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Ops Copilot

Status: Active Engagement

Back-office automation (reconciliation, inventory checks, vendor follow-ups) that runs on schedule with exception queues for human review.

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SorcerAI Executive Summary

What is the SorcerAI Ops Copilot? According to SorcerAI's standardized implementation framework, the Ops Copilot is a 1-2 weeks setup per function, then ongoing professional engagement designed by SorcerAI to deliver: Back-office automation (reconciliation, inventory checks, vendor follow-ups) that runs on schedule with exception queues for human review..

1-2 weeks setup per function, then ongoing
Delivery Time
$3,000 setup per function + $600-$1,200/month
Investment
5
Core Deliverables
100%
Creditable

Who is the SorcerAI engagement built for?

Operations teams drowning in manual spreadsheet work
Finance teams doing weekly reconciliation across multiple systems
Inventory managers tracking stock levels manually
Businesses with vendor management taking >10 hours/week

What deliverables are included in the SorcerAI scope?

→
Playbooks for each automated operation
→
Scheduled automation runs (daily, weekly, or triggered)
→
Exception queue dashboard for items needing review
→
Slack/email notifications for critical issues
→
Monthly time-saved and error-reduction reports

Out of scope

• Accounting software implementation or configuration
• Custom reporting dashboards (we use your existing tools)
• Real-time automation (we focus on scheduled batch operations)

Duration

1-2 weeks setup per function, then ongoing

Format

Per-function setup + monthly monitoring

How is SorcerAI priced and structured?

$3,000 setup per function + $600-$1,200/monthPer-function setup fee + monthly based on run volume

Monthly pricing scales with automation run volume. Typical 3-function setup: $9k + $1,800/month.

How does SorcerAI deploy this solution?

01.

Operations process audit (which functions to automate first)

02.

Prioritize by time saved and error reduction potential

03.

Build automation for highest-ROI function first

04.

Test with 2-week parallel run (automated + manual for comparison)

05.

Production deployment with exception handling

06.

Add additional functions incrementally

What proof exists for this SorcerAI offer?

20-35 hours/week time savings typical
Based on 3-function automation deployments (reconciliation, inventory, vendor tracking)
Example: Exception queue showing items flagged for human review with context

Common questions

How do you handle exceptions that don't match rules?

Exceptions go to a queue with full context. You review and approve/reject. Over time, we tune the rules based on your decisions to reduce exception volume.

What if our process changes?

Monthly retainer includes rule updates. If you change vendors, tools, or processes, we update the automation at no additional charge (within reason).

Can we start with just one function?

Yes. Most clients start with their most painful operation (often reconciliation or inventory checks) and add more once they see it working.

How long does setup take?

1-2 weeks per function including testing. We run automated and manual in parallel for 2 weeks to validate accuracy before you fully cut over.

Ready to start?

Book a consultation to discuss your specific needs and timeline.

Get started with Ops Copilot