Marshall Consulting

Real AI agents.
Built with your team.
Yours to keep.

AI consulting that builds capability, not dependency.

Book a 30-min process review
The Problem

You know AI could help.
You just can't get to it.

There are more opportunities to add AI to your processes than your team has time to explore. Matching payments, processing invoices, managing exceptions. The use cases are obvious. But your people are busy running the business, and figuring out how to build AI agents isn't something you can squeeze into a Friday afternoon.

Or maybe you've already started. You've got a team experimenting, maybe a few agents built. But you're not seeing the value leadership expected, or you just haven't found the time to get it off the ground.

So you buy another SaaS subscription. Thousands a month for specialized software that was built when custom platforms were the only way to read documents, match transactions, and automate the back office. But AI agents handle that now. And you're still paying the old price.

Who

Built by someone who's
done the work.

Doug Hathaway
Founder, Marshall Consulting / Miami, FL

20 years in fintech. Co-founded DadeSystems, a B2B payment automation platform used by Fortune 100 companies, acquired in 2022. Built the kind of specialized B2B software that AI agents are now replacing. Knows from the inside what these platforms actually do, where they break, and what they cost. MS Computer Science, UCF. Multiple US patents in financial transaction automation.

In late 2025, autonomous agents went from research demos to production-ready tools practically overnight. Doug dove in completely, working across multiple startups, helping engineering teams adopt AI practices in real codebases with real deadlines. In a space full of noise, focused on finding what actually works. Staying ahead of this pace of change is a full-time job. That's what Marshall does, so your team can focus on running the business.

Today, Marshall builds AI agents inside companies across very different worlds. Software teams shipping faster with agents in their codebase. Professional service firms replacing expensive document tools with agents they own. Back offices automating the manual work that used to take a full team. Startups and established firms, technical and non-technical. The industries change, but the approach holds: find the real bottleneck, build a working agent alongside your team, and leave them able to run it without us.

How We Work

A monthly partner.
No lock-in.

We work as a monthly partner, embedded with your team. A few hours a week, or a fractional lead, depending on what you need. Month to month, cancel anytime. No long contracts, no lock-in. Every month delivers something real, and the work compounds. As you take on more, we scale with you.

We're not anti-SaaS. Some tools are worth paying for. But a lot of what you're paying premium for today, reading documents, matching payments, routing exceptions, AI agents handle natively now. If you're still writing checks for it, we'll help you build the replacement. And if an existing tool genuinely solves your problem better, we'll tell you that too.

Phase 1
Assess
Map your workflows, find the quick wins, give you an honest picture of where you are.
Phase 2
Build Together
We embed with your team. In your systems, your tools, your workflow. Not in a back room. Not handed over in a demo.
Phase 3
Coach
Your team takes the wheel. We ride passenger. Questions, guidance, confidence.
Phase 4
Release
You own everything. No lock-in. No dependency. The door stays open, but you don't need us.
In Practice

Agents that replace
SaaS subscriptions.

These are the kinds of things we build. Each one replaces a manual process or an expensive platform with an AI agent your team owns.

Invoice Processing
An agent reads your vendor invoices, whether they come in as PDFs, scans, or emails, and pulls the data into your system. No templates. No training. It just reads.
Deduction Management
An agent classifies customer deductions, validates them against delivery records, and routes true exceptions to your senior analysts.
Credit Screening
An agent pulls credit data, checks references, scores risk, and packages a recommendation. Same-day decisions instead of a three-day process.
Customer Inquiry
An agent reads incoming customer emails about order status, pricing, or invoice copies. It pulls the answer from your system and drafts the response.
Document Routing
An agent reads incoming documents like invoices, purchase orders, and payment details. It classifies each one, pulls the key data, and routes it to the right queue.
Order Exceptions
An agent catches pricing discrepancies, availability issues, and substitution needs before orders ship wrong. Flags for review, not after the fact.
Compliance Tracking
An agent monitors license expirations, insurance certificates, and certification deadlines across your vendor base. Alerts before anything lapses.
Demand Forecasting
An agent analyzes your order history and lead times to flag items at risk of stocking out before your team or your customers notice.
Freight Audit
An agent checks every carrier invoice against your contracted rates and flags overcharges before you pay them. The 95% nobody has time to review.
Payment Matching
An agent reads incoming payment details, matches them to open invoices, and flags what doesn't line up. Partial payments, combined checks, mystery deductions. Handled.