Levitate AI Solutions

Put AI to Work,
without losing the human touch.

Most owners know they need to be using AI, but still don't know what to actually do with it. Too often they get a reskinned version of their existing tools that never taps the real potential. We find where AI genuinely fits your business, then build it for you.

11% Only 11% of small businesses use AI today. The ones who do are pulling ahead.
★★★★★ Rated 4.9 by 9,000+ small businesses

Make AI work for your business

A short, no-pitch conversation. We'll reach out within one business day.

No pitch, no deck · Privacy policy

Trusted by 9,000+ small businesses
Inc. 5000 honoree USA Today Top Workplace G2 Leader G2 Users Love Us Capterra Best Ease of Use
The opportunity

Few small businesses use AI.
The ones who do are winning.

The gap
11%of SMBs use AI

vs 41% of large enterprises

Most small businesses still aren't using AI in any real way. The adoption gap between small and large firms keeps widening.

Eurostat, 2026

The payoff
85%see efficiency gains

21% average revenue boost for adopters

Among the businesses actively putting AI to work, the majority report reduced costs, improved efficiency, and measurable revenue lift.

Goldman Sachs, 2025 · Adobe, 2026

The winners aren't the biggest. They're the ones who start.

The reality
60%

of the workday goes to "work about work."

Status meetings, chasing updates, hunting for files, copy-paste between tools. The busywork that crowds out the work you're great at.

Source: Asana, Anatomy of Work Index

We build the AI that gives those hours back.

How it works

You know your business. We know AI.
Together, we put it to work.

STEP 01

Find the hours

We map where your team's week actually goes: the prep, the chasing, the copy-paste between systems that nobody would miss.

STEP 02

Build the AI

The same team that ships Levitate's own AI builds yours, designed around how you actually work. Builders, not slide decks.

STEP 03

Prove it fast

Short 3 to 4 week phases with a weekly working session, and real, working AI in your business at the end of each one.

We build on the tools you already use, not another platform to learn

Redtail Wealthbox Salesforce Clio Outlook Gmail Zapier
A small business owner smiling
Tech should deepen connection, not replace it.
The human touch

Worried AI makes things less personal? We think it's the opposite.

Our whole philosophy is using AI to handle the manual tasks and the spreadsheet work, without losing the human touch. When the busywork stops eating your week, you get more time for the relationships your clients and prospects actually stay for. The AI works in the background. You stay out front.

AI handles the busywork. You keep the relationships.

Who it's for

Built for relationship-driven businesses.

If your whole job is staying close to people, you don't have a data team or a spare engineer, and you've spent two years hearing AI changes everything with nobody explaining what to do with it, this is for you.

Financial Advisors Insurance Agents Accountants & CPAs Law Firms Nonprofits Home Services Funeral Homes Real Estate

Do any of these sound familiar?

  • Important emails that can't fall through the cracks, slipping through anyway.
  • Prepping for client meetings across years of email, notes, and context.
  • Pulling the same report from three systems that don't talk to each other.
  • Onboarding every new client with the same repetitive intake, every time.
  • Chasing down documents, signatures, and paperwork during your busy season.
  • Knowing AI could help somewhere, but not where to start.

We'd love to hear what your version of that list looks like.

Pilots in the wild

What we've already built.

Commercial Real Estate Live today

Hours of meeting prep, gone.

Client history was pieced together from email, contacts, and calendar before every meeting, and comp searches meant hunting across a shared drive where 25 people filed differently.

We built a morning meeting-prep digest and an instant comp search across their whole library.

20 minfor what used to take 2.5 weeks
"I think Levitate is onto something massive here."
M
Matthew
Founder, advisory firm
Financial Advisors In build

Signal, rescued from the noise.

Pitches and wholesalers drowned client signal across two inboxes, and one request lost in the noise turned into a costly miss for a client.

We're building a personal inbox assistant and an 8am daily brief that triages noise and flags what matters, compliance-aware.

