Service Expectations
Clear scope.
Practical support.
This page explains what Agentix AI Managed Services is designed to provide and how we work together. Your written proposal and service agreement control any client engagement.
Effective date: August 9, 2026
What we provide
Agentix provides monthly, human-led AI operations support for small businesses. Every plan begins with bookkeeping workflow support. Depending on the plan and approved scope, support may include workflow assessment, setup coordination, customer-follow-up drafting, calendar support, reporting, AI workspace guidance, and ongoing improvement. An automation is offered as active only after it is ready to support.
Plans and pricing
Current starting plans are Essential at $199 per month, Essential Plus at $399–$499 per month, and Managed at $899 per month. A one-time account setup charge is due at the start of service: $130 for Essential, $270–$340 for Essential Plus, and $620 for Managed. Custom Managed Services and their setup charge are quoted for needs such as daily human support, quote preparation, advanced reporting, specialized integrations, or a private internal company chat. Exact deliverables, timing, and fees are confirmed in writing before work begins.
How implementation works
We first review your goals, current tools, and practical constraints. A workflow is only offered as an active service after it is appropriately connected, tested, permissioned, monitored, and supportable. A discussion, assessment, or proposal is not a promise that every requested integration or automation can be implemented.
Your responsibilities
You are responsible for providing accurate information, maintaining authority over your business accounts, reviewing important outputs, and promptly sharing changes that could affect a workflow. You remain responsible for business decisions, accounting records, tax filings, legal compliance, payroll, and communications sent under your name.
Security and approvals
We use authorized access—not shared passwords.
Please do not send passwords, banking details, payment-card data, accounting credentials, tax IDs, or sensitive customer data through this website, email, or a scheduling form. System access and data handling are discussed after an NDA and service arrangement are in place, using appropriate authorized and permissioned methods.
Third-party tools
Agentix may work with tools such as QuickBooks, Xero, Gmail, Microsoft 365, Cal.com, and other approved business platforms. Their availability, permissions, terms, and performance are controlled by their respective providers. We do not control third-party services and cannot guarantee uninterrupted operation of a third-party platform.
No professional advice
Agentix does not provide legal, tax, accounting, financial, employment, or insurance advice. For those matters, consult a qualified professional. Bookkeeping support and workflow automation are not a substitute for the review or judgment of your accountant or other advisor.
Changes, support, and cancellation
Service changes, response expectations, and cancellation terms are set out in your written agreement. We may recommend adjustments when a workflow, connected system, or client need changes. Ongoing service depends on continued cooperation, appropriate access, and a supportable scope.
Text messaging (SMS)
Agentix AI Managed Services sends operational text messages to clients and their designated contacts about their own account. These messages may include invoice and payment status, approval requests, appointment and schedule changes, and service notifications.
This is not a marketing program. We do not send promotional or advertising text messages.
Written consent is captured in the signed client service agreement at onboarding. Clients may withdraw consent at any time.
Message frequency varies based on your account activity, typically 2-10 messages per month.
Message and data rates may apply.
Reply STOP to any message to stop receiving texts. We will send one confirmation message and then no further messages.
Reply HELP for assistance, or contact todd@agentixai.ai.
Mobile carriers are not liable for delayed or undelivered messages.
For information about how we handle mobile information and SMS consent, see our Privacy Policy.
Questions
For questions about these service expectations, contact todd@agentixai.ai.