Houston, TX
We build the same AI-powered tools that big companies pay millions for — custom dashboards, workflow automation, internal software, data pipelines — at a price point that makes sense for your business.
Manual reports, copy-paste workflows, disconnected tools. It works — until it doesn't.
You started this company to do the work, not to spend Sundays updating reports and chasing invoices.
To most people, AI is a chatbot that gives you cooking recipes. Nobody's shown you what it can actually do for your business.
What We Do
Free · 30 min
A no-pressure conversation. We learn your business, identify 2-3 areas where automation could save you real time and money, and show you what's possible.
$500 – $1,500
A structured assessment of your operations, tools, and pain points. You get a written report with specific opportunities ranked by impact — with actual ROI estimates, not hand-waving.
$2,000 – $10,000+
We build the thing. Dashboards connected to your live data. Automated workflows that replace hours of manual work. Internal tools your team actually uses. Scoped, quoted, delivered.
$500 – $2,000/mo
Monthly retainer for maintenance, new features, iteration, and training. Your tools keep getting better as your business grows.
What We Build
Connected to your actual data — financials, operations, KPIs — updated in real time.
Reports that build themselves. No more Sunday nights in Excel.
Eliminate repetitive tasks — data entry, notifications, approvals, follow-ups.
Connect your disconnected systems so data flows where it needs to go, automatically.
Custom apps for your team — intake forms, scheduling, inventory, client portals.
Smart search, document processing, natural language queries against your own data.
Results
A Houston energy company needed real-time visibility into financial performance across multiple business lines. We built a custom dashboard connected directly to their ERP system — automated reporting that previously took a full day each week.
A solar portfolio manager was leaving money on the table due to missed incentive registrations across 18 sites. We identified the gaps, built tracking systems, and recovered over a million dollars in annual revenue that was simply falling through the cracks.
Designed an internal operations optimization strategy for a Fortune 500 energy retailer that won first place in a company-wide innovation competition — beating out hundreds of submissions nationwide.
About
Post Oak Strategies is a Houston-based consulting firm that builds AI-powered tools for small and mid-size businesses. We're not a big firm with 200 employees and a downtown office. We're not here to sell you hype or buzzwords.
We have direct experience in financial planning & analysis, energy, commercial real estate, and operations — and we've built production-grade tools that companies use every day. We know how to quantify the impact, scope the project, and deliver something that actually works.
The businesses we serve — energy services companies, medical practices, contractors, professional firms — deserve the same caliber of tools that Fortune 500 companies take for granted. We're here to make that happen, at a price point that makes sense.
Who We Work With
Oilfield services, midstream operators, energy consultants
Multi-location clinics, dental groups, specialty practices
Commercial contractors, builders, project-based firms
Law firms, accounting practices, consulting firms
Brokerages, property managers, development firms
Freight, distribution, fleet management companies
Book a free 30-minute discovery call. No pitch, no pressure — just a real conversation about your business and where the opportunities are.
Book Your Free Discovery CallOr email us directly: info@postoakstrategies.com