I am building an AI-enabled advisory service called Project ERVAS (Exit Readiness & Value Analysis Summary) that helps business owners prepare their companies for acquisition. The service combines a Claude AI analysis engine with a premium client portal to deliver structured, repeatable advisory outputs. What the system does: Each client engagement processes three inputs simultaneously — a owner self-assessment survey, a 1:1 interview transcript, and 2–3 years of financial statements. Claude analyzes all three and produces three deliverables: a scored Exit Readiness Assessment, an Executive Summary, and a 12-Month Value Acceleration Roadmap. What I need from you (10–15 hours): This is an architecture and specification engagement — not a build. You will: Finalize tool selections and confirm how Softr, Airtable, Typeform, Zapier, and Claude connect Design the complete Claude prompt architecture for the analysis workflow Define the client portal data model including all fields, sections, and permissions Produce a technical specification document my offshore build team executes from Identify risks and integration complications before the build begins Document a workflow I can operate myself as a non-technical user Expected tech stack: Claude (AI engine) · Softr (client portal) · Airtable (database) · Typeform or Tally (intake survey) · Zapier or Make (automation) · Word/PDF (report output) You are the right person if you have: Built AI-assisted workflows using Claude or GPT-4 producing structured, repeatable outputs Built client-facing portals using Softr or comparable no-code platforms Designed prompt systems for consistent formatted outputs across variable inputs Produced technical specification documents for non-technical clients Experience with Airtable as a backend and Zapier or Make for automation Deliverable: A complete technical specification document delivered within 2 weeks. This becomes the build bible for the offshore team that follows. An NDA will be required. There may be light advisory opportunity during the build phase, compensated separately.

We’re a product-focused team developing an AI-driven SaaS platform aimed at improving how businesses handle information, workflows, and internal processes. We’re looking for a developer who can build a smart feature that allows users to interact with their data and documents in a more automated and intuitive way. The goal is to reduce manual effort and enable faster, more informed actions through AI. This role involves designing and implementing the core logic behind the feature, connecting AI capabilities into the product, and ensuring everything works smoothly within the existing system. You should be comfortable building end-to-end functionality, working with modern web applications, and integrating AI services into real user-facing features. Experience with AI-powered products, automation tools, or data-driven applications is highly relevant.

Project Capital Advisors (PCA) is seeking an experienced AI Solutions Architect to support a government modernization consulting engagement. The initial project involves helping a county government modernize its citizen telephone operations using Voice AI, workflow automation, and enterprise system integrations. The selected consultant will work directly with executive leadership and public sector stakeholders to assess existing operations, develop technical recommendations, and help define an implementation roadmap. Responsibilities include: * Leading technical discovery sessions with client stakeholders * Evaluating existing phone systems and call workflows * Designing Voice AI and Contact Center AI solution architectures * Recommending enterprise platforms and integration strategies * Creating technical documentation and architecture diagrams * Supporting project scoping, budgeting, and executive presentations Preferred experience: * Enterprise Voice AI or Contact Center AI * Twilio, Amazon Connect, Genesys Cloud, Five9, Retell AI, ElevenLabs, Azure AI, or OpenAI APIs * API integrations and workflow automation * Experience with government or other regulated industries is preferred Engagement Details: * Contract/Fractional * Approximately 10–20 hours per week initially * Remote with occasional travel * Opportunity for additional engagements as PCA expands its Government AI consulting practice Please review the attached position description for complete responsibilities, qualifications, and application requirements.

