

    Draft invoice in QuickBooks, CRM record updated, review request queued for tomorrow.

  4. Human check

    Your office signs off

    Anything over your limit, or off from the original quote, waits for a person to approve.

What we build

What we automate for Spokane businesses

Each one plugs into the software you already run. Most clients start with one, see it working on their own records, then add the next.

Data integration

One source of truth

Pipelines that pull from QuickBooks, your CRM, SQL Server, and the spreadsheets nobody admits to. Records sync on a schedule, duplicates get merged, and every report reads from the same database.

Connects to:

  • QuickBooks
  • HubSpot / Salesforce
  • SQL Server
  • Excel

Dashboards & reporting

Monday's numbers on Monday

Revenue, margin by job, AR aging, and inventory on one live screen. Add the trucks and machines you own: where each one is, what it's earning, and when it's due for service.

Connects to:

  • Accounting
  • Job management
  • Fleet telematics
  • Inventory

Customer follow-up

Every quote gets chased

Email and text triggered by what happens in your CRM: quote follow-ups, appointment reminders, job updates, review requests. AI writes each message for the customer it's going to, and every touch is logged on their record.

Connects to:

  • CRM
  • Email
  • SMS
  • Calendar

AI support agents

Answers at 2am, from live account data

An agent on your website chat, inbox, or text line that answers from your policies and the customer's actual account. Order lookups and rescheduling get handled start to finish. Anything else goes to a person with the conversation attached.

Connects to:

  • Website chat
  • Help desk
  • Order system
  • Knowledge base

Document processing

Paperwork that enters itself

Invoices, purchase orders, contracts, and intake forms get read as they arrive. Fields are pulled out and entered into accounting or your ERP, and anything that doesn't match the PO waits for a person.

Connects to:

  • Shared inbox
  • Accounting
  • ERP
  • Document storage

Workflow automation

Every handoff between teams, handled

A signed quote opens the job, orders the materials, and books the crew. A closed job drafts its invoice. You set the rules, and you decide which steps need a person's approval.

Connects to:

  • Field service
  • Purchasing
  • Scheduling
  • Accounting
Local matters

The people who build it stay on to support it

Plenty of out-of-state agencies run Spokane landing pages. We live here. Before scoping anything we'll come walk your shop or office, sit down with whoever runs your IT, and look at the screens your team actually works in. After launch, when a vendor changes something and a build needs adjusting, we pick up the phone. Read our story.

You own what gets built

Code, data, accounts, and documentation are in your name. No lock-in.

Access handled properly

Each automation gets only the permissions it needs, and every one can be revoked.

Your IT team stays in the loop

Your IT staff or MSP reviews the access and gets the documentation.

FAQ

AI automation in Spokane: FAQs

What is AI automation for a Spokane business?
It's software that runs the routine steps between your systems, with AI handling the parts that used to need a person to read or write: pulling fields off an invoice, drafting a quote follow-up, answering an order-status question from live data. Rules decide when it runs, and people still approve anything that matters. For most Spokane businesses it starts with one workflow that eats real hours every week.
How much does AI automation cost in Spokane?
It depends on how many systems are involved and how clean the data is. A scheduled sync between two systems is a much smaller job than an AI agent answering customers from live account data. The free consult gets you a straight read. An AI Discovery Session gets you a ranked list of opportunities with a rough cost and payoff for each, so you can fund one build at a time.
Do I need technical staff to use AI automation?
No. We build it, connect it, and document it, and your team uses it from tools they already know: the CRM, the inbox, Teams or Slack. If you have an IT person or an outside MSP, we work with them on access and security so nothing gets set up around them. After launch, we're still the ones you call.
Who do you work with around Spokane?
Established businesses across Spokane, Spokane Valley, Liberty Lake, Coeur d'Alene, and the rest of the Inland Northwest: contractors and field-service companies, manufacturers, distributors, clinics, and multi-location service businesses. The common thread is real data spread across too many systems, and an owner who wants it working together.

Which workflow should we automate first?

Book a free consult. Bring the messiest process you've got, or the report you wish existed. You'll leave with a straight answer on what it would take to build.

Book a free consultor call 509-309-0900
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  • In person or on video
  • Reply within one business day