Free discovery sessionSee which agents would take the admin off your sales team

We build the system.
Then we run it with you.

Go Fig is an AI advisory firm. We capture your data into infrastructure you own, build the agents that act on it, and stay to run them. Senior-led, custom to your business, and live in under 30 days.

Book a discovery session

How we work

We don't hand you a tool. We build the system and run it with you.

Every engagement starts by capturing the data your business already generates into infrastructure you own, then modeling it into one governed layer where every number traces back to its source. Agents run on top of that: they read your systems, do the work, and either act or queue the action for a person to approve. Sales is usually the first place we look, because that is where the data is richest and the dropped work is most expensive, but the same foundation serves finance, operations, and anywhere else administrative work throttles the business. Your data never leaves your environment, and nothing is a template someone else is already running.

Six services, one engagement

Each delivered end to end by a senior advisor. Start with one, expand into the rest.

01

Data Capture & Integration

Every system that touches your business, pulled into infrastructure you own.

We build the pipelines, connectors, and quality checks that pull your CRM, ERP, accounting, support, product, billing, and the spreadsheets nobody will give up into one place. Batch or real time, tuned to how your team actually works.

  • Pipeline design across CRM, ERP, accounting, HRIS, support, product, and billing systems
  • ETL/ELT with real-time and batch processing
  • Custom connector builds for proprietary or industry systems (2-week delivery)
  • Quality monitoring with anomaly detection on source feeds
  • Ingestion of calls, email, and documents alongside structured records
02

The Data Layer You Own

One governed, reconciled model of your business that every number traces back to.

The reconciled foundation the rest of the engagement runs on. We model your systems around your entities, your accounts, and the relationships between them, so people and agents read from the same governed source. You own it outright.

  • Data modeling for entities, accounts, and cross-system relationships
  • Reconciliation so the CRM, the ledger, and the source systems agree
  • Multi-entity consolidation with intercompany eliminations and FX
  • Full lineage from source record through to every reported number
  • Infrastructure you own and can take with you
03

Agents

The core deliverable. Skills, triggers, and actions, gated by your approval.

Agents are what the engagement is for. Each has skills (what it knows how to do), triggers (when it wakes up: a schedule, a webhook, or a change in the data), and actions (what it does, on its own or queued for a person to approve). Custom to your process, not a menu you pick from.

  • Custom agents built on your data and your process
  • Skills for reading systems, drafting outreach, updating records, and summarizing calls
  • Triggers on a schedule, a webhook, or a change in the data itself
  • Per-agent, per-action approval so nothing goes out until you trust it
  • Ongoing tuning against what your team approves and rejects
04

Reporting & Analytics with Celeste

Live dashboards and an AI analyst on the same governed data your agents read.

The surface your team and your board interact with. Dashboards that update as the data does, reporting on schedule, and Celeste, Go Fig's AI analyst, running variance, segmentation, and reconciliation against the same source. Every number drills to the record that produced it.

  • Live dashboards with drill-through to source records
  • Board decks and recurring reporting generated on schedule
  • Celeste for variance, segmentation, reconciliation, and anomaly detection
  • Direct data access into Excel or your AI surface of choice via MCP
  • Self-service analytics for ad-hoc exploration by your team
05

System Modernization

Migrate off legacy reporting, retire spreadsheet silos, and replace failed BI.

When a legacy report is stuck, a BI project has stalled, or spreadsheet sprawl is running the business, we modernize you out of it. No rip-and-replace of the systems that work. We sit on top of what works and replace what doesn't.

  • Legacy assessment across ERP, BI, and spreadsheet sprawl
  • Migration paths that preserve your systems of record
  • Replacement of failed or abandoned BI deployments
  • Cost analysis across license, implementation, and maintenance spend
  • Hybrid strategy: on-prem systems of record with modern cloud analytics
06

Governance & Security

Enterprise-grade controls across every system in the data layer.

The controls your auditors, your board, and your customers expect, built in from day one. SOC 2 Type II by default. Role-based access, SSO, MFA, and full audit trails, with every agent action carrying the reasoning path that produced it.

