Command Center
The whole business on one secure screen: what is happening now, what needs your decision, and what the numbers say, without asking anyone for a status update.
More revenue.
Less manual work.
We automate enterprises with AI brains, agents, and custom software.
Claude partner
Fortune 500 experience
Team members from
Industries
Start with your industry.
Select your industry to see how we can make your company AI native.
Commercial real estate
Development · Acquisitions · Investments · Property management
Every deal scored against your own buy-box with the source cited, land screened in minutes, and lease dates and investor reporting that keep themselves current.
Marketing agencies
Marketing · Public relations · Creative
Every client call captured with the next step attached, monthly reporting that assembles itself into your format, and an account brain that survives the account manager.
Insurance agencies
Property and casualty · Employee benefits · Life and health
The risk read once and fed to your management system and the carriers, deadline notices generated on time, and every renewal worked before the account starts shopping.
Sales teams
Every lead answered in minutes, every call captured and summarized, and follow-up that runs until there is a decision.
Staffing and recruiting
A new requirement matched against your whole placement history in minutes, and client feedback chased to a decision.
Accounting firms
Categorization, reconciliation, and the document chase, with every exception routed to a person.
Home services
Every call answered day and night, and every estimate followed up to an answer.
Business brokers and M&A
Sourcing that never stops, and a buyer list that remembers every mandate and every pass reason.
Executive assistants
The executive's people, commitments, and history in one place, with the briefs already drafted.
Wealth management and RIAs
Independent RIAs · Multi-family offices · Planning practices
Account opening assembled from one intake, review packets ready before the meeting, and every step logged for the day an examiner asks.
Nursing homes and senior care
Referrals answered first and billing followed up, on the administrative layer only.
Private equity
One system built in a portfolio company, then rolled across the rest of the group.
Law firms
Intake answered day and night, and the assembly work off the billable hour.
Health care
Inquiries booked around the clock, and every claim tracked and worked.
Manufacturing acquisitions
Carve-outs and divestitures found before the sale is ever public.
Distressed real estate
Default lists filtered, and court documents pulled by case number.
Commodity trading and logistics
Every shipment read once, and shrinkage flagged as it happens.
Franchise and multi-location
One comparable view across every location you run.
Commercial mortgage brokers
Every maturing loan scoped against the lender market, 24 months out.
Another industry
Every other business we build for, with the problem and the build named for each one. Read yours before anyone asks you a question.
What you get
Three things change in the first quarter.
Every build is measured against the hours it saves or the revenue it grows, using your own numbers.
Hours back every week
We go into your company, find the processes worth automating, and hand that work to the system. Your team stays the decision maker on everything that needs judgment.
Revenue you can grow
We put data and tracking behind your operation, recover the revenue it was losing, and surface the new opportunities worth going after.
A system that runs itself
We build it and keep improving it as your business changes, so there is no development team to hire and no software to maintain.
Products
What we build.
Three systems carry most of the work. Everything else is built on the same engine, or built for one industry.
Deal Engine
Every deal sourced, scored, and followed up until there is an answer, with every call captured and the CRM keeping itself accurate.
Deep Brain
Everything your company knows in one place your team can ask, answered from your own records with the source attached.
Built on the same engine.
Each one starts from a job you name.
Front Desk
Answers every call, form, and message, day or night, and books the appointment.
Document Desk
Paperwork in, finished packets out, on deadline, with the trail intact.
Deep Brain plus agents
Your brain with agents on top of it, doing the work it used to only report on.
Build your own agent with us
One agent for one job you name, built with your team and running in your business.
Build your own employee with us
A whole role handled end to end: the work, the follow-up, and the reporting.
Built for one industry.
Named builds that solve one job inside one kind of business.
Deal triage desk
Every offering memo and rent roll scored against your buy-box, with the source cited.
Commercial real estate
Buildable-value desk
A raw parcel email turned into a cited buildable envelope and a land-value range.
Commercial real estate
Lease and renewal desk
Leases abstracted, critical dates tracked, and renewals chased on schedule.
Property management
Compliance notice desk
Notices with hard legal deadlines generated on time, with a full audit trail.
Insurance agencies
Intake without rekeying
Applications, loss runs, and ACORD forms read once and fed onward.
Insurance agencies
Reconciliation desk
Transactions categorized and reconciled, with the exceptions routed to a person.
Accounting firms
Speed to submit
A new requirement matched against your whole placement history in minutes.
Staffing and recruiting
Client reporting desk
Every platform pulled into your report format, on schedule, every month.
Marketing agencies
Lead growth
What the lead engine is built to do.
~150
online leads a month for a medical spa, up from 15-20.
Online leads go from 15-20 a month to about 150.
A medical spa with strong clinical work can sit at 15-20 online leads a month for years. The build rebuilds the audience targeting and the content production, then adds an SEO and AI-search foundation to the site the practice already has, with no CRM migration. Hours of manual work come back each week, leads that used to go unanswered start converting, and volume reaches about 150 a month.
Medical aesthetics lead engine, one of the systems we build.
The standard
Built to a standard your diligence team can check.
