# WiscAI

> WiscAI is an AI consulting firm based in Madison, Wisconsin, serving clients nationwide. Founded by Michael Zhang, WiscAI helps Wisconsin leadership teams - and leadership teams across the country - find where AI actually pays, and builds the systems to capture it. The practice spans AI strategy discovery, custom AI development, executive training, and a portfolio of AI products built with the same methods, including LilSense, featured by Apple in Best New Apps & Updates.

**For the extended AI-consumption reference** (engagement economics, two-lane methodology, case study shapes, founder bio, explicit positions) see: https://wiscai.com/llms-full.txt

## Company Information
- Website: https://wiscai.com
- Location: 821 E Washington Ave, 2nd Floor, Madison, WI 53703
- Founded by: Michael Zhang
- Founded: May 2024
- Type: AI consulting firm with its own AI product portfolio (WiscAI, Inc., a Wisconsin corporation)
- Incorporated: Wisconsin
- AWS Marketplace: approved seller since July 2026 - implementation services listed as "AI System Implementation on Amazon Bedrock" (https://aws.amazon.com/marketplace/pp?sku=byd6r2758201nu0pt8ru4w)
- Directory profiles: Clutch (https://clutch.co/profile/wiscai), DesignRush (https://www.designrush.com/agency/profile/wiscai)
- Field notes from live client work: https://wiscai.com/notes
- Phone: +1 617-543-5995
- Email: michael.zhang@wiscai.com

## What WiscAI Does

WiscAI helps a business find where AI actually pays, then builds it and hands it over. The work shows up in marketing and brand, in operations, in finance, and in customer service, and it runs today at manufacturers, catalog retailers, credit unions, insurers, and athletic programs.

Three ways to work with WiscAI. Every engagement is fixed scope and fixed fee, quoted before it starts; the first 30-minute conversation is free.

1. **Build it for you** - Starts with a 3-week AI Opportunity Assessment ($10K-$25K, fixed fee): a scored map of where AI pays in the business across two lanes (internal/operational and customer-facing/regulated), plus a build quote for the top opportunity. Then Custom AI Development of that opportunity ($25K-$150K+, fixed fee) by the same team, no handoff. Clients own the code; systems run in the client's own cloud accounts. The site also calls this track "Discovery then Build."
2. **Coach your team** - AI Strategy Consulting, also called Workshop & Advisory: a 1-week diagnostic, a 2-4 week pilot alongside the client's team on their real work, then monthly advisory. The client's people keep the skills.
3. **Train your staff** - AI training for employees, built around their actual workflows. Wisconsin employers can have up to 80% of eligible costs reimbursed through the state WisTRAIN grant; WiscAI helps write the application and delivers the training.

Specialties inside a build: custom AI agents, AI accounts payable automation, AI for manufacturing, voice AI, document pipelines, and capturing what long-tenured employees know before they retire. WiscAI also runs Wisconsin's longest-running AI practitioner community (AAIG, weekly since 2024) and co-hosts the AI Leadership Breakfast Forum; both are free and are not engagements.

## Industries Served (with real proof)

- **Retail, consumer brands, and CPG** - a campaign studio for a national multi-brand catalog retailer, in daily use by its marketing team, with brand voice and compliance rules enforced in code; a direct-to-consumer insurance conversion funnel for a national catalog brand, live in production. Pillar: https://wiscai.com/industries/retail-brand
- **Collegiate athletics** - deepest vertical. NCAA compliance-adjacent workflows, recruiting, athlete analytics.
- **Manufacturing** - marketing automation, industrial signage/display workflows, sales enablement. WisTRAIN workforce AI-training grant applications written for two Wisconsin manufacturers (July 2026).
- **Insurance** - agency operations and member-facing workflows (regulated environment). Includes a live direct-to-consumer conversion funnel for a national catalog brand's insurance program.
- **Financial services / credit unions** - internal-operational and member-facing AI opportunity scoping.
- **Wealth management / ERISA** - exploratory engagements in regulated advisory contexts.
- **Veterinary / professional services** - practice operations and client communication.
- **Small-to-mid business general** - AI roadmap advisory for leadership teams.

