AI that reads from and writes to your accounting, CRM, email, file and bank systems, within limits you set, with a record of every step.
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An AI integration lets AI read from and write to the systems you already have, within limits you set, instead of people copying between them. It is worth doing when staff spend hours moving or matching the same facts between two systems, and the rule for matching them can be written down.
Most firms already own the systems they need. The trouble is the gap between them: someone reads a figure in one system and types it into another, or compares two lists by eye. An integration closes that gap. The AI reads from one system, checks what it found against a second, and writes the result back.
Each connection starts with what it is allowed to touch. Where the two systems disagree, the software sets the item aside for a person instead of guessing.
These are illustrations of connections that can be built. They are examples of the job, not client work. Real work is further down the page.
Real connections, in use now.
Anonymized at client request. Reference calls available under NDA.
The plan sets the timeline. A two week scoping sprint can first show one connection working on your own files, with a plan and a fixed price for the full build.
List the systems involved and what each holds.
Agree what the AI may read and what it may write, in writing.
Agree how items are matched and what counts as a mismatch.
Run the connection on your real files, in read only mode first.
Look at what it set aside and adjust the rules.
Train the people, then turn on writing with the record running.
Running in your environment, between the systems you named.
An append-only record of what was read and written.
What each connection may touch and what it may do.
For the people who review the exceptions.
Completed before the connection is switched on.
DoubleChecked hosts, watches and improves it after launch.
The AI runs in private, client-controlled environments, and client data does not go to public AI services. DoubleChecked contracts directly with Anthropic under commercial terms and a data processing agreement. Deployments include single sign-on, role design, retention settings, audit logging, spend limits and network allowlisting. Zero data retention is available through the API, not the chat interface. See how security works.
Read entries and post approved ones.
Read and file client and matter documents.
Read messages and draft replies.
Keep client records consistent.
Match payments to deposits and invoices.
Loan, practice, custodian and job systems.
Read and update the sheets people rely on.
Collect statements and reports left in shared folders.
The plan sets the timeline, and you see it before the build starts. A two week scoping sprint can show one connection working on your own files first, so you can judge it with something real.
Every project gets a fixed price after one working session, and you know the number before the build starts. A working session is 45 minutes on one idea from your company.
AI runs in private, client-controlled environments, and client data does not go to public AI services. DoubleChecked contracts directly with Anthropic under commercial terms and a data processing agreement, with no reseller in between.
The software checks before it confirms an action, and a person at your company reviews and signs off on outputs that matter. Each build keeps an append-only record of what the software did.
Items the software cannot match are set aside for a person instead of guessed. The record shows what was read and written, so the cause can be found and the rule corrected.
One person who knows the job, access to the systems involved and a set of real files to test on. Your people are trained on their real work before the connection is switched on.
Both are possible, and each connection starts with what it is allowed to touch. Many begin read only, then writing is switched on once you have reviewed the results together.
Deposits, truck activity and filings, matched by software.
A dumpster rental company. Work that was done by hand now runs inside the company's own Claude workspace.
A cloud environment and office network, deployed.
A financial services firm. Operations tools in the firm's own Azure environment, with senior technology advice.
Custom apps and portals
Web apps and portals with AI inside, for your staff or your clients.
All solutions
Everything DoubleChecked builds, in one place.
Anonymized at client request. Reference calls available under NDA.
A working session is 45 minutes on one idea from your company: what to build, what it needs, and what it would cost.
