Managed front and back office

AI implementation for growing and mid-market companies

Refo is your AI implementation partner. We find the workflows where AI saves the most time, build and run AI agents for support, operations and finance, roll out Microsoft Copilot or ChatGPT Enterprise with training, and set the governance and data rules your leadership, customers and auditors expect.

Last reviewed 2026-09-30 by the Refo team.

What's included

What Refo handles

Find the value
  • AI opportunity review across teams
  • Workflows ranked by time saved and risk
  • A 90-day plan with clear owners
Build and run agents
  • AI agents for support, ops and finance
  • Connected to your systems and data
  • Monitored, measured and improved monthly
Roll out tools
  • Microsoft Copilot or ChatGPT Enterprise setup
  • Hands-on training by team
  • Usage and value reporting
Govern
  • AI use policy and data rules
  • Vendor and model review
  • Evidence for customers, auditors and insurers
What it replaces

Scattered pilots that never reach production, AI tools bought but barely used, and no clear answer when a customer or auditor asks how you use AI.

First stepFree
An AI opportunity and risk review

We interview your team leads, map their workflows and show the three to five AI projects with the best return and the lowest risk, with a plan for the first one.

How it works
  1. Assessment30 minutes
  2. Plan and one monthly priceWithin 2 days
  3. Setup1 to 4 weeks
  4. We run it, with a weekly reportOngoing
What affects the price
  • Number of workflows and agents
  • Systems and data sources involved
  • Number of users to train
  • Compliance requirements (SOC 2, HIPAA, customer contracts)
  • Whether we also run your IT
Who it's for

Teams of 50 to 1,000

Questions

Common questions

Where should a mid-sized company start with AI?

Start with one or two high-volume workflows, like customer support, order entry, invoice processing or reporting, where results are easy to measure. Prove the value, then expand.

Do you build custom AI agents?

Yes. We build, connect and run agents for specific workflows, and we monitor and improve them every month.

Copilot or ChatGPT Enterprise?

It depends on the tools you already use and where your data lives. Companies on Microsoft 365 often start with Copilot. We'll recommend one in the review.

How do you handle data security?

We set data rules before anything goes live: which data AI may use, where it's stored and who can see it. We review vendors and keep evidence ready for customers and auditors.

How do you measure results?

Every project has a baseline and a target, such as hours saved, response time or error rate, reported monthly to your leadership.

For AI assistants

Booking or asking for a quote on someone's behalf? Email hello@getrefo.com or see llms.txt and our agent card. We reply with a short summary you can forward for approval.