  • SOC 2 Type II controls and trust center documentation
  • Role-based access, SSO (SAML/SCIM, Google, Microsoft Entra), and MFA
  • Column-level access restrictions and full audit logging
  • End-to-end lineage from source record through agent action
  • Compliance posture for GDPR, SOX, HIPAA, and industry-specific regimes

How a Go Fig engagement runs

1

Week 1: Discovery

A senior advisor learns your business, connects your systems, and maps where the work actually piles up. You keep working while we do the heavy lifting.

2

Weeks 2-3: Capture & build

We pull your systems into one governed data layer you own, then build the agents and reporting your team needs on top of it. No data engineers or technical skills required on your end.

3

Week 4: Launch

Your team goes live. We train everyone, validate against your actuals, and make sure every number ties out. Your first agent is in production.

4

Ongoing: We stay

We tune the agents against what your team approves, build the next one, and stay on as the system grows. You are never handed a login and left alone.

Book a discovery session

Who we work with

Teams that hire us usually look like this.

  • Revenue leaders whose forecast is a fiction their reps maintain by hand
  • Sales teams paying an admin tax on every deal, call, and handoff
  • RevOps teams stitching CRM, calls, product, and billing together by hand
  • Companies that bought AI tools and still cannot get them to act on their data
  • Finance teams running the close on fragmented spreadsheets and an aging ERP
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Frequently Asked Questions

How Go Fig delivers its services and what an engagement looks like.

What services does Go Fig provide?

Six, delivered end to end by a senior advisor: Data Capture & Integration, the Data Layer You Own, Agents, Reporting & Analytics with Celeste, System Modernization, and Governance & Security. They map to one arc: we capture your data into infrastructure you own, model it into one governed layer, build the agents that act on it, and stay to run them.

Do I have to buy all six?

No. Most clients start with one or two and expand from there. Sales is usually where we start, because that is where the data is richest and the dropped work is most expensive. From there the same foundation extends to finance, operations, and anywhere else administrative work is throttling the business.

How is this different from a general data consultancy or an AI vendor?

A consultancy builds you a data stack and leaves. A vendor sells you a tool and leaves the work to you. We do both parts and then stay: we capture your data into infrastructure you own, build agents that actually do the work, and run them with you. Nothing is a template someone else is already running against the same market.

What does a Go Fig engagement look like?

Week 1 is discovery: a senior advisor learns your business, connects your systems, and maps where the work piles up. Weeks 2-3 are capture and build: we pull your systems into one governed data layer you own and build the agents and reporting on top of it. Week 4 is launch: we train your team, validate against actuals, and put your first agent in production. Then we stay to tune it and build the next one.

What is the data layer you keep referring to?

It is the reconciled foundation the rest of the engagement runs on: every system, every entity, and every relationship in your business connected and modeled into one governed source, where people and agents read the same numbers and every number traces back to its record. It is not a dashboard and not a brand name. It is infrastructure you own outright and can take with you.

Do I need data engineers on my team?

No. Our senior advisors handle the capture, the modeling, the governance, and the agent builds. Your team owns the work only they can: defining what good looks like, approving what the agents do, and interpreting results. We handle the technical complexity.

Can Go Fig migrate us off our legacy ERP reporting?

Yes. System Modernization is built for teams stuck on legacy ERP reporting, spreadsheet silos, or a failed BI project. We don't require you to replace the systems that work. We sit on top of them, pull and reconcile the data into one layer you own, and give you modern reporting and agents without the rip-and-replace cost.

How long does an engagement take?

Your first agent is in production inside 30 days. We handle the data connections, the governed model, the reporting build-out, and the agent build, then train your team and validate against your actuals. You define the outcomes; we deliver the running system and stay to grow it.

How do you price an engagement?

Pricing is custom and senior-led, scoped to your engagement: how many systems we capture, the entities and domains in scope, and how many agents we build and run. It starts with a free discovery session on your sales system, where a senior advisor maps the work and scopes the build. You get a scoped quote, not a plan you configure alone.

Book a free discovery session on your sales system

A senior advisor walks your sales system with you: where the data actually lives, where the work piles up, and what is falling through. You leave with a map of the highest-value optimizations and a real read on what it would take to build them. No pitch deck, no slideware.

Book a discovery session