
Mosaic Finance
AI-powered financial planning — conversational fact-find, automated plan generation, full dashboard.
A fixed-fee AI Tools Assessment maps your biggest time-drains to the right tools in two weeks — with a 4-day quick-start plan and an honest ROI. Fully credited if you build with us.
Here's the honest state of things: every business can buy the same AI today. The tools aren't the edge anymore. The edge is knowing exactly where they belong in your business, where they don't, and what to build for the gaps the tools can't reach. That's what the assessment finds — and what we build.
A 45-minute recorded Zoom. We inventory your workflows, tool stack, and time-drains — no pitch, just signal.
We run the transcript through a custom analysis skill and deliver a templatized report: effort-vs-impact matrix, tool recommendations with cost and time saved, a 4-day quick-start plan, and an honest ROI slide.
A 30-minute review call. You leave with quick wins you can run yourself — and a clear "major projects" quadrant for anything off-the-shelf can't solve.
Delivered in ~2 weeks. $1,500 CAD — fully credited toward any implementation booked within 90 days.
Read a complete sample report ↗Or get a free Time-Leak Score →
Most small businesses are dabbling in ChatGPT without integrating anything into core operations. We find the reclaimable hours — then show you which tools to buy and which systems to build.
"Reclaimable hours" means identified opportunities, not already-implemented ones. Terms disclosed before you pay.
Don't pick a SKU cold. The $1,500 CAD AI Tools Assessment maps the leak, names the one door that fits, and credits the fee toward any build booked within 90 days.
The stack
8 assessment slots / month · hand-built reports
Fixed price · fixed scope · prices shown. Not eight equal “buy now” buttons — a prescription menu.
Workflows, knowledge systems, and skill suites that remove manual drag — without ripping out the tools you already trust.
Days, not weeks
A single workflow or integration that kills a recurring manual task — connected to the tools you already use.
Scoped and priced in writing before work starts.
1–2 weeks
Process redesign plus a custom GPT / knowledge base / SOP system your team actually uses — not another unused Notion wiki.
1–3 weeks
A skill suite built with you — reusable AI workflows wired to your real processes, not generic prompts.
Done-with-you sessions so your team can extend what we leave behind.
Fixed-price products with your repo from day one — niche directories and MVPs that work as the written spec says.
1–2 weeks
Your own discovery platform: interactive maps, geo search, structured listings, ratings and reviews, user lists, and an admin panel — on a live engine you can inspect today.
Built on a shipped product in our portfolio.
2–4 weeks
A real working product: auth, payments, database, your core workflow, admin basics. Deploy, domain, analytics, handover, and 30 days of Care.
The final 50% is only due when it ships working as the written spec says.
Retainers and rolling capacity so what we ship stays live — and the next request doesn't wait on a new hire.
Ongoing · attaches to any shipped build
Hosting, monitoring, fixes, and small tweaks so what we ship stays healthy. Three tiers by how hands-on you need us — priced so the smoothing layer is an easy yes at handover.
Offered on every delivery email. Pause or cancel anytime.
Ongoing · pause anytime
Rolling build capacity. Unlimited request queue, one active build at a time, most requests shipped in 2–4 business days. Pause anytime; unused days bank.
Ongoing · capped at 5–6 clients
Done-with-you retainer that turns AI from a dabble into a working system: two 45-minute Zoom builds a month, async access with a 12-business-hour SLA, a 90-day win defined upfront, and a living accomplishment hub.
Real capacity — we publish the cap.
Every custom build gets checked against your own history before you pay the balance. If we build you a quoting tool, we run your last fifty real quotes through it and show you the scorecard: what matched, what didn't, and what we fixed. You don't take our word that it works. You watch it work on your own examples. Flagship MVP: final 50% only when it ships as the written spec says.
If you run QuickBooks, Jobber, Gmail, or a spreadsheet that works, we build on top of it — we don't rip it out. New software is a last resort, not a sales strategy. The best build is the one your team doesn't have to learn.
Token launchpad and on-chain infra live on a separate page.
Four products we built ourselves — live demos, public code. This is why the assessment's "major projects" quadrant is honest: we can actually build what we recommend.

AI-powered financial planning — conversational fact-find, automated plan generation, full dashboard.

Token launchpad on Avalanche — bonding curves, on-chain trading, wallet integration.

Map-based discovery platform — geo search, structured listings, ratings, reviews, user lists.

Content & curation platform with newsletter and multi-channel distribution.
Most AI consultants stop at a slide deck. We can recommend free tools generously — and honestly recommend building when nothing off-the-shelf solves it. Same team does both.
Paid diagnostics self-qualify and convert. $1,500 CAD filters tire-kickers, sits below the usual "readiness" band, and disappears entirely if you proceed to a build.
Five reclaimable hours per week, or a full refund. Capacity is limited so every report is hand-built. No fake urgency — just real constraints.
If you have 2–20 people, real workflows, and a budget for $1,500, we can assess you. A few verticals sit on a shortlist while we sequence capacity — not because they aren't a fit long term.
Four products we built ourselves are live. Judge the work before you pay for advice about work.
Capital-markets habits: written specs, disclosed pricing, and a plain-English record of everything we ship. When we build, final payment is due only when it works as the spec says.
Yes. Start with the free Time-Leak Score (about 3 minutes) for hours/week + a dollar range. Or read a complete sample assessment — fictional client, real process, nothing held back. The paid assessment is the exact map + guarantee, not a more personalized version of the free score.
A 45-minute recorded discovery call, AI analysis of the transcript, a written report (executive summary, effort-vs-impact matrix, tool recommendations with cost/setup/time saved, a 4-day quick-start plan, ROI slide, and a major-projects quadrant), plus a 30-minute review call. Fully credited toward any implementation booked within 90 days. Read a complete sample report.
We identify at least five reclaimable hours per week — opportunities that are real and actionable, not already implemented. If we can't, your $1,500 is refunded in full. Full definitions, refund mechanics, and recording consent are in the Assessment Engagement Terms, disclosed before you pay.
Small businesses with roughly 2–20 employees, identifiable manual workflows, and budget for a $1,500 assessment. Most verticals are fair game. Advice-, wealth-, and healthcare-practice-adjacent firms are a natural long-term fit — we hold those on a shortlist while we sequence capacity, then circle back. Not a hard no.
No. We recommend free and cheap off-the-shelf tools generously in the quick-wins quadrant. Build recommendations only appear when nothing on the shelf solves the problem — and because we can actually ship software, those recommendations are honest, not a bait-and-switch.
Don't pick a SKU cold. Three doors after the assessment: Automate (workflows, knowledge systems, Claude skills), Build (directories, MVPs), or Maintain (care retainers, sprint subscription, AI Concierge). The assessment names the one that fits — fee credited toward any build. No obligation.
Two 45-minute Zoom working sessions per month building Claude skills with you, plus async access with a 12-business-hour SLA. Capped at 5–6 clients — real capacity, published openly. $1,800–$2,800 CAD/mo depending on scope. Lives under Maintain.
You do, from the first commit. We build in a repo under your account. Final 50% on builds is due only when the product works as the written spec says.
A studio that ships under a brand, not a face. Capital-markets discipline on scope and risk; AI-native delivery on speed. Judge the work — every product in the portfolio is live.
Free headline score with a dollar range. Full breakdown after email. Then the paid assessment for the exact map — guaranteed.
$1,500 CAD. Built for teams of roughly 2–20 with real manual workflows. Five reclaimable hours a week identified, or a full refund — credited toward any build within 90 days.
Fictional client, real process — the entire deliverable.
Not ready? Free Time-Leak Score →