Accounting

Harbor CPA Group

Document intake assessment: capacity leakage across email, portal and paper intake.

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Human FDE owner

Sarah Chen

Agent

FDE Agent

Current engagement

Assessment

Client path
  1. Step 1

    Assessment

    Diagnose where AI creates economic value

  2. Step 2

    Implementation

    Build approved workflows and systems

  3. Step 3

    Fractional AI Team

    Operate and continuously improve deployed AI

  4. Step 4

    Technical Staffing

    Add managed human technical capacity when needed

The FDE Agent operates horizontally across all four stages. It is not a fifth service.

Open work orders

1

Pending approvals

0

Validated runbooks

1

Operations snapshot
  • System healthAll authorized systems reachable
  • Recent runs48 runs / 24 h · 1 transient failure recovered
  • Agent investigations1 open, 0 escalated in the last 24 h
  • Optimization opportunities2 identified, both low risk