1,500+unread emails triaged down to signal
"I just can't miss this stuff. This is a game changer."
T
Travis
Private Wealth Advisor
Accounting Scoped

An end to chasing tax docs.

Every client meant a four-tier manual chase, a portal message, then email, then text, then a phone call, and an office manager's whole season spent tracking who was pinged where.

We're building an automated follow-up agent, prior-year prep checklists, and one unified deadlines dashboard.

100+ hrsof chasing recovered, every season
"I no longer have to constantly nag people."
K
Ken
CPA, accounting firm

Real pilots, anonymized by industry. Names and logos shared on request.

No pressure

What happens next.

Step 1

Book a low-stakes conversation

Twenty no-pitch minutes on where the manual hours go, what they cost, and whether there's a first project worth doing.

YOUR TIME20 minutes
Step 2

A scoping call

Within a week, we go deep on one workflow with the people who live it, then define a Phase 1 with specific deliverables.

YOUR TIME~1 hour
Step 3

Phase 1: working AI

Over 3 to 4 weeks, a weekly working session while we build in between, then real, working AI live in your business.

YOUR TIME1 hr / week

You see working AI before you commit to anything bigger.

Book our first low-stakes conversation
Why Levitate

We put .ai in our name in 2017. Five years before ChatGPT.

After building ShareFile into a major success, Jesse Lipson founded Levitate.ai in 2017 to help small, relationship-based businesses use AI without losing the human touch. We didn't jump on a bandwagon, we were already here. His belief that technology should deepen human connection, not replace it, still shapes everything we build.

9,000+
Small businesses
300+
Employees
Daily
New AI shipped
2015
OpenAI is founded
The research lab behind ChatGPT begins.
2017
Levitate.ai is founded
The bet that AI could help small businesses, made early.
2021
Anthropic is founded
Levitate had already been building AI for four years.
2022
ChatGPT launches
The world catches on. We'd been here five years.
Now
9,000+ businesses run on Levitate
Still the only thing we work on.
Pricing

Less than a hire. A fraction of a consultant.

No enterprise price tag, no hourly billing, no surprises. You see the exact number before we build anything.

Hire someone to do it
$50–70Ka year, plus benefits

A new salary and months of ramp before anything gets easier.

Hire an AI consultant
$10–20Ka month

Enterprise rates and long statements of work.

Levitate AI Solutions Build it with us
Low thousandsper project, hundreds a month to run

A fraction of either, and the work is done for you, not handed off.

One flat fee per project. No hourly billing, no meter running.
One flat monthly fee to keep it running, in the hundreds, never the thousands.
You see the exact number before we start. You only ever pay for what we build.
See what your first project would cost
Let's talk

Let's find where AI fits in your business.

No pitch, no deck. Just a short conversation about what's eating up your team's time and where AI could (or couldn't) help. We'll come prepared to listen.

  • 15 to 20 minutes, on your schedule
  • Bring whatever's currently driving you nuts
  • You walk away with ideas either way

Start the conversation

We'll reach out within one business day to set up a time.

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Common questions

The short version.

Will this replace my team or make my business feel less personal?

No, and that's the whole point. We use AI for the manual tasks and spreadsheet work, not the relationships. When the busywork stops eating your week, you get more time for the human connection your clients and prospects actually want. Technology should deepen those connections, not replace them.

Is this just Levitate's product?

No. We build custom apps and tools that go beyond Levitate's core product, designed around how your business actually works. Levitate runs quietly as the engine behind some of it.

How long does it take?

We work in short sprints and aim to get something useful in your hands in weeks, not months. We start with one quick win rather than a sprawling project.

Do I need to be technical?

Not at all. You bring the knowledge of your business. We handle all of the AI and the building. If a conversation ever starts to sound like jargon, that's on us to fix.

What does it cost?

Lightweight and custom, not another expensive enterprise platform. We'll walk through the specifics on our call, once we understand what you actually need.