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Services

Traditional software, re-engineered for AI

The goal is not a chatbot. The goal is your busywork, removed. Same craft you expect from a great software studio, but instead of bolting AI on, intelligence gets retrofitted into what you already run and measured in hours saved.

Workforce Copilots Autonomous Workflow Agents Document & Knowledge Intelligence Generative & Conversational Interfaces AI Product & UX Engineering Legacy Modernization

The big picture

Keep your software. It learns to think.

Intelligence gets fitted into the tools you already run, so the busywork disappears and your people stay in control.

Where

  • Forms and data entry
  • Search and reports
  • Dashboards
  • Approvals
  • Documents
  • Support and inbox

What AI does

  • Understand
  • Summarize
  • Extract
  • Generate
  • Classify
  • Decide with a human
  • Act (agentic)

What we build

  • Copilots
  • Workflow agents
  • Doc to data
  • Ask your app
  • Report in a sentence
  • Triage and validator

How it fits

  • An API call
  • Browser extension
  • Embed or widget
  • A sidebar
  • Start without a rewrite

Why Yantrax

  • UX-first, not bot-bolted
  • Retrofit, not rebuild
  • Human + AI
  • Your data stays yours
  • Measured in hours saved
  • A ladder, not a leap

Where AI helps

Every piece of software is really a few work surfaces

Find your own pain below, then open any one to feel the change. These are the places people lose hours in software they already run, and exactly where intelligence drops in.

Your data stays yours. It never leaves your environment without your permission.

Form filling

Drag to compare: today versus with AI

With Yantrax
"Add Acme Robotics as a customer, Net 30."

Filled from your records

Tax ID
87-1029384
Billing
ap@acme.io
Terms
Net 30 · USD
6 fields, 1 line
Today
New customer · Step 2 of 4
Back Next

Your data stays yours. It never leaves your environment without your permission.

Data entry

Drag to compare: today versus with AI

With Yantrax
Forward the email

Dana Lee · Northwind Co

Captured once, no re-typing

CRMBillingMailing list
Today

Email signature

Dana Lee, VP Ops
Northwind Co · (415) 555 0192
dana@northwind.com

copy & paste, field by field

CRM · new contact

Name
Company
Phone
Email

Your data stays yours. It never leaves your environment without your permission.

Search and finding info

Drag to compare: today versus with AI

With Yantrax
"What is our refund SLA for enterprise?"

Five business days.

Enterprise plans get priority handling within 5 business days of an approved request.

Source: Refund Policy v4, p.3

Today
WikiDrivePDFSlackCRMEmail
refund SLA enterprise
refunds-2021-final-v3.pdf
Policy draft (comments)
Re: refund question?
Old wiki: returns

7 tabs open, still not sure

Your data stays yours. It never leaves your environment without your permission.

Report generation

Drag to compare: today versus with AI

With Yantrax
"Q3 revenue by region vs target"
NAEMEAAPACLATAM

EMEA is 24% below target.

Today
Report builder
Exclude refundsNet of taxGroup by month+4 filters
Export CSV

Your data stays yours. It never leaves your environment without your permission.

Dashboards

Drag to compare: today versus with AI

With Yantrax
"Why did revenue drop 8%?"
  • Churn rose in EMEA
  • Two large accounts paused

Next step: a save-offer to the 2 paused accounts.

Today
Executive dashboard

Revenue

$1.2M

-8%

Churn

4.1%

+1.2

MRR

$98k

-3%

NPS

41

-6

It shows what, not why.

Your data stays yours. It never leaves your environment without your permission.

Approvals and workflows

Drag to compare: today versus with AI

With Yantrax
Agent runs the chain
  1. Routed to the right approver
  2. Chased and collected sign-off
  3. PO issued to vendor

Done in 4 min · 1 human approval

Today
PO #4471 · approval
✓ Request submitted done
· Manager review waiting 2d
· Finance check blocked
· Procurement not started

Stuck 2 days in someone's inbox.

Your data stays yours. It never leaves your environment without your permission.

