Operating audit
Paid discovery that inventories your systems, data owners, and the one operating friction worth fixing first.
AIOS Implementation
Your operating system, installed and proven
We configure Benefic IQ around your actual processes, verify the numbers against your source systems, and bring the first high-value workflow to life. Fixed scope, explicit exclusions, and a measurable outcome inside 30 days.
From $7,500 one-time · most installs $5k–$15k
How it works
Four steps, one fixed checklist
- 01
Diagnose
Identify one operating constraint and the systems involved — quantified in dollars, hours, or delays.
- 02
Connect & verify
Connect the relevant data and check that the numbers match your source systems.
- 03
Configure
Set up Benefic IQ, your executive view, and your first operating workflow.
- 04
Train & expand
Train the team, measure results, and expand only when the numbers justify it.
What gets delivered
The standard installation
Exact deliverables are confirmed in your statement of work before anything starts.
Connected, verified data
Up to three supported systems connected — with sample KPIs reconciled against your source of truth before anything goes live.
KPI definitions & executive view
Agreed metric definitions and one executive scorecard or weekly brief your leadership team signs off on.
Context & permissions
Role boundaries and permissions scoped so people and agents see what they should — and nothing more.
One prioritized workflow
One approval-gated agent or operating workflow configured, where the data and process are ready for it.
Training & stabilization
Two team training sessions, a runbook, and 30 days of installation support.
Example first install
CEO Operating Intelligence
Connect QuickBooks and your CRM, reconcile revenue, pipeline, and cash against your operating plan, and deliver a weekly brief that flags off-track KPIs and proposes an approved action list.
Done means
- Integrations sync on schedule
- Sample KPIs match your source systems
- Permission tests pass
- Executive brief approved by you
- A responsible team member is trained
- Runbook and disable procedures delivered
What you keep
- Your source systems stay authoritative — QuickBooks keeps the books, your CRM keeps the pipeline.
- Your metric definitions, runbook, and configuration documentation.
- No forced CRM replacement and no contractual lock-in.
Not included
- Proprietary ERP integrations or mass data migration
- Custom application development
- Unlimited agents or arbitrary agent write access
- 24/7 response
- Regulated health information
- Company-wide process reengineering
Need one of these? It's quoted separately, up front.
FAQ
Questions, answered
An operating audit, up to three supported systems connected and verified, KPI definitions, one executive scorecard or brief, scoped permissions, one prioritized workflow where the data is ready, two training sessions, and 30 days of stabilization support.
Scope drives cost. Most standard installs land between $5,000 and $15,000. Additional systems, unusual data, or more workflows are quoted explicitly before work starts — never discovered on the invoice.
Yes. The installation configures Benefic IQ for your business; the subscription is what keeps the connected data, reporting, and agent access running afterward.
An accountable owner or operations leader, and one internal project owner who can answer data questions and lead adoption. Installations work when someone inside the business owns the outcome.
Start with one constraint
Scope your installation
Bring the operating problem and the systems involved. We'll tell you whether a standard install fits, and what it would take to prove it.