Onboarding assessment
Find where your platform can make a useful difference first. Review your workflows, data and software, then agree on priorities and a rollout plan.
See the onboarding assessmentIndustry-specific AI brains
One click to choose, one click to go.
By industry
By need
Give your business an AI brain. Our industry-specific platforms connect your data, workflows and AI agents in one place, so your team can serve more customers and grow with less busywork.
The AI brain for your insurance agency.
The AI brain for your insurance agency, with the AMS records and workflows your agents need to serve clients.
The AI brain for your architecture or engineering firm.
The AI brain for your architecture or engineering firm, connecting projects, proposals, permits, and invoices with AI that acts with your permissions.
The AI brain for your contracting business.
The AI platform for your contracting business, bringing estimates, job progress, crews, and billing into one connected operation.
14M+ clean business records, ready for your outreach.
Search business records for free, reveal the contacts you need, and push them to outreach.
Florida HVAC load and energy calcs built for AI agents over MCP.
One AI brain for your business. It holds your records, workflows and permissions, so your people and AI agents work from the same context. Admin work runs itself and your team approves what matters. Pick the platform built for your industry; onboarding includes implementation.
Work in the platform directly or let agents do it for you. Either way, every action uses your permissions, and you stay in control.
Bring your clients, documents, projects, and workflow status into a platform that understands your industry.
Use AI to help with follow-up, documents, service, and daily coordination, using the records and permissions in your platform.
Spend less time moving information between tasks and more time serving customers, making decisions, and growing your business.
As AI raises the bar for speed and service, the way your business operates matters more. Build the capacity to respond faster, follow through consistently, and handle more work today, so you are ready for what comes next.
Give your AI agents a home built for your industry. Agency Nexus, Blueprint, Sitework and Implio connect the records, tools and workflows agents need to help manage your business, alongside the people who use them. Automate supported tasks and remove repeated data entry from those workflows. Sourcy DATA brings business intelligence and contacts into the picture, Sourcy Structural lets your AI run structural calculations, and Sourcy Calcs (coming soon) does the same for Florida HVAC load and energy calcs. Together, your platforms work as one company brain.
Agency Nexus is the AI brain for independent insurance agencies. Its agency management system gives AI the policy and client context to support service, certificates, commissions, and follow-up from one place.
Blueprint is the AI brain for architecture and engineering firms. Projects, documents, proposals, and billing give Blueprint AI the context to help coordinate work and take action with your permissions.
Sitework is the AI brain for contractors. It brings estimates, project phases, crew activity, and milestone billing into a shared job record, so your business can keep work moving from first visit to final payment.
Sourcy DATA is our business intelligence platform. Find Florida business records and contacts, build focused prospect lists, and support your CRM and sales workflows.
Structural calcs your AI runs. Sourcy Structural has a full MCP connection for ChatGPT, Claude and Grok Bot, with every step shown for your engineers, who can also use it directly.
Florida HVAC load and energy calcs, including Manual J and Form R405, built for AI agents over MCP.
Coming soon
| Client | Line | Stage |
|---|---|---|
| Gulf Shore Landscaping | Commercial auto | Quoted |
| Palm Dental Group | BOP | Bound |
| Cape Marine Repair | General liability | Active |
| Lee County Roofing | Workers' comp | Renews in 21 days |
When you onboard onto a Sourcy platform, our team helps you choose the first use case, connect your systems and put AI to work with your team. Implementation support is part of onboarding, not a separate service.
Find where your platform can make a useful difference first. Review your workflows, data and software, then agree on priorities and a rollout plan.
See the onboarding assessmentExtend your platform with agents and automations around your business. Connect tools, prepare data and test the workflow before putting it into production.
Explore custom AI implementationPut Agency Nexus, Blueprint, Sitework or Implio at the center of your operation, with migration, workflow configuration and team training scoped to your needs.
See platform onboardingIn production with teams across Florida: an insurance agency, an engineering firm and an HR services business. Each runs its own mix of platforms, AI agents and search work.
An insurance agency working from Agency Nexus, Sourcy’s platform for insurance.
Sourcy connects the agency’s website and search program to the workflow behind them. Custom AI agents and automations take the approved steps after an inquiry, and a licensed or accountable person takes over where judgment is needed.
An engineering firm working from Blueprint, Sourcy’s platform for A&E.
Blueprint connects project records, proposals, documents, billing and permissions, so the team and authorized AI agents work from the same context. The website, search program and operating software are delivered as one plan.
An HR services business whose search program feeds a lead workflow with clear owners.
Sourcy builds the SEO and the website, then connects each inquiry to a defined follow-up: what is collected, where the record goes and who responds next. Automations handle the repeatable steps KeyHR approves. Exceptions and client-facing calls stay with its team.
Also working with Sourcy: Designda, Land Engineering and AES.
AI actions live in Blueprint, across 33 areas of the product.