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

Overview Curiel Homes is looking for a highly skilled freelance specialist to help transform our website into a true lead conversion machine. We are a modern real estate and mortgage brand focused on growth, automation, local authority, and scalable systems. We want someone who understands: Real estate lead generation SEO and local search strategy AI integrations and automation Google PPC CRM workflows and follow-up systems Website performance optimization Conversion-focused design This is NOT just a website design project. We are looking for someone strategic who can help build long-term systems and automation that drive leads and conversions. Current Goals We want to improve and/or implement: Website + SEO Neighborhood-focused SEO landing pages Local authority content strategy Faster mobile page speed ADA/screen reader optimization Structured blog strategy based on real search queries Mortgage and down payment assistance pages Google Business Profile integration AI + Automation AI chat follow-up and lead nurturing CRM automation and workflow optimization Retargeting audience setup Review scraping/integration tools (ex: Birdeye.ai) AI-assisted content generation Smart lead capture systems Data + Content Add/edit videos throughout website Fed-related market data integrations Content hub/blog strategy Automated market insights and reporting ideas Ideal Candidate We are looking for someone who has: Experience working with lead-gen businesses Strong understanding of SEO and technical SEO Experience with Google PPC Experience with AI tools and automation Experience integrating CRMs and lead funnels Strong communication and strategic thinking Ability to recommend scalable systems Portfolio of websites or funnels that generated measurable results Bonus if you have experience with: IDX websites Sierra Interactive, Follow Up Boss, KVCore, or similar CRMs AI chat systems Local SEO domination strategies Conversion rate optimization What We Need From You When applying, please include: AI/automation experience What platforms/tools you recommend Your approach to improving conversion rates Estimated timeline Your preferred pricing structure Project Scope We are open to: Hourly consulting Fixed project pricing Ongoing monthly partnership Potential for long-term work if it is a strong fit.

EroFlow Intelligence is an enterprise-grade, autonomous AI orchestration pipeline designed to mitigate global supply chain disruptions for aerospace manufacturing. Built using a multi-agent framework, the system automates the entire lifecycle of risk detection, impact analysis, and procurement mitigation without requiring human intervention for standard operational anomalies. The architecture coordinates three specialized, asynchronous AI agents that communicate via a centralized event bus to solve complex logistical bottlenecks in real-time. Core Agent Architecture & Workflow 1. The Sentinel Agent (Data Ingestion & Extraction) Role: Continuous Global Monitoring. Function: Utilizes advanced LLM-driven web scraping and unstructured data extraction to monitor global news feeds, geopolitical shifts, weather anomalies, and shipping port telemetry. Trigger: If it detects a disruption (e.g., a port strike or critical mineral shortage), it extracts key entities (materials affected, estimated delay times) and passes a structured JSON payload to the orchestration layer. 2. The Impact Assessment Agent (Predictive Modeling) Role: Deep Cross-Referencing & Analytics. Function: Upon receiving a trigger, this agent cross-references the disrupted material with the company’s internal ERP (Enterprise Resource Planning) database and current inventory levels. Output: It runs a predictive analysis to determine exactly which production lines will stall and calculates the financial risk, assigning a high/medium/low priority score to the event. 3. The Mitigation & Logistics Agent (Autonomous Execution) Role: Operational Resolution. Function: If the risk score exceeds a specific threshold, this agent is authorized to take action. It autonomously queries pre-vetted alternative suppliers via APIs, negotiates standard volume pricing based on historical contract data, drafts a comprehensive procurement proposal, and queues the purchase order for final human sign-off (or executes it automatically if under a certain dollar cap). Technical Stack (The Blueprint) Frameworks: LangGraph / CrewAI (for multi-agent state management and deterministic routing). Core Language: Python 3.11+ Data Layer: PostgreSQL (for ERP syncing) & Pinecone / Qdrant (Vector database for storing and querying supplier contract PDFs and historical compliance documentation). LLM Orchestration: OpenAI GPT-4o / Anthropic Claude 3.5 Sonnet utilized via structured outputs (Pydantic parsing) to ensure strict API data integrity. Hosting & DevOps: Containerized via Docker, orchestrated via Kubernetes, and deployed on AWS with asynchronous task queues managed by Celery and Redis. Quantifiable Business Results (The Hook) 92% Reduction in supply chain anomaly response time (from 48 hours down to 14 minutes). Automated Recovery: Successfully mitigated over 140 potential production line stalls autonomously in simulated stress tests. Cost Efficiency: Saved an estimated $1.2M in expedited shipping fees by predicting bottlenecks 10 days before they impacted manufacturing floors.

