Wex Advisory
WexAdvisory

AI is complex.
Working with us isn't.

Get your free AI Auditor book a strategy call →

How We Work

One relationship. Three steps.

01. Audit

We map what's actually costing you time

A free, no-pitch assessment of where AI can realistically save your team hours: not a generic maturity score, a specific list of what's worth automating.

  • Free AI readiness audit
  • Concrete savings estimate
  • No obligation to build anything

02. Build

We build the system, not a slide deck

Custom-scoped automation and dashboards, delivered to production: boutique, on-call, personal. Not a handoff to an account manager.

  • Custom-scoped automation builds
  • Shipped to production, not a prototype
  • Ongoing support built in

03. Enable

We make sure your team can actually run it

Hands-on training grounded in the tools we just built for you: a walkthrough of your own stack, not a generic slide deck.

  • Live team training on your own tools
  • Walkthroughs, not documentation dumps
  • Scoped to your actual stack

Built by builders, trusted by operators

Clients: 25N Coworking, RECO

Proof, Not Promises

Real clients, real systems

Figures are blurred (this is client data), but the interface is exactly what they use every day.

E-commerce ops dashboard pulse view, figures blurred for confidentiality

E-Commerce Operations

Wholesale + DTC command center

119 wholesale accounts and 2,500+ sales leads were tracked in a spreadsheet with no unified view. Now: one live dashboard, live Shopify sync, and automated agents replacing manual triage for a two-founder team with no engineering staff.

119
accounts unified
Live
Shopify sync
Daily
priority digest
25N finance dashboard, figures blurred for confidentiality

Flexible Coworking

Multi-location finance dashboard

Manual Excel reconciliation across five locations, no systematic view of occupancy or competitive position. Delivered: an automated GL verification pipeline, occupancy tracking with historical backfill, and a full competitive analysis in under a day.

5
locations rolled up
Daily
auto refresh
9hrs
to first delivery

What We've Built

Not a slide deck. Shipped systems.

A sample of the agents, dashboards, and products already running for real businesses.

Agent

Shopify Sync Agent

Daily automated sync between commerce APIs and a live ops dashboard: inventory and orders, no manual export.

Dashboard

Occupancy Dashboard

Daily-refreshing occupancy tracking with historical backfill, replacing a manual monthly spreadsheet process.

Agent

SEO / AEO Blog Agent

Research-to-publish pipeline: finds a topic, drafts the post, runs a quality gate, queues it for approval.

Automation

Cold Outreach Automation

Prospect discovery, enrichment, and multi-step sequencing with reply tracking and deliverability monitoring.

Dashboard

Ops Dashboard

Command center for a small operations team: cross-agent priority queue and account health, one workspace.

Product

Canon

A hosted knowledge base queried in plain language: grounded answers with citations, corrections it remembers.

Free · Instant

See exactly where AI saves your business money

Enter your website URL and get a quantified AI opportunity snapshot in 2–3 minutes. Real savings estimates with the math shown, not generic advice.

  • 5 AI maturity scores benchmarked against your industry
  • Top automation opportunities ranked by annual savings
  • Full labor math: hours × rate × automation ceiling
  • Implementation roadmap with specific tool recommendations
  • PDF report delivered to your inbox

Free AI Audit

2–3 minutes · No credit card · PDF delivered to your inbox

Analyze My Business →Prefer to talk first? Book a strategy call

FAQ

Common questions

Still have questions? Send me a message →

Max Wexley

Let's Talk

Your business runs on more noise than it thinks.

The audit is where clarity starts. No pitch deck, just a real look at what AI could actually do for your team.

Direct advisory with Max Wexley: every audit, build, and workshop runs through him, not an account manager.