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orangeAI

We map how your business actually runs, then put AI where it earns its place. Brisbane, Australia.

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Case studies

The systems we run. And what changed when we did.

We do not have a logo wall yet, and we will not borrow one. What we have is real systems, running today, that we built and use ourselves. Here is what they do, in plain terms, with the numbers left unrounded.

Our own business · client zero

The assistant that runs our own inbox

Running

The first system we built was for ourselves. Before we sold anyone an agent, we put one to work on the job that was slowing us down most: the inbox.

The problem

We are a founder-led advisory with no admin team. The email still has to be read, sorted, filed and answered every day, and for a long time the founder was the only person who could do it. The inbox was the bottleneck.

What we built

An assistant that watches our company inbox around the clock. It sorts every message twice over: by what it is about, and by whether it actually needs a reply. Anything that is only for information is filed automatically. Anything that needs an answer gets a first-draft reply written in the founder's own voice, saved ready to read. It never sends. Every draft waits for one read and one click. The same daily brief surfaces new mail sitting in the shared company mailboxes we do not otherwise watch, and lays out the day's meetings.

What changed

The inbox now sorts itself, and we open a short daily brief instead of a full inbox. The safeguards are the whole point. The assistant files freely but never sends on its own, and everything it moves is listed back so nothing disappears quietly. When it is not sure, it leaves the message alone and flags it rather than guessing. The system is held to 628 automated tests, run before any change ships. It has been in daily use on our own business since June.

A Brisbane family investment office · in daily use

One view of a family's whole portfolio

Running

A live portfolio system, built and run on the same stack we sell. It answers a basic question that used to take an afternoon: what do we hold, what is it worth, and where is the risk?

The problem

A family's investments were spread across roughly ten custodians, each with its own login and its own statement. There was no single, current picture of what was held, what it was worth, or where the risk sat. Answering a basic question meant opening ten places and adding it up by hand.

What we built

A private portfolio application that pulls every holding into one view: allocation, performance, income, borrowing, unrealised position, and the gaps in the record that still need attention. It runs without a database. The underlying data lives in the family's own document store, so control never leaves the family. A market-news feed reads the day's financial press each morning and afternoon, scores every article for relevance, and keeps only the ones worth reading. And the whole book is exposed to the family's own assistant through a single connector carrying twenty-one query and update tools, so the office can ask questions of the portfolio in plain language instead of opening ten logins.

What changed

Ten logins became one view. The daily read went from a manual scrape to a scored shortlist. Price updates that once meant editing files by hand now run through a preview-first tool that shows the change before it is written. The record's own blind spots are surfaced, not buried.

Harbourline Family Office · Portfolio Intelligence AgentSample workspace
A managed portfolio-intelligence workspace showing net equity, allocation, holdings, attention items and a preview-first price refresh, with illustrative figures

Sample workspace, illustrative data. The figures, holdings and names shown are fabricated for demonstration and are not a real portfolio.

◎

Two more are on the way. Our forecasting and estimating agents both cleared their evaluation gate against real client data before anyone relied on them. They join this page once those clients have signed off on being named. We would rather wait for consent than borrow a logo.

We are Customer Zero

Everything we’ve built. And we run on all of it.

Before Orange AI sold anything, we productised our own operations: the consultancy, a family office, and our founder’s working day. This is the inventory. Numbers only mean something next to what they measure; every line here is a real, countable artefact. Validated means proven against real data behind our evaluation gate before any client relied on it.

SystemWhat it doesMeasured resultStatus
Ada, our own assistantA production email and calendar chief-of-staff on our company tenant: triaging, filing and drafting on four live scheduled jobs.628 testspassing, 4 live jobsRunning
Estimating agentReproduced a completed multi-million-dollar cost estimate before we would quote the work: line by line, against real client data.913 of 956line items to the cent, 0.32% overallValidated
Forecasting agentReconciled a manufacturer's demand-forecasting workbook against ground truth, the gate it had to clear before any client relied on it.99.998%reconciliationValidated
The signal feedThe AI-intelligence signals on this site are researched and written by our agents overnight. You can read them right now.Publicon this siteLive
Research deskConsecutive dated intelligence reports generated by our autonomous researcher, a countable trail of continuous agent work.92 reportsand countingRunning
Governance, at homeOur own review pipeline found and purged a real data-privacy leak before a human saw it. We hold ourselves to the bar we sell.Caught firstby the pipelineStanding
100+
bespoke skills, built and governed (plus 100+ installed automation recipes)
10+
named agents across research, sales, delivery, governance and operations
2
production client apps (portal + intake), plus the public site
12+
live system integrations
5
named proprietary frameworks in every diagnostic
4
phases, one methodology: Discover, Design, Ignite, Amplify. Every product sits on them

The agents

10+ named
AdaExecutive assistant on our own M365 tenant: email triage, filing, drafting. 628 passing tests, four live scheduled jobs.
Discovery DirectorOrchestrates the client engagement pipeline end to end, with human approval gates at every stage.
ResearcherDaily scheduled scans, deep investigations, competitive intelligence. 92 consecutive dated reports.
CRO agentOwns the sales pipeline system of record; writes a revenue brief from the live CRM every day.
Demand agentSources and scores leads and drafts outreach. Drafts only: a human sends, always.
Vault LibrarianGovernance QA: audits our whole knowledge base for structural integrity and rule conformance, weekly.
WilsonChief-of-staff agent orchestrating the personal fleet: daily logs, memory, routing.
The scheduled fleetOvernight transcript reviewer, nightly technical researcher, weekly knowledge-base auditor, morning amplifier, nightly task triage: the automations behind the 24-hour feed on our home page.
Health & travel & moreA personal health-intelligence officer, a family travel agent, nightly task triage. We run our own lives on the same stack.

The software

Production
Client portalLive production app: engagement dashboards, deliverables hub, structured intake, governance cockpit, agent workspace. Tour it →
Intake appGuided multi-stakeholder structured intake: large question bank, AI-assisted follow-ups, voice capture, e-signature.
This websiteIncluding a public research feed refreshed automatically from our internal daily intelligence work.
Family-office appWe run our founder’s family office on the same stack: portfolio tracking, pricing, performance. Personal data stays personal.

The integrations

12+ live
CRMAccountingTask managementProspecting & enrichmentWeb research & monitoringGoogle WorkspaceMicrosoft 365Meeting captureBrowser automation & QAResearch synthesisInternal API + operator connectorNightly intelligence pipelines

Named vendors and connection detail shared in an engagement, where they’re relevant to your stack.

The frameworks & IP

5 named proprietary + methodology
Operating Stack™Five layers plus governance: how AI-ready an organisation is.
Opportunity Register™The ranked, costed register that anchors every diagnostic.
Tri-score™Return, risk reduction, strategic upside: one score per opportunity.
Two-Tier Listening™Leadership’s account vs the frontline’s; the gap is the signal.
Diagnosis–Prescription Separation™What to do and why it pays, kept strictly apart from how it gets built.
4-phase methodologyDiscover, Design, Ignite, Amplify. See the methodology →
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A note on honesty.Some of what’s listed is running in production today; some is validated and staff-gated behind our own activation discipline. Every skill and agent carries a formal status, and nothing goes client-facing without clearing its gate. We’d rather show you a governed pipeline than an inflated logo wall.

Book a callWhat we do with all this