AI · Automation · Data

Intelligence,operationalized.

Qalbi helps organizations plan, build, and run private AI that works on their own data, plus the automation, CRM, and integrations that hold it all together.

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Private AI on your own dataScroll

Concept studies

Four design concepts, each matched to a way to start with us. They show the kind of system you walk away with. They are illustrations, not client work.

compass.northside-health.org
After-hours referralsPrivate · in your cloud
What is our policy for after-hours patient referrals?
RK
C
CompassAnswered in 2 seconds

After-hours referrals go to the on-call coordinator, who confirms intake within two hours and logs it in the referral queue.

Referral PolicySection 2.3 · page 4 · updated March 2026
Data never leaves your cloud
Open the sourceAsk a follow-up
Ask about a policy, form or procedure
Behind the answer
Question receivedStaff portal · 9:41
Access checkedOnly what this role may see
Answer found and citedFrom your own documents
Monthly accuracy reviewA person always checks

Compass

Concept · Private AI Starter

A private assistant that answers staff questions from your own policies and documents, with the source cited every time and nothing leaving your control.

Includes Private AI setup, knowledge assistant, staff trainingFor Healthcare
Start with a Private AI Starter →
9:41
Tuesday, October 14

Today’s jobs

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07:30Jobs assigned automatically
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9:41
Automation roadmap

Automated so far

3 of 5workflows running on their own
Job schedulingLive
Parts orderingLive
Customer updatesLive
Invoice matchingNext
Safety sign-offPlanned
Up nextInvoice matching starts Nov 3
RoadmapWorkflowsAlertsHelp
Concept · Automation Roadmap

Relay

A clear plan for what to automate next. The first workflows run on their own, so field crews spend the day on the work, not the paperwork.

Includes Process inventory, prioritized backlog, delivery planFor Energy & utilities
Start with a roadmap →
Concept · Data Visibility Accelerator

Horizon

One trusted view of the business, built from live systems instead of spreadsheets, so leaders decide from the same numbers.

Includes KPI definitions, data warehouse, executive dashboardsFor Financial services
Start with an accelerator →
horizon.yourfirm.com/overview
Good morning, Amira
Leadership overview · updated 6:30 AM
AH
Assets managed$1.8B▲ 3.2% vs last quarter
On time97%▲ 1.1 pts
Open cases18▼ 6 this week
Assets managed, this yearActualPlanQTDYTD
JanAprJulOct
SourceOwnerStatusLast sync
CRMAdvisorsLiveNow
BillingFinanceHealthy6:00 AM
PortfolioOperationsHealthy6:15 AM
Service deskClient careHealthy6:30 AM
services.riverbend.gov
City of RiverbendServicesPay a billPermitsStatusHelpSign in
Resident services
Every request, one front door.

Permits, bills and repairs in one place, with live status from every department.

What do you need? Try “building permit”Search
Pay water billReport a potholeRenew a license
Building permit#4821 · 1420 Cedar AveIn review
SubmittedIn reviewApprovedIssued
Updated 2 hours agoTrack
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Riverbend

Your requests

4 active
Building permit#4821 · 2h agoReview
Water service#4790 · MonDone
Road repair#4802 · Oct 16Booked
Business license#4755 · Oct 2Issued
Text me status updates
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Concept · Systems Integration Blueprint

Gateway

One public portal connected to permits, billing and case systems, so residents see live status and staff stop re-typing the same data.

Includes Integration blueprint, API build, monitoringFor Public sector & tribal
Start with a blueprint →
What we do

From strategy to systems that run.

Strategy, engineering and change management under one roof, so nothing gets lost between the plan and the go-live.

01

AI Strategy & Implementation

Private, governed AI: readiness, pilots, deployment and support, with your data under your control.

02

Workflow Automation

Process redesign and automation that removes manual work without breaking the way teams operate.

03

CRM & Customer Systems

A sales and service system your team will actually use, set up around how you sell, serve and grow.

04

Data & Analytics

One trustworthy view of the business: clean sources, shared metrics, and dashboards leaders can decide from.

05

Systems Integration

APIs and sync patterns that turn disconnected tools into one dependable system.

