Book a callTalk to Nova

AI Operating Brains for Industry Teams

Quick answer

A Sourcy platform is an AI operating brain: the approved records, workflow state, business rules, permissions, and review paths that let agents perform repeatable work with real operational context. Human interfaces support oversight, exceptions, and accountable decisions.

Sourcy embeds industry-specific operating brains into insurance, architecture and engineering, construction, and PEO/HR workflows so AI agents can work from approved data, state, rules, permissions, and review paths.

Request a Quote →
  • AI-first operating context
  • Human review and exception paths
  • Implementation around real workflows
Implementation snapshot
StartAssessthe workflow and source records
BuildConnectsupported systems and permissions
LaunchTrainthe people responsible for the work
ImproveMeasurequality, exceptions and operating cost

Quick answer and definition

A Sourcy platform is an industry-specific AI operating brain configured around approved records, workflow state, business rules, permissions, agent actions, and review paths.

Who it is for

  • Teams with repeatable operational handoffs that need agents to work from shared, governed context
  • Organizations prepared to document their current process, source data, and accountable reviewers

Who it is not for

  • Teams seeking a generic chatbot or an instant replacement for every existing system
  • Organizations that cannot provide process owners, approved data, or required review controls

What the scope can include

Workflow and context definition

Map the selected process, approved records, rules, owners, exceptions, and approvals.

Operating brain configuration

Configure workflow state, permissions, agent actions, routing, review, and supported connections.

Adoption and oversight

Train responsible users to supervise the approved workflow, exceptions, and changes.

Pricing is tailored to scope. Contact Sourcy for current pricing. →

Core Capabilities

Blueprint

The A&E operating brain for project, document, billing, and consultant-workflow context that grounds approved AI assistance.

Explore Blueprint →

Agency Nexus

The insurance agency operating brain for intake, service, renewals, documents, and client-workflow context that grounds approved AI actions.

Explore Agency Nexus →

Implio

The PEO and HR operating brain for onboarding, payroll handoffs, documents, compliance tracking, and accountable review.

Explore Implio →

Sitework

The construction operating brain for field reports, RFIs, submittals, documentation, and subcontractor handoffs.

Explore Sitework →

Sourcy Scan (coming soon)

A LiDAR scanning app for iPhone and iPad with its own account, optional links to Structural, Calcs, Blueprint and Sitework, and a Scan MCP so AI can read scans.

Explore Sourcy Scan →

Sourcy LEAD (coming soon)

Pay-per-lead projects for architects, engineers and contractors.

Explore Sourcy LEAD →

Audit Monkey

Tool to prepare for, check and dispute workers' comp and GL premium audits. 50 MB of free uploads, then $20 per audit.

Explore Audit Monkey →

Custom AI Agents

Purpose-built agents configured to act on approved tasks through the operating brain, with exceptions and review explicitly defined.

Measured Implementation

Hands-on discovery, solution design, build and integration, staff training, go-live support, and ongoing optimization.

The Challenge: Manual Processes Are Holding Back Your Business

Disconnected tools force people to re-enter data and leave AI without the context needed to act safely. An AI operating brain should reflect the real process, shared data, rules, and review paths instead of adding another isolated tool.

AI Implementation That Starts With Operating Context

Sourcy maps the workflow, identifies the approved data and rules an agent needs, defines permissions and human review, then embeds the operating brain into the selected process.

AI Operating Brains Built Around Industry Workflows

Sourcy platforms hold the approved data, workflow state, business rules, permissions, and review paths that give agents the context to do approved repeatable work. Blueprint supports A&E, Agency Nexus supports insurance, Sitework supports construction, and Implio supports PEO and HR operations.

What questions should you answer before choosing an AI implementation partner?

How is an AI operating brain scoped?
Sourcy reviews the target workflow, approved records, business rules, source systems, permissions, agent actions, review controls, and training needs before proposing an implementation scope.
Does the platform remove human review?
No. Review and approval steps are designed around the decisions your team must continue to own.
Which industries have dedicated Sourcy platforms?
Sourcy’s primary platform focus is insurance agencies through Agency Nexus, architecture and engineering firms through Blueprint, and construction teams through Sitework. Implio supports PEO and HR operations; legal, accounting, small-business, and other workflows are scoped as custom AI implementations.
What historical implementation benchmarks has Sourcy published?
Actual outcomes depend on workflow, systems, data, adoption, and approved scope.
How is pricing determined?
Pricing is tailored to scope. Contact Sourcy for current pricing.

Discuss Your Platform Requirements

Tell us which workflow, users, and systems the platform needs to support. Sourcy will assess the requirements and prepare an appropriate scope.

Request a ProposalA written scope for your workflow→
Text us, send documents, photos or videos