
SaaS, AI & Automation Engineering
We design, develop, and integrate software systems.
BUILD
SaaS Platforms
Enterprise Applications
Portals
Mobile Apps
Internal Systems
AI
LLM Integration
RAG
AI Agents
Assistants
Document Intelligence
AI-enabled Workflows
AUTOMATE
Business Workflows
Approvals
Data Movement
Notifications
Reporting
Process Orchestration
INTEGRATE
REST APIs
CRM / ERP
Microsoft 365
Dynamics 365
Third-party Platforms
Databases
Engineering Applied to
Business
From CRM and ERP to data platforms, knowledge bases and operational applications, we work with the systems businesses already depend on — building around them, connecting them and introducing AI at the level the requirement actually needs.
GTM & REVENUE
AI-assisted applications — account research, buying signals, opportunity analysis, proposals & RFPs
Tool-using AI — CRM retrieval & updates, enrichment, quoting, support actions
Agentic workflows — multi-step research, qualification, outreach preparation & customer-service workflows
Multi-agent systems — coordinated research, account intelligence and execution where the GTM process genuinely requires specialised agents
FINANCE & MANAGEMENT
AI-assisted applications — variance analysis, forecasting, scenario modelling, management analysis
Tool-using AI — financial data retrieval, report generation, reconciliations & controlled system actions
Agentic workflows — close support, reconciliation, exception investigation, approvals & recurring reporting processes
Multi-agent systems — coordinated analysis across financial, operational and planning data where multiple specialised tasks justify it
OPERATIONS & SUPPLY CHAIN
AI-assisted applications — demand analysis, document intelligence, anomaly detection, operational decision support
Tool-using AI — inventory queries, order status, vendor data, document retrieval & system actions
Agentic workflows — exception investigation, procurement workflows, order issues & cross-system operational actions
Multi-agent systems — specialised agents coordinating complex planning, procurement or operational workflows where appropriate
Enterprise Knowledge & Work
AI-assisted applications — enterprise search, document intelligence, knowledge assistants, research & summarisation
Tool-using AI — policy retrieval, employee information, document access, internal requests & system actions
Agentic workflows — employee-service requests, onboarding workflows, knowledge tasks & cross-functional processes
Multi-agent systems — specialised research, knowledge and task agents coordinating complex internal work where required
Leadership
The people responsible for the direction, engineering and quality behind LEADSOURCE TECH.




