AI case study · Example project
Bookings were growing, but the owner couldn’t tell when the business would break even or whether hiring a second injector made sense.
The question: How long before my new business is profitable?
Why this question matters
A new business owner makes decisions every week that depend on one number: when the business will cover its own costs. When that number lives in a gut feeling, hiring and spending decisions are guesses. Connected books plus an AI forecast turn it into a date that updates itself.
The project, step by step
A real answer to “When will we be profitable?”
Example: a new med spa in Ridgeland, open 7 monthsBookings were growing, but the owner couldn’t tell when the business would break even or whether hiring a second injector made sense.
- 01 · ASK
The question
We pulled the books, booking history and marketing spend, then asked the AI to model break-even under three realistic scenarios.
- 02 · AI + TOOLS
Connect the right tools
We use AI on top of the apps already in the business:
QuickBooks Online APISquareGoogle SheetsClaudeChatGPTLooker StudioTwilio SMS - 03 · TASKS + AGENTS
Turn it into tasks and agents
- Bookkeeping sync agent pulls sales, payroll and expenses every night
- Forecast agent updates cash flow and break-even date as new numbers land
- Watchdog agent texts the owner when spending drifts from the plan
- 04 · CONTROL PANEL
Manage it from one screen
We build a control panel that ties the texts, emails, tasks and logistics together, with a person approving anything important.
Today’s activity
This example is based on systems Travis Finseth has built and used in his own businesses. The company, names and figures are illustrative; your free assessment gives real estimates for your business.
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