AI Consulting & Automation

We don't pitch AI. We deploy it.

UTS builds production-grade AI systems that run real businesses, anchored by CaptivaHQ, our AI-powered Enterprise Operating System, and AccessIQ, the fastest way to add AI to what you already run. Both powered by Atlas. Free proof of concept on your real data.

The Products

Two platforms. One intelligence layer.

CaptivaHQ runs the whole business. AccessIQ adds AI to the one you already run. Atlas powers both.

Flagship Product · Powered by Atlas

CaptivaHQ

The AI-powered Enterprise Operating System.

A CRM tracks contacts. An EOS runs your entire operation. CaptivaHQ replaces a stack of disconnected tools with one platform where every module shares a single Knowledge Base. Atlas answers across all of it.

What makes it different

Atlas AI assistant
Conversation → task automation
Integrated Knowledge Base
Natural-language BI queries

Everything it runs

CRM & pipeline
Projects & tasks
Supply chain
Finance & billing
Support & CSAT
Compliance

LiveRunning in production with Poma Architectural Metals, Alliant, CAC Vibe.

  1. Dana asks Atlas: “What needs me today?” Atlas answers: “3 overdue, 2 deals at risk, 4 meetings” and her My Day dashboard highlights the task “Find new leads”.
  2. Dana runs AI prospecting with the brief “Water utilities · Southeast · 100–500 staff”. It returns 3 leads — Coastal Water Authority, Blue Ridge Regional Water, and Tidewater Municipal Utilities — and she selects Coastal.
  3. Atlas says: “Drafting a branded proposal and email now” and produces a $44,400 / 240 hour proposal plus a matching outreach email: “Pulled the scope, quote, and contact from the deal.”
  4. The deal is won. Atlas: “Deal won. Spinning the project up from your template. Hours, budget, and three roles carried over” — roles, allocations, and a schedule appear.
  5. Predictive health flags the budget: Atlas warns “At current burn, budgeted hours run out ~Nov 12 — three weeks early” and recommends “Rescope Phase 2 by 40 hours and you land on budget.” The budget returns to green.
The Fast Path · Powered by Atlas

AccessIQ

Add AI to what you already run.

A secure portal your clients and team log into to see reports, billing, work orders, and documents, with Atlas built in to answer questions over that data. White-label ready, role-based, live in days.

Single embed tagRole-based accessWhite-labelClient portalLive dashboards
Powered by Atlas
  1. An HVAC contractor runs six systems that don’t talk to each other — ServiceTitan, QuickBooks, CallRail, Podium, Sortly, and Google Drive. Six systems, zero shared context.
  2. Priya asks: “Is the Rooftop 4 compressor still under warranty — and did we already bill the last visit?” One question that spans three of those systems.
  3. AccessIQ connects all six — five through MCP tools, Google Drive as a knowledge base. Status flips to systems connected, and live context starts flowing.
  4. Atlas answers: “Yes — warranty runs through 03/2027. The last visit was invoiced 11/18 and paid.” — sourced from ServiceTitan, QuickBooks, and the warranty PDF in Drive.
  5. A new document, 2026-WARRANTY-TERMS.PDF, drops into Google Drive and is indexed. Priya asks “Does that cover the compressor coil?” and Atlas answers “Coil is covered — parts and labour, under the 2026 terms.” — citing the new document.

The intelligence layer

Meet Atlas, the AI that runs through everything we build

Atlas is the conversational AI layer embedded across our products. Ask it anything in plain language and it reasons over your approved Knowledge Base: tasks, deals, documents, dashboards. It powers CaptivaHQ and AccessIQ alike, so the same intelligence follows your data wherever it lives.

See Atlas inside CaptivaHQ
  1. Headline: Do everything by speaking to Atlas. The headline resolves into the Atlas orb at the centre; Mark, a person, appears above it; four capabilities — context, permissions, audit and undo, tools — emerge around Atlas.
  2. CaptivaHQ assembles around Atlas as a tidy grid of native modules — deals, work orders, invoices, projects, contacts, tickets — joined by short, direct connections. Inside CaptivaHQ, it owns the data.
  3. Mark speaks: “Atlas” — Atlas fires a recognition ring — “close the Rooftop 4 deal and open the work order.” Atlas works: a record lands in Deals, a linked work order spawns, the write is logged. Atlas replies aloud: “Done — deal closed, work order open and assigned.” Spoken, written directly, ACL-gated, undoable.
  4. The CaptivaHQ housing dissolves. Neither orb moves or changes. Same Atlas.
  5. AccessIQ assembles instead: six scattered third-party systems — ServiceTitan, QuickBooks, CallRail, Podium, Sortly, Google Drive — reached over long MCP and knowledge-base connections. Inside AccessIQ, it reaches into yours.
  6. Mark speaks again: “Atlas, is Rooftop 4 still under warranty?” Atlas answers aloud: “Yes — warranty runs through March 2027, and the last visit was invoiced and paid.” — sourced from ServiceTitan, QuickBooks, and a warranty PDF in Drive.
  7. Both housings appear at once — CaptivaHQ modules left, AccessIQ systems right — with the same unmoved Atlas orb bridging both. Two platforms, one intelligence layer, one voice.

