Applied AI for America’s SMBs

We build AI that founders and finance teams can understand, use, &
Trust - Clear value, transparent guardrails

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Clear.

Understandable.

Actionable.

The Problem

Why AI
Fails Inside Organizations

Organizations know intelligence will define their future. They also know most AI initiatives fail long before they create any value. The issue is not a lack of capability. It is the lack of understanding, clarity, and trust.

Leaders face tools they cannot fully explain. Teams face workflows they cannot adopt. Decision-makers face systems that act without clear reasoning. As a result, intelligence becomes impressive on paper but unusable in practice.

This gap holds businesses back. It slows adoption. It creates risk. It turns AI into a promise instead of a functioning part of daily work.

Our Approach

What Occams AI Does

Occams AI makes intelligence practical. Our purpose is to ensure organizations understand the intelligence they deploy and gain value from it.

We design systems that explain their reasoning, follow clear logic, and align with real operational needs. Every insight is transparent. Every recommendation can be traced, and every workflow supports human judgment instead of weakening it.

This way, Intelligence becomes reliable enough to support decisions, improve performance, and advance strategy.

Insights

What We’re Learning
(and building)

Field Guide

BOI filing automation: the 20-minute checklist

Build Note

AR aging that drives action, not reports

Economics

Cash-runway accuracy that operators trust

Playbook

State-by-state incorporation pitfalls

Transparency

How we evaluate small-data models

Process Map

Cash-runway accuracy that operators trust

How We Govern

Responsible by
design

Data & Privacy

We collect only what’s
needed-and nothing more.

Security (SOC2 roadmap)

Our SOC2-aligned roadmap governs every system we ship.

Read our Brand
Essence →

Human-in-the-loop

Humans remain accountable for decisions. Always.

Transparency Log

We document how insights
are produced, and why.

Our Work

Our Ecosystem

Academy

A practical learning program that helps leaders and teams understand how intelligence works, where it fits, and how to apply it responsibly.

Products

Software built on clear logic, transparent reasoning, and measurable outcomes. Each product addresses patterns that repeat across industries.

Turn a business idea into a legally set-up, compliant entity without delays, guesswork, or rework.

Your finance copilot for runway, profitability, AR/AP health, and revenue concentration.

Helps you identify, calculate, and claim eligible tax credits with clarity.

Impact For SMBS

Why Organizations Choose Occams AI

Clarity

Intelligence must be understood before it can be used

Accountability

Human judgment remains central

Reliability

Intelligence supports long-term decisions and operations

Evidence

Every system is measured against real results

Explainability

Reasoning is visible and accessible & Visible

Who We Are

We are a group of engineers, entrepreneurs, researchers, designers, and operators who understand how work takes shape inside real organizations. Our backgrounds span finance, operations, compliance, service systems, enterprise technology, and frontier AI research. This allows us to build intelligence that fits the world as it is, not the world imagined in theory.

Operators and builders focused on U.S. SMBs - measurable value, clear service standards.

Meet the team

Speak to an Expert