Xylo AI Studios is a hands-on build practice for small and mid-size businesses figuring out how AI fits. We ship workflows in days, not quarters, without a $50K dev shop or a $200K hire. Free proof of concept against your real data first. Pay only if it lands.
Every engagement starts with a free proof of concept. You don't decide to work with us until you've seen what we can do against your real data.
Send us one anonymized sample of the problem you want solved. We build a working prototype against your real data in under a week. You review it. No commitment.
If the POC lands, we scope a pilot across two or three instances in your business so we know the system holds up against the variety in your actual work.
If the pilot proves out, we harden the system and roll it across the rest of your operations. Includes integration, runbook, and hand-off so any team member can operate it.
Every Xylo AI Studios deliverable ships looking like this: branded for you, executive-readable, with AI-drafted commentary your team approves before send. A taste of the format below.
An illustrative example. Real deliverables ship branded for your firm with your own data.
Six patterns we see again and again in the businesses we serve. They're illustrative, not exhaustive — most engagements look something like one of these.
Take the executive-ready reports your team builds by hand and turn them into a one-system pipeline. Same product, every client, near-zero marginal time, consistent branding.
Pull unstructured data (emails, PDFs, transcripts, CRM notes, statements) into structured signals your team can act on, without manual coding or copy-pasting.
AI agents that handle the back-and-forth between your tools, your team, and your clients. Built around your specific operational shape, not generic.
White-label chat or dashboard surfaces your clients access directly. Branded for you, powered by their data, always supervised by your team.
Transcripts into CRM notes, action items, and follow-ups. Sales calls, client check-ins, internal stand-ups. Everything you'd want captured, captured — without the manual write-up.
Search across Drive, Slack history, prior emails, contracts, and whatever institutional knowledge is buried in your systems. Your team asks; the answer arrives.
Not on this list? That's exactly what the intro call is for. Most of our builds start as something the owner didn't realize AI could touch.
Most engagements look the same in shape. We meet, we scope tight, we build against your real data, you review, you decide if you want more. No long sales process, no statement-of-work theater.
You meet the person who's going to build it. No discovery committee, no account manager handoff. Most engagements start with a 30-minute call and an anonymized data sample.
We work inside the tools your team already uses — QuickBooks, Google Drive, Slack, your CRM, your shared folders. Output is a link your team can use day one, not a platform to migrate to.
Free POC. ~$1,500 pilot. Scoped scale-out priced after we know what works. No hourly billing, no scope creep, no expanding statements of work.
Every engagement ends with a runbook so any team member can operate the system. We are not trying to make you depend on us. We are trying to make AI part of how your business runs.
I'm Zach Gunderson, founder of Xylo — a multi-tenant AI platform serving financial advisory firms, ingesting email, calendar, CRM, and meeting transcripts to surface sentiment, dossier, writing style, and strategic actions for advisors and their clients.
Xylo AI Studios is the custom build arm of that practice. Same builders, same harness, applied to the kinds of businesses that need custom AI without a six-figure dev shop or a senior AI hire.
Most custom AI builds today cost $25–50K and take six months. We ship in days for a fraction of that because we know what to write from scratch and what to glue together. Every engagement is hands-on: no subcontractors, no offshore handoffs, no enterprise sales motion. You meet the builder. The builder is also the founder.
Discovery is 30 minutes. If we can help, a free proof of concept against your real data follows. You don't decide whether to engage Xylo AI Studios until you've seen what we can do.
Book a 30-minute intro →
February closed strong on margin expansion. Net income flipped a budgeted loss to +$25K, driven by 410 bps of GM lift. Working capital is the watch item — AR and inventory both running above plan.