AI Automation for B2B Service Providers

Outthink.Outpace.Outperform.

Harpia AI gives B2B service providers the intelligence layer to automate client delivery, eliminate operational drag, and scale revenue — without scaling headcount.

0Workflows Automated
3.8×Avg. Revenue Multiplier
12 daysAvg. Time to Value
Client Delivery AutomationProposal GenerationRevenue IntelligenceAccount Health ScoringOnboarding WorkflowsScope of Work BuilderPipeline AutomationReal-Time ReportingClient Delivery AutomationProposal GenerationRevenue IntelligenceAccount Health ScoringOnboarding WorkflowsScope of Work BuilderPipeline AutomationReal-Time Reporting
The Problem

Your firm is growing.
Your operations aren't.

B2B service businesses are scaling revenue — but scaling headcount and manual processes at the same rate. The result: eroding margins, burnout, and clients who notice the cracks.

68%

of delivery time is manual admin

Your best people are buried in status updates, report generation, and chasing approvals — instead of doing the work clients pay you for.

3–6 wks

lost per client onboarding cycle

Disjointed tools, manual handoffs, and zero standardisation mean every new client is a scramble — eroding margin before you've even started.

42%

of upsell revenue goes unrealised

Without real-time account intelligence, your team can't see expansion signals until it's too late — leaving millions in ARR on the table every year.

12×

cost of replacing a burned-out senior

Talent churn driven by repetitive, low-value work is the hidden tax killing your margins — and traditional software wasn't built to fix it.

The Cost of Staying the Same

Inaction has a price tag.
It compounds every year.

Every month without an intelligent operations layer, your firm bleeds margin it can't see. Here's what the average service firm loses by not acting.

Year 1

Lost margin from manual overhead

$340K
Year 2

Unrealised upsell + churn loss

$820K
Year 3

Talent replacement + drag

$1.4M
3-Year Cost of Inaction$2.56M+

The good news: Harpia AI customers recover an average of $380K in Year 1 — and the platform pays for itself within the first 90 days.

The Solution

One intelligence layer.
Built for service firms.

Harpia AI is the operating system for B2B service businesses — connecting your data, automating your workflows, and surfacing the intelligence you need to grow without adding headcount.

01

Automate delivery

Replace repetitive manual workflows with intelligent agents that handle onboarding, reporting, and fulfillment automatically.

02

Surface revenue

AI-powered account intelligence flags upsell signals, renewal risks, and pipeline gaps before you lose the opportunity.

03

Close faster

Generate proposals, scopes, and contracts in minutes using AI trained on your service catalog and pricing logic.

04

Operate with clarity

One real-time command center consolidating client health, team capacity, and project status — zero manual reporting.

How It Works

Live in 12 days.
Not 12 months.

Four steps from sign-off to a fully operational AI system — with a dedicated onboarding team guiding every stage.

01Day 1–2

Connect your stack

Harpia AI integrates with your CRM, PSA, project management, and communication tools in hours — not months. 40+ native integrations, zero engineering required.

02Day 3–5

Map your workflows

Our onboarding team works with you to map your service delivery, proposal, and revenue workflows. We configure Harpia to match exactly how your firm operates.

03Day 6–12

AI goes to work

Harpia's AI agents begin automating your highest-volume workflows — generating reports, scoring accounts, drafting proposals, and surfacing opportunities in real time.

04Day 12+

Scale with confidence

With operations running on autopilot, your team redirects time toward strategic client work. Revenue intelligence surfaces the growth opportunities you were too busy to see.

01 / Day 1–2

Connect your stack

We support HubSpot, Salesforce, Pipedrive, Monday, Asana, ClickUp, Slack, Teams, Google Workspace, Microsoft 365, and more. Your data stays in your environment.

What's Included

Everything your firm needs.
Nothing you don't.

Cut delivery time by 70%

Delivery Automation

Intelligent Onboarding Agent

Automatically triggers onboarding tasks, sends client questionnaires, and populates your PSA the moment a deal is closed.