06

Technology Transformation

Multi-quarter modernization, led end to end by senior architects who plan to be invited back.

Ways to start. Fixed scope, moving fast.

Six focused engagements built to move a specific problem from stalled to moving. Tell us the problem and we will recommend the shape.

01

AI Opportunity Assessment

Leadership wants to move on AI, but the options are unclear and every vendor sounds the same.

What you get

Opportunity map · Value and readiness scoring · Governance basics · Pilot definition

Ask about this →
02

Automation Roadmap

Teams are drowning in manual work, and nobody has a plan for what to automate next or in what order.

What you get

Process inventory · Impact scoring · Prioritized backlog · Delivery sequence

See the concept →
03

Private AI Starter

You want AI your staff can use on internal documents, but sensitive data cannot leave your control.

What you get

Private AI setup · Knowledge assistant on your documents · Access controls and audit logs · Staff training

See the concept →
04

Data Visibility Accelerator

Reporting is spread across tools, definitions disagree, and no one trusts the number on the screen.

What you get

KPI definitions · Warehouse setup · Executive dashboards · Data quality baseline

See the concept →
05

Systems Integration Blueprint

The stack is growing faster than it is connecting. Data flows through people instead of systems.

What you get

Architecture blueprint · Vendor selection · Integration build plan · Runbook

See the concept →
06

Operating Model Modernization

Growth is creating friction. Teams, processes, and tools no longer fit together.

What you get

Target operating model · Process design · System roadmap · Change plan

Ask about this →

Different sectors. The same craft.

We work with operations-driven organizations wherever the systems carry the weight. Most first engagements are one assistant, one workflow, one dashboard, or one integration.

01

Financial Services

Client visibility, compliance-heavy process automation, and data unified across CRM, portfolio, and operations.

For exampleClient 360 rollout

02

Healthcare and Life Sciences

Fragmented systems integrated, admin workflows automated, and operational data leaders can defend.

For exampleReferral and intake automation

03

Professional Services

Delivery automation, engagement workflows, and CRM, billing, and reporting that scale capacity, not headcount.

For exampleUtilization and margin reporting

04

Real Estate and Property

CRM, lead routing, and portfolio reporting for operators managing across teams, funds, and asset types.

For exampleLead routing and attribution

05

SaaS and Technology

Go-to-market systems aligned, revenue operations automated, and customer data turned into clear signals for leaders.

For exampleCRM and revenue operations reset

06

Public Sector and Tribal

Constituent services, case management, and cross-entity reporting, modernized without disrupting mission or sovereignty.

For exampleCase management modernization

07

Energy and Utilities

Asset, field, and customer data unified into one operational picture for utilities and clean-energy developers.

For exampleAsset and reliability reporting

08

Nonprofits

Donor, program, and grant systems unified so staff spend more time on mission than on data entry.

For exampleGrant tracking and reporting

Private by design

Your data.
Your AI.
Your control.

AI should work for your business, not the other way around.

We set it up on your own servers or your own cloud account, so sensitive data never goes to outside AI companies.

Every answer is traceable, every user has the right access, and you own what we build.

Three phases.
One clear path.

No black boxes. Every engagement moves through the same simple shape, and we stay on to support what we build.

I

Assess

Find where AI and automation pay off, and what your data can support.

II

Pilot

Prove one use case in 90 days, with clear goals and a yes or no at the end.

III

Scale

Roll out what works, train your people, and keep it running and improving.

The firm

A consulting firm built to actually finish.

Most firms sell hours. We sell results, and staff the work with people who have shipped the specific thing you are asking us to ship. Clients tell us it feels closer to a product build than a typical consulting project. That is intentional.

One team, plan to go-live
StrategyDataAIIntegrationSupport

Senior work, all the way down.

The person who scopes the engagement is the person who does it. No junior-first delivery model.

Small teams, tight loops.

Two to four people, close to you, shipping in weeks. Larger teams are the exception, not the default.

Systems that outlast us.

We hand back documentation, admin access, and a team that can run the system without calling us first.

Start a conversation

Bring us the problem. We’ll bring the team.

Tell us what you are trying to solve. We reply within one business day with next steps, or a straight answer if we are not the right fit.

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