Keep the business running
Email, computers, accounts, and files that your team can rely on. We manage Microsoft 365, devices, access, and day-to-day IT support.
Managed IT / Microsoft 365 / Security and access
Managed technology and AI for small and medium-sized businesses
Your technology, managed. Your everyday work, simplified
We manage IT and Microsoft 365, build websites, and connect your business tools. When AI can help answer customers or process documents, we put it to work with clear rules and a person to handle exceptions.
See what we can help with
A short introduction to our managed IT and automation work, with examples of customer calls and document processing.
Press play for narration and music. Captions are available in the player. The examples use sample information to illustrate what we can build.
Read the transcript and visual descriptions
00:00 to 00:09: Who we help and what we do.
Narrator: Beach Intelligence helps small and medium-sized businesses manage technology and put artificial intelligence to work.
Under a heading for small and medium-sized businesses, three lines connect the service labels for managed IT, business automation, and practical AI to the Beach Intelligence logo.
00:09 to 00:17: Give your team a working first day.
Narrator: We manage Microsoft 365, devices, and access, so your team can get on with their work.
An illustrated new-starter checklist shows sign-in and MFA configured, a laptop enrolled and updated, and business-file access assigned to the right team.
00:17 to 00:26: An after-hours call. A clear next step.
Narrator: After hours, an automated receptionist can take the details and send your team a clear callback request.
The example caller asks for a callback about an appointment, and the animation shows the request being captured before a summary goes to the team. The on-screen label also states that text follow-up requires permission.
00:26 to 00:35: Turn a document into the next step.
Narrator: Artificial intelligence can sort documents and pick out key details. Your team reviews exceptions before files move into SharePoint.
The sample invoice has supplier, date, and total fields, with a missing reference flagged for a person to review. After that review, the document is ready to file in SharePoint.
00:35 to 00:47: Start with one real business problem.
Narrator: What's slowing your team down? Talk it through with us, and we'll help you choose a practical first step.
We'll agree on the scope and price before we start.
Beach Intelligence is based in Reno, Nevada, and works with businesses nationwide.
beachintelligence.co
Quiet instrumental music leads into a synthetic narrator. After the final spoken line, the contact card holds before the picture and music fade out. The remaining text describes the visuals. These are illustrative workflows with sample information, not a recording of a live client system.
See how the work gets done
Choose an example to see what comes in, what we can connect, and when your team takes over.
These illustrative workflows use sample situations to explain what we can build. They are not live AI demos or client results.
Answer after-hours callsGive the next person on shift enough information to call back.
A customer calls when your office is closed
I'd like an estimate. Can someone call me tomorrow morning?
- The assistant
- Introduces itself as an automated assistant, answers questions from your approved business information, and asks for the caller's name, callback number, and reason for calling.
- The connection
- A summary and callback task reach the right person in your existing email or customer system. Transfer rules can send eligible calls to an on-call person.
- Your team
- Handles quotes and unusual requests, and makes commitments on behalf of the business. If the assistant cannot help, the caller can leave a message or use your agreed transfer option.
Built with your phone system, business hours, customer records, and staff notification preferences.
Keep customer texts movingHandle routine questions and bring a person into the conversation.
A customer texts your business number
Can I move my appointment to Friday?
- The assistant
- Identifies the request and asks for the information needed to help. Routine replies use approved information; account details require the verification you agree on.
- The connection
- The conversation reaches a shared inbox where staff can read the history. Where your booking system supports it, the customer gets a secure link to available times.
- Your team
- Takes over requests that need judgment. A booking change is only confirmed after the scheduling system accepts it.
Built with your business number, shared inbox, scheduling tools, and consent and opt-out handling.
Turn website questions into inquiriesHelp visitors find the right service and reach your team.
A visitor has a question before getting in touch
Do you work with businesses that have two locations?
- The assistant
- Uses your approved service information to answer the visitor's question. It can ask what the visitor needs and offer your contact form or booking link.
- The connection
- With the visitor's permission, their contact details and conversation summary reach your team together, so they do not have to explain everything again.
- Your team
- Confirms whether the service fits, what is included, and the price. Questions outside the approved information go to a person, and visitors can also contact your team directly.
Built with your website, service information, intake form, and customer records.
Sort documents as they arrivePut files and useful details where the next person needs them.
Your team reviews the exception instead of typing every field
Example workflow · Sample invoice
An invoice arrives
A PDF reaches your shared inbox or SharePoint folder.
The details are read
AI proposes the document type, supplier, date, and amount.
A check catches a discrepancy
The total says $289.20. The subtotal and tax add up to $259.20, so the invoice goes to a person.
Your team reviews it
A staff member checks with the supplier and approves the corrected invoice.
The approved file is put away
The document and reviewed details go into SharePoint. Payment still follows your approval process.
Built with Microsoft 365, SharePoint, document permissions, and your approval process.
The tools need to work together
Your website, phone, and inbox all bring work into the business. Microsoft 365 holds the files and controls who can access them, while automation moves information between the tools.
We help you choose one useful starting point, connect it to the systems you already use, and test the handoff with your staff.
Before a rollout, we agree on what the system may do, what needs approval from your staff, who can access the data, and what happens when something fails. We also agree on the support you need after launch.
Talk through a workflow with usSystems we build and use
Our own business · Internal implementation
The systems behind Beach Intelligence
Our staff use Microsoft sign-in to reach the admin workspace. Business texts arrive in a shared inbox, and clients have a separate place to find invoices and signed documents.
See how we run our business- Microsoft Entra staff sign-in with MFA
- Twilio calls, messaging, and staff notifications
- Client agreements, billing, and Stripe payments
- SharePoint files and Bitwarden passwords
People you can talk to
Jakob leads IT and Microsoft 365 work, while Thomas brings engineering and software delivery experience. Austin and Collin help with client relationships and coordination.
You work directly with the people responsible for your project. We agree on scope, price, and responsibilities before starting, and provide documentation and training for the work we deliver.
Meet the teamStart with an IT review or one workflow
We can review your Microsoft 365 setup and document priorities, or scope one automation to test with your team. We agree on the work and a custom quote before starting.