Choose Your Path

Two ways in. Pick yours.

Whether you're ready to replace the stack or just want AI on top of it, there's a clear starting point.

CaptivaHQ

Replace your stack

CaptivaHQ: one AI-native system that runs the whole business.

  • You run 5+ disconnected tools and want one system
  • You're ready to consolidate CRM, projects, finance & support
  • You want AI built into operations, not bolted on
  • You have leadership buy-in for real change
AccessIQ

Keep your systems, add AI

AccessIQ: Atlas intelligence on top of what you already run.

  • Your current tools work. They just don't talk to each other
  • You want AI answers over your existing data
  • You need a client-facing portal in days, not months
  • You want to start small and scale from there

Not sure? Schedule a free consultation →

How It Works

From first call to full deployment

A simple, transparent process designed to get you results fast, with zero risk upfront. You don't pay until you've seen it work.

010–30 days

Discovery & Assessment

We start by listening. In a focused session, we map your current workflows, identify bottlenecks, and understand the outcomes that matter most to your business.

No jargon. No pressure. Just a clear picture of where you are today.

0230–45 days

AI Opportunity Mapping

Our team translates your challenges into a prioritized roadmap of AI opportunities, ranked by impact, feasibility, and speed to value.

You'll see exactly what's possible and what to tackle first.

0345–75 days
Free of Charge

Proof of Concept

We build a fully functional proof of concept, at no cost to you, using your real data and systems. You see measurable results before committing to a full rollout.

Production-ready AI that drives real efficiency gains, automates critical workflows, and empowers faster decisions. Delivered free, so you can evaluate with zero risk.

0475–120 days

Implementation

Our engineers deploy the full solution with minimal disruption to your team. We handle integrations, training, and go-live. End to end.

Your staff gets onboarded. Your systems get upgraded. You stay focused on your business.

05Ongoing

Optimization & Support

After launch, we monitor performance, gather feedback, and continuously improve. Our team is always available, not just on day one.

Ongoing partnership, not a handoff.

Review before you pay. Guaranteed.

You receive the full working proof of concept, evaluate it against your real workflows, and only move forward if you're satisfied. No invoices, no obligations until you decide to proceed.

What Clients Say

We let the work speak first

Every quote below is from a client running production AI we built, and using it daily.

UTS built us an Executive Dashboard that changed how we see our business. We went from pulling reports manually to having everything we need in one place, in real time. It's become something our leadership team relies on every day.
Alliant Property Management logo

Jonathan Busa

Chief Financial Officer · Alliant Property Management

UTS meets us where we are. They build on the systems that run our business instead of ripping them out, their team is in the room with our crew every week, and what our crew raises turns into what they build. Visibility into our operations that we did not have a few months ago is on demand today, with more coming online in phases. That is how you modernize a company that has been at this since 1969.
Condition Analyzing Corporation logo

Daniel Fowles

Chief Executive Officer · Condition Analyzing Corporation

Trusted by teams running our AI in production

Alliant Association ManagementPoma Architectural MetalsCondition Analyzing CorporationAlliant Association ManagementPoma Architectural MetalsCondition Analyzing Corporation

The Problem

AI is everywhere. Deployed AI isn't.

Every vendor is pitching AI. Very little of it survives contact with real data, real workflows, and real teams. Here's what businesses are actually up against.

10+
Disconnected systems

The average mid-market company runs its operation across 10+ tools that don't talk to each other. Nobody sees the whole picture.

<30%
of AI pilots reach production

Most AI initiatives stall at the demo stage. They look great in a slide deck and never make it into daily operations.

$955K
average in-house AI team cost

Hiring your own AI team runs close to a million dollars a year, before a single system ships.

The Math

What AI actually costs: in-house vs UTS

Building an internal AI team is the most expensive way to find out what works. We've already made the mistakes on our own dime.

Typical fully-loaded annual cost

Hiring an in-house AI team

  • Senior AI/ML engineer$215K
  • Data engineer$170K
  • MLOps / infrastructure engineer$185K
  • Recruiting & ramp-up$95K
  • Benefits & payroll overhead$170K
  • Cloud, GPU & tooling$120K
$955Kper year, before a single deployment

Senior engineers, production systems

Deploying with UTS

  • Free proof of concept on your real data
  • Senior engineers, no offshore handoffs
  • Live in production in ~30 days
  • A fraction of the cost of a single hire

Start free. Pay only when you've seen it work

Schedule Free Consultation
contact@utsconsult.com

Let's Build Your AI Advantage

Stop wasting time on manual processes and disconnected systems. Let's identify exactly how AI can improve your business, before you spend a dollar.

AI that actually works in your business.·From idea to automation. Fast.·We don't pitch AI. We deploy it.

Free Strategy Call
No Obligation
Port Saint Lucie, FL