Document processing

Drag to compare: today versus with AI

With Yantrax
Drop the invoice
Invoice #INV-9921 matched
VendorDell Inc. matched
PO match#4471 matched
Total$62,500 matched
Tax$1,180 review

18 fields extracted, 1 flagged for you.

Today
invoice.pdf
Key it in by hand
Invoice #
Vendor
Amount
Tax
PO

Your data stays yours. It never leaves your environment without your permission.

Support and helpdesk

Drag to compare: today versus with AI

With Yantrax
How do I move my data to the new plan?
Hi! You can migrate in Settings -> Plan -> Move data. It takes about 5 minutes and nothing is deleted. Here is the step-by-step...
Grounded in your docs Agent reviews, then sends
Today

Ticket #5567

"How do I move my data to the new plan?"

Searching past replies...

Re: migration steps (2024)
Canned: plan change
Old macro v2

Copy, paste, edit, repeat.

Your data stays yours. It never leaves your environment without your permission.

Inbox and queue triage

Drag to compare: today versus with AI

With Yantrax

Needs you now

Contract renewal todaydrafted
Demo request, 200 seatsdrafted
Invoice overdue, at riskdrafted

Later, auto-sorted

NewsletterLunch?Password reset
Today
Inbox142 unread
Invoice overdue, account at risk
Weekly newsletter
Demo request, 200 seats
Lunch?
Password reset
Contract renewal today

Everything looks equally urgent.

Your data stays yours. It never leaves your environment without your permission.

In-app help and onboarding

Drag to compare: today versus with AI

With Yantrax
"How do I export to PDF?"
ToolbarExport

Step 1 of 3

Click Export, then choose PDF. We highlighted it for you.

Answered in context, no manual.

Today
Help center
export to PDF?
Docs: 42 results
12-min walkthrough video
Community thread (2022)
Or open a support ticket

Answer is somewhere in there.

Your data stays yours. It never leaves your environment without your permission.

Validation and compliance

Drag to compare: today versus with AI

With Yantrax
Checked as you type
Receipt required for claims over $75. Policy 4.2.
Feb 31 is not a valid date. Did you mean Feb 28?
Everything else is clean. Ready to submit.
Today
Expense claim
3 errors found after submit. Please review.
Amount$1,240
CategoryTravel
Receiptmissing
Date2026-02-31

Fix and resubmit. Again.

Your data stays yours. It never leaves your environment without your permission.

Content creation

Drag to compare: today versus with AI

With Yantrax
"Product blurb, 40 words, our tone"

Meet Atlas: the workspace that thinks ahead. It drafts, organizes, and surfaces what matters, so your team spends less time clicking and more time deciding. Calm, fast, and built around how you actually work.

On brand 40 words · you polish
Today
BIH1LinkList
Untitled

Blank page. Research, draft, rewrite, match the tone.

Your data stays yours. It never leaves your environment without your permission.

Scheduling and coordination

Drag to compare: today versus with AI

With Yantrax
"Find 30 min with the team"
M ·
T ·
W ·
T 10:30
F ·

Thu 10:30 works for all 3, invites drafted

Today
Finding a time...
Does Tue 2pm work?
Tue I am out, Wed?
Wed I have a conflict...
Thu morning maybe?

3 calendars, 9 emails, still no slot.

Your data stays yours. It never leaves your environment without your permission.

Decision support

Drag to compare: today versus with AI

With Yantrax
"Which supplier should we pick?"
Vendor BRecommended
  • 19% cheaper than A
  • Highest rating (4.6)
  • Lead time fits your Q3 deadline

Reasons shown. You decide.

Today
suppliers.xlsx
VendorPriceLeadRating
Vendor A$48k6 wk4.1
Vendor B$39k9 wk4.6
Vendor C$55k4 wk3.8

Now argue from gut feel.

Your data stays yours. It never leaves your environment without your permission.

Where we start

Highest impact, lowest cost, first

No black box. Here is exactly how we would approach your software. We begin in the top-left: quick wins that prove value in weeks, not quarters. Then we climb. That is the opposite of how the big shops sell, and exactly right for de-risking AI.