Need someone to build me an CFO ai agent that can analyze monthly P&Ls and Balance Sheets from multiple different businesses within a franchised system. The financials will be in PDF format. Also need the ai agent to transfer funds from checking accounts to PayPal every week (I currently do this manually so it's setup, just want it automated)

We're looking for an AI & Data Analysis expert to lead the integration of intelligent tools within the business platform. You'll connect Google Ads, marketing data files, and operational data sources to build AI agents via Claude that support business decision-making across our pet retail operations. Key Responsibilities Design and configure Claude-powered agents using tool use, structured prompts, and automated workflows for data analysis Integrate the Google Ads API to extract campaign metrics and feed decision-making dashboards Ingest, clean, and structure CSV, Excel, and other marketing data formats for agent processing Generate automated narrative reports and actionable visualizations for the executive and marketing teams Maintain and iterate on data pipelines connecting advertising, sales, and inventory data Required Technical Skills Claude API / Anthropic MCP (Model Context Protocol) Prompt engineering and LLM tool use / function calling Google Ads API Python or JavaScript (for pipelines and integrations) SQL / PostgreSQL / Supabase Pandas / NumPy or equivalent data libraries REST API consumption and integration Advanced Excel / Google Sheets Nice to have: Google Analytics, BigQuery, Looker, Power BI Ideal Profile Proven experience building data pipelines or LLM-powered tools in a production environment Hands-on familiarity with the Anthropic API and agent/tool-use patterns Ability to translate raw data into clear, actionable business recommendations Self-directed — can propose and build solutions without exhaustive specs Initial Projects Campaign ROI Agent — connects Google Ads + business sales data to generate automatic performance alerts and recommendations Marketing File Pipeline — ingests CSV/XLSX marketing files and produces AI-generated summaries and insights Executive Dashboard — decision-support interface with Claude-generated action recommendations based on live data

I am a partner at a recruiting firm seeking a conversational AI tool to enhance our communication with candidates and clients. Our business is highly conversational, and we primarily use LinkedIn and Loxo. We need a tool that can efficiently manage and personalize our interactions, potentially integrating with our existing platforms.

Project Overview We are building an AI-powered voice receptionist agent for a dental practice client. The agent will handle inbound calls 24/7 — booking, rescheduling, and canceling appointments, answering FAQs, and escalating complex situations to a human. The voice layer is built in Retell.ai and the orchestration/automation flows run in n8n, with integration into a dental practice management systems. This is a hands-on build role, not consulting. You will design, configure, and iterate the agent working directly with our founding team. What You'll Build: Conversational voice flows for new and returning patients (booking, rescheduling, cancellations, FAQs, insurance questions, urgent/emergency triage) Clean escalation paths to human staff when the agent can't handle the call n8n workflows connecting the voice agent to the practice management API for real-time schedule reads/writes HIPAA-conscious configurations and tool choices throughout the stack Performance tracking and iterative prompt/flow improvements based on real call feedback Seeking an Expert Who: You've built multiple production voice agents, ideally in healthcare or dental, and can own the full stack from architecture to delivery. You think critically about latency, barge-in behavior, edge cases, and HIPAA compliance — not just happy-path flows. Requirements: Deep expertise in Retell.ai — prompt tuning, latency optimization, interruption/barge-in handling, LLM selection, and cost modeling Advanced n8n automation — complex branching logic, dynamic data handling, external API integrations, and error recovery Experience with dental or healthcare organizations — you understand how practices operate, what front desks actually deal with, and how to translate that into agent logic HIPAA awareness — you know which tools and configurations are appropriate for PHI workflows Track record of full-cycle delivery: scoping → build → pilot → iteration Nice to have: Dentrix Ascend integration, NexHealth, prior AI receptionist or appointment-booking agent for a clinic/practice. 📋 To Apply, Please Answer Have you built a production voice agent with Retell.ai? If yes, briefly describe it. What's your approach to managing Retell.ai per-minute costs on an inbound call agent? Have you worked with dental or healthcare clients before? What was the workflow? Paste a relevant n8n workflow screenshot or describe your most complex flow.