Something in your business
is costing you more than it has to.
We find it. We automate it. We build systems that let your team focus on the work that actually moves the needle, not the work that just fills the day.
Every engagement starts with a problem worth solving.
Your team is doing manually what should happen automatically.
Hours lost every week to tasks that follow the same pattern every time. Reporting, data entry, follow-ups, routing, notifications — work that people are too good for.
- →Sales reps spending hours on audit prep instead of selling
- →Operations manually copying data between systems
- →Accounting compiling reports that could generate themselves
- →Leadership waiting on updates that should arrive automatically
You're losing leads, clients, or revenue to slow processes.
Speed wins deals. Consistency retains clients. When your follow-up is slow, your onboarding is inconsistent, or your proposals take too long, you're leaving money on the table.
- →Inbound leads going cold before anyone responds
- →Client onboarding that varies by who does it that day
- →Proposals and audits taking days instead of minutes
- →Missed follow-ups nobody knew were supposed to happen
You need AI working across your organization, not just one tool.
The goal isn't to add an AI tool. It's to build an organization where AI handles the operational layer so your people can operate at a completely different level.
- →Multiple departments with no shared intelligence layer
- →AI used individually but not systematically
- →No governance or standards for how AI is used internally
- →Leadership ready to commit to enterprise-wide transformation
We speak your industry's language before we speak yours.
We've built AI systems inside these industries. Not general knowledge — actual delivery experience.
Know exactly where the problem lives?
Some engagements start from the inside out. One department, one constraint, one solved problem. That win becomes the foundation everything else is built on.
- ✓Automated prospect research and audit generation
- ✓Lead routing and follow-up sequences
- ✓CRM data enrichment and pipeline reporting
- ✓Proposal and outreach automation
- ✓Content workflows and publishing automation
- ✓Campaign performance reporting
- ✓Lead capture and nurture sequencing
- ✓Brand monitoring and competitive alerts
- ✓Workflow automation across departments
- ✓Exception alerts and escalation routing
- ✓Vendor and supply chain notifications
- ✓Automated operational reporting
- ✓Automated report generation and distribution
- ✓Invoice processing and reconciliation workflows
- ✓Expense categorization and approval routing
- ✓Real-time financial dashboards
- ✓Automated onboarding workflows
- ✓Health score monitoring and early alerts
- ✓Renewal and upsell trigger sequences
- ✓Client reporting and QBR automation
- ✓Applicant tracking and screening automation
- ✓Onboarding workflow orchestration
- ✓Performance review scheduling and reminders
- ✓Policy and compliance document workflows
- ✓System integration and API connections
- ✓Automated alerts and incident routing
- ✓Software provisioning workflows
- ✓Security and compliance monitoring
- ✓Take the AI Intake Assessment
- ✓We diagnose the highest-impact opportunity
- ✓You decide where to begin
- ✓No commitment required
Built for where you are. Engineered for where you're going.
Whether you're an owner-operator or running a 50,000-person organization, we meet you where you are and build for what's next.
- ✓Fix the highest-friction process first
- ✓Fast deployment, weeks not months
- ✓No enterprise overhead or complexity
- ✓Direct access to your Cadex team
- ✓Grows with you as you scale
- ✓Multi-department automation rollout
- ✓Custom AI integrations across your stack
- ✓Team training and adoption support
- ✓Monthly iteration and optimization
- ✓Dedicated delivery team
- ✓Enterprise-wide AI transformation
- ✓Multi-entity and multi-department rollout
- ✓Executive coaching and governance framework
- ✓M&A integration and AI due diligence
- ✓Board-level reporting and oversight
How an engagement works.
Every Cadex engagement follows the same four-phase structure, designed so you always know where you are, what's next, and what you're getting.
Intake & Diagnosis
You complete our AI Readiness Intake. We review it and arrive at the discovery call already knowing where the opportunities are.
Discovery & Blueprint
We map your workflows, identify your highest-friction areas, and build an automation architecture blueprint tailored to your business.
Build & Deploy
We build, test, and deploy your automations. You see results before the engagement is complete, not after.
Optimize & Expand
Monthly retainer engagements continue building on your foundation, adding automations, refining what's live, and expanding across departments.
Ready to find out what's possible for your business?
Book a discovery call or take the AI Intake Assessment first. Either way, we'll come prepared. No commitment required, no generic sales pitch.