AI integration for Okanagan businesses
We connect AI to the software Kelowna businesses already run on.
We build workflow automation, software integrations and private AI systems for small and medium businesses in Kelowna, West Kelowna and the Okanagan.
- 01Email received with a PDF attachedInboxDone
- 02Job details read from the PDFAI modelDone
- 03Customer record matchedCRMDone
- 04Draft quote createdAccountingDone
- 05Owner checks and approvesA personWaiting
An illustration of the kind of workflow we build. A person approves the quote before it goes out.
Example in one minute
A quote request, priced from your own price list
A customer emails asking for a quote. Each line is checked against the business's own price list, anything that isn't on it is flagged instead of guessed, and the owner approves the quote before it's sent.
An illustration with an invented business and customer, not a past client. Narrated with a computer voice.
Read the narration
- Here's a quote request.
- AI reads the email and picks out what they asked for. Soil, mulch, and lava rock.
- Then each line is checked against your own price list.
- Twenty-four yards gets your twenty-plus price.
- Eighteen yards gets the ten to nineteen price.
- Lava rock isn't on your list, so it's flagged.
- You get a draft quote, priced from your sheet.
- You price the one flagged line.
- Then you approve it. Only then does it go out.
Where we start
Problems worth fixing first
Staff type the same information into several systems.
We connect your applications so a record entered once reaches everywhere it needs to go.
Paperwork arrives faster than anyone can process it.
We pull the details out of invoices, forms and emails, then queue them for a person to check.
Answers are buried in old files and inboxes.
We build search over your documents that answers in plain language and links back to the source.
Your information can't go into a public AI service.
We run open models on hardware or private servers that you control.
Service
AI workflow automation and integration
For repetitive admin work and applications that don't share their data.
- API and software integrations
- Document processing
- AI agents with approval steps
- Custom software where no product fits
Service
Private AI deployment
For businesses that handle client, financial or other sensitive information.
- Language models on hardware you control
- Search across your own documents
- User access controls and logging
- Comparisons against hosted AI services
How a project runs
One working piece before the next
Map the work
We look at how the job gets done today, which systems it touches and where the time goes.
Build one workflow
We start with a small version on your real systems, so you can judge the result early.
Run it with your staff
People check the output while we fix what breaks and measure the time it saves.
Hand it over
You get the documentation and access you need to run it, whether or not we stay involved.
Some problems don't need AI. If a scheduled script or a settings change will do the job, we'll tell you and build that instead.
About
Who you'll work with
Hi, I'm Regan, founder of Okanagan AI Consultants.
My background is in project management in real estate development, and I've also worked in the oil and gas industry. Both taught me how a business runs day to day: budgets, schedules, contracts, and the paperwork that holds it all together.
Today I build AI systems. I founded Obsideo, an encrypted distributed storage network that's live with paying customers, which I built as a solo developer.
Okanagan AI Consultants brings those two skill sets together. I understand the business problem, I build the system that solves it, and I hand it over with the documentation your team needs to run it.
Contact
Tell us about the problem
You don't need a technical brief. Describe what's taking too long, and we'll reply with whether we can help.
regan@okanaganaiconsultants.ca
Service area
Kelowna, West Kelowna and the Okanagan, plus remote projects across Canada.