Vital Records Control
3 weeks 2 hours
Acquisition due diligence
Discover
A real conversation about your business, your data, and the operational gaps that matter. Thirty minutes. No pitch, no deck.
Fabric · Power BI · Automation · Integration · AI
AI is the easy part. The data underneath isn't.
Mid-market companies don't have an AI problem. They have reports that disagree, teams rekeying data between systems, and a CFO who doesn't trust the dashboard. We build the layer underneath. Then the AI on top actually works.
Led by James Miller, CPA and CEPA. Built by specialists in data engineering, Power BI, automation, and AI agents. 70+ acquisitions analyzed. $548M in capital deployment supported.
An animation of raw data records being cleaned, modeled, and resolved into the Motion AI Systems logo.
Raw records, refined, until there's an answer worth acting on.
What changed for three clients
Third-party HR administration
2 weeks 5 minutes
Provider invoice reconciliation
Tire retail and service
Manual chasing DSO on a dashboard
One data foundation, then collections
You are probably here because
Something in the business isn't working the way it should.
Your reports disagree
Two systems, two numbers, and nobody can say which one is right. So every meeting starts by arguing about the data instead of the decision.
Your team is rekeying data
Someone exports from one system and types it into another, every week, forever. It is expensive, it is error-prone, and it never appears on a budget line.
Board pack night is a fire drill
Three days in Excel to produce something the board looks at for ten minutes. And it is stale the moment it is sent.
You acquired companies and inherited chaos
Five ERPs, four charts of accounts, zero consolidated answers. Diligence was hard. Integration is harder.
Most engagements start because at least one of these is true. Usually three.
The position
Most consultants sell the wedding.
We build the house.
When we talk about AI with clients, we usually mean automation and integration. Most companies are not ready to use AI the way they think they are. But almost every company gets real value from connecting their systems and automating the manual work draining their team.
That foundation, connected systems and reliable reporting and one source of truth, is the unglamorous part. It is also the part that decides whether the AI built on top of it works or quietly falls apart eighteen months in.
Intelligence is the commodity now. The system that channels it is where the work and the value live.
What gets built
Six things. Plus the one everyone asks about.
01
Data Foundations
Microsoft Fabric, medallion architecture, and a single source of truth your team can rely on.
02Executive Analytics
Power BI dashboards your leadership actually uses. Not the ones that sit in a folder unopened.
03Process Automation
Power Automate, Logic Apps, and custom workflows that eliminate the manual work draining your team. Usually the fastest return of any engagement.
04System Integration
Connect ERP, CRM, operations, and finance into one layer that talks to itself. The foundation almost every other engagement depends on.
05AI Readiness
Data quality, governance, and the foundation any meaningful AI initiative actually requires.
06AI Implementation
Copilot deployments and custom AI built on your operational data. Not on slideware.
The capstone
AI Agents
When AI stops answering questions and starts doing the work. Agents that qualify leads, process orders, and follow up on receivables, running on an integrated stack you can audit.
Read the deep diveHow engagements run
No decks. No deliverable theater. Working systems.
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Diagnose
An honest audit of your current data, systems, and reporting. Where the gaps are, what is worth fixing, and what is not. This is usually where the two-week assessment sits.
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Deliver
Foundation first, then dashboards, automations, and AI capabilities on top. Phased, tested, and operational from the first release rather than the last.
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Sustain
Train your team, hand off, or keep us on as an ongoing partner. Your call. Either way, what gets built keeps working after the engagement ends.
Proof
What happens when the foundation gets fixed.
M&A diligence
Vital Records Control
3 weeks 2 hours
Acquisition due diligence
Power BI data models mapped every acquisition target's chart of accounts to the buyer's. Diligence that took two to three weeks dropped to about two hours: remap the accounts and the add-backs line up. The board then asked for the same treatment company-wide. Azure databases and APIs now pull every operating system into one automated Power BI environment the CEO, C-suite, and operations managers run the business from daily.
