Your team is already behind on AI. We'll fix that — without the risk.

Our founder spent 7 years as a commercial real estate credit analyst at a community bank — underwriting loans, managing complex financial models, and navigating the compliance requirements that define financial services work. When AI tools became available, rather than watching from the sidelines, we put them to work — automating significant portions of a demanding, detail-intensive role using Microsoft Copilot, ChatGPT, and Power Automate. The result wasn't a proof of concept. It was a working system inside a real institution with real regulatory requirements. That experience is the foundation of everything we do at Stonegate. We started this firm because we kept seeing the same problem: businesses knew they needed AI but had nobody to trust. The market was full of technical consultants who had never worked in a bank, a CPA firm, or a compliance-driven environment. We built Stonegate to fill that gap — practical implementation, no technical overhead, and a compliance-first mindset baked in from day one. We work exclusively with small and mid-sized professional services firms who need a trusted advisor, not a software vendor.