Steve, the AI
Business Associate

Knowledge workers spend countless hours on digital paperwork: extracting data from inconsistent supplier sheets, cross-referencing legal documents, populating financial models from scattered filings. This work is too nuanced for traditional AI automation, yet too tedious for your best people.

Steve is a skilled AI agent that operates his own computer to handle exactly this kind of work. Equipped with document editors, web search, and a sandboxed compute environment, Steve reads through your PowerPoints, Excel files, PDFs, and Word documents, then delivers clean and structured output ready for your review.

See Steve in Action

Watch Steve analyze Shopify sales data and generate a PowerPoint presentation.

What Steve Can Do

Steve handles complex business tasks across industries, from agriculture to private equity, legal to procurement. The following is a sample of workflows Steve can execute with confidence.

  • Data Analysis for Agriculture. Steve processes gigabytes of sensor data, weather logs, and operational records to surface the patterns that matter. For agricultural operations, this means identifying which fields need attention, where yields are underperforming, and what operational changes drive efficiency, all synthesized into reports your team can act on.
  • Financial Modeling for Private Equity. Steve builds Excel models the way professional analysts build them, with scenario toggles and linked formulas so anyone can trace how a number was calculated. Steve populates initial valuations by searching public filings and internal documents, then structures the model for your team to refine.
  • Contract Review for Law. Steve redlines contracts with tracked changes, comments, and reasoning you can review. Before making a single edit, Steve researches relevant precedents across hundreds of legal PDFs in your knowledge base, citing specific documents and page numbers to support each suggested change.
  • Supplier Comparison for Procurement. Steve reads through hundreds of supplier specification sheets (each in a different format, with different units of measurement and edge cases) and produces a standardized comparison matrix in your predefined template. Every data point can be traced back to its source document.
  • Presentation Creation for Consulting. Steve builds first-draft slide decks that follow your firm's exact structure and formatting. Point Steve at scattered meeting notes, client data in Excel, and research across dozens of documents: Steve synthesizes everything into a coherent narrative using your branded template, ready for senior review and refinement.
  • Process Automation for Audit. Show Steve how to process one invoice (e.g., extract vendor, amount, line items, then match to purchase order) and Steve runs that same workflow across thousands of invoices. Exceptions get flagged for human review. What Steve learns once, Steve executes at scale.

From Unstructured to Actionable

The core challenge in business operations is not a lack of data. It is that data lives in formats designed for humans, not machines. Critical information is buried in PowerPoint presentations, Excel workbooks, PDF reports, and Word documents. Each file follows its own conventions. Each requires context to interpret correctly.

This is work that traditional automation cannot handle, for too many edge cases are present, and too much interpretation is required. At the same time, it is work that consumes too much of your best people's time.

Steve bridges this gap. Using professional reasoning capabilities and the latest agentic paradigm, Steve reads and understands documents the way an experienced business associate would, recognizing that "Revenue" in one spreadsheet means the same thing as "Net Sales" in another, and that a supplier's "lead time" listed in weeks needs conversion when your matrix uses days.

The result: unstructured data in disparate formats becomes structured data in your standard templates, which subsequently becomes insights your team can act on. Every transformation is traceable. Every piece of evidence includes citations to source materials. Every exception is flagged for human judgment.

Hire Steve

You have requests sitting in your backlog right now that Steve can handle. That supplier comparison that requires normalizing data from dozens of sources. That financial model that needs populating from scattered filings. That contract review that has been waiting because nobody has time.

Schedule a call to discuss your specific workflow. Bring a real task, and we will show you exactly how Steve would approach it.

Book a Demo