Guardrails by design. Every workflow includes:

• Human-in-the-loop approvals for exceptions and high-value decisions
• Structured validation rules (e.g., invoice totals, GL codes, vendor matching)
• Audit trails for every action—who approved what, when, and why
• Confidence scoring and fallback routing when the system is uncertain

We don’t automate judgment calls. We automate repetitive tasks and surface exceptions to your team with full context.

We work inside your existing environment:

• Finance/ERP: QuickBooks (Desktop/Online), Sage (50/100/300/Intacct), SAP, NetSuite, Yardi, Xero
• CRM/Sales: HubSpot, Salesforce, Pipedrive
• Productivity: Excel, Google Sheets, M365 (Copilot-ready), Google Workspace
• Operations: Airtable, Monday, ClickUp, SharePoint, shared drives, email/chat

No rip-and-replace. We orchestrate what you already pay for.

8–12 weeks for measurable impact. Typical outcomes:

• AP/AR automation: 30–50% cycle-time reduction, 99%+ match accuracy
• Lead response: <5-minute response time (was hours/days)
• Compliance doc prep: 60–80% time savings vs. manual assembly

Your KPI dashboard tracks before/after deltas in real time. Finance validates the numbers—no guesswork.

Built-in safeguards:

• Exception routing — Uncertain cases go to your team for review
• Rollback capability — Revert changes if something breaks
• Version control — Every automation is documented and tracked
• Human overrides — Your team has final authority on every decision

We log everything. If an error happens, we trace it, fix it, and prevent recurrence.

We operate in your tenant with enterprise-grade controls:

• Encryption in transit and at rest
• Role-based access (least privilege)
• Audit logs for every action (who, what, when)
• SOC 2 / GDPR / CCPA alignment where required
• No data extraction — your data stays in your systems

For regulated workflows (HIPAA, SOX, financial controls), we follow your DLP and retention policies.

Top 4 risks + mitigations:

1. Data quality issues → We profile data early and flag gaps before build
2. Access delays → Pre-flight checklist ensures credentials are ready
3. Unmodeled exceptions → Human-in-the-loop handles edge cases
4. Adoption resistance → Staged rollout + training + visible quick wins

We surface risks early. No surprises.

A time-boxed starter use case with clear success criteria.
We select one high-volume, rules-based workflow (e.g., invoice matching in QuickBooks, lead enrichment in HubSpot, or PO approvals in Sage) and deliver:

• Sample data pack (25–100 records for testing)
• UAT script with pass/fail gates
• Rollback plan if acceptance criteria aren’t met
• 4–6 week delivery window

We don’t scale until the pilot hits KPIs. Low risk, measurable proof, fast iteration.

Your tenant, your controls—we don’t extract or store your data.

• Data at rest: Encrypted in your QuickBooks, Sage, SAP, NetSuite, Yardi, HubSpot, M365, Google Workspace environments
• Data in motion: TLS 1.2+ for API calls; ephemeral processing only
• Access controls: Role-based (RBAC), least-privilege, SSO/SCIM where supported
• Audit logs: Every action tracked (who, what, when) in your logging system

We provide data-flow diagrams and RBAC matrices so your IT/security teams can validate before build. Compliance-ready for SOC 2, GDPR, CCPA, HIPAA (administrative use cases only).

Field-level controls, minimization, and audit-ready deletion.

• PII/PHI taxonomy: We classify fields (names, SSNs, financial accounts) and apply masking/redaction
• Minimization: Only collect what’s needed for the workflow
• Retention schedules: Align to your DLP policies (e.g., 7 years for invoices, 90 days for logs)
• Right-to-be-forgotten: Deletion workflows with audit evidence for GDPR/CCPA requests

For finance/ops workflows (AP/AR, lead routing, doc assembly), we rarely touch PII/PHI—but when we do, it’s logged, masked, and governed by your policies.

30+ years of business-technology integration—not just AI hype.

Most AI consultants launched in 2023. We’ve been delivering Managed IT, risk management, and business services since 2004—serving clients across Los Angeles, Orange County, and globally. We understand:

• How technology actually works in production (uptime, security, compliance, integration debt)
• How businesses operate (P&L impact, process ownership, change management, audit readiness)
• How to make them work together (no shelfware, no prototypes—shipped systems that compound ROI)

We’re not just an AI partner—we’re a business development partner that uses AI, automation, and orchestration to solve real problems: faster close cycles, cleaner data, audit-ready workflows, and measurable financial outcomes.

Trusted by the leaders who trust us:
The Los Angeles Chamber of Commerce has chosen Heed AI Solutions as its official AI partner since 2023—because we deliver results for the businesses that drive Southern California’s economy.

What sets us apart:

You get:

• A partner who’s managed enterprise stacks, cybersecurity, compliance audits, and disaster recovery for two decades
• Implementation-first delivery: We’ve been integrating CRMs, ERPs, finance systems, and cloud platforms since before “agentic AI” was a buzzword
• Risk-aware builds: We know what breaks in production—and how to prevent it
• Local presence, global reach: On-site in LA/OC; remote nationwide

We don’t just “do AI.” We architect business systems that happen to use AI—because the outcome matters more than the tool.

Ready to work with Southern California’s most experienced AI implementation partner?

Book a Discovery Call → |