We run Terso on the systems we build. Our sales, research, and operations run on them every day.
Human review
A person reviews every agent
Your team, or ours, reviews the outputs that matter and corrects the system when it gets something wrong. It improves from those corrections over time.
Response
Same-day or next-day answers
Slow replies lose deals and delay rollouts. Every message gets a fast answer from the people building your system.
Your data
Your data stays yours
Everything the system holds about your business stays available to you in a standard format, and nothing in it trains a public model.
Time to value
Measurable impact by day 90
The rollout starts small on purpose. The build starts with the highest-value piece, so working software is running within weeks, and each engagement is designed to reach measurable impact by around the 90-day mark.
Jake Goldman
Founder, Terso AI
Jake has been building things since middle school, when he made remote control airplanes and drones from scratch. The hardware work turned into software, and the software turned into Terso.
He studies economics at Dartmouth College, where he is a Rufus Choate Scholar, and he has co-authored research papers on enterprise AI adoption, including AI Adoption in Enterprises: An Evolutionary Game-Theoretic Model with Coupled Consumer-Spending Feedback.
Jake started by helping family and friends with their businesses, building the systems that grew their revenue and automated their operations. He now brings that expertise to enterprises, finding where revenue can be increased and where manual work can be taken off the team.
Where to start
See what this is worth in your business before committing to anything.
Send the details of your operation and the reply comes back with the hours and the revenue currently going to manual work and slow follow-up, and which one to solve first.
- A reply within one business day, written by Jake
- The first build named, with the return it targets
- Industries outside the list are welcome here, including private equity portfolio companies
- No obligation to go further
Send the details
Three required fields. The reply names the first thing worth solving in an operation like yours.
How it works
Audit. Build. Run.
A dedicated software and AI team, without hiring one. One engagement model, start to finish.
01
Audit the operation
It starts with a free discovery call, or with the free AI opportunity audit. When there is real opportunity, a full audit maps where the hours and the leads are going, scopes the build, and is credited toward it.
02
Build the system
An upfront implementation fee covers design, development, integration, and rollout. Working software lands in your stack within weeks of sign-off.
03
Run and improve it
We host the system, monitor it, and keep improving it on a flat monthly fee that stays the same every month.
FAQ
Common questions.
What does Terso AI do?
Terso AI builds and runs custom software, automation, and AI agents for businesses. We increase revenue and reduce manual work. We audit the operation first, then build the system and keep improving it, so you get a dedicated software and AI team without hiring one.
What does Terso AI do?
Terso AI builds and runs custom software, automation, and AI agents for businesses. We increase revenue and reduce manual work. We audit the operation first, then build the system and keep improving it, so you get a dedicated software and AI team without hiring one.
How does an engagement work?
It starts with a free discovery call, or with the free AI opportunity audit. Next comes a full audit that maps where your hours and your leads are going and scopes the build against the return. Then we build, starting with the highest-value piece, and we host, monitor, and keep improving the system after it goes live.
What results should I expect?
Two outcomes drive every engagement: hours of manual work removed each week, and revenue grown from leads worked properly and opportunities that were not being chased. Both get measured against your own numbers, taken during the audit and checked again once the system is running.
Which industries does Terso AI specialize in?
Commercial real estate and agencies are where we have delivered the most, alongside sales teams, skilled nursing, private equity portfolio companies, insurance, accounting, home services, staffing, executive assistants, law firms, and health care practices. Most operations-heavy companies still fit even if your business is not on that list. Book a call and ask.
Do you host and run the system?
Yes, that is included. We host the system, monitor it, and keep improving it after it goes live.
How is an engagement structured financially?
Two parts. There is an initial build fee that covers the design, the development, the integration, and the rollout, and then a flat monthly fee for hosting, monitoring, and the ongoing improvements. The monthly is the same every month. Figures come from Jake once the audit has scoped what you actually need, because the build fee follows the scope.
Can you handle sensitive data?
Yes. Access is per-person and per-role, every action is logged, and nothing sensitive travels by shareable link. A person reviews the outputs that matter, and nothing in your system trains a public model.
Is Terso AI in the Claude Partner Network?
Yes. Terso AI is in the Claude Partner Network, and the agents and automation we build for clients run on Claude, Anthropic's frontier models. Our team's background includes Microsoft, T. Rowe Price, Cognizant, Perplexity, and NASA. Meet the team.
What does the Terso AI application do with my Google account?
With your permission, the Terso AI application connects to your Gmail account so the system we built for you can read messages in that mailbox to find and classify replies from your prospects and customers, and send email from that mailbox on your behalf: outreach, follow-up, and replies you have approved. Results are written back to your Terso dashboard so your team can see every message sent and every reply received. Terso AI uses Google user data only to provide these features. We do not sell it, do not use it for advertising, and do not use it to train generative AI models. You can disconnect the account at any time. Full detail is in the privacy policy.
Find your highest-ROI problems first.
A free consultation walks through where the hours are going, what can be automated, and where the revenue can grow, and shows you what to build first. Pick a time below.
Or send the details and we come to you.
Send the details instead
Three required fields, and the reply comes back within one business day.