More time. Faster follow-through. New possibilities for growth. We design, build and implement AI around your business, so you don’t have to figure it out alone.
From the first customer inquiry to the last administrative handoff. Choose your industry to see specific ways AI could help, then start with the work that matters most.
Choose a focused solution or a connected team of agents. We confirm your systems, data and approval rules before implementation, using built-in software features first. Packages below include only their named workflows, not every solution shown here.
We believe the next big opportunity belongs to you.
We believe in American small & mid size businesses. We are one. And we believe AI can help small and mid-size businesses do more than ever before.
More capacity without more busywork. Faster answers. Better follow-through. Technology that helps your people focus on the work only they can do. That is the opportunity behind Merit SMB AI.
We make it practical: build solutions around your business, implement them with your team, and provide ongoing support when you want it.
From Houston. For American business.U.S.-based. Family-run. Direct accountability.
AI-generated skyline illustration.
Enterprise experience. Built around your business.
For 20 years, Merit Consulting has helped enterprise companies put technology to work. Our independent, family-owned firm brings the experience, care and follow-through it takes to turn ambitious plans into practical results.
AI puts powerful capabilities within reach of small and mid-size businesses. Merit SMB AI brings that opportunity to you, backed by the same people and delivery discipline behind Merit Consulting. We build around your work, make the technology easy to use, and help your team get value from it.
You work with a U.S.-based team, not an offshore handoff.
Meet the people behind the work
Jonathan Dison
Jonathan founded Merit and brings 25 years of experience across enterprise technology transformations. His work has put him alongside business leaders, technology teams and the people who depend on new systems every day.
For Merit SMB AI, that means building around the business, not asking the business to bend around the technology.
Rob brings 25 years of technology and transformation experience, including leadership at EY and Waste Management. He has seen the work from both sides: advising businesses and leading change from inside one.
For Merit SMB AI, that means practical solutions, clear expectations and service people can rely on.
Enterprise technology-change and adoption experience at Merit, not Merit SMB AI customer results or endorsements.
From possibility to working solution
You run the business. We put AI to work.
You don’t need to become an AI expert. Bring us the work you want to improve. We turn it into a practical solution, built around your people and the systems you already use.
YOUR PART
Help us understand the work. Choose the priorities. Approve the result.
OUR PART
Design it, connect it, test it and help your team use it.
01
A clear plan. Before we build.
Choose the outcome worth pursuing: time returned, a better customer experience or work that stops falling through the cracks. We check your tools and data, then agree exactly what we’ll deliver and what it will cost.
You receive A defined solution, implementation estimate and success measures.
02
Built for the way you work.
We configure and connect the solution, then test it against everyday situations and the exceptions that matter. Your team sees how it works and approves the important decisions before launch.
You receive A tested workflow, clear approval rules and a launch plan.
03
Useful from the handover onward.
We train your people and document how to run the solution. Your team can take it from there, or choose an ongoing support plan. Expand only when the next use case makes sense.
You receive Team training, an operating guide and a choice of support.
The result belongs to you
Built for you. Owned by you.
Your workflows are implemented in customer-owned accounts, with access and a documented handoff agreed before work begins.
Dedicated customer environment, not a shared client workspace
Named access, minimum permissions and an activity trail
Human approval for sensitive or consequential actions
Existing business software remains the system of record
The platform is selected for your requirements, not the other way around
Choose your industry and a starting package. See the estimate change right here.
One-time investment
Time returned / month
Estimated payback
Adjust the estimate
Examples, not guaranteed savings. Payback assumes you can put the returned time to useful work at the stated hourly value. Payroll may stay the same. Each package explains the assumptions below.
Your AI. Your setup.
In the cloud or in your office.
You own the accounts and equipment. We help choose the practical setup for your work.
Cloud
No new computer needed
Easiest to get started and access from anywhere. Your workflows use your own cloud accounts. Needs reliable internet and provider services.
$0 equipment allowance
Office computer
A dedicated Mac mini or Dell PC
Useful when the workflow needs files or tools on your premises. You are responsible for power, internet and physical security. Cloud AI and phone services may still be needed.
+$1,500–$3,000 equipment allowance
Advanced local AI
A specialist AI computer
For a tested need to run selected AI models locally. Higher cost and more maintenance. A separately designed stack, not a local installation of Grok Bot.
+$8,000–$12,000 equipment allowance
Grok Bot is cloud-hosted. Connecting an office computer does not move Grok Bot onto that computer or make all data local. Any local-model workflow must be tested separately; phone services, integrations and some AI features may still require internet access. Equipment allowances are planning budgets, not hardware quotes. The final proposal confirms the machine, backup power, configuration, data flow and any additional installation work. Taxes, electricity and replacement equipment are extra.
Planning estimates, not binding quotes. Ranges assume permitted access, usable data, supported integrations and a named reviewer. The final proposal confirms deliverables, acceptance tests, handover and responsibilities.
Vendor licenses, model/voice usage, taxes and ongoing care are additional. Custom APIs, major data cleanup, regulated advice, autonomous financial actions and 24/7 response are not included unless expressly scoped. Lower software subscription prices are not equivalent to implementation services.
What your estimate assumes
These planning ranges assume usable business data, permitted access to your systems, supported integrations and a named person to review important decisions. We use useful features in your existing software before building something new.
Your written proposal confirms the workflows, integrations, testing, training and handover included. Software and usage charges, optional support and any equipment are shown separately. Estimated time returned is capacity your team can put to work, not a promise that payroll will fall or revenue will rise.
After implementation
Your team runs it. Or we help.
Managed care is optional. Choose who owns monitoring, updates and support after handover.
No managed care
$0 / month to us
Your team operates the delivered workflows after handover. No ongoing monitoring, maintenance or support included. Vendor subscriptions and usage remain your responsibility.
Care
$499 / month
Up to 2 support hours for agreed maintenance and troubleshooting. Additional work requires approval. Vendor costs are separate.
Managed optimization
$999 / month
Up to 4 hours for agreed maintenance, monitoring review and improvements. No unlimited changes or 24/7 service. Vendor costs are separate.
Implementation estimates depend on your workflow, systems and requirements. A written proposal confirms the final price.
No staffing change is assumed. The agents handle agreed tasks and support your team. Staffing decisions remain yours, and complex customer situations still need people.
Who handles sensitive or high-stakes decisions?
Your people remain in charge of pricing exceptions, payments, staffing, professional judgments and safety. Each implementation defines approval boundaries and escalation before launch.
What if our current software already does this?
We should use useful capabilities you already own rather than sell you duplicates. The implementation should close workflow and adoption gaps, not add another subscription without a reason.
The next step should be small and useful
Start with one useful change.
Start with the work that takes too much time. Identify the opportunity, check the fit and define a useful first implementation.