AI AGENT STUDIO · SAN DIEGO & SOCAL

Custom AI agents & LLM scripts, built by an engineer — not an agency.

We architect production-ready autonomous teammates, custom business scripts, and private data pipelines that solve costly bottlenecks. Zero vendor lock-in, private by default, delivered in 1–2 week sprints.

✓ Runs in your cloud or private infra
✓ Zero training on client data
✓ 1-to-1 senior engineering focus
forgestack-core live-agent-telemetry
ACTIVE
HERMES GATEWAY 07:00:02 PST · Cron Triggered
[cron.schedule: daily_ops_sweep] Initializing morning briefing for Lead Engineer & Ops Lead...
FS
ForgeStack Agent (Container #210)

Good morning! Overnight sweep complete:

  • Email & Inquiries: 4 new client intake drops sorted. 1 W-2 missing box 12 — automated gentle follow-up drafted for your review.
  • System Health: Proxmox cluster healthy (192.168.0.138), API fallbacks hot (DeepSeek → Gemini 3.1 → Claude).
  • Calendar Watch: 10:30 AM client walkthrough with Irvine Logistics firm. Prep dossier prepared in Obsidian.
ME

Agent, run a research pass on CA AB-201 compliance requirements for our 2 PM client and summarize into Slack #general.

FS
tool_call: agent_browser.search() 340ms · 2 citations

Done. Executed headless Chromium crawl, verified California legislative updates, and posted a 3-bullet executive summary with direct statutes to #general.

INPUT: tax_year_2025_w2_batch_04.pdf Processed in 1,120ms · Schema Validated
// Custom Python LLM Script Execution · Zero Data Retention API
{
  "status": "verified",
  "confidence_score": 0.998,
  "document_type": "IRS_Form_W2",
  "extracted_payload": {
    "employer_ein": "33-0982711",
    "employer_name": "Pacific Crest BioTech LLC (San Diego, CA)",
    "box_1_wages": 184500.00,
    "box_2_fed_withheld": 38120.45,
    "box_16_state_wages": 184500.00,
    "state": "CA"
  },
  "audit_check": {
    "reconciled_with_payroll_summary": true,
    "flagged_anomalies": []
  },
  "next_action": "staged_for_tax_software_import"
}
01
Webhook Ingested (Accounts Payable)
Vendor invoice #INV-8821 received via accounting inbox.
0.04s
02
LLM Entity & Line-Item Extraction
Multi-page itemization extracted; matched against purchase order #PO-4091.
0.82s
03
Automated 3-Way Reconciliation Check
Receiving slip quantity matched invoice lines. Total variance: $0.00.
0.18s
04
ERP Draft Staged & Slack Approval Sent
GL draft staged in QuickBooks/NetSuite; 1-click approval button sent to Controller.
0.12s
< 1.2s
Median API pipeline response time
15–25 Hrs
Average team hours salvaged per week
100%
Client ownership of keys, code, & data
0%
Client data trained on by LLM providers
WHAT WE BUILD

Three Tangible Engineering Services

No generic slide decks or bloated subscriptions. We build hardened, production-ready AI software tailored directly to your operations.

🤖 AUTONOMOUS

Autonomous Digital Teammates

24/7 AI coworkers running inside your existing messaging tools (Slack, Telegram, WhatsApp).

We build autonomous agents (like our Hermes framework) that listen to your team, query internal tools, browse the live web, execute recurring crons, and triage incoming tasks with persistent memory.

  • → Tool-Calling: Web browsing, DB querying, API execution
  • → Persistent Memory: Retains context and past client decisions
  • → Scheduled Automation: Proactive morning alerts & cron routines
  • → Multi-Model Fallback: Automatic failover if an API drops
⚡ HIGH ROI

Custom LLM Scripts & Document Pipelines

Deterministic code + LLM intelligence to eliminate manual data entry forever.

Tailored Python scripts and API pipelines that take unstructured, messy inputs (W-2s, 1040s, invoices, legal contracts, receipts) and output validated, clean JSON directly into your ERP, CRM, or accounting software.

  • → Complex Parsing: Extracts multi-page tables & unstructured PDFs
  • → Strict Validation: Pydantic schema validation & audit trails
  • → System Connectors: Direct sync to QuickBooks, NetSuite, CRMs
  • → Zero Data Retention: Strict compliance with enterprise APIs
🔒 ENTERPRISE

Private AI Architecture & System Audits

Enterprise-grade security, local hosting options, and compliance reviews.

For SoCal firms handling sensitive financial, medical, or legal data. We design private deployments (dedicated cloud or on-prem LXC/Docker homelab clusters) with local Ollama models or zero-retention enterprise cloud endpoints.

