The Capability Catalog

Every department, running smarter.

This is the working catalog behind our AI practice — the engines, agents, and workflows we have built for our own firm and deployed inside client organizations. Not a roadmap. A menu.

Schedule an AI Readiness Assessment → Browse by department
29+
Workflows in production
24/7
Systems that never stop
EN·ES
Bilingual agents by default
0
New tools for your staff to learn
Flagship Engines

Three systems that carry entire workloads.

Most automation removes tasks. These remove whole categories of work — the ones our clients name first when we ask what eats their month.

ENGINE · 01

The Financial Reporting Engine

The reporting that eats your month, running on its own. The engine pulls from your platform of record — Yardi, QuickBooks, or your GL — analyzes variances, drafts the narratives, and delivers everything for review on schedule.

  • Variance exception report flagging line items that drift off plan
  • One-page owner and board reports with drafted narrative
  • Weekly internal digest across every property or entity
REPORTING-ENGINE
sourceYardi Voyager · QuickBooks · GL
analysisvariance vs budget + trailing avg
draftsowner report · exception report · digest
cadencemonthly + weekly
human gatereview before delivery
ENGINE · 02

The Clinical Documentation Engine

Reads the chart. Drafts the note. Under two minutes. Full chart review and note generation with clinical reasoning built in — so providers finish documentation in the room, not at the kitchen table.

  • Full chart review and note generation per encounter
  • Operates under a HIPAA Business Associate Agreement
  • Documentation integrity and provider attribution built in
CLINICAL-NOTES
inputfull patient chart
outputdrafted encounter note
turnaround< 2 minutes
complianceHIPAA BAA in place
sign-offprovider reviews + attests
ENGINE · 03

Bilingual AI Assistants

Your policies, answering questions at 2 a.m. — in two languages. Staff and customer-facing assistants trained on your actual documents: handbooks, leases, benefit plans, SOPs. Nothing waits for office hours.

  • Staff knowledge assistant in Teams or on the web
  • Resident, tenant, and patient-facing agents with routing and follow-up
  • We maintain the knowledge base as your policies change
AI-ASSISTANT
trained onhandbook · leases · benefits · SOPs
languagesEnglish + Spanish
channelsTeams · web · email · SMS
availability24 / 7
escalationroutes to a human on judgment calls
Department by Department

The full catalog, organized the way you are.

Every capability below is running today inside IntesaHR or a client environment. Each deploys independently — start where the manual workload is heaviest.

D·01

Finance & Accounting

The most concentrated manual workload in most organizations — and the first place automation pays for itself.

Automated Financial Reporting

Monthly packets pulled from your accounting platform, drafted, and delivered on schedule.

AP Workflow Automation

Invoices captured, coded, matched, and routed for approval without rekeying.

AR & Collections Monitoring

Aging watched continuously; reminders and escalations fire on your rules.

Budget Variance Monitoring

An agent that flags line items drifting off plan before month-end, not after.

Audit & Funder Report Prep

Document checklists assembled and tracked ahead of every audit and grant deadline.

D·02

Compliance Monitoring

Changes reach you before they become exposure — across every jurisdiction where you operate.

Regulatory Change Monitor

Employment, housing, and industry rules watched continuously, summarized in plain English.

Deadline & Recertification Tracking

Recertifications, filings, and renewals tracked, reminded, and escalated automatically.

License & Credential Alerts

Staff and provider expirations flagged months out — never days.

Audit File Preparation

Files staged, indexed, and complete before the auditor asks for them.

D·03

Communications & Documents

The inbox stops being a bottleneck, and first drafts stop costing afternoons.

Intelligent Email Management

Multi-inbox triage, urgent alerts in Teams, and replies drafted in your voice.

Meeting Intelligence

Every call transcribed, summarized, and turned into action items with owners.

Policy, Letter & Contract Drafting

Notices, policies, and contract suites drafted to professional standard in minutes.

Document Filing & Retrieval

Documents abstracted, filed where they belong, and findable when you need them.

D·04

Recruiting & Workforce

From intake to offer letter, the administrative burden of hiring is eliminated.

Resume Screening & Scoring

Every applicant scored against weighted, role-specific rubrics within minutes of applying.

Job Posting & Distribution

Descriptions drafted and pushed to the boards that matter for the role.

Interview Scheduling

Calendars coordinated automatically — without the back-and-forth email chains.

Offer & Background Workflow

Offer letters drafted, routed for signature, and onboarding triggered on acceptance.

D·05

Leadership Intelligence

The numbers that moved, delivered to leadership before anyone has to ask.

Executive Performance Agent

A weekly briefing on the metrics that actually changed — and why.

Multi-Entity KPI Dashboards

Every location, property, and entity rolled into one live view.

Board & Owner Reporting

Narratives drafted from live data, ready for leadership review.

Anomaly Alerts

Overtime spikes, cost drift, and outliers surfaced the day they appear.

D·06

Organization-Wide AI Assistant

One assistant, trained on your organization, answering everyone's questions instantly.

Staff Knowledge Assistant

Instant answers from your handbook, policies, and SOPs — in Teams or on the web.

Compliance Knowledge Base

Your team asks; the agent answers and cites the rule it relied on.

Finance Knowledge Base

GL codes, approval rules, and process questions answered in chat.

Bilingual by Default

English and Spanish, for staff and the people they serve.

Industry Programs

Deep in three industries, fluent in the rest.

We build vertical-specific automation where we have operated longest — and the same architecture adapts to any business that runs on repetitive, data-driven work.

01

Property Management & Affordable Housing

Built alongside multi-state portfolios we already serve as an HR partner.

  • Bilingual resident assistants with maintenance triage and vendor dispatch
  • LIHTC, HUD, and Section 8 compliance monitoring
  • Lease renewal, delinquency, and recertification automation
  • The Yardi-connected financial reporting engine
02

Healthcare Practices

HIPAA-aware automation for clinics, imaging centers, and specialty practices.

  • Clinical note generation from full chart review
  • Patient intake, reminder, and referral sequences
  • Insurance verification and prior-authorization tracking
  • Credentialing and license expiration alerts
03

Professional Services

The systems we run on ourselves, packaged for firms like ours.

  • Proposals drafted minutes after an intake form is submitted
  • Lead research and personalized outreach pipelines
  • Meeting-to-action-item automation across every client call
  • Financial reporting and utilization pipelines
The Control Model

You decide what runs on its own.

Every workflow is assigned an autonomy level before it goes live — and you can change it at any time. Automation never outruns your comfort.

Mode · Fully Autonomous

Runs end-to-end

Scheduled reports, monitoring, reminders, and digests run without intervention. You read the output, not the inbox.

Mode · Agent Proposes

You approve

Drafted emails, notices, and reports queue for sign-off. Nothing client-facing moves without a human approving it.

Mode · Always Manual

People decide

Judgment calls stay with your team. The agent preps the file, gathers the context, and stays out of the decision.

The Stack

Built on the tools you already run.

Microsoft 365 Teams Outlook SharePoint Paylocity Yardi QuickBooks DocuSign Claude n8n Indeed LinkedIn

No new software for your staff to learn. Everything runs inside the platforms your team opens every morning.

The First Step

Pick one workload. We'll show you it running without you.

The AI Readiness Assessment is a structured review of your operations. You leave with a prioritized list of your highest-value automation opportunities — whether or not you build them with us.

Schedule your AI Readiness Assessment → Call 317 490 1559