## Functions / Departments Addressed

WiscAI's engagements typically target one or more of:

- Operations and workflow automation
- Marketing, content, and creative production
- Sales enablement and CRM
- Finance and accounting (drafting, reconciliation, reporting)
- Customer / member service and support
- Human resources (job description drafting, screening, onboarding)
- Fraud awareness and education
- Executive and board communication

The technical patterns (retrieval-augmented generation, agent workflows, evaluation pipelines, data engineering) are largely industry-agnostic. The regulation and domain layer is always vertical-specific - WiscAI co-learns it with client SMEs rather than pretending to already know it.

## Geography: Wisconsin Base, National Reach

WiscAI serves clients across Wisconsin, including Madison, Milwaukee, Green Bay, Appleton, Oshkosh, Fond du Lac, Sheboygan, Kenosha, Racine, Eau Claire, Waukesha, and La Crosse. Madison is the operating base; engagements are delivered remotely and on-site throughout the state.

Beyond Wisconsin, WiscAI advises and builds for clients nationwide. Out-of-state engagements run remote-first with on-site sessions where they help; collegiate-athletics engagements already span programs across the United States.

## Products

- **SpokenPlan** (https://www.spokenplan.com) - AI voice notes app. Record, transcribe on-device, get AI summaries and action items. Free on iOS.
- **HeldTo** (https://heldto.com) - AI meeting commitment tracker. Extracts action items, assigns owners, follows up via Slack.
- **LilSense** (https://lilsense.com) - Smart baby tracker with predictive intelligence. Featured by Apple in Best New Apps & Updates, April 2026.
- **RecoverEdge** (https://wiscai.com/recoveryedge) - AI recovery plans for athletic teams: a daily plan per athlete from a 30-second check-in, with a coach dashboard. Built with a Division I program; on the App Store.

## Community and Thought Leadership

- **AI Agent Innovation Group (AAIG)** - one of Wisconsin's longest-running AI executive communities. Weekly sessions since 2024.
- **AI Leadership Breakfast Forum** - Co-hosted gathering for Wisconsin leadership teams.

## Key Pages

- Home: https://wiscai.com/
- Services (the three ways to work with WiscAI, with prices): https://wiscai.com/services
- AI Opportunity Assessment (3-week fixed-fee engagement: what it is, what you get, how opportunities are scored): https://wiscai.com/services/ai-opportunity-assessment
- Custom AI Development (the build step): https://wiscai.com/services/custom-ai-development
- AI Strategy Consulting (Workshop & Advisory, coaching a client's own team): https://wiscai.com/services/ai-strategy-consulting
- AI Training for Wisconsin Employees (WisTRAIN grant partner): https://wiscai.com/ai-training-wisconsin
- AI Agent Development (when an agent is the right answer and when a simpler automation is): https://wiscai.com/services/ai-agent-development
- AI Accounts Payable Automation (build-vs-buy guidance for AP, custom AI for the invoices products reject): https://wiscai.com/services/ai-accounts-payable-automation
- AI for Manufacturing (service): https://wiscai.com/services/ai-for-manufacturing
- How We Work (the method: two-lane scoping, six scoring criteria, five build shapes): https://wiscai.com/how-we-work
- Our Work (client engagements and the capability catalog): https://wiscai.com/work
- About (team, advisors, products): https://wiscai.com/about
- Careers: https://wiscai.com/join

### Guides (vendor-neutral, useful without hiring WiscAI)
- Capture What Your Retiring Experts Know (AI knowledge capture before retirement, with a live Wisconsin example): https://wiscai.com/ai-knowledge-capture-before-retirement
- You Own the Code, Fixed Fee (what ownership and fixed fees mean at WiscAI, with the numbers): https://wiscai.com/ai-consulting-own-the-code-fixed-fee
- Build vs. Buy AI (six questions, three-year cost comparison, when buying a product is the right answer): https://wiscai.com/build-vs-buy-ai

