Tools and integrations
The actions the agent may take, each wired to a real system: read the inbox, look up the account, write the order, open the ticket. Permissions are bounded per action, so an agent that reads everything cannot write everywhere.
Leanware is an AI agent development company for US SMB and mid-market teams. We build a custom AI agent for a workflow your team runs by hand, connect it to the systems you already use, and run it in production as a managed service: one setup fee, one monthly fee, model APIs and hosting included. No separate invoices for the cloud or for the model providers.
WHAT YOU GET
You get a working AI agent that runs the workflow your team does by hand today, deployed into the systems you already use. The part most teams underestimate is everything around it: the engineering that keeps its accuracy from drifting, the integrations that keep it honest about what is actually happening in your business, and a senior engineer on the other end of the line when something breaks. The setup builds it. The monthly subscription keeps it working, so you never have to staff a team to babysit it.
An agent tuned to your specific workflow, your terminology, and the way your team actually decides things. We build it on whichever AI model fits the task and wire it into the systems your team already lives in (your ERP, CRM, helpdesk, email, document store, and customer portals). It goes live in production at the end of the build, doing real work, not handed over as a prototype for you to figure out.
Once the agent is in production we keep running it. The monthly subscription covers hosting and infrastructure, the model API costs, observability and monitoring, ongoing prompt and retrieval refinement, evaluation against your workflow over time, and senior-engineer support when accuracy or behavior moves. You do not staff an internal AI team to keep the agent working. We do.
No separate invoices for the cloud, the model providers, or the tooling. The setup fee is fixed at signing and reflects the scope the proposal describes. The monthly fee covers everything in the managed service. New work or scope expansion is agreed in advance against a signed change order, so you always know the cost of every increment before it ships.
HOW IT WORKS
Most build engagements follow an AI Readiness Assessment. The Assessment maps the workflows, measures the baseline, projects the ROI, and recommends a build scope. The build proposal carries that scope forward as a precise specification: setup fee, monthly fee, number of steps the agent performs, number of integrations, target savings, target ROI. You sign off on a specification, not a tier.
A few engagements skip the Assessment: warm referrals where scope and fit are already clear, returning clients moving from other engagements, and strategic accounts with documented justification. For those, the first call does the scoping the Assessment would otherwise do. We do not sell a build straight off this page.
The Assessment defines the workflow, the integrations, the target savings, and the recommended build scope. The proposal carries those numbers forward.
Senior engineers build the agent, wire the integrations, evaluate it against your real cases, and harden it for production. Weekly check-ins. No offshore handoff.
The agent goes live in your systems. Observability is wired in. A senior engineer is on the other end of the loop from day one.
We monitor accuracy, refine prompts and retrieval as your data shifts, and meet you at month 4 to compare measured savings against the target the proposal committed to.
TYPICAL STARTING POINT
The Assessment is a focused 2 to 3 week engagement that produces a ranked opportunity map and an implementation roadmap. If you proceed with a Managed Custom AI Agents build within 30 days of Assessment delivery, 50% of the Assessment fee is credited toward the Agents setup fee. The Assessment sets the engagement variables; the sales conversation does not.
Read about the Assessment50%
Assessment fee credit
Applied to the Agents setup fee. The Assessment is a fixed fee, scoped on the intro call.
CUSTOM AI AGENTS BY INDUSTRY
Six shapes come up more than any others. Each card shows how many steps the agent runs, which systems it touches, and when the measured savings pass the fee. They describe representative scope rather than named customers, and the Assessment scopes yours against your own volumes.
3PL and B2B distribution
A regional 3PL handling 600 orders per day across email, customer portal, and EDI. The agent orchestrates intake across three carrier systems, the WMS, and a customer-facing tracker, and hands exceptions to a coordinator.
Insurance MGAs and specialty wholesalers
A specialty wholesale broker handling 800 submissions per month across five carrier portals, EZLynx, and email. The agent triages submissions, extracts ACORD data, and routes each one to the right underwriter.
SMB job-shop manufacturing
A second-generation contract manufacturer running JobBOSS and Mastercam. The agent processes inbound drawings, extracts BOMs, runs cost estimation, and produces ERP-ready quote drafts for an estimator to approve.
