Truvaldi
Portfolio

Production tools. Real businesses. Measurable results.

70+ custom AI tools designed and built across multiple client engagements — 24+ deployed in production. Every project below is live, used by real businesses to engage real customers. These are not mockups, prototypes, or concept designs. They are working AI systems generating leads and serving customers today.

Our portfolio spans healthcare, medical billing, and financial services — industries where trust, compliance, and accuracy are non-negotiable. Each engagement includes custom AI tools, conversion-focused websites, and integrated systems designed around the client's specific services, pricing, and customer journey.

Healthcare Education

Beso Provider Hub

AI-powered medspa training, medical director, and consulting platform

Brand-new platform launch for a provider-facing business offering hands-on clinical training (15 courses), medical director services, business academy, and practice consulting. 50+ pages, AI chatbot, location SEO across 8+ cities, lead magnets, and conversion architecture designed to fill training cohorts.

  • 50+ pages with full course catalog
  • 15 clinical training courses across 5 specialties
  • AI provider chatbot with service routing
  • 8+ location SEO pages
  • Compliance checklist lead magnet
View case study
Medical Billing

StrataRev

B2B trust-building and lead-qualification platform

Lead qualification platform for a medical billing company targeting healthcare practices. Built to quantify the cost of billing inefficiency and convert skeptical prospects through data — not sales pitches. ROI calculator, 15-question billing audit, denial rate benchmarking, and fee schedule analysis.

  • ROI calculator with live financial modeling
  • 15-question billing audit assessment
  • Denial rate benchmarking tool
  • Fee schedule analyzer
  • Full SEO architecture
View case study
Financial Services

Financial Services Client

AI-powered lead qualification and client onboarding system

Five-tool ecosystem for a financial services firm offering business loans, personal banking, and retirement planning. AI-powered intake automation, product matchers, and a customer service chatbot trained on the firm's complete service catalog.

  • Business Loan Fit Finder
  • Account/Loan product matcher
  • Retirement Readiness Calculator
  • Customer service chatbot
  • AI-guided document intake
View case study
Financial Services · Automation

Saguaro Ridge Wealth Partners

AI-powered workflow automation for a Scottsdale RIA

Four AI workflows for an independent RIA managing ~$850M AUM: quarterly client letters, portfolio commentary, compliance pre-review of marketing materials, and meeting prep briefs. 78% reduction in quarterly letter cycle, 1.5 FTE of senior capacity reclaimed per quarter, zero client-facing errors.

  • Quarterly letter generator (41 hrs → 9 hrs)
  • Portfolio commentary engine (53 hrs → 7 hrs)
  • Automated meeting prep briefs
  • Compliance pre-review with SEC rulebook
  • Human-in-the-loop on every output
View case study

Want results like these?

Every project starts with an AI Growth Audit — a free assessment of your digital presence. We map your customer journey, identify where leads are leaking, and recommend exactly what to build. You get a written roadmap before we write a single line of code.

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