BlueprintBusiness records from state licences, Sunbiz and FMCSA/DOT.
Sourcy DataVoice and chat coverage for agencies, logged to the CRM.
NexusTo put a focused AI agent into production.
AI AgentsVoice is one part of an AI-powered operation. Meet Nova, the AI agent we use at Sourcy, and try a live conversation in English or Spanish right in your browser.
Uses your microphone. Calls may be recorded for quality. Nova speaks English and Spanish.
Your agency’s AI brain, built around policies, clients, certificates, and service.
Your firm’s AI brain, built around projects, disciplines, documents, and billing.
Your contracting business’s AI brain, built around estimates, jobs, crews, and payments.
Start with a focused AI workflow built around your business, data, and existing systems.
A voice agent that answers day and night and logs every call to your CRM.
Talk to Nova →Filter licensed businesses by trade, county and licence status. Search free.
See Sourcy Data →Bring project records, proposals, and billing together with Blueprint AI.
Explore Blueprint →Progress billing your clients approve from their own portal.
See Sitework →Start with Agency Nexus, Blueprint, Sitework or Implio, built for the way your industry operates.
Bring in your records, team, and workflows. Define the access and actions your AI needs.
Start with a workflow that saves your team time. Review the results and expand from there.
Use your platform as the foundation for more automation. Implementation support comes with onboarding.
Add data, growth expertise, or human support as you need it. Your industry-specific AI platform stays at the center.
Find the business records and contacts that support your prospecting and outreach.
Explore Sourcy DataSupport customer acquisition with marketing, outreach, and growth services around your operation.
Explore Sourcy GrowthAdd bilingual professionals for customer relationships, judgment, and work that needs a person.
Explore Sourcy HIBased in Bokeelia, Sourcy helps businesses across Florida put AI to work, with a focus on the Gulf Coast from Sarasota to Naples and the Atlantic Coast from West Palm Beach through Miami to the Florida Keys.
Sarasota, Venice, North Port, Port Charlotte, Punta Gorda, Cape Coral, Fort Myers, Estero, Bonita Springs, and Naples. Connect office records with the people managing clients, projects, and work in the field.
West Palm Beach, Boca Raton, Fort Lauderdale, Hollywood, Miami, Homestead, Key Largo, Islamorada, Marathon, and Key West. Bring intake, follow-up, documents, and business workflows into one connected operation.
Short answers. For anything else, book a call.
Sourcy is a software company that builds industry-specific AI platforms for small and mid-size businesses. Agency Nexus serves insurance agencies, Blueprint serves architecture and engineering firms, Sitework serves contractors, and Implio serves PEO and HR teams. Sourcy DATA is its business intelligence platform, Sourcy Structural runs structural calculations through your AI over MCP, and Sourcy Calcs (coming soon) covers Florida HVAC load and energy calculations for AI agents. Each platform is an AI operating brain for its industry, connecting business records, workflows, and AI agents, and together they form a company brain. Implementation support is part of onboarding onto the platforms.
An AI brain brings your business data, workflow status, rules, permissions, and AI agents together inside an industry-specific platform. It gives AI the context to help with real work, from client follow-up to documents and daily operations, while your team controls access and approvals. Available actions depend on the platform and your configuration.
A focused agent for one repeat task typically goes live in 2 to 4 weeks from discovery. Sourcy confirms the milestones in the written proposal.
Sitework is one price per company: Starter US$149/month (US$119 billed yearly), Core US$249 (US$199), Pro US$399 (US$319), Custom quoted. Every plan includes unlimited users, AI included (fair use), outside AI agent connections and industry-standard G702/G703 format pay applications. Add-ons: AI Voice from US$99/month, AI Chat US$39/month (included on Core and Pro), Website + SEO from US$299/month plus US$1,950 setup (includes AI citation optimization for ChatGPT, Claude, Gemini, Perplexity and Grok, and SEO and AI visibility monitoring with monthly reports; the Growth bundle and Sitework Complete include it too), LiDAR Scan US$49/month. To get started with Sitework, book a demo with our team; there is no self sign-up. Sourcy AI Essentials starts at $300/month for a tightly scoped, low-support configuration, and Sourcy DATA Limited is $125 per seat per month. Agency Nexus and Blueprint publish their current subscription options on their product websites. Custom AI implementation and managed programs are scoped to your workflows and requirements.
No. Agents act with the permissions of the person who asks, and actions that change data or reach a client can require confirmation. Accountable decisions and exceptions stay with your team.
Sourcy is headquartered on Pine Island (Bokeelia), Florida, and works with teams across Florida. Our bilingual team works from Colombia on U.S. hours.
Yes. On-site work is available in Florida for discovery, setup and training. Scope, schedule and any travel are agreed with our team: use our contact page (Monday to Friday, 8 AM to 6 PM ET) or email innovation.ia@sourcyinc.com.
Give your business the capacity to move faster today and adapt to what comes next. Start with the AI platform built for your industry.