AI-Powered Operations for SMBs

Your Business,
Automated & Optimized

ObsidianVantage builds custom AI agents that eliminate repetitive work, reduce errors, and free your team to focus on what actually moves the needle.

We install AI + measure its ROI + benchmark performance.

Book a Free Strategy Call See What We Build
Built on n8n
Enterprise-grade automation
Big 4 Background
PwC-trained founder
Agents Delivered
Real results, real clients
Fast Delivery
From scope to live in days
What We Build

Custom AI agents
that actually work

Every agent is designed around your specific operations — not a template. We scope it, build it, and stay hands-on through delivery.

Delivered

Customer Service Agent

An AI agent that reads your knowledge base and drafts customized, on-brand responses to customer inquiries — reducing response time from hours to seconds.

  • Vector database knowledge retrieval
  • Drafts replies in your brand voice
  • Human review + send workflow
Delivered

Project Manager Tracker

Reads contract documents, automatically extracts deliverables, creates todos, and populates your client delivery tracker — zero manual data entry.

  • Contract parsing with AI extraction
  • Auto-generates structured task lists
  • Populates client delivery forms
Available

Operations Automation

Map your most repetitive workflows — data entry, reporting, approvals — and replace them with AI agents that run 24/7 without error.

  • Process mapping & audit
  • Multi-step automation pipelines
  • Slack, email & CRM integrations
The Process

Four Steps to
AI Automation

No guesswork, no black boxes. You see the logic before a single line is built.

01

Book Your Free Audit

Schedule a no-obligation call where we deep-dive into your business operations and identify automation opportunities that eliminate bottlenecks and repetitive, redundant tasks.

02

Get Your Free AI Blueprint

Based on your audit findings, receive a customized blueprint with detailed wireframes and system designs — completely free — showing exactly how AI will transform your workflows.

03

Install & Implement

We deploy your custom AI agents and automation systems directly into your existing operations.

04

Test, Measure & Optimize

We benchmark performance, measure ROI, and dial in the AI agent to fit your custom needs — ensuring it saves you time and makes you more efficient.

Who We Serve

Built for SMBs
and accounting professionals

🏢

Small & Mid-Size Businesses

You're growing fast but your back-office is lagging behind. Manual processes, slow response times, and data scattered across tools — we fix that.

  • Customer support automation
  • Contract & document processing
  • CRM & reporting workflows
  • Internal operations & approvals
📊

Accounting Firms

High-volume, detail-intensive work where errors are costly. AI agents eliminate the manual steps between data and decisions.

  • Client onboarding & intake
  • Document extraction & reconciliation
  • Deadline tracking & reminders
  • Internal control monitoring
Why ObsidianVantage

Finance expertise meets
AI-native execution

Most AI consultants know technology. We know your business. Our founder's Big 4 background means every agent is built with operational rigor — not just technical novelty.

Big 4 Operational Lens
PwC-trained CPA background. We understand internal controls, audit trails, and the real cost of operational errors.
Fast, Transparent Delivery
You see the wireframe before we build a single node. No black boxes, no surprises. Scope-to-live in days, not months.
Built to Last
Agents are built on enterprise-grade infrastructure you own. No vendor lock-in, no monthly mystery fees.
Big 4
Founder Background
Days
Avg. Time to Delivery
✓ PwC Trained ✓ n8n Expert ✓ AI-Native ✓ SMB Focused
Limited Spots Available

Ready to Automate
Your Business?

Book a free 30-minute AI audit call. We'll analyze your operations and show you exactly how AI can save you time and money.

Book Your Free Audit Now No commitment required  •  100% free