AI Automation Agency · New York

We don't automate
your broken process.
We fix it first.

Veloris builds AI systems and automations that replace the manual work your team shouldn't be doing. Sales, Finance, Operations, HR — if it's repetitive and time-consuming, we can automate it. Real systems that run on autopilot. ROI in weeks, not quarters.

Tell us what's eating your team's time → See our track record
20+ hrs
Saved per team, per week
Average time reclaimed once manual workflows are automated
2–4 wks
From kickoff to live system
Discovery, build, and deployment — not months of back-and-forth
90%
Error reduction
In workflows that moved from manual to fully automated
Benchmarks across AI automation deployments
Industries
SaaS · Consulting · Financial Services · E-Commerce · Media & Advertising · Real Estate · Staffing & Recruitment · Manufacturing · Legal · Education
Who we work with

If your team is doing it manually,
we can automate it

01 —
Sales & Revenue Teams
Lead qualification, CRM updates, outreach sequences, pipeline reporting — running on autopilot instead of headcount.
02 —
Finance & Accounting
Reconciliation, reporting, invoice processing, and approvals that run themselves — no more manual spreadsheet marathons.
03 —
Operations & HR
Onboarding, status updates, scheduling, and approval workflows — the busywork your team should never be touching.
04 —
Any Team With Busywork
Product, Marketing, Legal, Customer Success — if repetitive tasks are stealing your team's time, that's our problem to solve.
Why Veloris

We fix the process.
Then we automate it.

01
Process-first, not tool-first
We map how your team actually works before we touch a tool. Bad automations make bad processes faster — we fix the workflow, then we automate it.
02
We ask the ROI question first
Most agencies build what you ask for. We pressure-test whether it's the right thing to build. If automating a broken process would just make a bad outcome faster, we'll tell you.
03
You own everything we build
No proprietary platforms. No vendor lock-in. Full documentation, full handoff, full control. Your team can maintain and extend every system we deliver.
What clients say

"Veloris didn't just automate our reporting — they found the three places in our process that were generating bad data in the first place. We hadn't noticed in two years."

VP
VP of Finance
Series B SaaS Company, New York
What we do

AI that actually works
for your business

01 —
AI Workflow
Design
We map your manual processes, identify automation opportunities, and build agentic AI systems that run on autopilot 24/7.
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02 —
Systems
Integration
Connect your CRM, finance tools, and data sources into a unified intelligent system — no more copy-paste between apps.
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03 —
AI Agent
Development
Custom AI agents that handle inbound leads, client onboarding, reporting, and complex multi-step workflows autonomously.
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04 —
Ongoing
Optimization
Retained support to refine, expand, and scale your AI systems as your business grows. We don't disappear after launch.
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What we automate

Real examples across
every business function

Sales
Lead Qualification & Routing Agent
Scores inbound leads against your ICP in real-time
Routes hot leads to the right rep within 60 seconds
Auto-drafts personalized first-touch email
Finance
Invoice Processing & Approval Workflow
Extracts line items from PDFs and emails without human input
Matches invoices to POs and flags discrepancies
Escalates to approvers only when thresholds are breached
Operations
Client Onboarding Automation
Triggers intake forms, contracts, and kickoff scheduling on deal close
Creates project workspace and assigns tasks without manual setup
Sends status updates to stakeholders at each milestone
Reporting
Automated Weekly Business Report
Pulls data from CRM, finance tools, and databases on a schedule
Writes narrative summary and flags week-over-week anomalies
Delivers formatted report to Slack or email — zero manual work
HR
Candidate Screening Pipeline
Reviews applications against role criteria automatically
Sends pre-screen questions and schedules calls for qualified candidates
Drafts rejection emails for non-fits — hiring manager never touches it
Customer Success
Health Score Monitor & Renewal Alerts
Tracks usage signals and support tickets to score account health daily
Triggers intervention playbook when score drops below threshold
Surfaces renewal risk to CSM 90 days out — with full context
Our process

ROI in 2 weeks,
not 2 quarters

01
Discovery — Identify the bottlenecks
Deep dive into your operations through data analysis and team interviews to find the highest-impact automation opportunities.
Week 1
02
Roadmap — Prioritize & plan
We build a clear automation roadmap ordered by ROI impact — so you see value fast, not after months of build-out.
Week 1–2
03
Build — Deploy & train your team
Rapid deployment using proven AI and automation stacks. Minimal disruption, full team training, and a working system you own.
Week 2–4
04
Scale — Continuous improvement
Ongoing support to refine workflows, add new agents, and expand automation as your business evolves.
Ongoing
Built with
Make n8n OpenAI Claude Airtable HubSpot Salesforce Notion Slack Google Workspace Zapier PostgreSQL
Our approach
"We don't just automate what you ask for — we figure out what's actually worth automating, and build it right."
Workflow design & AI automation
Systems integration & data pipelines
Custom AI agents & agentic workflows
Portal & dashboard builds
Ongoing retainer & optimization

Veloris is a boutique AI automation agency. We work with teams across Sales, Finance, Operations, HR, and beyond — anywhere manual work is costing time and slowing growth.

We start with your workflow, not a tool. Every system we build is fully yours — no vendor lock-in, no proprietary platforms, and your team can maintain it the day we hand it off.

About Veloris →
Common questions

What you're
probably wondering

What does Veloris do as an AI automation agency?
Veloris designs and builds agentic AI workflows that automate repetitive, high-volume business processes. We work end-to-end — from discovery and architecture through deployment and training — so your team can focus on work that requires human judgment. Every engagement is scoped to deliver measurable ROI, typically within weeks.
Which teams can Veloris automate for?
We build automation solutions for Sales (lead qualification, outreach sequencing, CRM hygiene), Finance (invoice processing, reconciliation, reporting), Operations (data pipelines, vendor management, fulfillment), and HR (candidate screening, onboarding, policy Q&A bots). If a process involves structured data and repeatable decisions, we can automate it.
How fast can Veloris deliver ROI?
Most clients see measurable ROI within 2–4 weeks of deployment. We scope every project around a specific, quantifiable outcome — hours saved, error rate reduced, pipeline velocity increased — so there's a clear benchmark from day one. We don't sell retainers for the sake of it; if an automation isn't paying for itself quickly, we restructure the scope.
Which AI tools and platforms does Veloris work with?
We're model- and platform-agnostic. We commonly work with OpenAI (GPT-4o, o3), Anthropic Claude, and Google Gemini for inference, and use n8n, Make, LangChain, and custom-built agent frameworks for orchestration. We integrate with the tools your team already uses — Salesforce, HubSpot, NetSuite, Slack, Google Workspace, and more — with no vendor lock-in.
Does Veloris require a long-term contract?
No. Veloris works on a project basis with clearly defined deliverables and success criteria. All workflows, code, and documentation are handed off to your team at project close — no vendor lock-in by design. Ongoing support and iteration are available but entirely optional.

What's eating your
team's time?

30-minute free consult. Tell us the repetitive work draining your team — we'll tell you exactly what we'd automate and what it's worth. No commitment required.

Book Free Consultation → View Services