Clear scope. Clear costs.

Start small. Connect more when it makes sense.

Implementation, monthly management, and software usage are separate parts of the cost.

One workflow

One focused workflow from the catalog of 20 — scoped, built, tested and handed over with a staff walkthrough and two consolidated revision rounds.

Setup from$1,250
Management from$400/month per new managed agreement
Browse workflows

Connected Systems

Eight named workflow bundles with a published setup saving on the exact preset. Add more workflows at catalog rates; monthly care is never discounted.

Setup from$4,275
Management from$947/month
See the bundles

Custom AI Systems

SMI AI Operations System — orchestrated multi-workflow systems designed around your operation. Final scope and price by proposal.

Custom systems from$15,000implementation
From$2,500/month management
Discuss a custom system
Your technology stays yours.
  • Customer owns their accounts.
  • Customer owns their data.
  • Customer maintains ownership of their platforms.
  • SMI builds and manages the automation layer.

Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.

Starting estimates apply to standard scope. Your proposal confirms supported connections, usage and delivery requirements before work begins.

Connected systems

Choose a named workflow bundle.

Setup savings apply to the exact preset. Monthly management is unchanged. Removing a component removes that preset saving; additions are priced at catalog rates.

Accounting Client Workflow

AI-generated illustration of an accounting team reviewing client documents and coordinating office work.
AI-generated illustration

Coordinate client onboarding, document collection, draft replies, invoice follow-up and appointment scheduling, with accountants reviewing the work.

Financial records stay in approved systems with client access rules. Extracted data and reply drafts require review. No tax filing, tax advice, ledger posting or money movement.

Setup from $9,138Management from $2,145/month

$10,750 standalone setup less 15% preset saving.

Discuss this bundleAdjust in configurator →
Workflow mapAccounting Client Workflow workflow map: Client Onboarding, Document Intake & Data Capture, Email Triage Assistant, Invoice Reminders & Follow-Up, Appointment Booking & Reminders, with human review.

Health & Wellness Practices Workflow Bundle

AI-generated illustration: practice reception staff help a visitor with scheduling and intake, with administrative workflow graphics.
AI-generated illustration

Bookings and reminders, missed-call text-back, document intake, review requests and opted-in follow-up. Requires a data and provider suitability assessment; not compliant out of the box.

Setup from $8,500Management from $1,995/month

$10,000 standalone setup less 15% preset saving.

Requires a data/provider suitability assessment; not compliant out of the box.

Discuss this bundleAdjust in configurator →
Workflow mapHealth & Wellness Practices Workflow Bundle workflow map: Appointment Booking & Reminders, Missed Call Text-Back, Document Intake & Data Capture, Review Requests & Responses, Email Follow-Up Campaigns, with human review.

New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.

Questions

Know what you are agreeing to.

When does management begin?

Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.

What does management cover?

The quoted monthly amount covers the listed workflows and the included human-service allowance; software charges are separate. No second platform-management fee for the same work.

Does a quote request authorize payment?

Deposits, taxes, implementation milestones and any additional provider limits are confirmed in your proposal. Requesting a quote is not authorizing payment.

Separately scoped pilot

SMI Business Memory Console

A workspace that keeps your business knowledge current and helps your team research, plan, and draft with context.

Includes the Business Knowledge Assistant capability — it is not charged separately inside the console.

Discuss pilot scope

Clear scope. Clear costs.

Discuss my workflow