AI agents for small business, built around your tools
The same data gets typed into three tools, and follow-ups slip when the week gets busy. This page describes a use case.
What can an AI agent do for a small business?
It takes over the repetitive work between your tools. It logs inbound requests in your CRM (your customer list) and moves orders from email into your ERP (your order and invoice software). It follows up on quotes and unpaid invoices and collects supplier invoices. It works inside your current software, with no migration. You approve anything that commits the business.
The copy-and-paste economy
Small businesses run on a patchwork. A CRM for leads. An accounting or ERP system for orders and invoices. Spreadsheets for everything the other two don’t cover, and an inbox that feeds all of them. Each tool works. The gaps between them are filled by people copying information from one window to another.
That work is invisible on an org chart but not on a calendar. Quotes wait for someone to re-key an order. Leads cool off because nobody logged the enquiry. Invoices stay unpaid a little longer because reminders depend on who remembers to send them.
Most small companies have not started yet. In the US Census Bureau’s Business Trends and Outlook Survey, less than 20% of firms with four or fewer employees reported using AI.
Off-the-shelf automation handles the tidy cases, where two tools share a clean connection. It stalls on the rest: a supplier portal with no integration, an old desktop ERP, a spreadsheet with its own logic. That is where a custom agent earns its place.
“Small businesses continue to be the accelerator of the American economy.”
What the agent takes over
- Inbound requests from email, web forms and messages, read and logged in your CRM. Each one goes to the right person with a draft reply.
- Orders and quotes carried from email or PDF into your ERP or accounting system, without re-typing.
- Follow-ups on quotes, unpaid invoices and unanswered leads, sent on schedule once you have approved the wording.
- Supplier invoices collected from their portals every month and filed for your bookkeeper.
- Spreadsheets kept in step with the systems they summarize, with gaps flagged.
- A short end-of-day summary of what the agent handled and what is waiting for your decision.
Start with one task
We have not yet delivered an agent to a US business. In France, our agents already run in law firms, a surgical practice and enforcement-officer practices. We have also built an agent for a small French company that tracks its sales appointments.
The first question is always the same. Which task costs you the most hours, or the most lost sales, today? We pick that one, measure it, build the agent around it and measure again. If a second task is worth it, it gets its own agent.
The agent does not decide on prices, discounts or anything else that commits your business. It prepares and follows up; you approve what goes out.
Your data stays yours
The agent is installed in your environment, and your files stay stored on your machines. Only the text a task needs is sent to the AI model, over an encrypted connection.
The agent logs in with its own account and only the access its task needs. Every action is recorded. Switch it off, and your tools and data are exactly where they were.
Pricing
From $1,700 per agent, then $170 per month for maintenance, plus applicable taxes.
No migration and no new software to learn. The agent works in the CRM, ERP and spreadsheets you already have. Scoping takes one call and a look at the task itself.
Frequently asked questions
Which task should we automate first?
The one that costs the most hours or lost sales today, and that follows the same steps every time. Re-keying orders and following up on quotes are common first choices. One task, one agent, measured before and after.
Do we need to change our CRM or ERP?
No. The agent is built around the tools you already use. It works inside them under its own login, even older desktop software with no integration.
How much does a custom AI agent cost?
From $1,700 per agent, then $170 a month for maintenance, plus applicable taxes. Each agent covers one task, so you can start small and add another only if the first one proves its worth.
Tell us which task you would hand over first.
A thirty-minute call on US mornings. You leave with a straight answer, including when the answer is no.
AMB HOLDING SARL uses this data to contact you back and, with your consent, measure our ads. Data & rights
Or reach us directly