Services · AI Integration

AI integration services that plug into how you already work.

SFDIFY connects AI models to the software your business already runs: your CRM, documents, inbox, website and internal tools. As an OpenAI Select Partner we do ChatGPT and OpenAI integration every week, alongside Anthropic Claude and Google Gemini, and we run the same integrations inside our own products.

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OpenAI Select PartnerChatGPT, Claude and GeminiSalesforce Consulting PartnerFree first consultation
What we build

AI integration consulting and development.

ChatGPT and OpenAI integration

OpenAI models connected to your product or workflow through the API, with your data, your rules and your logging.

CRM and Salesforce AI

Lead scoring, call and email summaries, and drafted follow-ups inside Salesforce or your custom CRM.

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Document and inbox automation

Emails, PDFs and forms read, classified and turned into records, with a person approving what matters.

Knowledge search over your data

Answers grounded in your own documents, tickets or product data, with sources shown so people can check them.

Assistants and agents in your tools

Assistants that work inside the apps your team already uses, and agents that take approved actions.

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Integration consulting

Which process to integrate first, which model fits, build vs buy, and what it will cost to run.

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Case study · USTAXX

AI that sorts tax documents before a preparer opens them.

The problem

Tax clients upload photos and PDFs of every kind. Without help, a preparer has to open each file, work out which return it belongs to and chase the pages that are missing.

What we built
  • OCR and classification on every upload
  • Documents sorted into the right return automatically
  • Missing pages flagged before review
  • USTAXX AI answering tax questions, with escalation to a real preparer
How it works today

Clients upload once in the USTAXX portal or app, in nine languages. Preparers open a sorted file instead of a pile, and questions the AI cannot answer go to a person.

See USTAXX
Is this a fit?

When to hire us, and when not to.

A good fit when

  • ✓A repetitive task eats hours every week: reading, sorting, summarizing or drafting.
  • ✓The data AI needs already lives in your CRM, inbox, documents or database.
  • ✓You want AI inside the tools your team uses, not another app to log into.
  • ✓You need logging, permissions and a person approving important steps.

Probably not a fit when

  • ×An off-the-shelf tool already does the job well enough. We will tell you if it does.
  • ×There is no clear task or owner yet. Start with AI consulting instead.
  • ×The process changes every week, so there is nothing stable to automate.
How we work

From first call to launch.

01

Pick the process

One real task, its volume and what "done right" means. The first consultation is free.

02

Prototype on real examples

The model wired to a sample of your real data, with a test set that measures quality.

03

Integrate

Connected to your systems with permissions, logging, cost limits and a fallback to a person.

04

Roll out and measure

Launched to the team, watched for quality and cost, then extended to the next process.

Cost and timeline

What drives the cost of an AI integration.

We scope every integration before quoting it. These are the things that move the effort most.

Number of systems

Connecting one system through a clean API is quick. Several systems, or ones without an API, take longer.

Data quality

Clean, structured data needs little preparation. Scanned documents and messy records need extraction and cleanup first.

How much the AI decides

Drafting for a person to approve is simpler than letting an agent act on its own, which needs more testing and guardrails.

Volume and model choice

High volumes call for careful model routing and caching so the monthly model bill stays predictable.

Security and permissions

Customer data, financial records or regulated data add access rules, audit logs and review.

For the trade-offs between building, hiring an agency and buying a tool, read AI integration: build vs agency vs off the shelf.

Proof

Integrations we run every day.

OpenAI Select Partner

Selected by OpenAI as a Select Partner. We build assistants, agents and AI features on OpenAI's models, alongside Anthropic and Gemini.

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USTAXX

The portal and app behind an IRS-authorized e-file practice. Clients ask USTAXX AI, track deadlines and follow their return in nine languages.

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Yolda

The AI-native TMS for trucking. Its AI reads rate confirmations into loads, watches every CDL and medical-card date, and answers questions about your numbers.

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Salesforce Consulting Partner

Official Salesforce Consulting Partner for Sales Cloud, Service Cloud, Data Cloud, Agentforce, Apex, LWC and integrations.

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FAQ

Questions, answered.

What are AI integration services?

AI integration services connect AI models such as ChatGPT, Claude or Gemini to the software a business already uses, so AI can read, summarize, classify, draft or act inside existing workflows instead of in a separate chat window.

What is the difference between AI consulting and AI integration?

AI consulting decides where AI should be used and in what order. AI integration builds the connection between the model and your systems. SFDIFY does both, and you can hire us for either one on its own.

Can you integrate ChatGPT into our website or app?

Yes. We connect OpenAI models through the API, grounded in your own content, with your branding, rules and logging, rather than sending people to ChatGPT itself.

Does our data get used to train the AI model?

Business API traffic is handled under each provider's API data terms rather than the consumer apps. We choose the provider and settings with your data rules in mind, and keep sensitive data out of prompts where it is not needed.

Which AI models do you integrate?

Mostly OpenAI, where SFDIFY is a Select Partner, plus Anthropic Claude and Google Gemini, chosen per task for quality, speed and cost.

Can you add AI to Salesforce?

Yes. As a Salesforce Consulting Partner we set up Agentforce and connect other models to Salesforce data for scoring, summaries and drafted follow-ups.

How do we start?

Book a free first consultation and bring one process you want AI to take on. We will tell you honestly whether integration is worth it and what a first version would look like.

From the blog

Further reading.

AI

AI Integration Consulting vs. AI Consulting: What's the Difference?

AI integration consulting connects AI to your systems; AI consulting decides where it fits and what it costs. See the difference and which comes first.

Learn more
AI

What Is AI Integration, and Does Your Business Need It?

What AI integration is, how it differs from using ChatGPT by hand, what drives its cost, and how to tell whether your business needs it yet.

Learn more
AI

5 AI Integrations We've Shipped and What They Replaced

We built five real AI integrations that replaced specific manual tasks: document extraction, translation, DM routing, and scheduled content.

Learn more
Salesforce

AI Agent Integration: Wire Into Your CRM and Inbox

Learn how to safely integrate AI agents into your CRM and inbox through scoped API access, read-only testing, and guardrails that prevent unauthorized

Learn more
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