Solutions / Professional Services
Professional-services firms sell time. Every hour spent on invoice chasing, status reporting, and internal handoffs is an hour that doesn't bill. Tray.ai takes the operational overhead off the practice.
Every hour on invoice reconciliation and onboarding paperwork is an hour that doesn’t appear on an invoice. Leading eCommerce Agency eliminated the two-person, one-week dashboard build per client. The client’s web store delivered 6% more revenue. The agency grew 50% year over year.
Time entry to invoice to payment — connected and automated. Invoice cycles that close without a person chasing them. Reconciliation that runs without a spreadsheet.
Consulting and agency teams ship AI-powered workflows as the deliverable itself. Leading eCommerce Agency automated client reporting dashboards that previously took two people a full week. The client's web store saw 6% more revenue.
Project intake, client onboarding, expense routing, payroll handoffs. The internal work that grows linearly with every new hire — automated once and owned by ops, not engineering.
SOC 1 & SOC 2 Type II, HIPAA, GDPR, CCPA. Audit trails on every workflow run. The compliance posture enterprise clients approve without a months-long security review.
2 people × 1 week → automated client dashboard build time
“Tray proved indispensable in our efforts to grow customer revenue and deliver actionable insights by unifying essential eCommerce data.”
Customer stories tagged to this industry.
Sales ops
AVID Property Group's sales team faced challenges integrating multiple systems for data ingestion and processing, causing delays and ineffic…
Read the story →IT / Business Tech
A fast-growing eCommerce agency was assembling client reporting dashboards by hand from Amazon, Shopify, and WordPress data — two team membe…
Read the story →The use cases professional services teams pursue first on Tray.ai.
Manual work, automated.
Automate the manual work IT hasn't gotten to — across 700+ connectors, with audit trails baked in. Without waiting for engineering.
Ship production agents, not pilots.
Most AI projects stall in pilot. Tray.ai is the path to production agents — reasoning, acting, and audited across your real systems.
Quote to cash. Every handoff automated.
Automate the full order-to-cash process — from quote to order capture, fulfillment, invoicing, payment, and cash recognition — across CRM, ERP, billing, and finance systems on one platform.
Bring order to MCP chaos.
MCP adoption is outpacing governance. Tray.ai's Agent Gateway makes Model Context Protocol enterprise-safe — managed servers, RBAC, observability, audit.
The wins are in prep work — research lookups, contract review, client intake, status reporting. The agent handles the routine 80%; the consultant or partner handles the judgement. More capacity on high-value work without adding headcount.
Yes — that's a common pattern. Consulting and agency teams use Tray.ai to build and ship automated workflows and AI agents as the billable deliverable. Leading eCommerce Agency runs this model — client reporting that previously required two people for a week now runs automatically, and clients see the results in their dashboard.
RBAC down to the individual user, audit trails on every action, approval gates on sensitive operations. SOC 1 & SOC 2 Type II, HIPAA, GDPR, CCPA — the posture most enterprise clients accept on first review rather than negotiating for months.
A tailored demo against your real systems and stack.
