Step 01
Choose the first job
We map the recurring work where documents, follow-up, approvals, and one person’s judgment create the most drag.
Private Vellm Agent / Existing tools
A private AI agent that learns how your business works.
Vellm installs and manages your own AI agent inside the tools your team already uses. It answers from company knowledge, prepares work for review, remembers how your team decides, and only acts inside rules you set.
Vellm Agent view
Production tested
Reads
Plans and specsPDF
Customer emailInbox
Prior job historyCRM
Pricing workbookXLSX
Your Vellm Agent
Memory + tools + review
Produces
Draft scopeReview
Exception listHuman
ERP updateAPI
Audit trailMemory
You stay in controlApprovals, exceptions, and confidence thresholds are explicit.
Systems stay in placeThe agent works above ERP, CRM, accounting, documents, and messaging.
Knowledge compoundsDecisions, edge cases, and playbooks become reusable company Memory.
Built for owner-led companies where documents, approvals, follow-up, and experienced judgment drive the economics.
Field servicesEstimating / dispatch / service memory
Healthcare opsCoverage / replenishment / billing triggers
Finance opsAP / AR / reconciliation / close
Private capitalDiligence / transferability / key-person risk
How it works
Start with one useful job. Expand when the agent earns trust.
A useful first agent does not need to take over the business. It starts by answering, preparing, remembering, and escalating inside clear boundaries.
Step 02
Connect the knowledge
We define what the agent can read, what it can prepare, which systems it may touch, and when it must ask for review.
Step 03
Run with review
The agent works alongside the team, drafts the next step, surfaces exceptions, and leaves the final judgment where it belongs.
Step 04
Let Memory compound
Corrections, approvals, preferences, and edge cases become company Memory, so the agent gets more useful as the business uses it.
What changes
More capacity without giving up control.
The point is not to replace your operating judgment. It is to give the team a reliable agent that handles the prep work, remembers the rules, and keeps work moving.
Reduce the busywork around real work
The agent handles routing, follow-up, document assembly, status checks, exception surfacing, and repetitive system updates.
Keep the next step ready
Work does not sit still while someone gathers context. The agent prepares the next action and asks for review where judgment matters.
Make knowledge easier to transfer
Rules, exceptions, approvals, and lessons become durable company Memory that helps the business run, scale, and survive transitions.
Where agents work
Useful first jobs for a private AI agent.
The best starting points are concrete: high-volume work where your team already uses documents, email, spreadsheets, systems, and judgment.
01
Bid prep and estimating
Plan review, scope assembly, pricing context, exclusions, proposal drafts, and review packets.
02
Finance follow-up
Invoice review, AP and AR follow-up, reconciliation, cash visibility, and close-readiness checks.
03
Service coordination
Dispatch notes, job history, service records, parts follow-up, maintenance contracts, and customer updates.
04
Documentation and risk
Approvals, exceptions, audit trails, policy checks, and evidence capture before issues emerge.
Built above your stack
Works with the systems your team already uses.
Vellm connects across ERP, CRM, accounting, documents, email, messaging, identity, and industry systems. The agent sits above the work, so the company keeps the tools it already trusts.
The model is replaceable. The workflow logic, permissions, review habits, and Memory are the durable layer.
Business systems
ERPCRMAccountingEmailDocumentsMessaging
Vellm layer
AgentsMemoryToolsPermissionsReview loops
Model layer
Frontier modelsOpen-source modelsClient-preferred providersTask routing
Business output
Review-ready workSystem updatesAudit trailReusable knowledge
Agent deployments
Agents your team can understand and direct.
Each Vellm Agent has clear sources, allowed actions, review points, and measurable outcomes, so the owner knows where the line is.
Agent 01 / Trades and estimating
Estimating support agents
For roofing, electrical, mechanical, and specialty trade workflows where speed and judgment decide bid quality.
ReadsPlans, specs, prior bids, pricing logic, customer notes, vendor emails.
PreparesScope, exclusions, proposal language, risk flags, and review packets.
Human reviewsAssumptions, risk items, pricing exceptions, final submission.
RecordsDecision trail, reusable rules, customer preferences, lost-bid lessons.
Outcome
More review-ready bids through the shop with less rework and less dependence on one senior estimator.
Agent 02 / Medical operations
Case coverage agents
For field-heavy healthcare supply workflows where photo evidence, inventory, PO status, and billing must reconcile.
