AI solutions and automation for small businesses
Five Tech helps small and mid-sized businesses put AI to work safely. We get your data and permissions ready for tools like Microsoft Copilot, automate repetitive office work, and build custom AI assistants and website tools that connect to the software you already use.
What’s included
We start with the work that eats your team’s time, then pick the simplest AI tool that fixes it. Every project includes security review and staff training.
AI readiness and Copilot setup
Clean up file permissions and data in Microsoft 365 so AI tools only see what each person should see.
Workflow automation
Connect email, forms, spreadsheets and line-of-business software so routine steps happen on their own.
Custom AI assistants
Assistants that work from your documents and processes to answer staff questions, draft quotes or summarize jobs.
AI-powered website tools
Search, quoting and lead-qualifying tools on your website that work around the clock.
AI policy and training
A plain-English policy for what staff can put into AI tools, and hands-on training to use them well.
Ongoing support and tuning
AI tools need care like any other system. We monitor usage, cost and accuracy after launch.
Where AI helps small businesses first
- Quotes and estimatesdrafted from job notes, photos or a phone call summary.
- Inbox triagethat sorts requests, drafts replies and routes leads to the right person.
- Searchable company knowledgeso staff find the right procedure or document in seconds.
- Website assistantsthat answer customer questions and qualify leads after hours.
We built a natural-language property search for a ranch and land brokerage that lets buyers describe the property they want in their own words.
The same approach works for product catalogs, service menus and internal knowledge. Existing clients can book an AI review.
AI for small business FAQ
How can a small business use AI?
Most small businesses get the fastest return from AI on repetitive writing and admin: drafting quotes and emails, summarizing meetings and jobs, answering common customer questions and finding information in company documents. Custom tools come next, once the basics are working.
Is it safe to use AI with company data?
It can be, with the right setup. Business AI tools such as Microsoft Copilot respect existing file permissions, so permissions need to be cleaned up first. We also set a written AI use policy and choose tools that don’t train on your data.
What does Microsoft Copilot readiness involve?
Copilot can see anything a user has access to in Microsoft 365. Readiness means reviewing who can access which files, removing overshared links, labeling sensitive data and training staff before turning Copilot on.
How much does a custom AI tool cost?
It depends on scope. Simple automations can be set up in days; custom assistants and website tools are scoped as projects with a fixed price after a short discovery phase. AI platforms also charge usage fees, which we estimate up front.
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