Your Trusted AI Partner
You already know you need AI. What you don’t have is the time to research it, set it up, and make sure your team uses it safely. Promo Consulting does that for you, and we already know how your business runs.
Put AI to work
Get your team started
We set up Claude Team, a secure corporate AI account, connect it to your email, calendar and files, and get your team started with a company use policy, best practices and ready-to-use prompts written for distributors. Very little of your time is required – we do the heavy lifting for you!
AI agents for Syncore distributors
AI agents that work alongside your CSRs and bookkeepers in Syncore and QuickBooks, taking on repetitive back-office tasks so your team keeps up as you grow. Your staff can now focus on critical solutions work while Promo CoWork handles the routine items.
Sound familiar?
- Everyone keeps telling you that you need AI, but you don’t have the expertise or the bandwidth.
- Your staff are already using AI on personal accounts; with company information you can’t see.
- You don’t have an AI policy, and you’re not sure what one should say.
- Your back office grows with every order, but productivity gains need technology.
You don’t need another person telling you AI is important. You need someone you trust to put it to work for you.
Who is your AI partner?
AI tools are easy to find. A partner who understands your business is not. Most AI providers ask you to show them how you do a task and then build something to copy it, workarounds and all. We start from distributor best practice using our extensive Syncore and QB experience to build you agents that are safe and get the work done right.
Syncore distributors used our Consulting, FCFO and M&A services in the last four years
years of combined promo industry experience on our leadership team
years of hands-on Syncore experience for each of 5 leaders on our team
Syncore users trained over the last 20 years
Start simple. Grow from there.
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AI Jumpstart
Your team gets a secure Claude Team business account and gets started with AI.
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Promo CoWork
AI agents take on repetitive work in Syncore and QuickBooks.
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Keep improving
As new agents are released, your team gets more help without more hires.
Your data stays yours
- Your confidential company information is never used to train AI models.
- You stay in control: your team approves the work, and every action is logged.
- Hosted by AWS in the United States, with security designed in from day one.