Impact: high

Do first

Low cost, high impact

  • Smart Fill
  • Doc to data
  • Ask your app
  • Summarize and draft
  • Report in a sentence

Strategic

High cost, high impact

  • Workflow and agentic automation
  • Decision support
  • Full Human + AI redesign

Nice to have

Low cost, low impact

  • A cosmetic chatbot
  • Novelty generators

Avoid for now

High cost, low impact

  • Bespoke model training
  • Heavy infra before proof
Cost: low Cost: high

Why UX is the hard part

Why minimalist AI products take real UX engineering

Adding a model is easy. Making it genuinely useful is a design problem. Here is the logic every build follows.

01

AI multiplies capability

A model can now do almost anything: draft, analyze, decide, generate. The surface of "what is possible" explodes overnight.

02

Capability creates ambiguity

Infinite options means users no longer know what to ask, what is safe, or whether to trust the output. Power becomes confusion.

03

UX collapses it into intent

Careful UX/UI engineering hides the machinery and turns raw capability into one clear, confident next step the user actually wants.

AI capability × great UX = productivity.

AI capability without UX is just an impressive demo. The same capability, engineered into a calm interface, is a tool people use every day.

Constrain

Offer the few actions that matter, not every action that is possible.

Contextualize

Ground the AI in the user’s data and the task in front of them.

Show the why

Make reasoning and sources visible so output is trusted, not guessed at.

Keep control

Always allow review, edit, and undo. The human stays in charge.

Workforce Copilots

Repetitive screen work gets done in a sentence instead of an afternoon: copilots embedded in the tools your team already uses.

  • In-app copilots for web and desktop
  • One-line actions that fill forms and records
  • Grounded in your data, with sources
  • Approvals and undo built in
Start with Workforce Copilots
Copilot
"Raise a PO for 50 Dell laptops, standard terms, need by Friday."

Copilot drafted · review and confirm

Vendor
Dell · Net 30
Qty / Item
50 × Latitude 5550
Total
$62,500 incl. HST
Approver
Auto-routed to Finance
Confirm 10 fields filled in 1 line
Manual ERP
Create Purchase Order Step 2 of 5
HeaderDetailsLinesTaxApprovals
ItemQtyUnitAmount Latitude 555050$1,250$62,500
Save draft Submit

Autonomous Workflow Agents

A process runs from trigger to done on its own, and your people step in only at the moments that genuinely need judgment.

  • Trigger-to-done process automation
  • Human-in-the-loop at key decisions
  • Connected to your systems and APIs
  • Full audit trail and guardrails
Start with Autonomous Workflow Agents
Agent
Procurement workflow Done · 4 min
  1. Validated request and budget Agent
  2. Pulled PO + vendor from ERP Agent
  3. Approved spend under policy You · 1 tap
  4. Notified Legal and Finance Agent
  5. Closed and logged Agent

1 human decision · full audit trail kept

Manual hand-offs
Procurement workflow Stalled · 4 days
  • Request submitted Mon 09:14
  • Waiting on Finance review 2 days
  • Email sent to Legal no reply
  • Pending manager approval queued
  • Blocked: missing PO number action needed

6 tools · 9 emails · 3 people chasing status

Document & Knowledge Intelligence

Your scattered documents and tribal knowledge become an assistant that answers in seconds, with citations your team can trust.

  • Retrieval over your docs and data (RAG)
  • Cited, verifiable answers
  • Extraction from PDFs, contracts, invoices
  • Permission-aware and private
Start with Document & Knowledge Intelligence
Ask anything
"What's our refund SLA for enterprise?"

Enterprise refunds are processed within 14 business days of an approved request, per the current MSA.

MSA_Enterprise_2025 · §7.3 Support_SLA_matrix

Answered in 2 seconds · sources you can verify

File hunt
refund SLA enterprise 142 results
  • Refund_Policy_v3_FINAL.pdf which one?
  • Refund_Policy_v3_FINAL_2.pdf v1
  • MSA_Enterprise_2025.docx v2
  • Support_SLA_matrix.xlsx v3
  • Onboarding_notes.md v4
  • Legal_addendum_signed.pdf v5
Open 7 files · Ctrl+F "refund" · copy clause · paste into email

~25 minutes, and you still aren't sure it's current.

