The data foundation first. Then the agents.
Preleap builds AI agents that take repetitive back-office work off your team: invoices, orders, intake, dispatch. We check your data before we build, so the agent works on day one and keeps working.
Data & AI engineering since 2017
- 08:00New invoice INV-20418 from Acme Supply
- 08:00✓ Matched to PO-44817 and receiving record
- 08:01✓ Coded to 5010 Materials and posted to ERP
- 08:02● INV-88102 is 18% over PO. Sent to Maria for approval
- 08:03✓ Duplicate of INV-87990 caught and held
Everyone wants AI agents. Almost nobody has the data to run one.
The model is rarely the problem. Agents break on duplicate customers, missing PO numbers and systems that don't talk to each other.
of middle-market firms cite data quality issues when scaling AI.
RSM Middle Market AI Survey, 2026Same customer. Three records. One very confused agent.
This is the work a data foundation does before any agent goes live: one clean record, one owner, one source of truth.
| customer_name | po_number |
|---|---|
| Acme Supply Inc. | PO-44817 |
| ACME SUPPLY | (blank) |
| Acme Supply Incorporated | 44817 |
Preleap Data Foundation. Preleap Agents.
Preleap started with one question: is your data ready for AI? Now it builds the agents that run on it. Same team, same platform, one accountable partner.
Data Foundation
- Readiness check on your real systems
- Clean master data and reliable pipelines
- Governance and access rules
- Snowflake, Databricks, Azure
Agents
- Starter agents shaped to your rules
- Wired into your ERP, CRM and inbox
- Human approval built in
- Monitored and improved monthly
Eight starter agents. Shaped to your systems.
Every build starts from one of these and is fitted to how your team actually works.
Invoice Agent
Reads invoices, matches the PO and receipt, codes the GL and posts to your ERP.
Finance · Accounts payableCollections Agent
Matches payments to invoices, drafts reminders, flags disputes and deductions.
Finance · Accounts receivableOrder Entry Agent
Turns emailed POs and PDFs into sales orders and checks price and stock.
Operations · Customer serviceQuote Agent
Builds quotes from RFQ emails, price lists and past deals for a person to send.
Sales · OperationsIntake Agent
Handles referrals and intake forms, checks eligibility and books the slot.
Healthcare · Benefits · InsuranceDispatch Agent
Turns service calls into scheduled jobs and keeps customers updated.
Field service · ContractorsProposal Agent
Drafts proposal and RFP answers from your past work, resumes and project sheets.
Engineering · Professional servicesAsk-Your-Data Agent
Answers business questions in plain English from governed company data, and shows its work.
Leadership · Finance · OperationsNeed something else? We build custom agents too. Tell us the workflow →
Built for how your industry already works.
The same idea everywhere: the agent does the routine, your people handle the exceptions.
Order entry
Quotes
Deductions and collections
Works with NetSuite, Microsoft Dynamics, Acumatica, SAP Business One and EDI exception queues.
Subcontractor pay apps
Proposals and RFPs
Service dispatch
Works with Viewpoint, Sage 300 CRE, Procore, Foundation and field service tools.
Patient and member intake
Eligibility checks
Certificates and renewals
Works with practice management, payer portals and agency management systems. Privacy and access controls from day one.
Check. Sprint. Build. Run.
Fixed prices and clear exits. You see a working agent on your own data before you commit to a build.
Check
A short readiness check on your data and processes, plus a 30-minute readout with our team.
Sprint
Readiness on your real systems, your top 3 agent opportunities ranked by payback, and a working prototype on your data.
Build
One production agent wired into the systems you already run, tested against your real cases, then handed over.
Run
Monitoring, tuning, model upgrades and a monthly report of hours saved. The agent gets better every month.
Your people stay in control.
A person approves what matters
Anything that moves money or reaches a customer waits for a human yes.
Your cloud, your data
Agents run in your environment, on your systems, with access limited to what the job needs.
Every action is logged
A full audit trail of what the agent read, decided and did, and why.
Any model, no lock-in
Claude, OpenAI or Azure OpenAI, chosen for the job and swappable later.
And we'll tell you when not to build an agent.
Is your data ready for an AI agent?
13 quick questions across six dimensions. See where you stand right away, and which agent we would build first.
Where we'd start
Fix first
Want the full picture? Get your detailed readout and a 30-minute session with our team. We'll walk through your results and what a first agent would look like.
We're opening 3 design partner spots.
For growing companies with a back office buried in manual work and no AI team of their own. You get your first agent built by our senior team at a partner rate. We get honest feedback, and a story we can share once the results are real.
Tell us a little about your team and the work you'd hand to an agent.
Big companies have AI teams. Growing companies have us.
Preleap is built by Vsolutions Technologies, a data and AI engineering firm that has built data platforms for Fortune 500 companies in insurance, fintech, retail, utilities and energy. Senior engineers. Never juniors.
What people ask us first.
What exactly is an AI agent?
Software that does a multi-step job the way a trained person would. It reads the invoice or email, looks things up in your systems, makes the routine decision, takes the action, and hands anything unusual to a person. Unlike a chatbot, it does the work, not just the talking.
Why start with the data foundation?
Because that's where agents fail. If your vendor list has three versions of the same vendor, or PO numbers are missing, an agent will make confident mistakes. We check and fix the data an agent depends on first, so it works on day one.
Which systems do you work with?
The ones you already run: NetSuite, Microsoft Dynamics, SAP, Sage, QuickBooks, Acumatica, Salesforce, HubSpot, Procore, Outlook, Gmail and SharePoint, plus Snowflake, Databricks and Azure data platforms. No rip and replace.
Where does our data go?
Agents run in your cloud environment with access limited to what the job needs. Every action is logged, and anything that moves money or reaches a customer waits for a person to approve.
How long does it take, and what does it cost?
The readiness check is free. The Sprint takes three weeks at a fixed price and ends with a working prototype and a fixed quote for the build. Most first agents go live 6 to 12 weeks after that.
What if we're not ready?
Then we'll tell you, and show you exactly what to fix first. Sometimes the best first step is the data foundation, not an agent. That's what Preleap was built for.
Grow the business. Not the back office.
Start with a free readiness check. Leave with a clear answer on where an agent would pay off first.