Flagship offer · Penguin Protect
AI Readiness & Protection Audit
Fixed-scope assessment for operators who want AI and automation without gambling the general ledger. You keep your tools. We deliver a roadmap with guardrails.
What you receive
- Tool-stack and workflow inventory across finance / ops systems
- Automation-opportunity map with rough ROI per item
- AI risk and data-exposure review (what can leave the building)
- Credential and access hygiene check
- Prioritized 90-day roadmap you can run with or without us
How it fits the ladder
Basic — Audit
$2,500–$5,000 · 2–3 weeks
This page. Entry product that converts to builds.
Professional — Automation Sprint
$7,500–$25,000 · 4–8 weeks
Implement 1–3 roadmap items with SOPs and approval gates.
Enterprise — Fractional office
$3,000–$10,000/mo · Retainer
Ongoing roadmap, build capacity, and quarterly hygiene reviews.
Every engagement can include the Guardian Protocol — human approval before any automation writes to a live money or data system.
Who this is for
Multi-entity SMBs, finance back offices, accounting firms, and professional-services operators who need automation near AP/AR and reporting — without a black-box vendor owning their stack. Phoenix / East Valley first; remote delivery nationwide.
Book a free fit call
We confirm whether an Audit is the right entry — or whether a smaller prototype is enough.
Book free fit call