ReadsField photos, facility notes, SKU catalogs, order history, PO status.
PreparesUsage summaries, replenishment drafts, facility documentation, and billing triggers.
Human reviewsClinical exceptions, substitutions, missing documentation, facility-specific requirements.
RecordsUsage history, facility patterns, exception rules, reorder context.
Outcome
Cleaner case-to-cash flow and fewer handoffs between field activity, purchasing, and billing.
Agent 03 / Finance operations
Finance ops agents
For invoice review, AP and AR follow-up, reconciliation, cash visibility, and close-readiness work.
ReadsInvoices, statements, accounting exports, email threads, purchase orders.
PreparesRecord matches, follow-up drafts, exception flags, and review queues.
Human reviewsApprovals, disputes, write-offs, unusual vendor or customer activity.
RecordsException patterns, approval history, vendor behavior, cash-cycle context.
Outcome
Less manual chasing and a clearer financial operating rhythm without adding another disconnected tool.
Evidence
Production-tested examples.
Concrete deployment patterns, documented end to end: what the agent reads, what it prepares, where people review, and what changes.
Case study 01 / Commercial estimating
A faster bid room for trades
Plans, specs, pricing logic, exclusions, and review packets brought into one agent-assisted workflow for roofing and specialty trades.
Read the case studyCase study 02 / Medical distribution
Cleaner case-to-cash follow-through
Photos, SKU history, replenishment, PO status, and billing triggers organized so field activity turns into review-ready work.
Read the case studyCore idea
“The value is not the model. The value is what the business teaches its agent while real work gets done.”Vellm operating thesis
What you keep
The agent layer stays yours.
Most AI a company can buy is rented by the seat and forgets your business when the contract ends. The Vellm Agent we install is built around your knowledge, rules, and operating record.
01
Private agent layer
The agents, tools, permissions, and review loops run inside your environment, on infrastructure you control.
02
Company Memory
Every decision, correction, rule, and exception becomes operating knowledge that compounds and stays with your company.
03
Model-agnostic
The model is a component, not the foundation. Swap it for a better or cheaper one without rebuilding the workflow.
Vellm Lite
The best place to start.
One working private AI agent on your company’s own knowledge — proposals, projects, documents, email. Deployed by Vellm as a turn-key setup, managed for you, owned by your company. Here is what that looks like.
Live in days
A turn-key install on a proven template for your kind of work — not a months-long software project.
Yours, not rented
Your documents, your infrastructure, your Memory. Walk away anytime and keep all of it.
Managed by Vellm
We deploy it, run it, and keep improving it. Your team just uses it.
We schedule a limited number of turn-key installs each month. Tell us about your business below and we will hold an install window for you.
Book a callStart the conversation
See where a private agent could strengthen your business.
A short conversation about how your company runs today: where knowledge lives, which decisions depend on experienced people, and where a private Vellm Agent could make the team more capable.
You do not need a scoped AI project. If the same questions, follow-ups, reports, estimates, customer issues, or decisions keep getting rebuilt from scratch, that is enough to start.
Good to know
Frequently asked questions
Short answers to the questions that come up most.
A practical conversation about how your business runs, where knowledge lives, and where a private agent could help without disrupting the team. You leave with clearer options, even if we decide not to work together.
If the first fit is straightforward, a production agent can typically land in a matter of weeks, not quarters. We start narrow enough to earn trust, then expand only where the agent proves useful.
Yes. Agents work above the systems you already run, including your ERP, CRM, accounting, documents, email, and messaging. There is no migration and no rip and replace.
In your environment, under your control. The operating knowledge an agent builds stays with your company, and you keep it even if you ever stop working with us.
Far less than a typical software project. We handle the building and the integration. Your team’s role is to point us at the real work and review the agent’s output where judgment matters.
Human review is built into the way the agent works, with explicit approvals, scoped permissions, and an audit trail for every action it takes. Sensitive steps are gated, and the agent records its decisions so the work stays accountable.
That is the entire point. Every deployment is shaped around how your business actually operates, including your rules, your exceptions, and your way of doing the work, rather than a generic template.
We scope each engagement during discovery and put a fixed number in writing before any work begins. Cost depends on the business context, systems involved, and level of support required, so we price to the specific situation rather than a public rate card.
Your business already has the knowledge. Give it a place to compound.
Start with a private Vellm Agent that learns how the company works, helps the team move faster, and keeps what it learns inside the business.