AI Automation Consultant in Charlotte
We build AI-powered automation workflows for Charlotte's banking, financial services, logistics, and energy teams. Power Automate + Azure OpenAI for regulated M365 environments. Fixed fee, first workflow live in 2-3 weeks.
Trusted by Charlotte banking, logistics, and energy teams
What Charlotte teams get from an AI automation engagement
Numbers from our Power Automate engagements with Charlotte's banking, logistics, and energy teams.
2–3 wks
first workflow live
100%
audit trail on regulated workflows
M365
native — stays in your compliance boundary
Fixed
fee — quoted before any work starts
How a Charlotte mid-market lender automated loan exception routing with Power Automate
An anonymised example from a recent Charlotte engagement — compliance-first automation inside an M365 environment for a regulated financial services workflow.
The challenge
A Charlotte-based commercial lender was managing loan exception routing via email — a credit analyst would flag an exception, email it to the right team, and track status in a spreadsheet. 50+ exceptions per week, tracked manually, with no audit trail for OCC examination.
What we built
We built a Power Automate workflow inside their M365 tenancy: exceptions are submitted via a Teams Adaptive Card, classified by exception type using Azure AI, routed to the correct approver, and tracked in a SharePoint list with full timestamp audit trail. Entire process stays inside their M365 environment.
Outcomes
Spreadsheet → SharePoint
exception tracking with full audit trail
2 hrs → 20 min
weekly exception status reporting time
100%
OCC-compliant audit trail on every exception
Automation built for Charlotte's banking and logistics ecosystem
Charlotte's banking ecosystem runs on Microsoft 365. We build Power Automate workflows with compliance audit trails built in from day one.
Power Automate for regulated financial workflows
Loan routing, compliance approval chains, and exception workflows built inside your M365 tenancy. Power Automate + Azure OpenAI stays inside your compliance boundary — no data leaves your environment.
Compliance audit trail by default
Financial services workflows need audit trails for OCC, FINRA, and SOX. Every workflow we build for Charlotte's banking clients includes structured logging, approval timestamps, and examination-ready records — built in, not added later.
Logistics and supply chain automation
Charlotte's distribution hub runs on carrier, inventory, and invoice workflows. We build carrier rate comparison, shipment exception routing, and invoice reconciliation for logistics teams — Make.com or n8n depending on stack.
Duke Energy and utilities workflows
Grid operations reporting, regulatory compliance data collection, and exception flagging workflows for Charlotte's energy and utilities teams — automated data collection from multiple systems into a single compliant report.
Compliance-first automation, fixed-fee delivery
A strategic approach tailored to your business needs.
Week 1 — Compliance scoping and platform lock-in
We map your process, identify regulatory constraints (OCC, FINRA, SOX, Basel), and select the platform. Power Automate inside your M365 is the default for Charlotte's financial services clients.
Week 2–3 — Build with audit trail from day 1
Structured logging and approval audit trails are built in from the first line of workflow logic — not added as a retrofit. First workflow live and examination-ready by end of week 3.
Ongoing — Expand with compliance maintained
Monthly review to confirm workflows still meet regulatory requirements. 1–2 new workflows per month from your backlog.
Wondering what this would cost you?
Answer a few questions and see an honest price range on screen — no email, no call needed.
Locations
Other AI automation consulting locations
Remote delivery across North America — same fixed-fee model, same named engineer, same 2–3 week delivery.
AI automation consulting questions for Charlotte teams
Find answers to common questions about our services and process.