Services for Long Island businesses
Start with the work you need to fix.
LI B2B builds AI agents, workflows, reports, integrations, and websites for Long Island businesses. Find the problem you have below.
Which service fits?
Examples. A product setting or standard connection may be enough before custom work is needed.
- The same steps repeat every day
- Workflow automation →
Check an open quote, prepare follow-up, and send it to the owner for approval.
- Two systems need the same record
- System integrations →
Map a buyer's purchase order into your order system and route rejected records for review.
- Incoming information needs interpretation
- Custom AI agents →
Read a varied request, prepare a summary from approved sources, and flag missing information.
- The weekly report takes hours to assemble
- Reporting and insights →
Bring source figures into a dated report that flags missing records and identifies who must check them.
- Search visitors cannot find the answer or contact you
- Websites and digital presence →
Explain services clearly, connect inquiry forms, and keep business facts consistent across pages.
Customer and sales work
An inquiry needs an owner, a quote needs a next step, and a customer reply needs to stop an outdated reminder. Start by defining the statuses and approval rules in one process.
See the quote follow-up example →Invoice and document handling
A workflow can check required invoice fields, flag a possible duplicate, and route it to the person responsible for approval. Define what happens to missing references and disputed amounts before automating the next step. Payments and financial commitments require explicit approval rules.
This is operational software support. LI B2B does not provide accounting or audit services.
Connecting invoice records between systems →Prepare one process for review
Name the current owner, the systems involved, how often the work happens, and which exceptions need a person. Agree the test cases, handover, and ongoing responsibilities in the scope.
Use the first-project worksheet →See examples by type of business →Describe the job and the systems involved
Bring a recurring process, a buyer's requirement, or a website problem to the first conversation.