Generative & Conversational Interfaces

Dense menus and filters become interfaces that understand intent: the view, the document, or the result, generated on demand.

  • Natural-language search and commands
  • Generative dashboards and reports
  • Adaptive interfaces per user
  • Voice, vision, and multimodal input
Start with Generative & Conversational Interfaces
Just ask
"Q3 revenue by region vs target"

Revenue vs target · Q3

Weston target
Eastbelow
Centralabove
Northbelow

Generated from one sentence, editable on the fly.

Report builder
Build report
Reset Run report

AI Product & UX Engineering

The craft that makes AI usable: discovery, UX, and design systems that turn raw model power into a calm, trustworthy product.

  • AI product discovery and roadmapping
  • UX for trust, control, and transparency
  • Design systems and rapid prototyping
  • Evals, metrics, and iteration loops
Start with AI Product & UX Engineering
Engineered

Summarize this contract

One clear action. Sensible defaults. The complexity is engineered away.

Summarize

Same model power. Zero cognitive load.

Raw AI tool
Model playground
Temperature 0.7
System prompt
You are a helpful assistant. Do not... Always... Never... Output only valid...
StreamingJSON modeFunction callingSafe modeVerbose logsBeta tools

Powerful, but who knows what to press?

Legacy Modernization

Your aging codebase becomes a clean, AI-ready foundation: AI-accelerated migration with tests that lock in today’s behavior, so brittle legacy software is finally safe to change.

  • AI-accelerated translation and refactoring
  • Characterization tests that lock in current behavior
  • Incremental migration, no risky big-bang rewrite
  • Recovered docs and a codebase your team can change
Start with Legacy Modernization
Modernized
AI-accelerated migration, behavior locked by tests 
$order = $orders->find(
  OrderId::from($request->id),
);
return new OrderTotal($order->total);
412 tests generated 100% behavior parity PHP 8.3 · typed

Same behavior, provably. Safe to build on, and to add AI.

Legacy
orders.php PHP 5.6 · end of life 
// TODO: fix later (2014)
$q = mysql_query("SELECT * FROM orders
  WHERE id=" . $_GET['id']);
$row = mysql_fetch_array($q);
echo $row['total'];
No tests1 maintainerLast shipped 2016

Every change is a gamble. Nobody dares refactor.

The journey

A ladder, not a leap

Start small, prove it, climb. A quick win in week one can become a multi-year transformation, on your terms. We design and build every engagement ourselves. No juniors, no handoffs.

  1. 0

    Boring software

    Click, click, click. People serve the software.

  2. 1

    Assist

    Start here

    Autofill, summarize, ask. Quick wins, low risk.

  3. 2

    Augment

    Generative reports, triage, and an in-app copilot.

  4. 3

    Automate with a human in the loop

    Agents run the multi-step work, a human approves.

  5. 4

    Human + AI product

    The interface is redesigned around intent. The work disappears.

FAQ

How engagements work

Do you rebuild from scratch or modernize what we have? +

Both, but the least disruptive path wins. We assess your existing web, desktop, or mobile software and modernize in place wherever possible, adding AI capabilities without a risky full rewrite.

Which AI models and tools do you use? +

The practice is model-agnostic: the best frontier models for the job, including the latest Claude models, wrapped in robust RAG, tool-use, evals and guardrails.

How do you keep humans in control? +

Every workflow is designed on a spectrum from suggest to act-with-approval to autonomous, with explainability, reversibility and escalation built in.

Where does our data go? Is it safe? +

Your data stays yours. It never leaves your environment without your permission. Every build runs against your own systems and data, with grounding, guardrails, and clear access controls, so you get the intelligence without giving the data away.

Ready to make your software think?

A free, no-obligation consult. We map one low-cost, high-impact win for your software, and your data stays yours.

Book a free consult See how it works

We design and build every engagement ourselves. No juniors, no handoffs.

Free, no obligation Your data stays yours Reply within 1 business day