How we work
We build it with your people, not around them
We show them, live
Training on your team's own work, on their own screens. Not a slide deck.
They build it next to us
Your people set the tool up next to us, so they understand every step.
They run it and keep it
We stay close while they take over, until they can maintain it without us.
Adoption is our first KPI
Your team decides whether a project succeeds. We measure who uses it, every week, from day one.
Where AI gives time back
Every team, not only finance
Leadership
One clear view of the business, without waiting for the month-end pack.
Finance
Month-end close and the reports behind it, prepared for review.
Operations
Supplier follow-ups and the status reports nobody has time for.
Sales and commercial
Quotes, follow-ups and a CRM that stays up to date.
Customer service
Replies drafted from your own answers, so customers hear back faster.
HR
Onboarding steps and the policy questions asked every week.
Admin
Data entry and the copy-paste between systems.
How it grows
One small step first, then it grows
- 4
Step 4
A full workflow, a person in the loop
Agents run the workflow end to end. Someone on your team reviews and decides.
- 3
Step 3
One agent per recurring task
Each recurring report or task gets its own agent. Your team reviews instead of rebuilding.
- 2
Step 2
One tool, inside what you already open
Set up where your team already works, so there is no new app to learn.
- 1
Step 1
An AI audit and roadmap, in two weeks
We map where your team's time goes, find the bottlenecks, and rank where AI gives the most time back.
Not sure where to start?
Start with an AI audit and a roadmap
"I don't know where to start. Where is the pain?" That is the right first question.
Step 1 answers it, with a Lean Six Sigma method. You leave with a ranked roadmap and the first step.
- Where your team loses the most hours
- A roadmap ranked by time given back
- How adoption will be measured
- The first step, ready to start
Systems
The systems we work in
ERP and accounting
- NetSuite
- SAP
- Xero
Microsoft 365
- Excel
- Outlook
- Teams
- SharePoint
- OneDrive
- Word
- PowerPoint
- Microsoft 365 Copilot
- Power Automate
- Power BI
CRM and messaging
- Salesforce
- HubSpot
- Slack
AI models and assistants
- ChatGPT
- Claude
- Microsoft Copilot
Who we work with
Growing companies that want their team on the work that matters
Manufacturers
Production and cost reports, answered straight from your ERP.
Product companies
Margins by product and channel, without the monthly spreadsheet.
Service companies
Billing and client follow-up, with the admin taken off the team.
Wholesalers and distributors
Stock and order questions answered the same day.
Questions
What people ask us
What is Escalara?
Escalara is an AI implementation firm. It sets up AI inside a company's existing systems, for finance, operations, sales, customer service, HR, admin and leadership teams, and builds it with the people who will run it.
I don't know where to start with AI. How do I start?
Start with an AI audit and roadmap. Using Lean Six Sigma, we map how the work really flows, find the bottlenecks where your team loses the most time, and rank where AI pays back first. You leave with a roadmap and the first step.
What makes Escalara different?
We build with your people, not around them. We train them live on their own work, they build it next to us, and we stay until they can run it. Adoption is our first KPI, because your team decides whether a project succeeds.
Our team is not using the AI tools we bought. Who can help?
That is a good place to start. We look at who uses what, find where the work still goes back to Excel or email, and set up one tool where they already work. Then we track, every week, who uses it.
Can you automate our month-end close and financial reporting?
We start with the recurring reports your finance team rebuilds every month, connect them to your ERP, and have them prepared for review instead of rebuilt by hand.
Can AI take admin work off our team?
Usually that is where the first hours come back: data entry, document prep and the copy-paste between systems, inside Outlook, Excel and Teams.
Can AI help our HR team?
AI prepares the onboarding steps and answers the policy questions people ask every week. Your HR team reviews every decision.
Can AI help our sales team?
AI drafts the quotes and follow-up emails and keeps the CRM up to date, so your salespeople spend the week with customers.
Can AI help our customer service team?
Replies are drafted from your own past answers and order status comes straight from your systems. Your team sends the final word.
Which systems do you work with?
Whatever your team runs today: NetSuite or SAP, Xero, Salesforce or HubSpot, Slack, and Microsoft 365, from Excel, Outlook and Teams to SharePoint, OneDrive and Copilot.
Do we need a new app or platform?
No. Everything is set up inside the tools your team already opens, most often Microsoft Teams, Excel and SharePoint. There is no new login to learn.
Is our data safe?
Your data stays in your own systems and your own Microsoft 365 tenant. We set the tools up inside your environment rather than copying your data to ours.
Which markets do you work in?
Mostly the United States, and also the United Kingdom and Europe. We work remotely, in English and French.
Behind Escalara
Find the bottleneck that slows a company down, remove it, and give the team its time back for the work they are paid to do.
That is the work behind Escalara: fifteen years across finance, operations and business optimization, and a Lean Six Sigma Black Belt.