Marshall & Co.

Two-week sprints.
Real AI agents.
Your team levels up.

AI consulting that builds capability, not dependency.

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The Problem

You know AI could help.
You just can't get to it.

There are more opportunities to add AI to your processes than your team has time to explore. Backend operations, document workflows, data reconciliation — the use cases are obvious. But your people are busy running the business, and figuring out how to build AI agents effectively isn't something you can squeeze into a Friday afternoon.

So you buy another SaaS subscription. Thousands a month for specialized software that was built when custom platforms were the only way to parse documents, match transactions, and automate workflows. But AI agents handle that natively now — and you're still paying the old price.

Who

Built by someone who's
done the work.

Doug Hathaway
Founder, Marshall & Co. — Miami, FL

20 years in fintech. Co-founded DadeSystems, a B2B payment automation platform used by Fortune 100 companies, acquired in 2022. Built the kind of specialized B2B software that AI agents are now replacing — and knows from the inside what these platforms actually do, where they break, and what they cost. MS Computer Science, UCF. Multiple US patents in financial transaction automation.

In late 2025, autonomous agents went from research demos to production-ready tools practically overnight. Doug dove in completely — working across multiple startups, helping engineering teams adopt AI practices in real codebases with real deadlines. In a space full of noise, focused on finding what actually works.

Staying ahead of this pace of change is a full-time job. That's what Marshall does — so your team can focus on running the business.

How We Work

Two-week sprints.
Real results.

We work in focused two-week sprints. Most engagements fit in a single sprint. If the work is bigger, we do it in chunks — each one self-contained, each one delivers something real.

We're not anti-SaaS — some tools are worth paying for. But a lot of what you're paying premium for — document parsing, workflow automation, data reconciliation — AI agents handle natively now. If you're still writing checks for it, we'll help you build the replacement. And if an existing tool genuinely solves your problem better, we'll tell you that too.

Phase 1
Assess
Map your workflows, find the leverage points, give you an honest picture of where you are.
Phase 2
Build Together
Real AI systems, built alongside your team. Not in a back room. Not handed over in a demo.
Phase 3
Coach
Your team takes the wheel. We ride passenger. Questions, guidance, confidence.
Phase 4
Release
You own everything. No lock-in. No dependency. The door stays open, but you don't need us.
In Practice

Agents that replace
SaaS subscriptions.

These are the kinds of things we build. Each one replaces a manual process or an expensive platform with an AI agent your team owns.

Invoice Processing
An agent reads your vendor invoices — PDF, scan, email — and extracts the data into your system. No templates. No OCR training. It just reads.
Freight Audit
An agent checks every carrier invoice against your contracted rates and flags overcharges before you pay them. The 95% nobody has time to review.
Credit Screening
An agent pulls credit data, checks references, scores risk, and packages a recommendation. Same-day decisions instead of a three-day process.
Customer Inquiry
An agent reads incoming customer emails — order status, pricing, invoice copies — pulls the answer from your system, and drafts the response.
Demand Forecasting
An agent analyzes your order history and lead times to flag items at risk of stocking out — before your team or your customers notice.
Deduction Management
An agent classifies customer deductions, validates them against delivery records, and routes true exceptions to your senior analysts.
Document Routing
An agent reads incoming documents — invoices, POs, remittance, BOLs — classifies each one, extracts key data, and routes it to the right queue.
Compliance Tracking
An agent monitors license expirations, insurance certificates, and certification deadlines across your vendor base. Alerts before anything lapses.
Order Exceptions
An agent catches pricing discrepancies, availability issues, and substitution needs before orders ship wrong. Flags for review, not after the fact.
Payment Matching
An agent parses incoming remittance, matches payments to open invoices, and flags what doesn't match. Partial payments, combined checks, mystery deductions — handled.
Open Agents

Already have a
technical team?

We publish open-source base agents your developers can start with — real tools for real workflows, ready to customize for your stack. They're a head start, not a demo.

Need something built for your specific data, your edge cases, your systems? That's what the sprint is for.

Coming soon on GitHub