Residential real estate brokerages
A multi-office brokerage with leads arriving from portals, the website, and referral email. The agent qualifies each lead against the brokerage’s own criteria, routes it to the right agent inside the CRM, and drafts the first follow-up for that agent to send.
Multi-truck, multi-region home services
A home services operator taking calls, web forms, and texts across several markets. The agent captures the job, checks service area and availability, creates the work order in the field-service system, and flags anything a dispatcher has to decide.
RIAs, broker-dealers, and accounting firms
An advisory or accounting firm onboarding clients through document requests, identity checks, and account setup across a CRM, a document portal, and the custodian or practice-management system. The agent collects, verifies, and files, and escalates every exception to a person.
Representative scope reflects the structure of typical builds without implying specific past customers. Published case studies replace these shapes as clients clear them for publication; the AI Grader for Crowns case below is real.
AGENTIC AI DEVELOPMENT
An agent that runs a workflow on its own has to do more than call a model. Four parts decide whether it holds up in month six, and each one is in scope on every build.
The actions the agent may take, each wired to a real system: read the inbox, look up the account, write the order, open the ticket. Permissions are bounded per action, so an agent that reads everything cannot write everywhere.
Your terminology, your rules, and your history, retrieved at each step so decisions match how your team decides. Retrieval is tuned against your documents, not a generic index.
Before launch the agent is scored against your real cases; after launch it is scored continuously as inputs drift. Guardrails set what it may do without a person and what it must never do.
Low confidence, an unfamiliar document, a rule conflict: the case goes to a named person with the context attached, and the agent learns from the resolution. Most of the work clears; the rest is handed over rather than guessed.
PRICING
Leanware does not group Agents engagements into named tiers. Each one is scoped against objective variables (steps, integrations, target savings, target ROI), and the fees follow that scope. The industry shapes above show where typical builds land. Yours will land where the workflow lands, not where a tier menu says it should.
WHAT A PROPOSAL CARRIES
Each proposal commits to a precise specification along these axes. You sign off on the spec, not a tier name.
IS THIS YOU
If one of these describes your week, the engagement is sized for you. If none of them does, the first call will tell us both.
ERP plus CRM plus a helpdesk plus a custom database, or AMS plus carrier portals plus EZLynx plus email, or JobBOSS plus Mastercam plus a customer portal. The integration work is the hard part. You do not want to staff the engineering. You have been pitched by IT vendors who overpromised on integrations and the workflow still does not run end-to-end. The build lives in that integration layer.
An internal AI project, or a contractor build, or a Lindy workflow that got most of the way and then stalled. The accuracy moved after 90 days. The contractor disappeared. The agent is a maintenance burden your team cannot carry. The managed-service model is built for the failure mode you have already lived through.
The platform got you most of the way. The workflow you are trying to automate has the kind of multi-system depth, regulatory logic, or edge-case handling the platform cannot follow. You are ready to pay for an engineer who can take ownership of the problem instead of forcing the workflow to fit the tool. Graduates from self-serve and verticalized AI SaaS are the strongest pipeline into this line.
AI AUTOMATION SERVICES
Searching for an AI automation agency? Most AI automation services stop at connecting tools: a Zapier flow here, a chatbot there, a spreadsheet someone still reconciles by hand. The workflows that cost you real hours cross four or five systems, need judgment at each step, and break the moment an input changes shape. A managed custom agent is built for that layer. You name the workflow, we engineer the agent that runs it end to end, connect it to the systems you already use, and keep it accurate in production.
Multi-channel intake, document extraction, RFQ-to-quote, and approvals that move across your ERP, CRM, helpdesk, and email without anyone re-keying data.
AP and invoice processing, customer and vendor onboarding, lead qualification against your own criteria, and compliance prep with a full audit trail.
The senior engineers who scope the build run it after launch. Evaluation, monitoring, and prompt refinement are in the monthly fee, so accuracy does not drift once the project team leaves.
Still deciding between an agency, a platform, and a custom build? See how we rank against nine other AI agent development companies, or read the signals that you have outgrown a no-code platform.
