Operating systems

Products and platforms built around accountability.

The public portfolio is intentionally simple: governance, document intelligence, compliance scanning, certification, and enterprise operating systems. Internal tools are folded into these outcomes or moved to the Lab.

HaloBridge

AI governance platform for regulated document workflows.

HaloBridge helps organizations use AI on sensitive documents without losing control of source evidence, review status, decision history, and audit trail. The business outcome is straightforward: faster document work that can still be explained to Legal, Compliance, Finance, and Audit.

HaloBridge VerifyIQ dashboard showing AI output verification, review queues, and scan controls.

In-demand capability areas

Built for the problems executives are trying to govern now.

AI auditing

Evidence chains for AI-assisted decisions: source references, review status, prompt history, model versions, exceptions, and signoff.

SOX-ready automation

Automation patterns that preserve control ownership, segregation of duties, change evidence, audit trails, and reconciliation discipline.

Agent engineering

Agents designed with tool boundaries, approval gates, escalation paths, test evidence, and monitoring rather than unchecked autonomy.

Enterprise AI engineering

Practical systems work across Python, Django, APIs, ERP data, revenue workflows, document extraction, dashboards, and operations.

GalloDoc

Open standard for portable, audit-ready AI documents. It is designed so AI-generated or AI-reviewed document outputs can carry structured metadata, source references, review history, and governance context.

Portable document governance for AI-reviewed work.

Chase Intelligence

Healthcare marketing compliance scanner for claims, disclosures, source support, risk signals, and reviewer workflow. The goal is to make compliance review faster without weakening human signoff.

Built for claim review, evidence support, and compliance escalation.

HIM-C(TM)

Human-in-the-middle AI certification program for teams that need AI operating practices, not just AI tools: clear reviewer roles, evidence requirements, escalation paths, and decision accountability.

Certification model for accountable AI operations.

SavitchOS / Forge

Personal AI orchestration layer used to test workflow capture, source review, browser evidence, and repeatable automation before patterns are promoted into regulated product work.

See Lab for detail.

Enterprise operating background

AI leadership built from enterprise systems experience.

Corporate applications

Revenue, ERP, identity, reporting, and SOX controls.

Salesforce, Oracle RevPro, Microsoft Dynamics GP, NetSuite, Dynamics 365, Zuora, Workday integrations, access controls, ITGC, automated controls, reporting, and audit remediation.

ERP modernization

Large migrations with business continuity.

GP 2010 to NAV 2015 for 11 companies, GP 2016 to GP 18.7 on Azure, NetSuite/D365/GP to Oracle MFCS Cloud, Business Central, 3PL integrations, and warehouse/logistics workflows across finance, supply chain, and operations.

Billing and finance automation

Automation where reconciliation matters.

Zuora billing, Salesforce integrations, revenue recognition, SQL reporting, AP automation, financial reconciliation, and operational controls designed for auditability and repeatable close processes.