AI Roadmap Execution & Implementation

With a clear roadmap in hand, technical implementation is where it becomes reality. Each project builds off of the last, so that overall ROI continues to increase with each project completed.

Sales Agents

Sales agents can intelligently guide potential customers through your sales process, all the way from an introduction through closing. Advanced conversation flows can intelligently handle variations and difficult scenarios.

Sales agents are designed to coordinate well with human sales agents, handling routine tasks and knowing when to hand a sales lead back to a human if needed.

Customer Support Agents

Customer support agents, often using a combination of text and voice, can handle many of the routine support tasks that allow your human support agents to focus on more advanced, higher value support issues.

Support agents not only answer questions, but can initiate tasks internally to perform much of the follow up work with minimal or no human intervention.

Company Data

Pull all of your company data together, whether in the form of organized databases, file systems, or any other sources. Remove "data silos" across your company, and easily get all the answers you need through an easy-to-use interface.

Unifying company data with AI also allows you to gain deeper insights into your company, without missing any information that may otherwise be lost.

Marketing

AI-driven marketing allows you to perform customer analysis across more factors than a human could keep track of. This provides valuable insights into where to spend marketing dollars, how to design campaigns, and which customers are your ideal targets.

AI can also analyze large amounts to reviews, surveys, calls, tickets, etc to identify pain points and opportunities.

Data Analysis

AI-driven predictive analytics that uses machine learning and other methods from data science can transform raw information into forecasts, analysis, and actionable insights to guide smarter business decisions.

Explore datasets, identify patterns, and surface anomalies. Create models that improve revenue forecasts, demand planning, inventory decisions, and staffing projections.

Finance and Compliance

Finance procedures often lend themselves very well to AI, whether it is automating simple spreadsheet operations to more advanced functions such as categorization, reconciliation, variance explanations, compliance checks, etc.

AI can also help to provide advanced insights, flag anomalies, and provide recommendations.

Operations

Custom workflows help you to automate many of your company's operational tasks such as demand forecasting, optimizing inventory levels, scheduling production, quality control, routing deliveries, detecting supply chain disruptions, and more.

Custom AI Agents

Custom AI agents are the core technology that will transform businesses in the coming as they can supplement human work by autonomously identifying events, making intelligent decisions, taking action autonomously, and work independently as a digital employee.

Multi-Agent Orchestration

In order to gain the maximum value from your AI efforts, it is critical that your AI agents are designed to communicate and coordinate effectively across various tasks and even different departments. This is how AI investments into multiple agents will provide a return that is greater than the sum of its parts.

Check Out Some of Our Latest Projects

How AI Reduced Month-End Close Time by 40%

Finance, Accounting, Enterprise Operations

AI Strategic Plan for Pillow Manufacturer

Home goods

Explore more success stories

Our Customers

The AI audit and strategic plan from New Clarity have been extremely valuable for MOSO Pillow and Queen Anne Pillow. It gave us a transparent view of how much time we were losing to manual tasks and how AI could reduce that workload while protecting our Amazon sales and improving our retailer pipeline. The roadmap made it easy to decide what to do first, what to postpone, and how each project fits into the long term vision for the business.

Travis L.

Owner and CEO of Queen Anne Pillow

"The client loved the results of New Clarity's AI analysis, and the 500 CEO in the room was blown away by the insights."

Peter Sheahan

C-Suite Adviser and Keynote Speaker

Prior to working with New Clarity, our sales conversion rate was low, and we were losing time spent on calls that ultimately did not lead to revenue. Our new AI sales agent has led to an exponential increase in sales-qualified leads, while actually reducing our overall time spent on sales calls.

Andrea S.

Owner of Wellbeing Company

The AI stock analysis engine built by New Clarity has given us invaluable insights into our trading strategies and has even improved our offering to clients.

Jason U.

CEO Iron Bridge

New Clarity built a Claude enhancement that automates financial modeling from P&L statements, saving me countless hours of manual data entry.

Rob K.

Fractional CFO

Our latest case studies

Queen Anne Pillow

Home goods

January 30, 2026

AI Agent that scans news feeds and identifies stock market events that are likely to create price movements

Iron Bridge Technologies

Financial Services / Capital Markets

January 30, 2026

The AI stock analysis engine built by New Clarity has given us invaluable insights into our trading strategies and has even improved our offering to clients.