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AI services for Southwest Florida businesses. One technology partner.

Sourcy builds and implements AI agents, industry platforms, business data and bilingual teams for small and mid-size businesses, from Pine Island to the rest of Florida.

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Quick answer

Sourcy is a technology partner based in Southwest Florida. It delivers four services (AI implementation, growth, business data and bilingual talent) and three industry platforms (Nexus, Blueprint and Sitework), and works with your team from discovery to production.

Built around the tools your team already uses

Insurance agencies

  • Voice agent that answers every call and books appointments
  • ACORD form processing into the AMS
  • Renewal follow-up automation
  • Compliance documentation

Works with Applied Epic, EZLynx, HawkSoft

Construction & contractors

  • Permit document review
  • RFI and submittal processing
  • Subcontractor follow-up and scheduling
  • Job cost tracking from field reports

Works with Buildertrend, JobTread, Procore

Architecture & engineering

  • Drawing review support
  • Project document organization
  • Client communication
  • Proposal drafting from project briefs

Works with Bluebeam, Revit, AutoCAD, Newforma

PEO & HR services

  • Onboarding document processing
  • Benefits enrollment automation
  • Employee inquiry agent (HR helpdesk)
  • Recurring payroll support tasks

Works with PrismHR, isolved, Paylocity

From the first workflow to production, with your team

  1. Discovery and scope

    We map the workflow with the people who run it and agree what the first release must do.

  2. Build and integration

    We build the agents and workflows and connect them to your CRM, AMS, ERP or phone system.

  3. Training and go-live

    We train every person who touches the new workflow and launch with a person accountable on our side.

  4. Optimize and scale

    We review real results, tune what is not working and add the next workflow when you are ready.

Common questions about Sourcy’s services

What services does Sourcy offer in Southwest Florida?
Sourcy is a technology partner with four services: Sourcy AI (custom AI agents, workflow automation and voice agents), Sourcy Growth (managed outbound, AI search optimization and content), Sourcy Data (14M+ Florida B2B and B2C records) and Sourcy HI (bilingual Colombian professionals with employer-of-record support). It also builds industry platforms: Nexus (AMS for insurance agencies), Blueprint (ERP for A&E firms) and Sitework (job management for contractors).
How much do Sourcy’s services cost?
Published pricing starts at $300/month for AI Essentials, $1,500/month for Sourcy Growth cold email, and $125 per seat per month for Sourcy Data Limited. Sitework is from US$149/month per company (Starter US$149, Core US$249, Pro US$399) with unlimited users and AI included; Nexus, Blueprint and Sourcy HI are quoted for your scope. Setup is scoped separately. See the pricing page for every tier.
How does Sourcy work with my team?
Sourcy maps the workflow with the people who run it, builds and connects it to the tools you already use, trains your team and stays with you after go-live, from discovery to production. The delivery plan and milestones are confirmed in the written proposal.
What industries does Sourcy serve?
Insurance agencies, construction companies and contractors, architecture and engineering firms, PEO and HR providers, and small and mid-size businesses across Florida, with a base in Southwest Florida.
How long does implementation take?
A focused first AI agent typically goes live in 2–4 weeks. Broader programs are planned in phases; the timeline and milestones are confirmed in each proposal.
What is the difference between Sourcy AI and Sourcy Growth?
Sourcy AI automates work inside the business: agents, workflows, documents and integrations. Sourcy Growth brings in new business: outbound campaigns, AI search visibility and content. Many clients use both.

Tell us how your operation runs.

One call to map the workflow; a written proposal with scope, milestones and price.

Get a quote