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The work runs itself now.

Tackld builds AI agents, automations, and dashboards that run operations-heavy businesses day to day. Your team stops typing invoices and chasing paperwork, and gets back to the work that needs a person.

Your tools in. Finished work out.

AP Invoice Intake
INInboxinvoices@you.comAIExtractheader + linesRULEMatchPO / job / GLHUMApproveone clickOUTPostyour ERP

Tap or hover any step. Everything between intake and output is fixed rules, bounded AI, or a human approval. The tags say which.

  • AP invoice intake
  • vendor compliance
  • bank reconciliation
  • monthly reporting
  • lead intake
  • document filing
  • ERP sync
  • approval queues
  • live dashboards
  • email agents
  • scheduled jobs
  • audit trails

What gets built

Three kinds of machinery.

01

Agents

Read, decide, act.

Agents handle the parts that need judgment: read the email, find the document, draft the answer, and stop for approval when the stakes call for it. Tackld's agent is Clay.

02

Automations

The same job, every time.

Dependable workflows for the work that shouldn't need judgment at all: syncs, checks, filings, follow-ups. Boring by design. Boring is what keeps running.

03

Dashboards

See everything at once.

One screen with the numbers that actually run the business, pulled live from the systems you already run, so nobody builds another spreadsheet to answer a question.

Meet Clay

Give it a job. See every step.

Clay is Tackld's agent for work that needs judgment, scoped to your work and wired into the tools you already run. You talk to it like a coworker. It shows every step as it goes, and asks a person before anything ships.

  1. You: Hey Clay, Kelly Mechanical says their March invoice never got paid. Find it, match it to the PO, and get it in front of Jordan.
  2. Clay: On it. Checking the AP inbox and Spectrum.
  3. Clay: Searched invoices@ · found kelly-mech_04471.pdf (Mar 14)
  4. Clay: Extracted 14 line items · $18,420.00
  5. Clay: Matched PO-1121 · job 2118 · Δ $0.00
  6. Clay: No payment on record. It was never posted.
  7. Clay: Queued for approval → Jordan Moore
  8. Clay: Found it. It was never posted. Matched to PO-1121 and sitting in Jordan's queue. I post it the moment they approve.
  9. Jordan approves the $18,420.00 Kelly Mechanical invoice in the dashboard.
  10. Clay: Posted as AP-88213. Kelly gets paid Friday.

A staged run. Approvals go where the stakes require them, and every run leaves an audit trail.

Pick your bottleneck

Point at the pain. Watch the machine.

Every business has a process someone hates doing by hand. Choose one. This is the shape of the system that takes it over.

Showing the Vendor Compliance pipeline.

Expiring COIs chase themselves.

INERP SyncnightlyRULECheckCOI / W-9 / lienAIDraftthe chase emailHUMReviewbatch approveOUTSendtracked until resolved

A nightly sweep checks 3,892 vendor records, flags 41 expiring certificates and 12 missing W-9s, drafts the chase emails for approval, and clears each flag as the document comes back.

Not seeing yours? These are patterns, not products. Every build starts from your actual process.

The process

How a build works.

Week 0

Walk the process

Tackld sits with the person who does the work and walks the process end to end. The spec comes from the exceptions and workarounds, the “oh, except on Fridays,” not a discovery-call summary.

Week 1

Rules first, AI second

Every step that can be plain, predictable software becomes plain, predictable software. AI is reserved for the steps that need judgment, and each one gets explicit boundaries and a fallback.

Weeks 2–4

Build it, run it alongside your team

It runs beside the current process on real data. Nothing touches a system of record until the output is proven right. Then it goes live, with a human approval anywhere the stakes demand one.

Go-live

Hand over the keys

Everything runs on accounts you own. Documentation, training, and admin access ship with the build. No software license to renew; hosting and API costs stay in your own accounts.

Operating principles

How the machines are built.

Four rules, applied to every build, so your team can still run and change the system after handover.

If a plain workflow can do the job, that's what gets built. AI earns its place step by step. It's never the default.

Contact

Consider it Tackld.

Bring the process you hate. Two sentences on what your team still does by hand is enough to start.

hello@tackld.ai