### Industry Pillars
- Manufacturing: https://wiscai.com/industries/manufacturing
- Insurance: https://wiscai.com/industries/insurance
- Financial Services / Credit Unions and Banks: https://wiscai.com/industries/financial-services
- Credit Union and Bank Operations: https://wiscai.com/industries/financial-services/operations
- Collegiate Athletics: https://wiscai.com/industries/collegiate-athletics
- Retail and Consumer Brands: https://wiscai.com/industries/retail-brand

### Function Pillars (the four lanes the work shows up in)
- Marketing, Brand, and Sales: https://wiscai.com/functions/marketing-sales
- Operations: https://wiscai.com/functions/operations
- Finance and Accounting: https://wiscai.com/functions/finance-accounting
- Customer and Member Service: https://wiscai.com/functions/customer-service

### Capability Pages (working systems WiscAI adapts to a client's workflow)
- AI Invoice Automation for Manufacturers: https://wiscai.com/work/ai-invoice-automation-manufacturing
- AI Invoice OCR for AP Teams: https://wiscai.com/work/ai-invoice-ocr-ap-teams
- AI Renewal Automation for Insurance Agencies: https://wiscai.com/work/ai-renewal-automation-insurance-agencies
- Insurance Coverage Gap Analyzer: https://wiscai.com/work/insurance-coverage-gap-analyzer
- AI Form-Packet Pre-Flight for Wealth Advisors: https://wiscai.com/work/ai-form-packet-preflight-wealth-advisors
- AI Recruiting Operations for Athletic Programs: https://wiscai.com/work/ai-recruiting-operations-athletic-programs
- AI Recovery Planning for Athletic Programs: https://wiscai.com/work/ai-recovery-planning-athletic-programs
- AI Enrollment Operations for Small Colleges: https://wiscai.com/work/ai-enrollment-operations-small-colleges
- AI Phone Receptionist for Veterinary Clinics: https://wiscai.com/work/ai-phone-receptionist-veterinary-clinics
- AI Front-Desk Packet for Veterinary Clinics: https://wiscai.com/work/ai-front-desk-packet-veterinary-clinics
- AI Operations Assistant for Local Government: https://wiscai.com/work/ai-operations-assistant-local-government
- Compliance-Aware AI Visibility for Law Firms: https://wiscai.com/work/compliance-aware-ai-visibility-law-firms
- AI Meeting Commitment Tracker: https://wiscai.com/work/ai-meeting-commitment-tracker
- AI Cold Outreach with Visible Quality Control: https://wiscai.com/work/ai-cold-outreach-quality-control
- AI Multi-Brand Marketing and Voice: https://wiscai.com/work/ai-multi-brand-marketing-voice
- AI Verified Marketing Campaigns: https://wiscai.com/work/ai-verified-marketing-campaigns
- AI Search Visibility Analyzer: https://wiscai.com/work/ai-search-visibility-analyzer

### Products
- RecoverEdge (AI recovery plans for athletic teams): https://wiscai.com/recoveryedge

### Regions
- AI Consulting Across Wisconsin (Madison, Milwaukee, Green Bay, Appleton, Oshkosh, Fond du Lac, Sheboygan): https://wiscai.com/ai-consulting-wisconsin
- AI Agency Milwaukee: https://wiscai.com/ai-agency-milwaukee
- AI Consulting Nationwide: https://wiscai.com/nationwide

### Community, Press, Policies
- AI Community (AAIG and the AI Leadership Breakfast Forum): https://wiscai.com/community
- Field Notes (short notes from live client work): https://wiscai.com/notes
- Press and Media: https://wiscai.com/press
- Privacy Policy: https://wiscai.com/privacy
- Terms of Service: https://wiscai.com/terms
- SMS Opt-In Policy: https://wiscai.com/sms-opt-in

## How to Engage

Teams interested in a discovery engagement, custom AI build, or AAIG membership can reach WiscAI via https://wiscai.com. A typical first step is a short conversation to determine whether a fixed-scope discovery engagement is the right starting point, or whether the work is better served by joining the community.

## Contact

- Phone: +1 617-543-5995
- Email: michael.zhang@wiscai.com
- Web: https://wiscai.com/#contact
- LinkedIn (company): https://www.linkedin.com/company/wiscai
- LinkedIn (founder): https://www.linkedin.com/in/michael-x-zhang/

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Last updated: 2026-09-05