  • → Zero Access Liability: Deployed in your cloud; you hold keys
  • → Compliance Mapping: California CPRA, IRS Pub 4557, GLBA
  • → Opportunity Audit: 1-week workflow discovery & ROI roadmap
  • → Diagnostic Runbook: Plain-English documentation & health alerts
PROVEN CASE STUDIES

Real Systems in Production

We build software that directly impacts the bottom line. Here are three representative implementations:

FLAGSHIP VERTICAL · SAN DIEGO
Accounting & Tax Practice

CPA Tax Intake & Document Chaser

The Bottleneck: A busy Southern California tax practice lost 20+ hours per week per preparer manually downloading client W-2s, 1099s, and brokerage statements, re-typing numbers into tax software, and chasing missing schedules.

The ForgeStack Solution:
  • Automated secure document drop folder monitor with instant AI file categorization.
  • High-accuracy LLM extraction converting multi-page tax documents into structured GL & tax prep files.
  • Automated "Document Chaser" bot that identifies missing forms (e.g. Schedule K-1) and sends polite, secure reminder emails without human effort.
18 hrs/wk Saved per tax preparer
99.4% OCR extraction accuracy
AUTONOMOUS AGENT · SOCAL
Executive & Operations

24/7 Operations Assistant (Hermes Architecture)

The Bottleneck: Managing partner and team constantly interrupted by routine requests: monitoring infrastructure health, researching regulatory updates, summarizing morning emails, and triaging inbound client inquiries.

The ForgeStack Solution:
  • Deployed an autonomous agent gateway accessible via Telegram and Slack with voice-to-text integration.
  • Integrated headless browser tools allowing the agent to research market legislation, check vendor portals, and summarize findings in seconds.
  • Scheduled cron jobs running morning health audits, email summaries, and memory compaction into team knowledge vaults.
24/7 Uninterrupted availability
< 2s Query turnaround time
DATA PIPELINE · ORANGE COUNTY
Logistics & Distribution

Accounts Payable & 3-Way Match Script

The Bottleneck: A regional distributor received hundreds of PDF invoices from dozens of carriers each month in wildly different formats, causing payment bottlenecks and reconciliation errors.

The ForgeStack Solution:
  • Custom Python pipeline triggered via webhook upon email receipt of any vendor invoice.
  • LLM schema parser normalizing varied invoice formats into standard line items, fuel surcharges, and tax IDs.
  • Automated comparison with internal purchase orders; discrepancies above $10 automatically flagged for human approval; verified invoices staged directly into the ERP.
85% Touchless invoice processing
0 Duplicate payment errors
ENGINEERING STANDARDS

Built for Reliability, Not Demos

Most AI prototypes look great on Twitter and collapse in production. We engineer software with enterprise safeguards.

📱
Client Interfaces
Slack · WhatsApp · Webhooks · Inboxes
→
⚙️
ForgeStack Agent Core
Custom Python · Tool Router · Runbooks
→
🛡️
Zero-Retention LLM Layer
DeepSeek → Gemini → Claude Failover
→
💾
Your Private Systems
ERP · CRM · QuickBooks · NAS · DB
🔑

Bring Your Own Keys

We deploy directly into your cloud or container environment. You own the API accounts, billing, encryption keys, and source code. No hostage lock-in.

🛡️

Zero-Data-Retention APIs

We configure enterprise endpoints that legally forbid model training on your proprietary business inputs or customer data.

🔄

Multi-Model Fallback Chains

If a primary AI provider suffers an outage or rate limit, your agent automatically and gracefully fails over to secondary endpoints without dropping requests.

📋

The Diagnostic Pack

No black-box mystery code. Every build includes error telemetry, webhook alerts to your team, and a comprehensive plain-English runbook.

HOW WE ENGAGE

A Calm, Predictable Engineering Process

Designed strictly for busy founders, partners, and operators.

✋
Strict Operating Boundary: We accept exactly one active production sprint at a time. This guarantees 100% senior engineering focus, zero junior delegation, and delivery within 1–2 weeks without exception.
01

30-Minute Intro Call

A direct, no-pitch call with our Principal Systems Engineer. We evaluate your workflow bottleneck, assess data privacy requirements, and determine technical feasibility immediately.

02

Architecture Blueprint & Fixed-Scope Quote

Within 48 hours, you receive a concise architecture map, estimated hours saved, and a transparent fixed-price sprint quote based on your exact scope. No open-ended hourly billing.

03

Production Sprint Build

We engineer, test, and containerize your custom agent or LLM pipeline with automated error recovery. Turnkey deployment delivered in 1–2 weeks.

04

Handoff, Runbook & 30-Day Check-in

We train your team, deliver our plain-English runbook, and conduct a 30-day post-launch optimization check. You own the code forever.

Ready to automate your team's most painful bottleneck?

Schedule a 30-minute intro call. If we're not a fit, you'll walk away with actionable technical advice at no charge.

FS

Principal Systems Engineer

Founder · San Diego, CA

I personally design, build, and deploy every agent and workflow at ForgeStack Systems. With a deep background in distributed systems, homelab infrastructure, and LLM orchestration, I bridge the gap between cutting-edge AI capabilities and pragmatic, error-free business software. No sales reps, no junior handoffs.