Foundation, then visibility, then daily operations
Finance operations
Third-party HR administration
2 weeks 5 minutes
Provider invoice reconciliation
Benefits provider invoices had to be reconciled against client collections every month, a process so complex it consumed two weeks. Everything now lands in a Microsoft Fabric environment where the data is cleaned and matched automatically, and a reconciliation file is generated in SharePoint for every client, every month.
Live in production
Receivables
Tire retail and service
Manual chasing DSO on a dashboard
One data foundation, then collections
Disparate systems are being unified into a single data foundation. First build on top of it: real-time DSO monitoring with automated collection notices, so nobody has to chase aging invoices by hand and leadership watches receivables move from the dashboard.
In progress. Foundation first, then everything else
The usual first engagement
Two weeks. A straight answer.
Most companies want to know two things before they hire anyone: where the gaps are, and what to build first. The Data and AI Readiness Assessment answers both in two weeks. Fixed scope, and no further commitment required when it ends.
Talk it through firstWhat gets looked at
- Your source systems, data flows, and current reporting
- The three to five places automation would return the most time
- The realistic AI use cases, and the ones that need to wait
- The shape of the foundation that has to exist first
What you walk away with
- A written assessment of where your data and systems stand today
- A prioritized roadmap: what to fix first, and what it costs
- An honest answer on AI readiness
- A board-ready summary you can use as-is
No proposal mill. No junior pyramid. A senior team, two weeks, a real answer.
Who does the work
A founder who leads. Specialists who build.
James Miller, a CPA and Certified Exit Planning Advisor with 25 years inside finance, operations, and IT, leads every engagement. Behind him is a growing team of developers who each own a specialty: Fabric data engineering, Power BI, automation and integration, and AI agents. Senior judgment on every call, deep hands on every build, and no pyramid of juniors learning on your invoice.
James Miller, CPA · CEPA
Founder, Motion AI Systems
$548M
In acquisition capital supported
70+
Acquisitions analyzed
100M+
Rows in a production data model
25+
Years in finance, operations, and IT
Common questions
Asked often. Answered straight.
What is the first step to working with Motion AI Systems?
A 30-minute call. If there is a fit, most engagements then start with a two-week Data and AI Readiness Assessment: a fixed-scope review that maps your data and systems gaps, identifies the highest-return automation opportunities, and delivers a prioritized roadmap with realistic timelines and costs.
What size companies does Motion AI Systems work with?
Mid-market companies, typically $10M to $500M in annual revenue. Companies large enough to have real data complexity but small enough to work directly with senior specialists rather than a leveraged consulting pyramid.
Who actually does the work?
Every engagement is led by founder James Miller, CPA and CEPA. The build is done by a team of developers who each specialize in one part of the stack: Microsoft Fabric data engineering, Power BI, automation and integration, and AI agents. No offshore pyramid, and no juniors learning on your invoice.
Why Microsoft Fabric instead of Snowflake or Databricks?
Microsoft Fabric is the most defensible platform for mid-market companies already running Microsoft 365, Teams, SharePoint, and Outlook, which is most of them. It comes with enterprise-grade security and governance built in, aligns with Microsoft's funded AI roadmap, and avoids vendor lock to a startup that might pivot or get acquired.
Do you work with companies outside Memphis?
Yes. Motion AI Systems is based in Memphis, TN but serves mid-market companies across the United States. Most engagements run remotely with periodic on-site work as needed.
Do you replace the systems we already have?
Rarely. Most of the value comes from making the tools you already pay for talk to each other. Rip-and-replace is a last resort, not a starting position.
Next step
Thirty minutes. No pitch.
Bring the thing that is actually slowing your team down. You will leave the call with a straight read on whether it is a data problem, a process problem, or an AI problem, and what the first move would be. If Motion AI Systems is not the right fit, I will say so.
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