Smplfy · engineering team for AI-driven operations
Your engineering team for AI-driven business operations
We help businesses deploy AI into their day-to-day operations so the same team gets more done with fewer handoffs. For document-heavy firms, that means replacing fragmented tools and manual document handling with one integrated, AI-assisted system of record — and staying on as the team that keeps it evolving.
Documents read themselves
Intake arrives by email, scan and portal. OCR and document AI extract the fields, classify the document and route it, with a person checking only the exceptions.
Systems that agree
Your CRM, practice tools and finance stack stop disagreeing. We build the integrations and the system of record so one number is true everywhere.
Models are the easy part
OpenAI, Anthropic Claude and Google Gemini, connected through MCP to your CRM and document systems. The work is the integration, the human-in-the-loop checks, and the monitoring that keeps it accurate.
Where we've done it
Samson Funding · working-capital lending
The full loan lifecycle on Azure: intake, document review, third-party due-diligence APIs built for retries and traceability, payout calculations, approvals through fund release. Designed so AI-assisted document review slots into the pipeline without weakening auditability.
Also in this lane
OCR and document AI turning handwritten rental applications into clean Salesforce records for a property management firm. HubSpot and Zapier automations rebuilt so a solar services company’s revenue ops and project cost audits run on numbers finance can trust.
From funded prototype to production platform
We are also the engineering team on federally funded AI-driven research software — prototype to production. That includes a K–8 mathematics platform backed by $1M in federal SBIR funding with an AWS-hosted AI service for narrative and image generation; a 30-day pilot MVP with LLM and SLM orchestration deployed to multiple school districts; and the technical build of an NSF CAREER-funded AI-driven education study platform. FERPA-compliant logging, reporting built for principal investigators, and disclosure packages that clear district IT review.
Charlie Media LLC (dba Smplfy) is a SDO-certified MBE.
How we work
Step 1
One call, one written scope.
We map the systems involved, say where AI actually earns its place, and name the risks.
Step 2
A fixed-scope first project.
One integration, one document-AI intake pipeline, one dashboard, one automation cleanup. The entry point, not the relationship.
Step 3
An ongoing engineering retainer.
A small dedicated team that owns the platform, ships weekly, and absorbs integration, model updates and maintenance work. Most clients convert and stay for years.
Founder-led
Smplfy is led by Charlie Meng — founder and architect, PhD from Northeastern, formerly a senior software engineer at HubSpot and Mathworks, Expert-Vetted on Upwork. Charlie scopes every engagement, makes the architecture calls, and stays accountable for the result; the Smplfy team carries delivery.
Send us the workflow that hurts most
The one where the same document gets re-typed into three systems. We’ll tell you what we’d automate first, where a model belongs, and where a human check stays.