Automated Report Generation

Weekly and monthly client reports drafted, formatted, and ready for review — in seconds, not hours.

Fulfillment Workflow Orchestration

Routes tasks, assigns owners, and tracks SLAs across every active engagement without manual intervention.

Client Communication Drafting

AI-generated status updates and check-ins aligned to your brand voice, ready for one-click send.

Onboarding tasks triggeredauto
Client questionnaire sentauto
PSA populatedauto
Kickoff scheduledauto
73% complete
Expected Outcomes

Numbers your CFO
will want to see.

These are not projections. They are averages measured across Harpia AI's live customer base — with data updated quarterly.

0%

Reduction in delivery overhead

Average time saved on manual admin, reporting, and onboarding tasks across all customers.

0×

Revenue multiplier

Average ARR growth multiplier achieved by customers within 12 months of deployment.

0%

Higher win rate on proposals

Customers using Harpia's Proposal Engine close deals significantly faster with higher accuracy.

0 days

Average time to first value

From signed contract to first automated workflow live — measured across 200+ deployments.

0%

Reduction in reporting time

Client-facing and internal reports generated automatically, reviewed and sent in minutes.

0M+

Avg. upsell surfaced per firm

Revenue identified through Harpia's account intelligence that would otherwise have been missed.

Based on data from 200+ B2B service firms · Updated Q1 2025

Case Studies

Real Service Firms.
Measurable Results.

Marketing Agency2024

Automated Client Delivery

70% reduction in delivery time
Management Consulting2024

Revenue Recovery System

+$8.4M in upsell revenue
IT Managed Services2024

Proposal Engine

4× faster close rate
Client Stories
Harpia AI cut our client onboarding from 3 weeks to 4 days. Our account managers used to spend 60% of their time on admin — now they spend it on work that actually grows accounts.
S
Sarah Chen
COO, Meridian Growth Agency
FAQ

Questions we get
before every demo.

Most customers are live within 12 business days. Our onboarding team handles all integration setup, workflow configuration, and testing. You don't need an internal engineering resource — just a point of contact from your operations or delivery team.

No. Harpia AI works alongside your existing CRM, PSA, project management, and communication tools. We connect to them via native integrations and add an intelligence layer on top — you keep the tools your team already knows.

Your data never leaves your environment. Harpia AI processes it in-place using secure API connections. We are SOC 2 Type II certified, GDPR compliant, and operate under strict data processing agreements. We do not train shared models on your data.

Harpia AI is purpose-built for B2B service businesses — marketing agencies, management consultancies, IT managed service providers, accounting and advisory firms, and professional services organisations. If you have recurring client engagements, we can automate them.

Pricing is based on the number of active client accounts managed through the platform, starting at $2,800/month for firms with up to 25 accounts. Enterprise pricing is available for larger portfolios. All plans include onboarding, integrations, and support. Book a demo for a custom quote.

Every customer gets a dedicated customer success manager, quarterly business reviews, AI model tuning sessions, and priority support. We treat your ROI as a shared metric — if your numbers aren't improving, neither are ours.

Yes. Many customers start with Delivery Automation or the Proposal Engine before expanding to Revenue Intelligence and the Command Center. We can configure a phased rollout that matches your team's capacity to adopt new workflows.

Still have questions?

Book a 30-minute demo and ask us anything — we don't do scripts.

Book a Demo →
Harpia AI

Your competitors are
already automating.

Every week you wait, you're leaving margin, revenue, and talent on the table. The firms winning in 2025 are the ones who moved first.

200+
Service firms
12 days
Avg. time to value
3.8×
Revenue multiplier
90 day
Payback period

No commitment. No sales scripts. Just a direct conversation about your operations.

Get Started

See Harpia AI
In Action

Book a 30-minute demo. We'll map Harpia AI directly to your service delivery workflows and show you exactly what time savings and revenue uplift look like for your firm — no generic decks.

Emailhello@harpiaai.com
ResponseWithin 24 business hours
OfficesNew York · London · Singapore

No commitment required. We respond within 24 hours.