HOW THIS IS DIFFERENT
Four categories of AI agent development company cover most of the market for AI agent work in the SMB band. Each wins on a specific shape of workflow. The Managed Custom AI Agents line is built for the workflows none of them serves well: multi-system, bespoke criteria, non-standard systems of record, or compliance demands that rule out a SaaS terms-of-service.
| Comparison | Managed Custom AI Agents | Self-serve platforms | Enterprise consulting | Verticalized AI SaaS | AI automation agencies |
|---|---|---|---|---|---|
| Pricing model | One setup fee plus one monthly fee. APIs and hosting bundled. | Per-task or per-seat SaaS. Cloud and model costs separate at scale. | Hourly or fixed-fee scoping. Build and run billed separately. | Per-seat or per-resolution SaaS. | Build fee plus separate cloud, API, and retainer invoices. |
| Who delivers | Senior engineers. No offshore handoff. | You do, against templates. | Partner ladder. Associates do the work. | You configure. Vendor support, no engineer relationship. | Mixed. Often subcontracted. |
| Best fit | Multi-system, bespoke logic, compliance-sensitive workflows. | Simple, single-workflow agents. | Fortune 500 scoping engagements at $200K and up. | Simple, high-volume, low-uniqueness workflows in their vertical. | Variable. Depends on the agency. |
| Build timeline | 3 to 10 weeks from Assessment-led proposal. | Days to weeks, you build it. | 6-month discoveries before build. | Onboarding in weeks. No custom build. | Variable. |
| Ongoing support | Bundled into the monthly fee. Senior engineer in the loop. | Community or paid-tier support. | Separately scoped run engagement. | Vendor support against SaaS SLA. | Often a separate retainer. |
| Where it loses | Simple agents a self-serve platform could already handle. | Multi-system integration, bespoke criteria, compliance constraints. | SMB price points. Engagement size and timeline. | Workflows the SaaS template cannot follow. | Bundled pricing. Engineer-led discovery as a real product. |
Two things make this engagement different in kind. The team that scopes the build can also run it in production, so the proposal commits to numbers the team has to meet at month 4 against measured client savings. And the pricing is bundled: one setup fee, one monthly fee, no separate cloud or model-provider invoices. You sign one contract and pay one vendor for the agent and everything that keeps it running.
SELECTED WORK
Managed Custom AI Agents is a build-and-run service: we ship a custom agent, then keep it working against real data as models and requirements change. AI Grader for Crowns is the line’s featured anchor, showing the managed-service model in practice (custom orchestration across multiple model providers, continuous refinement, and evaluation against real data over time). The cases below show that model across different workflows, and more will follow as engagements clear the case-study template.
Custom AI grading software built with the University of Colorado. A multi-model AI agent grades dental crown preps against configurable rubrics, in production and scaling to more dental schools.
Custom AI Agents Read case studyA dedicated AI engineer rebuilt an AI startup's frontend as a design system and hardened its human-in-the-loop AI agents to keep running past failed steps.
Custom AI Agents Read case studyWellness app development for a global fitness brand: UnVape, a cross-platform quit-vaping app, shipped production-ready on iOS, Android, and web from one codebase in a few weeks.
Custom AI Agents Read case studyCLIENT VOICE
AI Grading Backend for Dental Education Tool
I presented this to my clinic and the response was strong. Leanware did excellent work, and we're going to use feedback from real evaluations to keep refining the AI agent, improving grading accuracy organically as it sees more cases.
Evan Menke
University of Colorado
United States
AI & Frontend Development Services for AI Company
Leanware's teammate was experienced, had a point of view, and didn't need hand-holding.
Confidential
CEO, AI Company
San Francisco, California Clutch verified
The engineers who scope your agent build it and run it in production. No partner ladder, no offshore handoff. Meet the rest of the team on the About page.
Carlos Martinez
Founder and CEO
Jarvy Sanchez
Co-Founder and CTO
Camilo Sanchez
Senior Engineer
Jhoam Molina
Senior Engineer
Andres Estupiñán
Senior Engineer
FREQUENTLY ASKED
Most of these come up after the Assessment, before the build engagement starts. The answers below match what actually happens.
We work to understand the workflow you have in mind, check whether it clears our four-month payback bar, and propose either an Assessment or, where the scope is already clear, a build proposal directly. If it is not a fit for us, we say so directly.
Tell us about the workflow you have in mind. Someone who understands the business and the engineering will review it, check whether it clears our four-month payback bar, and propose either an Assessment or, where the scope is already clear, a build proposal directly. If it is not a fit for us, we say so directly.